Measured Wealth Private Client Group’s NRG Energy NRG Stock Holding History

Measured Wealth Private Client Group’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	$456K	Sell	3,121 -3,821	-55%	-$550K	0.11%	123
2026 Q1	$1.01M	Sell	6,942 -291	-4%	-$45.8K	0.28%	51
2025 Q4	$1.15M	Buy	7,233 +97	+1%	+$16K	0.3%	44
2025 Q3	$1.16M	Sell	7,136 -513	-7%	-$79.9K	0.31%	39
2025 Q2	$1.23M	Sell	7,649 -872	-10%	-$115K	0.37%	36
2025 Q1	$813K	Buy	8,521 +799	+10%	+$80.8K	0.26%	50
2024 Q4	$697K	Buy	7,722 +2,548	+49%	+$236K	0.23%	57
2024 Q3	$471K	Buy	+5,174	New	+$412K	0.16%	80
2023 Q1	–	Sell	-13,067	Closed	-$416K	–	182
2022 Q4	$416K	Buy	+13,067	New	+$517K	0.17%	81

Other funds holding NRG

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Measured Wealth Private Client Group's NRG Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its NRG Energy (NRG) stake by 55% in Q2 2026, selling an estimated $550K and leaving 3,121 shares worth $456K. The position accounts for 0.11% of the portfolio, ranked #123.

Measured Wealth Private Client Group first reported a position in NRG in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.23M in Q2 2025. 1,018 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

Measured Wealth Private Client Group held 3,121 shares of NRG Energy worth $456K as of Q2 2026.
Measured Wealth Private Client Group sold 3,821 NRG Energy shares in Q2 2026, an estimated $550K.
NRG Energy made up 0.11% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #123 holding.
Measured Wealth Private Client Group first reported a position in NRG Energy in Q4 2022 and has held it in 9 quarters since.
Measured Wealth Private Client Group's NRG Energy position peaked at $1.23M in Q2 2025.
1,018 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.