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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Meriwether Wealth & Planning's NRG Position: Q2 2026 in Review

Meriwether Wealth & Planning sold out of NRG Energy (NRG) in Q2 2026, closing a stake of 1,408 shares — an estimated $206K sold.

Meriwether Wealth & Planning first reported a position in NRG in Q2 2025 and held it in 4 quarters. The position peaked at $225K in Q3 2025. 122 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Meriwether Wealth & Planning reported no remaining NRG Energy position as of Q2 2026 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 1,408 NRG Energy shares in Q2 2026, an estimated $206K.
  • Meriwether Wealth & Planning first reported a position in NRG Energy in Q2 2025 and held it in 4 quarters.
  • Meriwether Wealth & Planning's NRG Energy position peaked at $225K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.