LifeWealth Investments’s NRG Energy NRG Stock Holding History

LifeWealth Investments’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 Q1	–	Sell	-3,226	Closed	-$291K	–	162
2024 Q4	$291K	Buy	+3,226	New	+$299K	0.19%	113

Other funds holding NRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LifeWealth Investments's NRG Position: Q1 2025 in Review

LifeWealth Investments sold out of NRG Energy (NRG) in Q1 2025, closing a stake of 3,226 shares — an estimated $291K sold.

LifeWealth Investments first reported a position in NRG in Q4 2024 and held it in 1 quarter. The position peaked at $291K in Q4 2024. 852 funds tracked by Wall St. Rank hold NRG as of Q1 2025.

LifeWealth Investments reported no remaining NRG Energy position as of Q1 2025 after selling out during the quarter.
LifeWealth Investments sold 3,226 NRG Energy shares in Q1 2025, an estimated $291K.
LifeWealth Investments first reported a position in NRG Energy in Q4 2024 and held it in 1 quarter.
LifeWealth Investments's NRG Energy position peaked at $291K in Q4 2024.
852 funds tracked by Wall St. Rank held NRG Energy as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.