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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plato Investment Management's NRG Position: Q1 2026 in Review

Plato Investment Management reduced its NRG Energy (NRG) stake by 95% in Q1 2026, selling an estimated $99.9K and leaving 33 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Plato Investment Management first reported a position in NRG in Q2 2025 and has held it in 4 quarters since. The position peaked at $275K in Q3 2025. 1,058 funds tracked by Wall St. Rank hold NRG as of Q1 2026.

  • Plato Investment Management held 33 shares of NRG Energy worth $4.83K as of Q1 2026.
  • Plato Investment Management sold 635 NRG Energy shares in Q1 2026, an estimated $99.9K.
  • NRG Energy made up ﹤0.01% of Plato Investment Management's portfolio in Q1 2026, its #478 holding.
  • Plato Investment Management first reported a position in NRG Energy in Q2 2025 and has held it in 4 quarters since.
  • Plato Investment Management's NRG Energy position peaked at $275K in Q3 2025.
  • 1,058 funds tracked by Wall St. Rank held NRG Energy as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.