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Personal Wealth Partners’s NRG Energy NRG Stock Holding History

Personal 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
2020
Q1 		– Sell
-19
Closed -$1K – 422
2019
Q4 		$1K Hold
19
– – ﹤0.01% 444
2019
Q3 		$1K Buy
+19
New +$687 ﹤0.01% 458

Other funds holding NRG

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BEP
Bluescape Energy Partners Dallas, Texas $322M AUM 18.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal Wealth Partners's NRG Position: Q1 2020 in Review

Personal Wealth Partners sold out of NRG Energy (NRG) in Q1 2020, closing a stake of 19 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in NRG in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 448 funds tracked by Wall St. Rank hold NRG as of Q1 2020.

  • Personal Wealth Partners reported no remaining NRG Energy position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 19 NRG Energy shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in NRG Energy in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's NRG Energy position peaked at $1K in Q4 2019.
  • 448 funds tracked by Wall St. Rank held NRG Energy as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.