Maxi Investments CY’s NRG Energy NRG Stock Holding History

Maxi Investments CY’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 Q2	–	Sell	-2,433	Closed	-$232K	–	138
2025 Q1	$232K	Sell	2,433 -2,400	-50%	-$243K	0.05%	110
2024 Q4	$436K	Buy	+4,833	New	+$448K	0.08%	130

Other funds holding NRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Maxi Investments CY's NRG Position: Q2 2025 in Review

Maxi Investments CY sold out of NRG Energy (NRG) in Q2 2025, closing a stake of 2,433 shares — an estimated $232K sold.

Maxi Investments CY first reported a position in NRG in Q4 2024 and held it in 2 quarters. The position peaked at $436K in Q4 2024. 1,015 funds tracked by Wall St. Rank hold NRG as of Q2 2025.

Maxi Investments CY reported no remaining NRG Energy position as of Q2 2025 after selling out during the quarter.
Maxi Investments CY sold 2,433 NRG Energy shares in Q2 2025, an estimated $232K.
Maxi Investments CY first reported a position in NRG Energy in Q4 2024 and held it in 2 quarters.
Maxi Investments CY's NRG Energy position peaked at $436K in Q4 2024.
1,015 funds tracked by Wall St. Rank held NRG Energy as of Q2 2025.

Based on Maxi Investments CY's 13F filing for Q2 2025, filed 12 Aug 2025.