KWM
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Kingsview Wealth Management’s NRG Energy NRG Stock Holding History

Kingsview 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 		$209K Sell
1,429
-613
-30% -$88.3K ﹤0.01% 1341
2026
Q1 		$298K Buy
2,042
+487
+31% +$76.6K ﹤0.01% 1090
2025
Q4 		$248K Buy
1,555
+27
+2% +$4.47K ﹤0.01% 1088
2025
Q3 		$247K Buy
1,528
+250
+20% +$38.9K ﹤0.01% 1045
2025
Q2 		$205K Buy
+1,278
New +$168K ﹤0.01% 1102
2025
Q1 		– Sell
-21,895
Closed -$1.98M – 1159
2024
Q4 		$1.98M Sell
21,895
-5,696
-21% -$528K 0.04% 393
2024
Q3 		$2.51M Buy
+27,591
New +$2.2M 0.05% 318
2023
Q1 		– Sell
-14,393
Closed -$458K – 931
2022
Q4 		$458K Sell
14,393
-3,414
-19% -$135K 0.02% 533
2022
Q3 		$681K Buy
+17,807
New +$710K 0.03% 426

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

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

Kingsview Wealth Management reduced its NRG Energy (NRG) stake by 30% in Q2 2026, selling an estimated $88.3K and leaving 1,429 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Kingsview Wealth Management first reported a position in NRG in Q3 2022 and has held it in 9 quarters since. The position peaked at $2.51M in Q3 2024. 1,020 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Kingsview Wealth Management held 1,429 shares of NRG Energy worth $209K as of Q2 2026.
  • Kingsview Wealth Management sold 613 NRG Energy shares in Q2 2026, an estimated $88.3K.
  • NRG Energy made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1341 holding.
  • Kingsview Wealth Management first reported a position in NRG Energy in Q3 2022 and has held it in 9 quarters since.
  • Kingsview Wealth Management's NRG Energy position peaked at $2.51M in Q3 2024.
  • 1,020 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.