MBL Wealth
NRG icon

MBL Wealth’s NRG Energy NRG Stock Holding History

MBL Wealth’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
Q3 		$471K Buy
+4,925
New +$594K 0.03% 325

Other funds holding NRG

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Lyrical Asset Management
Lyrical Asset Management New York $7.44B AUM 34.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

MBL Wealth's NRG Position: Q3 2026 in Review

MBL Wealth opened a new position in NRG Energy (NRG) in Q3 2026: 4,925 shares worth $471K. The stake represents 0.03% of the portfolio and ranks #325 among its holdings.

716 funds tracked by Wall St. Rank hold NRG as of Q3 2026.

  • MBL Wealth held 4,925 shares of NRG Energy worth $471K as of Q3 2026.
  • NRG Energy was a new MBL Wealth position in Q3 2026.
  • NRG Energy made up 0.03% of MBL Wealth's portfolio in Q3 2026, its #325 holding.
  • 716 funds tracked by Wall St. Rank held NRG Energy as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.