Moody Lynn & Lieberson’s NRG Energy NRG Stock Holding History

Moody Lynn & Lieberson’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	$291K	Sell	1,995 -12	-0.6%	-$1.73K	0.02%	223
2026 Q1	$293K	Sell	2,007 -1	-0%	-$157	0.02%	212
2025 Q4	$320K	Buy	2,008 +1	+0%	+$165	0.02%	212
2025 Q3	$325K	Sell	2,007 -2	-0.1%	-$312	0.02%	208
2025 Q2	$323K	Buy	+2,009	New	+$265K	0.02%	209
2025 Q1	–	Sell	-4,219	Closed	-$381K	–	252
2024 Q4	$381K	Sell	4,219 -29,186	-87%	-$2.7M	0.02%	187
2024 Q3	$3.04M	Buy	+33,405	New	+$2.66M	0.19%	73

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

Moody Lynn & Lieberson's NRG Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its NRG Energy (NRG) stake by 0.6% in Q2 2026, selling an estimated $1.73K and leaving 1,995 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #223.

Moody Lynn & Lieberson first reported a position in NRG in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.04M in Q3 2024. 1,018 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

Moody Lynn & Lieberson held 1,995 shares of NRG Energy worth $291K as of Q2 2026.
Moody Lynn & Lieberson sold 12 NRG Energy shares in Q2 2026, an estimated $1.73K.
NRG Energy made up 0.02% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #223 holding.
Moody Lynn & Lieberson first reported a position in NRG Energy in Q3 2024 and has held it in 7 quarters since.
Moody Lynn & Lieberson's NRG Energy position peaked at $3.04M in Q3 2024.
1,018 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.