OIA
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OneDigital Investment Advisors’s NRG Energy NRG Stock Holding History

OneDigital 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
Q1 		$260K Sell
1,777
-1,230
-41% -$194K ﹤0.01% 1263
2025
Q4 		$479K Buy
3,007
+439
+17% +$72.6K ﹤0.01% 971
2025
Q3 		$416K Buy
2,568
+28
+1% +$4.36K ﹤0.01% 1015
2025
Q2 		$408K Sell
2,540
-1,183
-32% -$156K ﹤0.01% 993
2025
Q1 		$355K Buy
3,723
+1,468
+65% +$148K ﹤0.01% 1002
2024
Q4 		$203K Buy
+2,255
New +$209K ﹤0.01% 1330

Other funds holding NRG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return