RWM
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Rialto Wealth Management’s NRG Energy NRG Stock Holding History

Rialto 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
2026
Q1 		$7.45K Buy
51
+5
+11% +$787 ﹤0.01% 510
2025
Q4 		$7.33K Buy
46
+1
+2% +$165 ﹤0.01% 483
2025
Q3 		$7.29K Buy
45
+4
+10% +$623 ﹤0.01% 456
2025
Q2 		$6.58K Buy
41
+26
+173% +$3.43K ﹤0.01% 461
2025
Q1 		$1.43K Buy
+15
New +$1.52K ﹤0.01% 606

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

Rialto Wealth Management's NRG Position: Q1 2026 in Review

Rialto Wealth Management increased its NRG Energy (NRG) stake by 11% in Q1 2026, buying an estimated $787 and bringing the position to 51 shares worth $7.45K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Rialto Wealth Management first reported a position in NRG in Q1 2025 and has held it in 5 quarters since. 1,058 funds tracked by Wall St. Rank hold NRG as of Q1 2026.

  • Rialto Wealth Management held 51 shares of NRG Energy worth $7.45K as of Q1 2026.
  • Rialto Wealth Management bought 5 NRG Energy shares in Q1 2026, an estimated $787.
  • NRG Energy made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #510 holding.
  • Rialto Wealth Management first reported a position in NRG Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,058 funds tracked by Wall St. Rank held NRG Energy as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.