N.E.W. Advisory Services’s NRG Energy NRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.4K Hold
85
﹤0.01% 610
2026
Q1
$12.4K Buy
85
+1
+1% +$157 ﹤0.01% 591
2025
Q4
$13.4K Hold
84
﹤0.01% 566
2025
Q3
$13.6K Hold
84
﹤0.01% 525
2025
Q2
$13.5K Sell
84
-17
-17% -$2.24K ﹤0.01% 520
2025
Q1
$9.63K Buy
+101
New +$10.2K ﹤0.01% 619

Other funds holding NRG

N.E.W. Advisory Services's NRG Position: Q2 2026 in Review

N.E.W. Advisory Services held its NRG Energy (NRG) position steady in Q2 2026 at 85 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

N.E.W. Advisory Services first reported a position in NRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.6K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • N.E.W. Advisory Services held 85 shares of NRG Energy worth $12.4K as of Q2 2026.
  • N.E.W. Advisory Services left its NRG Energy share count unchanged in Q2 2026.
  • NRG Energy made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #610 holding.
  • N.E.W. Advisory Services first reported a position in NRG Energy in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's NRG Energy position peaked at $13.6K in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.