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Medallion Wealth Advisors’s NRG Energy NRG Stock Holding History

Medallion Wealth Advisors’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 		$2.63K Buy
18
+1
+6% +$144 ﹤0.01% 943
2026
Q1 		$2.48K Hold
17
– – ﹤0.01% 977
2025
Q4 		$2.71K Hold
17
– – ﹤0.01% 948
2025
Q3 		$2.75K Hold
17
– – ﹤0.01% 938
2025
Q2 		$2.65K Hold
17
– – ﹤0.01% 929
2025
Q1 		$1.68K Hold
17
– – ﹤0.01% 943
2024
Q4 		$1.53K Buy
+17
New +$1.57K ﹤0.01% 891

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

Medallion Wealth Advisors's NRG Position: Q2 2026 in Review

Medallion Wealth Advisors increased its NRG Energy (NRG) stake by 5.9% in Q2 2026, buying an estimated $144 and bringing the position to 18 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Medallion Wealth Advisors first reported a position in NRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.75K in Q3 2025. 1,022 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Medallion Wealth Advisors held 18 shares of NRG Energy worth $2.63K as of Q2 2026.
  • Medallion Wealth Advisors bought 1 NRG Energy share in Q2 2026, an estimated $144.
  • NRG Energy made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #943 holding.
  • Medallion Wealth Advisors first reported a position in NRG Energy in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's NRG Energy position peaked at $2.75K in Q3 2025.
  • 1,022 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.