Iron Horse Wealth Management’s NRG Energy NRG Stock Holding History

Iron Horse Wealth Management’s Portfolio NRG Stock Details NRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$11.7K	Hold	73	–	–	﹤0.01%	258
2025 Q1	$6.97K	Hold	73	–	–	﹤0.01%	314
2024 Q4	$6.59K	Hold	73	–	–	﹤0.01%	281
2024 Q3	$6.65K	Hold	73	–	–	﹤0.01%	276
2024 Q2	$5.68K	Hold	73	–	–	﹤0.01%	262
2024 Q1	$4.94K	Hold	73	–	–	﹤0.01%	255
2023 Q4	$3.77K	Hold	73	–	–	﹤0.01%	298
2023 Q3	$2.81K	Buy	+73	New	+$2.76K	﹤0.01%	322

Other funds holding NRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Iron Horse Wealth Management's NRG Position: Q2 2025 in Review

Iron Horse Wealth Management held its NRG Energy (NRG) position steady in Q2 2025 at 73 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Iron Horse Wealth Management first reported a position in NRG in Q3 2023 and has held it in 8 quarters since. 1,015 funds tracked by Wall St. Rank hold NRG as of Q2 2025.

Iron Horse Wealth Management held 73 shares of NRG Energy worth $11.7K as of Q2 2025.
Iron Horse Wealth Management left its NRG Energy share count unchanged in Q2 2025.
NRG Energy made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #258 holding.
Iron Horse Wealth Management first reported a position in NRG Energy in Q3 2023 and has held it in 8 quarters since.
1,015 funds tracked by Wall St. Rank held NRG Energy as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.