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
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 $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors's NRG Position: Q1 2026 in Review

Lido Advisors increased its NRG Energy (NRG) stake by 16% in Q1 2026, buying an estimated $160K and bringing the position to 7,548 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Lido Advisors first reported a position in NRG in Q1 2024 and has held it in 9 quarters since. 1,058 funds tracked by Wall St. Rank hold NRG as of Q1 2026.

  • Lido Advisors held 7,548 shares of NRG Energy worth $1.1M as of Q1 2026.
  • Lido Advisors bought 1,018 NRG Energy shares in Q1 2026, an estimated $160K.
  • NRG Energy made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #926 holding.
  • Lido Advisors first reported a position in NRG Energy in Q1 2024 and has held it in 9 quarters since.
  • 1,058 funds tracked by Wall St. Rank held NRG Energy as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.