Reston Wealth Management’s NRG Energy NRG Stock Holding History

Reston Wealth 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
2024 Q4	–	Sell	-95	Closed	-$8.65K	–	303
2024 Q3	$8.65K	Buy	+95	New	+$7.56K	﹤0.01%	258

Other funds holding NRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Reston Wealth Management's NRG Position: Q4 2024 in Review

Reston Wealth Management sold out of NRG Energy (NRG) in Q4 2024, closing a stake of 95 shares — an estimated $8.65K sold.

Reston Wealth Management first reported a position in NRG in Q3 2024 and held it in 1 quarter. The position peaked at $8.65K in Q3 2024. 820 funds tracked by Wall St. Rank hold NRG as of Q4 2024.

Reston Wealth Management reported no remaining NRG Energy position as of Q4 2024 after selling out during the quarter.
Reston Wealth Management sold 95 NRG Energy shares in Q4 2024, an estimated $8.65K.
Reston Wealth Management first reported a position in NRG Energy in Q3 2024 and held it in 1 quarter.
Reston Wealth Management's NRG Energy position peaked at $8.65K in Q3 2024.
820 funds tracked by Wall St. Rank held NRG Energy as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.