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Morton Brown Family Wealth’s NRG Energy NRG Stock Holding History

Morton Brown Family Wealth’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 		$14.6K Hold
100
– – ﹤0.01% 180
2026
Q1 		$14.6K Hold
100
– – ﹤0.01% 172
2025
Q4 		$15.9K Hold
100
– – ﹤0.01% 165
2025
Q3 		$16.2K Hold
100
– – ﹤0.01% 150
2025
Q2 		$16.1K Hold
100
– – ﹤0.01% 159
2025
Q1 		$9.55K Buy
+100
New +$10.1K ﹤0.01% 195

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

Morton Brown Family Wealth's NRG Position: Q2 2026 in Review

Morton Brown Family Wealth held its NRG Energy (NRG) position steady in Q2 2026 at 100 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #180.

Morton Brown Family Wealth first reported a position in NRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.2K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Morton Brown Family Wealth held 100 shares of NRG Energy worth $14.6K as of Q2 2026.
  • Morton Brown Family Wealth left its NRG Energy share count unchanged in Q2 2026.
  • NRG Energy made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #180 holding.
  • Morton Brown Family Wealth first reported a position in NRG Energy in Q1 2025 and has held it in 6 quarters since.
  • Morton Brown Family Wealth's NRG Energy position peaked at $16.2K in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.