Meriwether Wealth & Planning
NRG icon

Meriwether Wealth & Planning’s NRG Energy NRG Stock Holding History

Meriwether Wealth & Planning’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 		$120K Buy
+1,250
New +$151K 0.05% 161
2026
Q2 		– Sell
-1,408
Closed -$206K – 129
2026
Q1 		$206K Buy
1,408
+20
+1% +$3.15K 0.11% 123
2025
Q4 		$221K Sell
1,388
-3
-0.2% -$496 0.12% 114
2025
Q3 		$225K Sell
1,391
-10
-0.7% -$1.56K 0.13% 115
2025
Q2 		$225K Buy
+1,401
New +$185K 0.14% 112

Other funds holding NRG

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Community Bank of Raymore
Community Bank of Raymore Raymore, Missouri $169M AUM 17.81% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Meriwether Wealth & Planning's NRG Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in NRG Energy (NRG) in Q3 2026: 1,250 shares worth $120K. The stake represents 0.05% of the portfolio and ranks #161 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in NRG as recently as Q1 2026.

Meriwether Wealth & Planning first reported a position in NRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $225K in Q3 2025. 200 funds tracked by Wall St. Rank hold NRG as of Q3 2026.

  • Meriwether Wealth & Planning held 1,250 shares of NRG Energy worth $120K as of Q3 2026.
  • NRG Energy was a new Meriwether Wealth & Planning position in Q3 2026.
  • NRG Energy made up 0.05% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #161 holding.
  • Meriwether Wealth & Planning first reported a position in NRG Energy in Q2 2025 and has held it in 5 quarters since.
  • Meriwether Wealth & Planning's NRG Energy position peaked at $225K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held NRG Energy as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.