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Legacy Financial Advisors’s NRG Energy NRG Stock Holding History

Legacy Financial Advisors’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 		$236K Buy
1,613
+29
+2% +$4.56K 0.03% 366
2025
Q4 		$252K Buy
1,584
+52
+3% +$8.6K 0.03% 347
2025
Q3 		$248K Sell
1,532
-19
-1% -$2.96K 0.03% 363
2025
Q2 		$249K Buy
+1,551
New +$204K 0.04% 303
2019
Q2 		– Sell
-1,989
Closed -$84K – 642
2019
Q1 		$84K Buy
1,989
+130
+7% +$5.38K 0.03% 190
2018
Q4 		$74K Sell
1,859
-725
-28% -$27.7K 0.03% 179
2018
Q3 		$96K Buy
2,584
+1,919
+289% +$64.4K 0.03% 175
2018
Q2 		$21K Hold
665
– – 0.01% 369
2018
Q1 		$20K Hold
665
– – 0.01% 369
2017
Q4 		$18K Buy
+665
New +$18.1K 0.01% 379

Other funds holding NRG

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return