LFG
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Larson Financial Group’s NRG Energy NRG Stock Holding History

Larson Financial Group’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 		$479K Buy
3,282
+2,548
+347% +$367K 0.01% 571
2026
Q1 		$107K Buy
734
+40
+6% +$6.29K ﹤0.01% 961
2025
Q4 		$111K Buy
694
+41
+6% +$6.78K ﹤0.01% 898
2025
Q3 		$106K Buy
653
+37
+6% +$5.76K ﹤0.01% 880
2025
Q2 		$98.9K Buy
616
+57
+10% +$7.51K ﹤0.01% 848
2025
Q1 		$53.4K Buy
559
+55
+11% +$5.56K ﹤0.01% 1003
2024
Q4 		$45.5K Buy
504
+347
+221% +$32.1K ﹤0.01% 930
2024
Q3 		$14.3K Buy
+157
New +$12.5K ﹤0.01% 1340
2021
Q4 		– Sell
-675
Closed -$28K – 1146
2021
Q3 		$28K Buy
+675
New +$28.7K 0.01% 405

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

Larson Financial Group's NRG Position: Q2 2026 in Review

Larson Financial Group increased its NRG Energy (NRG) stake by 347% in Q2 2026, buying an estimated $367K and bringing the position to 3,282 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #571.

Larson Financial Group first reported a position in NRG in Q3 2021 and has held it in 9 quarters since. 1,018 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Larson Financial Group held 3,282 shares of NRG Energy worth $479K as of Q2 2026.
  • Larson Financial Group bought 2,548 NRG Energy shares in Q2 2026, an estimated $367K.
  • NRG Energy made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #571 holding.
  • Larson Financial Group first reported a position in NRG Energy in Q3 2021 and has held it in 9 quarters since.
  • 1,018 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.