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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase's NRG Position: Q1 2026 in Review

JP Morgan Chase increased its NRG Energy (NRG) stake by 3.9% in Q1 2026, buying an estimated $8.83M and bringing the position to 1,480,539 shares worth $209M. The position accounts for 0.01% of the portfolio, ranked #676.

JP Morgan Chase first reported a position in NRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $231M in Q3 2024. 1,058 funds tracked by Wall St. Rank hold NRG as of Q1 2026.

  • JP Morgan Chase held 1,480,539 shares of NRG Energy worth $209M as of Q1 2026.
  • JP Morgan Chase bought 56,136 NRG Energy shares in Q1 2026, an estimated $8.83M.
  • NRG Energy made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #676 holding.
  • JP Morgan Chase first reported a position in NRG Energy in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's NRG Energy position peaked at $231M in Q3 2024.
  • 1,058 funds tracked by Wall St. Rank held NRG Energy as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.