Principal Financial Group
NRG icon

Principal Financial Group’s NRG Energy NRG Stock Holding History

Principal Financial Group’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 		$138M Buy
942,637
+205,088
+28% +$29.5M 0.07% 236
2026
Q1 		$108M Buy
737,549
+85,445
+13% +$13.4M 0.06% 267
2025
Q4 		$104M Buy
652,104
+12,615
+2% +$2.09M 0.05% 262
2025
Q3 		$104M Buy
639,489
+197,307
+45% +$30.7M 0.05% 271
2025
Q2 		$71M Sell
442,182
-49,064
-10% -$6.47M 0.04% 361
2025
Q1 		$46.9M Sell
491,246
-9,564
-2% -$967K 0.03% 463
2024
Q4 		$45.2M Buy
500,810
+41,999
+9% +$3.89M 0.02% 492
2024
Q3 		$41.8M Buy
458,811
+69,047
+18% +$5.49M 0.02% 522
2024
Q2 		$30.3M Buy
389,764
+9,495
+2% +$736K 0.02% 639
2024
Q1 		$25.7M Buy
380,269
+125,617
+49% +$7.05M 0.02% 768
2023
Q4 		$13.2M Sell
254,652
-8,426
-3% -$381K 0.01% 1141
2023
Q3 		$10.1M Sell
263,078
-1,316
-0.5% -$49.8K 0.01% 1220
2023
Q2 		$9.89M Sell
264,394
-16,146
-6% -$550K 0.01% 1262
2023
Q1 		$9.62M Buy
280,540
+3,716
+1% +$123K 0.01% 1274
2022
Q4 		$8.81M Sell
276,824
-16,018
-5% -$634K 0.01% 1311
2022
Q3 		$11.2M Sell
292,842
-6,778
-2% -$270K 0.01% 1127
2022
Q2 		$11.4M Sell
299,620
-70,557
-19% -$2.88M 0.01% 1178
2022
Q1 		$14.2M Buy
370,177
+43,500
+13% +$1.7M 0.01% 1160
2021
Q4 		$14.1M Sell
326,677
-533
-0.2% -$20.9K 0.01% 1201
2021
Q3 		$13.4M Sell
327,210
-113,006
-26% -$4.81M 0.01% 1250
2021
Q2 		$17.7M Buy
440,216
+6,748
+2% +$245K 0.01% 1069
2021
Q1 		$16.4M Buy
433,468
+35,029
+9% +$1.39M 0.01% 1084
2020
Q4 		$15M Sell
398,439
-397
-0.1% -$13.1K 0.01% 974
2020
Q3 		$12.3M Buy
398,836
+20,223
+5% +$668K 0.01% 941
2020
Q2 		$12.3M Sell
378,613
-5,648
-1% -$186K 0.01% 932
2020
Q1 		$10.5M Buy
384,261
+30,697
+9% +$1.06M 0.01% 879
2019
Q4 		$14.1M Sell
353,564
-14,165
-4% -$560K 0.01% 1054
2019
Q3 		$14.6M Sell
367,729
-36,153
-9% -$1.31M 0.01% 994
2019
Q2 		$14.2M Sell
403,882
-12,564
-3% -$474K 0.01% 1029
2019
Q1 		$17.7M Sell
416,446
-23,137
-5% -$958K 0.02% 865
2018
Q4 		$17.4M Sell
439,583
-29,417
-6% -$1.13M 0.02% 798
2018
Q3 		$17.5M Buy
469,000
+8,428
+2% +$283K 0.02% 947
2018
Q2 		$14.1M Sell
460,572
-9,496
-2% -$307K 0.01% 1073
2018
Q1 		$14.4M Buy
470,068
+11,805
+3% +$327K 0.01% 1015
2017
Q4 		$13.1M Buy
458,263
+7,858
+2% +$214K 0.01% 1100
2017
Q3 		$11.5M Sell
450,405
-57,336
-11% -$1.36M 0.01% 1150
2017
Q2 		$8.74M Buy
507,741
+30,513
+6% +$512K 0.01% 1302
2017
Q1 		$8.92M Sell
477,228
-3,327
-0.7% -$55.2K 0.01% 1257
2016
Q4 		$5.89M Sell
480,555
-362,515
-43% -$4.17M 0.01% 1457
2016
Q3 		$9.45M Sell
843,070
-369,912
-30% -$4.82M 0.01% 1159
2016
Q2 		$18.2M Buy
1,212,982
+744,202
+159% +$11M 0.03% 668
2016
Q1 		$6.1M Buy
468,780
+5,598
+1% +$64K 0.01% 1287
2015
Q4 		$5.45M Sell
463,182
-31,961
-6% -$404K 0.01% 1322
2015
Q3 		$7.35M Buy
495,143
+38,291
+8% +$761K 0.01% 1127
2015
Q2 		$10.5M Sell
456,852
-1,708
-0.4% -$42.7K 0.02% 961
2015
Q1 		$11.6M Buy
458,560
+21,298
+5% +$538K 0.02% 874
2014
Q4 		$11.8M Buy
437,262
+9,531
+2% +$282K 0.02% 839
2014
Q3 		$13M Sell
427,731
-232,777
-35% -$7.27M 0.02% 729
2014
Q2 		$24.6M Buy
660,508
+40,280
+6% +$1.39M 0.04% 433
2014
Q1 		$19.7M Buy
620,228
+209,031
+51% +$6M 0.04% 509
2013
Q4 		$11.8M Sell
411,197
-1,354,700
-77% -$37.9M 0.02% 774
2013
Q3 		$48.3M Sell
1,765,897
-1,174,982
-40% -$31.7M 0.1% 245
2013
Q2 		$78.5M Buy
+2,940,879
New +$79.1M 0.17% 155

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 $3.37T AUM 44.26% 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

Principal Financial Group's NRG Position: Q2 2026 in Review

Principal Financial Group increased its NRG Energy (NRG) stake by 28% in Q2 2026, buying an estimated $29.5M and bringing the position to 942,637 shares worth $138M. The position accounts for 0.07% of the portfolio, ranked #236.

Principal Financial Group first reported a position in NRG in Q2 2013 and has held it in 53 quarters since. 1,017 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Principal Financial Group held 942,637 shares of NRG Energy worth $138M as of Q2 2026.
  • Principal Financial Group bought 205,088 NRG Energy shares in Q2 2026, an estimated $29.5M.
  • NRG Energy made up 0.07% of Principal Financial Group's portfolio in Q2 2026, its #236 holding.
  • Principal Financial Group first reported a position in NRG Energy in Q2 2013 and has held it in 53 quarters since.
  • 1,017 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.