JP Morgan Chase
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JP Morgan Chase’s NRG Energy NRG Stock Holding History

JP Morgan Chase’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
Q1 		– Sell
-1,300
Closed -$207K – 7773
2025
Q4 		$207K Sell
1,300
-3,900
-75% -$645K ﹤0.01% 5528
2025
Q3 		$842K Buy
5,200
+3,900
+300% +$608K ﹤0.01% 4706
2025
Q2 		$209K Sell
1,300
-48,700
-97% -$6.42M ﹤0.01% 5201
2025
Q1 		$4.77M Buy
50,000
+37,000
+285% +$3.74M ﹤0.01% 3203
2024
Q4 		$1.17M Hold
13,000
– – ﹤0.01% 4523
2024
Q3 		$1.18M Sell
13,000
-15,500
-54% -$1.23M ﹤0.01% 4364
2024
Q2 		$2.22M Buy
28,500
+15,300
+116% +$1.19M ﹤0.01% 3696
2024
Q1 		$894K Buy
+13,200
New +$741K ﹤0.01% 4426
2023
Q1 		– Sell
-75,000
Closed -$2.39M – 7067
2022
Q4 		$2.39M Hold
75,000
– – ﹤0.01% 3423
2022
Q3 		$2.87M Hold
75,000
– – ﹤0.01% 3176
2022
Q2 		$2.86M Buy
+75,000
New +$3.06M ﹤0.01% 3260
2018
Q3 		– Sell
-181,000
Closed -$5.56M – 5767
2018
Q2 		$5.56M Buy
181,000
+131,000
+262% +$4.24M ﹤0.01% 2606
2018
Q1 		$1.53M Sell
50,000
-1,128,700
-96% -$31.3M ﹤0.01% 3434
2017
Q4 		$33.6M Buy
1,178,700
+1,000,000
+560% +$27.2M 0.01% 1200
2017
Q3 		$4.45M Hold
178,700
– – ﹤0.01% 2644
2017
Q2 		$3.08M Hold
178,700
– – ﹤0.01% 2792
2017
Q1 		$3.34M Buy
+178,700
New +$2.96M ﹤0.01% 2703
2015
Q4 		– Sell
-43,200
Closed -$642K – 4771
2015
Q3 		$642K Buy
+43,200
New +$858K ﹤0.01% 3325
2015
Q1 		– Sell
-67,300
Closed -$1.81M – 4207
2014
Q4 		$1.81M Hold
67,300
– – ﹤0.01% 3023
2014
Q3 		$2.05M Buy
+67,300
New +$2.1M ﹤0.01% 2911

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

JP Morgan Chase's NRG Position: Q2 2026 in Review

JP Morgan Chase reduced its NRG Energy (NRG) stake by 47% in Q2 2026, selling an estimated $101M and leaving 778,042 shares worth $116M. The position accounts for 0.01% of the portfolio, ranked #991.

JP Morgan Chase first reported a position in NRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $231M in Q3 2024. 1,021 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • JP Morgan Chase held 778,042 shares of NRG Energy worth $116M as of Q2 2026.
  • JP Morgan Chase sold 702,497 NRG Energy shares in Q2 2026, an estimated $101M.
  • NRG Energy made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #991 holding.
  • JP Morgan Chase first reported a position in NRG Energy in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's NRG Energy position peaked at $231M in Q3 2024.
  • 1,021 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.