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Redwood Wealth Management Group’s NRG Energy NRG Stock Holding History

Redwood Wealth Management 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
Q1 		– Sell
-1,258
Closed -$200K – 184
2025
Q4 		$200K Hold
1,258
– – 0.08% 185
2025
Q3 		$204K Buy
1,258
+1
+0.1% +$156 0.09% 177
2025
Q2 		$202K Buy
+1,257
New +$166K 0.09% 177
2024
Q3 		– Sell
-1,649
Closed -$128K – 763
2024
Q2 		$128K Buy
+1,649
New +$128K 0.1% 166

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

Redwood Wealth Management Group's NRG Position: Q1 2026 in Review

Redwood Wealth Management Group sold out of NRG Energy (NRG) in Q1 2026, closing a stake of 1,258 shares — an estimated $200K sold.

Redwood Wealth Management Group first reported a position in NRG in Q2 2024 and held it in 4 quarters. The position peaked at $204K in Q3 2025. 1,058 funds tracked by Wall St. Rank hold NRG as of Q1 2026.

  • Redwood Wealth Management Group reported no remaining NRG Energy position as of Q1 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,258 NRG Energy shares in Q1 2026, an estimated $200K.
  • Redwood Wealth Management Group first reported a position in NRG Energy in Q2 2024 and held it in 4 quarters.
  • Redwood Wealth Management Group's NRG Energy position peaked at $204K in Q3 2025.
  • 1,058 funds tracked by Wall St. Rank held NRG Energy as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.