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Plato Investment Management’s NRG Energy NRG Stock Holding History

Plato Investment Management’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 		– Sell
-33
Closed -$4.83K – 546
2026
Q1 		$4.83K Sell
33
-635
-95% -$99.9K ﹤0.01% 478
2025
Q4 		$107K Sell
668
-1,044
-61% -$173K 0.01% 415
2025
Q3 		$275K Buy
1,712
+1,679
+5,088% +$262K 0.02% 377
2025
Q2 		$5.28K Buy
+33
New +$4.35K ﹤0.01% 488

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 $3.38T AUM 44.17% 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

Plato Investment Management's NRG Position: Q2 2026 in Review

Plato Investment Management sold out of NRG Energy (NRG) in Q2 2026, closing a stake of 33 shares — an estimated $4.83K sold.

Plato Investment Management first reported a position in NRG in Q2 2025 and held it in 4 quarters. The position peaked at $275K in Q3 2025. 1,023 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Plato Investment Management reported no remaining NRG Energy position as of Q2 2026 after selling out during the quarter.
  • Plato Investment Management sold 33 NRG Energy shares in Q2 2026, an estimated $4.83K.
  • Plato Investment Management first reported a position in NRG Energy in Q2 2025 and held it in 4 quarters.
  • Plato Investment Management's NRG Energy position peaked at $275K in Q3 2025.
  • 1,023 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.