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
2025 Q2	–	Sell	-2,200	Closed	-$210K	–	7470
2025 Q1	$210K	Sell	2,200 -27,000	-92%	-$2.73M	﹤0.01%	5219
2024 Q4	$2.63M	Hold	29,200	–	–	﹤0.01%	3938
2024 Q3	$2.66M	Sell	29,200 -4,300	-13%	-$342K	﹤0.01%	3757
2024 Q2	$2.61M	Buy	+33,500	New	+$2.6M	﹤0.01%	3558
2019 Q1	–	Sell	-40,000	Closed	-$1.58M	–	5948
2018 Q4	$1.58M	Hold	40,000	–	–	﹤0.01%	3444
2018 Q3	$1.5M	Sell	40,000 -200,000	-83%	-$6.71M	﹤0.01%	3663
2018 Q2	$7.37M	Buy	+240,000	New	+$7.76M	﹤0.01%	2384
2018 Q1	–	Sell	-450,000	Closed	-$12.8M	–	5548
2017 Q4	$12.8M	Buy	450,000 +50,000	+13%	+$1.36M	﹤0.01%	1924
2017 Q3	$9.96M	Buy	+400,000	New	+$9.46M	﹤0.01%	1991
2016 Q3	–	Sell	-130,000	Closed	-$1.95M	–	4714
2016 Q2	$1.95M	Buy	+130,000	New	+$1.93M	﹤0.01%	2822

Other funds holding NRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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.