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JPL Wealth Management’s NRG Energy NRG Stock Holding History

JPL Wealth Management’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 		$3.94K Sell
27
-8
-23% -$1.15K ﹤0.01% 842
2026
Q1 		$5.12K Buy
+35
New +$5.51K ﹤0.01% 686
2025
Q4 		– Sell
-27
Closed -$4.37K – 775
2025
Q3 		$4.37K Buy
+27
New +$4.21K ﹤0.01% 693

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

JPL Wealth Management's NRG Position: Q2 2026 in Review

JPL Wealth Management reduced its NRG Energy (NRG) stake by 23% in Q2 2026, selling an estimated $1.15K and leaving 27 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

JPL Wealth Management first reported a position in NRG in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.12K in Q1 2026. 1,020 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • JPL Wealth Management held 27 shares of NRG Energy worth $3.94K as of Q2 2026.
  • JPL Wealth Management sold 8 NRG Energy shares in Q2 2026, an estimated $1.15K.
  • NRG Energy made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #842 holding.
  • JPL Wealth Management first reported a position in NRG Energy in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's NRG Energy position peaked at $5.12K in Q1 2026.
  • 1,020 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.