Polen Capital Management
NRG icon

Polen Capital Management’s NRG Energy NRG Stock Holding History

Polen Capital 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 		– Sell
-3,033
Closed -$483K – 264
2025
Q4 		$483K Sell
3,033
-2,976
-50% -$492K ﹤0.01% 174
2025
Q3 		$973K Sell
6,009
-123
-2% -$19.2K ﹤0.01% 144
2025
Q2 		$985K Buy
+6,132
New +$808K ﹤0.01% 147

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Vanguard Capital Management
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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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
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

Polen Capital Management's NRG Position: Q1 2026 in Review

Polen Capital Management sold out of NRG Energy (NRG) in Q1 2026, closing a stake of 3,033 shares — an estimated $483K sold.

Polen Capital Management first reported a position in NRG in Q2 2025 and held it in 3 quarters. The position peaked at $985K in Q2 2025. 1,066 funds tracked by Wall St. Rank hold NRG as of Q1 2026.

  • Polen Capital Management reported no remaining NRG Energy position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 3,033 NRG Energy shares in Q1 2026, an estimated $483K.
  • Polen Capital Management first reported a position in NRG Energy in Q2 2025 and held it in 3 quarters.
  • Polen Capital Management's NRG Energy position peaked at $985K in Q2 2025.
  • 1,066 funds tracked by Wall St. Rank held NRG Energy as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.