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Retirement Wealth Solutions’s NRG Energy NRG Stock Holding History

Retirement Wealth Solutions’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
Q3 		$2.1K Sell
22
-13
-37% -$1.57K ﹤0.01% 591
2026
Q2 		$5.11K Hold
35
– – ﹤0.01% 335
2026
Q1 		$5.12K Sell
35
-1
-3% -$157 ﹤0.01% 316
2025
Q4 		$5.73K Hold
36
– – ﹤0.01% 292
2025
Q3 		$5.83K Buy
+36
New +$5.61K ﹤0.01% 283

Other funds holding NRG

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Retirement Wealth Solutions's NRG Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its NRG Energy (NRG) stake by 37% in Q3 2026, selling an estimated $1.57K and leaving 22 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Retirement Wealth Solutions first reported a position in NRG in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.83K in Q3 2025. 38 funds tracked by Wall St. Rank hold NRG as of Q3 2026.

  • Retirement Wealth Solutions held 22 shares of NRG Energy worth $2.1K as of Q3 2026.
  • Retirement Wealth Solutions sold 13 NRG Energy shares in Q3 2026, an estimated $1.57K.
  • NRG Energy made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #591 holding.
  • Retirement Wealth Solutions first reported a position in NRG Energy in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's NRG Energy position peaked at $5.83K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held NRG Energy as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.