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Marks Group Wealth Management’s NRG Energy NRG Stock Holding History

Marks Group 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 		$264K Hold
1,807
– – 0.02% 331
2026
Q1 		$264K Hold
1,807
– – 0.03% 310
2025
Q4 		$288K Hold
1,807
– – 0.03% 292
2025
Q3 		$293K Hold
1,807
– – 0.03% 260
2025
Q2 		$290K Buy
+1,807
New +$238K 0.03% 261

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

Marks Group Wealth Management's NRG Position: Q2 2026 in Review

Marks Group Wealth Management held its NRG Energy (NRG) position steady in Q2 2026 at 1,807 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #331.

Marks Group Wealth Management first reported a position in NRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $293K in Q3 2025. 1,018 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Marks Group Wealth Management held 1,807 shares of NRG Energy worth $264K as of Q2 2026.
  • Marks Group Wealth Management left its NRG Energy share count unchanged in Q2 2026.
  • NRG Energy made up 0.02% of Marks Group Wealth Management's portfolio in Q2 2026, its #331 holding.
  • Marks Group Wealth Management first reported a position in NRG Energy in Q2 2025 and has held it in 5 quarters since.
  • Marks Group Wealth Management's NRG Energy position peaked at $293K in Q3 2025.
  • 1,018 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.