PCS
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Personal CFO Solutions’s NRG Energy NRG Stock Holding History

Personal CFO Solutions’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 		$529K Buy
3,624
+1,360
+60% +$196K 0.08% 237
2026
Q1 		$331K Sell
2,264
-421
-16% -$66.2K 0.05% 343
2025
Q4 		$428K Buy
2,685
+260
+11% +$43K 0.07% 265
2025
Q3 		$393K Buy
2,425
+128
+6% +$19.9K 0.07% 270
2025
Q2 		$369K Sell
2,297
-2,308
-50% -$304K 0.07% 276
2025
Q1 		$440K Buy
+4,605
New +$466K 0.09% 233
2022
Q2 		– Sell
-9,697
Closed -$372K – 478
2022
Q1 		$372K Buy
9,697
+4,578
+89% +$178K 0.07% 266
2021
Q4 		$221K Sell
5,119
-12,858
-72% -$505K 0.04% 413
2021
Q3 		$734K Buy
17,977
+908
+5% +$38.6K 0.15% 138
2021
Q2 		$688K Buy
17,069
+5
+0% +$181 0.14% 140
2021
Q1 		$644K Buy
17,064
+1,298
+8% +$51.7K 0.14% 136
2020
Q4 		$592K Sell
15,766
-6
-0% -$197 0.15% 129
2020
Q3 		$0 Buy
15,772
+2,592
+20% +$85.7K ﹤0.01% 269
2020
Q2 		$429K Buy
13,180
+1,112
+9% +$36.6K 0.13% 151
2020
Q1 		$329K Sell
12,068
-6,328
-34% -$218K 0.12% 159
2019
Q4 		$728K Buy
18,396
+7,052
+62% +$279K 0.21% 102
2019
Q3 		$449K Buy
+11,344
New +$410K 0.18% 146

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

Personal CFO Solutions's NRG Position: Q2 2026 in Review

Personal CFO Solutions increased its NRG Energy (NRG) stake by 60% in Q2 2026, buying an estimated $196K and bringing the position to 3,624 shares worth $529K. The position accounts for 0.08% of the portfolio, ranked #237.

Personal CFO Solutions first reported a position in NRG in Q3 2019 and has held it in 17 quarters since. The position peaked at $734K in Q3 2021. 1,020 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Personal CFO Solutions held 3,624 shares of NRG Energy worth $529K as of Q2 2026.
  • Personal CFO Solutions bought 1,360 NRG Energy shares in Q2 2026, an estimated $196K.
  • NRG Energy made up 0.08% of Personal CFO Solutions's portfolio in Q2 2026, its #237 holding.
  • Personal CFO Solutions first reported a position in NRG Energy in Q3 2019 and has held it in 17 quarters since.
  • Personal CFO Solutions's NRG Energy position peaked at $734K in Q3 2021.
  • 1,020 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.