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Prevail Innovative Wealth Advisors’s NRG Energy NRG Stock Holding History

Prevail Innovative Wealth Advisors’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
-52,307
Closed -$7.64M – 232
2026
Q1 		$7.64M Buy
52,307
+24,147
+86% +$3.8M 1.29% 25
2025
Q4 		$4.48M Buy
28,160
+2,027
+8% +$335K 0.8% 42
2025
Q3 		$4.23M Buy
+26,133
New +$4.07M 0.82% 42

Other funds holding NRG

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Prevail Innovative Wealth Advisors's NRG Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of NRG Energy (NRG) in Q2 2026, closing a stake of 52,307 shares — an estimated $7.64M sold.

Prevail Innovative Wealth Advisors first reported a position in NRG in Q3 2025 and held it in 3 quarters. The position peaked at $7.64M in Q1 2026. 373 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Prevail Innovative Wealth Advisors reported no remaining NRG Energy position as of Q2 2026 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 52,307 NRG Energy shares in Q2 2026, an estimated $7.64M.
  • Prevail Innovative Wealth Advisors first reported a position in NRG Energy in Q3 2025 and held it in 3 quarters.
  • Prevail Innovative Wealth Advisors's NRG Energy position peaked at $7.64M in Q1 2026.
  • 373 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.