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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
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 $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

JPL Wealth Management's NRG Position: Q1 2026 in Review

JPL Wealth Management opened a new position in NRG Energy (NRG) in Q1 2026: 35 shares worth $5.12K. The stake represents ﹤0.01% of the portfolio and ranks #686 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in NRG as recently as Q3 2025.

JPL Wealth Management first reported a position in NRG in Q3 2025 and has held it in 2 quarters since. 1,058 funds tracked by Wall St. Rank hold NRG as of Q1 2026.

  • JPL Wealth Management held 35 shares of NRG Energy worth $5.12K as of Q1 2026.
  • NRG Energy was a new JPL Wealth Management position in Q1 2026.
  • NRG Energy made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #686 holding.
  • JPL Wealth Management first reported a position in NRG Energy in Q3 2025 and has held it in 2 quarters since.
  • 1,058 funds tracked by Wall St. Rank held NRG Energy as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.