Lido Advisors
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Lido Advisors’s NRG Energy NRG Stock Holding History

Lido 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
Q2 		$1.12M Buy
7,693
+145
+2% +$20.9K ﹤0.01% 1040
2026
Q1 		$1.1M Buy
7,548
+1,018
+16% +$160K ﹤0.01% 926
2025
Q4 		$1.06M Buy
6,530
+428
+7% +$70.8K ﹤0.01% 983
2025
Q3 		$988K Sell
6,102
-470
-7% -$73.2K ﹤0.01% 957
2025
Q2 		$1.06M Buy
6,572
+1,096
+20% +$144K ﹤0.01% 819
2025
Q1 		$523K Sell
5,476
-2,710
-33% -$274K ﹤0.01% 1008
2024
Q4 		$739K Buy
8,186
+2,715
+50% +$251K ﹤0.01% 876
2024
Q3 		$498K Sell
5,471
-17
-0.3% -$1.35K ﹤0.01% 964
2024
Q2 		$427K Buy
5,488
+89
+2% +$6.89K ﹤0.01% 980
2024
Q1 		$365K Buy
+5,399
New +$303K ﹤0.01% 1000

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

Lido Advisors's NRG Position: Q2 2026 in Review

Lido Advisors increased its NRG Energy (NRG) stake by 1.9% in Q2 2026, buying an estimated $20.9K and bringing the position to 7,693 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Lido Advisors first reported a position in NRG in Q1 2024 and has held it in 10 quarters since. 1,020 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Lido Advisors held 7,693 shares of NRG Energy worth $1.12M as of Q2 2026.
  • Lido Advisors bought 145 NRG Energy shares in Q2 2026, an estimated $20.9K.
  • NRG Energy made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1040 holding.
  • Lido Advisors first reported a position in NRG Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,020 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.