JFG
NRG icon

JDM Financial Group’s NRG Energy NRG Stock Holding History

JDM Financial Group’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
2026
Q2 		$2.19K Hold
15
– – ﹤0.01% 309
2026
Q1 		$2.19K Buy
+15
New +$2.36K ﹤0.01% 293

Other funds holding NRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

JDM Financial Group's NRG Position: Q2 2026 in Review

JDM Financial Group held its NRG Energy (NRG) position steady in Q2 2026 at 15 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

JDM Financial Group first reported a position in NRG in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.19K in Q1 2026. 1,020 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • JDM Financial Group held 15 shares of NRG Energy worth $2.19K as of Q2 2026.
  • JDM Financial Group left its NRG Energy share count unchanged in Q2 2026.
  • NRG Energy made up ﹤0.01% of JDM Financial Group's portfolio in Q2 2026, its #309 holding.
  • JDM Financial Group first reported a position in NRG Energy in Q1 2026 and has held it in 2 quarters since.
  • JDM Financial Group's NRG Energy position peaked at $2.19K in Q1 2026.
  • 1,020 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.