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Legacy Wealth Management (Idaho)’s NRG Energy NRG Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-8
Closed -$1.17K – 684
2026
Q1 		$1.17K Hold
8
– – ﹤0.01% 854
2025
Q4 		$1.27K Hold
8
– – ﹤0.01% 723
2025
Q3 		$1.3K Hold
8
– – ﹤0.01% 591
2025
Q2 		$1.28K Hold
8
– – ﹤0.01% 566
2025
Q1 		$764 Hold
8
– – ﹤0.01% 665
2024
Q4 		$825 Hold
8
– – ﹤0.01% 612
2024
Q3 		$740 Buy
+8
New +$636 ﹤0.01% 572

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

Legacy Wealth Management (Idaho)'s NRG Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of NRG Energy (NRG) in Q2 2026, closing a stake of 8 shares — an estimated $1.17K sold.

Legacy Wealth Management (Idaho) first reported a position in NRG in Q3 2024 and held it in 7 quarters. The position peaked at $1.3K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining NRG Energy position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 8 NRG Energy shares in Q2 2026, an estimated $1.17K.
  • Legacy Wealth Management (Idaho) first reported a position in NRG Energy in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s NRG Energy position peaked at $1.3K in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.