PFG
NRG icon

Peterson Financial Group’s NRG Energy NRG Stock Holding History

Peterson Financial Group’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
2024
Q3 		$8.52K Buy
+94
New +$7.48K 0.03% 231

Other funds holding NRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Peterson Financial Group's NRG Position: Q3 2024 in Review

Peterson Financial Group opened a new position in NRG Energy (NRG) in Q3 2024: 94 shares worth $8.52K. The stake represents 0.03% of the portfolio and ranks #231 among its holdings.

778 funds tracked by Wall St. Rank hold NRG as of Q3 2024.

  • Peterson Financial Group held 94 shares of NRG Energy worth $8.52K as of Q3 2024.
  • NRG Energy was a new Peterson Financial Group position in Q3 2024.
  • NRG Energy made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #231 holding.
  • 778 funds tracked by Wall St. Rank held NRG Energy as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.