RMR Wealth Builders’s NRG Energy NRG Stock Holding History

RMR Wealth Builders’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
2025 Q4	–	Sell	-1,298	Closed	-$210K	–	288
2025 Q3	$210K	Buy	+1,298	New	+$202K	0.02%	271
2019 Q4	$0	Buy	+1	New	+$40	﹤0.01%	414

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

RMR Wealth Builders's NRG Position: Q4 2025 in Review

RMR Wealth Builders sold out of NRG Energy (NRG) in Q4 2025, closing a stake of 1,298 shares — an estimated $210K sold.

RMR Wealth Builders first reported a position in NRG in Q4 2019 and held it in 2 quarters. The position peaked at $210K in Q3 2025. 1,068 funds tracked by Wall St. Rank hold NRG as of Q4 2025.

RMR Wealth Builders reported no remaining NRG Energy position as of Q4 2025 after selling out during the quarter.
RMR Wealth Builders sold 1,298 NRG Energy shares in Q4 2025, an estimated $210K.
RMR Wealth Builders first reported a position in NRG Energy in Q4 2019 and held it in 2 quarters.
RMR Wealth Builders's NRG Energy position peaked at $210K in Q3 2025.
1,068 funds tracked by Wall St. Rank held NRG Energy as of Q4 2025.

Based on RMR Wealth Builders's 13F filing for Q4 2025, filed 29 Jan 2026.