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ORG Wealth Partners’s NRG Energy NRG Stock Holding History

ORG Wealth Partners’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 		$244K Buy
1,670
+1,668
+83,400% +$240K 0.04% 231
2026
Q1 		$292 Buy
+2
New +$315 ﹤0.01% 631
2025
Q3 		– Sell
-305
Closed -$47.6K – 679
2025
Q2 		$47.6K Hold
305
– – 0.01% 331
2025
Q1 		$30.1K Sell
305
-907
-75% -$91.7K 0.01% 390
2024
Q4 		$109K Sell
1,212
-191
-14% -$17.7K 0.03% 165
2024
Q3 		$128K Buy
+1,403
New +$112K 0.04% 159

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

ORG Wealth Partners's NRG Position: Q2 2026 in Review

ORG Wealth Partners increased its NRG Energy (NRG) stake by 83,400% in Q2 2026, buying an estimated $240K and bringing the position to 1,670 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #231.

ORG Wealth Partners first reported a position in NRG in Q3 2024 and has held it in 6 quarters since. 1,017 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • ORG Wealth Partners held 1,670 shares of NRG Energy worth $244K as of Q2 2026.
  • ORG Wealth Partners bought 1,668 NRG Energy shares in Q2 2026, an estimated $240K.
  • NRG Energy made up 0.04% of ORG Wealth Partners's portfolio in Q2 2026, its #231 holding.
  • ORG Wealth Partners first reported a position in NRG Energy in Q3 2024 and has held it in 6 quarters since.
  • 1,017 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.