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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Medallion Wealth Advisors's NRG Position: Q1 2026 in Review

Medallion Wealth Advisors held its NRG Energy (NRG) position steady in Q1 2026 at 17 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Medallion Wealth Advisors first reported a position in NRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.75K in Q3 2025. 1,058 funds tracked by Wall St. Rank hold NRG as of Q1 2026.

  • Medallion Wealth Advisors held 17 shares of NRG Energy worth $2.48K as of Q1 2026.
  • Medallion Wealth Advisors left its NRG Energy share count unchanged in Q1 2026.
  • NRG Energy made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #977 holding.
  • Medallion Wealth Advisors first reported a position in NRG Energy in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's NRG Energy position peaked at $2.75K in Q3 2025.
  • 1,058 funds tracked by Wall St. Rank held NRG Energy as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.