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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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.