SAG
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SageView Advisory Group’s NRG Energy NRG Stock Holding History

SageView Advisory Group’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 		– Sell
-1,085
Closed -$173K – 1804
2025
Q4 		$173K Buy
+1,085
New +$180K 0.01% 648
2024
Q2 		– Sell
-2,508
Closed -$223K – 669
2024
Q1 		$223K Buy
+2,508
New +$141K 0.01% 488

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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's NRG Position: Q1 2026 in Review

SageView Advisory Group sold out of NRG Energy (NRG) in Q1 2026, closing a stake of 1,085 shares — an estimated $173K sold.

SageView Advisory Group first reported a position in NRG in Q1 2024 and held it in 2 quarters. The position peaked at $223K in Q1 2024. 1,067 funds tracked by Wall St. Rank hold NRG as of Q1 2026.

  • SageView Advisory Group reported no remaining NRG Energy position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,085 NRG Energy shares in Q1 2026, an estimated $173K.
  • SageView Advisory Group first reported a position in NRG Energy in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's NRG Energy position peaked at $223K in Q1 2024.
  • 1,067 funds tracked by Wall St. Rank held NRG Energy as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.