Root Financial Partners
NRG icon

Root Financial Partners’s NRG Energy NRG Stock Holding History

Root Financial Partners’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 		$85.1K Buy
+890
New +$107K ﹤0.01% 816
2026
Q2 		– Sell
-517
Closed -$75.6K – 2218
2026
Q1 		$75.6K Buy
517
+138
+36% +$21.7K ﹤0.01% 693
2025
Q4 		$60.4K Sell
379
-76
-17% -$12.6K ﹤0.01% 647
2025
Q3 		$73.7K Buy
+455
New +$70.9K ﹤0.01% 538

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's NRG Position: Q3 2026 in Review

Root Financial Partners opened a new position in NRG Energy (NRG) in Q3 2026: 890 shares worth $85.1K. The stake represents ﹤0.01% of the portfolio and ranks #816 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NRG as recently as Q1 2026.

Root Financial Partners first reported a position in NRG in Q3 2025 and has held it in 4 quarters since. 777 funds tracked by Wall St. Rank hold NRG as of Q3 2026.

  • Root Financial Partners held 890 shares of NRG Energy worth $85.1K as of Q3 2026.
  • NRG Energy was a new Root Financial Partners position in Q3 2026.
  • NRG Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #816 holding.
  • Root Financial Partners first reported a position in NRG Energy in Q3 2025 and has held it in 4 quarters since.
  • 777 funds tracked by Wall St. Rank held NRG Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.