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Planning Strategies’s NRG Energy NRG Stock Holding History

Planning Strategies’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 		$1.75K Buy
+12
New +$1.73K ﹤0.01% 624

Other funds holding NRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Planning Strategies's NRG Position: Q2 2026 in Review

Planning Strategies opened a new position in NRG Energy (NRG) in Q2 2026: 12 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #624 among its holdings.

958 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Planning Strategies held 12 shares of NRG Energy worth $1.75K as of Q2 2026.
  • NRG Energy was a new Planning Strategies position in Q2 2026.
  • NRG Energy made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #624 holding.
  • 958 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.