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Mount Yale Investment Advisors’s NRG Energy NRG Stock Holding History

Mount Yale Investment 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
Q2 		$1.53M Buy
10,457
+4,541
+77% +$654K 0.03% 477
2026
Q1 		$865K Sell
5,916
-1,360
-19% -$214K 0.02% 559
2025
Q4 		$1.16M Buy
7,276
+292
+4% +$48.3K 0.06% 294
2025
Q3 		$1.13M Buy
6,984
+6,832
+4,495% +$1.06M 0.08% 256
2025
Q2 		$24.4K Sell
152
-9,987
-99% -$1.32M ﹤0.01% 1005
2025
Q1 		$968K Buy
10,139
+7,255
+252% +$734K 0.08% 198
2024
Q4 		$260K Sell
2,884
-3,521
-55% -$326K 0.02% 480
2024
Q3 		$584K Buy
6,405
+2,800
+78% +$223K 0.06% 313
2024
Q2 		$281K Buy
+3,605
New +$279K 0.02% 450

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's NRG Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its NRG Energy (NRG) stake by 77% in Q2 2026, buying an estimated $654K and bringing the position to 10,457 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #477.

Mount Yale Investment Advisors first reported a position in NRG in Q2 2024 and has held it in 9 quarters since. 1,023 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Mount Yale Investment Advisors held 10,457 shares of NRG Energy worth $1.53M as of Q2 2026.
  • Mount Yale Investment Advisors bought 4,541 NRG Energy shares in Q2 2026, an estimated $654K.
  • NRG Energy made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #477 holding.
  • Mount Yale Investment Advisors first reported a position in NRG Energy in Q2 2024 and has held it in 9 quarters since.
  • 1,023 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.