Plante Moran Financial Advisors’s NRG Energy NRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $876 | Sell |
6
-55
| -90% | -$7.92K | ﹤0.01% | 940 |
|
|
2026
Q1 | $8.84K | Sell |
61
-200
| -77% | -$31.5K | ﹤0.01% | 525 |
|
|
2025
Q4 | $41.5K | Hold |
261
| – | – | ﹤0.01% | 349 |
|
|
2025
Q3 | $42.2K | Sell |
261
-3
| -1% | -$467 | ﹤0.01% | 364 |
|
|
2025
Q2 | $42.3K | Buy |
264
+58
| +28% | +$7.64K | ﹤0.01% | 366 |
|
|
2025
Q1 | $19.7K | Sell |
206
-6
| -3% | -$607 | ﹤0.01% | 486 |
|
|
2024
Q4 | $19.1K | Hold |
212
| – | – | ﹤0.01% | 497 |
|
|
2024
Q3 | $19.3K | Buy |
212
+6
| +3% | +$477 | ﹤0.01% | 532 |
|
|
2024
Q2 | $16K | Buy |
206
+200
| +3,333% | +$15.5K | ﹤0.01% | 510 |
|
|
2024
Q1 | $406 | Buy |
6
+3
| +100% | +$168 | ﹤0.01% | 805 |
|
|
2023
Q4 | $155 | Hold |
3
| – | – | ﹤0.01% | 793 |
|
|
2023
Q3 | $116 | Hold |
3
| – | – | ﹤0.01% | 740 |
|
|
2023
Q2 | $112 | Hold |
3
| – | – | ﹤0.01% | 769 |
|
|
2023
Q1 | $103 | Hold |
3
| – | – | ﹤0.01% | 772 |
|
|
2022
Q4 | $95 | Hold |
3
| – | – | ﹤0.01% | 828 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1006 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1026 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 936 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1067 |
|
|
2021
Q3 | $0 | Buy |
+3
| New | +$128 | ﹤0.01% | 989 |
|
|
2021
Q2 | – | Sell |
-1,018
| Closed | -$38K | – | 1041 |
|
|
2021
Q1 | $38K | Hold |
1,018
| – | – | 0.01% | 417 |
|
|
2020
Q4 | $38K | Buy |
+1,018
| New | +$33.5K | 0.01% | 404 |
|
|
2020
Q1 | – | Sell |
-4
| Closed | – | – | 804 |
|
|
2019
Q4 | $0 | Buy |
+4
| New | +$158 | ﹤0.01% | 848 |
|
|
2018
Q2 | – | Sell |
-213
| Closed | -$7K | – | 923 |
|
|
2018
Q1 | $7K | Sell |
213
-36
| -14% | -$997 | ﹤0.01% | 670 |
|
|
2017
Q4 | $7K | Buy |
249
+115
| +86% | +$3.13K | ﹤0.01% | 652 |
|
|
2017
Q3 | $3K | Buy |
+134
| New | +$3.17K | ﹤0.01% | 702 |
|
|
2016
Q4 | – | Sell |
-225
| Closed | -$3K | – | 1017 |
|
|
2016
Q3 | $3K | Buy |
+225
| New | +$2.93K | ﹤0.01% | 796 |
|
|
2016
Q1 | – | Sell |
-559
| Closed | -$7K | – | 975 |
|
|
2015
Q4 | $7K | Buy |
+559
| New | +$7.07K | 0.01% | 650 |
|
|
2015
Q3 | – | Sell |
-196
| Closed | -$4K | – | 738 |
|
|
2015
Q2 | $4K | Hold |
196
| – | – | ﹤0.01% | 647 |
|
|
2015
Q1 | $5K | Hold |
196
| – | – | ﹤0.01% | 617 |
|
|
2014
Q4 | $5K | Hold |
196
| – | – | ﹤0.01% | 666 |
|
|
2014
Q3 | $6K | Hold |
196
| – | – | 0.01% | 644 |
|
|
2014
Q2 | $7K | Buy |
+196
| New | +$6.75K | 0.01% | 613 |
|
Other funds holding NRG
Plante Moran Financial Advisors's NRG Position: Q2 2026 in Review
Plante Moran Financial Advisors reduced its NRG Energy (NRG) stake by 90% in Q2 2026, selling an estimated $7.92K and leaving 6 shares worth $876. The position accounts for ﹤0.01% of the portfolio, ranked #940.
Plante Moran Financial Advisors first reported a position in NRG in Q2 2014 and has held it in 33 quarters since. The position peaked at $42.3K in Q2 2025. 1,018 funds tracked by Wall St. Rank hold NRG as of Q2 2026.
- Plante Moran Financial Advisors held 6 shares of NRG Energy worth $876 as of Q2 2026.
- Plante Moran Financial Advisors sold 55 NRG Energy shares in Q2 2026, an estimated $7.92K.
- NRG Energy made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #940 holding.
- Plante Moran Financial Advisors first reported a position in NRG Energy in Q2 2014 and has held it in 33 quarters since.
- Plante Moran Financial Advisors's NRG Energy position peaked at $42.3K in Q2 2025.
- 1,018 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.