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Maridea Wealth Management’s NRG Energy NRG Stock Holding History

Maridea Wealth Management’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 		$332K Buy
+2,271
New +$327K 0.04% 394
2026
Q1 		– Sell
-3,172
Closed -$505K – 489
2025
Q4 		$505K Buy
3,172
+742
+31% +$123K 0.08% 247
2025
Q3 		$406K Buy
+2,430
New +$379K 0.06% 283

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

Maridea Wealth Management's NRG Position: Q2 2026 in Review

Maridea Wealth Management opened a new position in NRG Energy (NRG) in Q2 2026: 2,271 shares worth $332K. The stake represents 0.04% of the portfolio and ranks #394 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in NRG as recently as Q4 2025.

Maridea Wealth Management first reported a position in NRG in Q3 2025 and has held it in 3 quarters since. The position peaked at $505K in Q4 2025. 1,018 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Maridea Wealth Management held 2,271 shares of NRG Energy worth $332K as of Q2 2026.
  • NRG Energy was a new Maridea Wealth Management position in Q2 2026.
  • NRG Energy made up 0.04% of Maridea Wealth Management's portfolio in Q2 2026, its #394 holding.
  • Maridea Wealth Management first reported a position in NRG Energy in Q3 2025 and has held it in 3 quarters since.
  • Maridea Wealth Management's NRG Energy position peaked at $505K in Q4 2025.
  • 1,018 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.