LIS
NRG icon

Legacy Investment Solutions’s NRG Energy NRG Stock Holding History

Legacy Investment Solutions’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
Q2 		$1.28K Buy
+8
New +$1.05K ﹤0.01% 566
2024
Q4 		$825 Hold
8
– – ﹤0.01% 612
2024
Q3 		$740 Buy
+8
New +$636 ﹤0.01% 572

Other funds holding NRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legacy Investment Solutions's NRG Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in NRG Energy (NRG) in Q2 2025: 8 shares worth $1.28K. The stake represents ﹤0.01% of the portfolio and ranks #566 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in NRG as recently as Q4 2024.

Legacy Investment Solutions first reported a position in NRG in Q3 2024 and has held it in 3 quarters since. 1,015 funds tracked by Wall St. Rank hold NRG as of Q2 2025.

  • Legacy Investment Solutions held 8 shares of NRG Energy worth $1.28K as of Q2 2025.
  • NRG Energy was a new Legacy Investment Solutions position in Q2 2025.
  • NRG Energy made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #566 holding.
  • Legacy Investment Solutions first reported a position in NRG Energy in Q3 2024 and has held it in 3 quarters since.
  • 1,015 funds tracked by Wall St. Rank held NRG Energy as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.