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Keystone Financial Group (Kentucky)’s NRG Energy NRG Stock Holding History

Keystone Financial Group (Kentucky)’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
Q3 		– Sell
-3,346
Closed -$537K – 464
2025
Q2 		$537K Buy
+3,346
New +$441K 0.05% 222

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State Street
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s NRG Position: Q3 2025 in Review

Keystone Financial Group (Kentucky) sold out of NRG Energy (NRG) in Q3 2025, closing a stake of 3,346 shares — an estimated $537K sold.

Keystone Financial Group (Kentucky) first reported a position in NRG in Q2 2025 and held it in 1 quarter. The position peaked at $537K in Q2 2025. 1,046 funds tracked by Wall St. Rank hold NRG as of Q3 2025.

  • Keystone Financial Group (Kentucky) reported no remaining NRG Energy position as of Q3 2025 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 3,346 NRG Energy shares in Q3 2025, an estimated $537K.
  • Keystone Financial Group (Kentucky) first reported a position in NRG Energy in Q2 2025 and held it in 1 quarter.
  • Keystone Financial Group (Kentucky)'s NRG Energy position peaked at $537K in Q2 2025.
  • 1,046 funds tracked by Wall St. Rank held NRG Energy as of Q3 2025.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2025, filed 14 Nov 2025.