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Sagespring Wealth Partners’s NRG Energy NRG Stock Holding History

Sagespring Wealth 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
Q2 		$366K Buy
2,506
+208
+9% +$29.9K 0.01% 616
2026
Q1 		$336K Sell
2,298
-141
-6% -$22.2K 0.01% 613
2025
Q4 		$388K Buy
2,439
+199
+9% +$32.9K 0.01% 544
2025
Q3 		$363K Sell
2,240
-13
-0.6% -$2.02K 0.01% 547
2025
Q2 		$362K Sell
2,253
-13
-0.6% -$1.71K 0.01% 524
2025
Q1 		$216K Sell
2,266
-627
-22% -$63.4K 0.01% 620
2024
Q4 		$261K Buy
+2,893
New +$268K 0.01% 512

Other funds holding NRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sagespring Wealth Partners's NRG Position: Q2 2026 in Review

Sagespring Wealth Partners increased its NRG Energy (NRG) stake by 9.1% in Q2 2026, buying an estimated $29.9K and bringing the position to 2,506 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #616.

Sagespring Wealth Partners first reported a position in NRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $388K in Q4 2025. 1,018 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Sagespring Wealth Partners held 2,506 shares of NRG Energy worth $366K as of Q2 2026.
  • Sagespring Wealth Partners bought 208 NRG Energy shares in Q2 2026, an estimated $29.9K.
  • NRG Energy made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #616 holding.
  • Sagespring Wealth Partners first reported a position in NRG Energy in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's NRG Energy position peaked at $388K in Q4 2025.
  • 1,018 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.