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Ruedi Wealth Management’s NRG Energy NRG Stock Holding History

Ruedi 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
2025
Q2 		– Sell
-3
Closed -$286 – 238
2025
Q1 		$286 Hold
3
– – ﹤0.01% 321
2024
Q4 		$271 Hold
3
– – ﹤0.01% 326
2024
Q3 		$273 Sell
3
-3
-50% -$239 ﹤0.01% 332
2024
Q2 		$467 Buy
+6
New +$465 ﹤0.01% 420

Other funds holding NRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ruedi Wealth Management's NRG Position: Q2 2025 in Review

Ruedi Wealth Management sold out of NRG Energy (NRG) in Q2 2025, closing a stake of 3 shares — an estimated $286 sold.

Ruedi Wealth Management first reported a position in NRG in Q2 2024 and held it in 4 quarters. The position peaked at $467 in Q2 2024. 1,015 funds tracked by Wall St. Rank hold NRG as of Q2 2025.

  • Ruedi Wealth Management reported no remaining NRG Energy position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 3 NRG Energy shares in Q2 2025, an estimated $286.
  • Ruedi Wealth Management first reported a position in NRG Energy in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's NRG Energy position peaked at $467 in Q2 2024.
  • 1,015 funds tracked by Wall St. Rank held NRG Energy as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.