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Savvy Advisors Inc’s NRG Energy NRG Stock Holding History

Savvy Advisors Inc’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 		$607K Sell
4,156
-203
-5% -$29.2K 0.01% 708
2026
Q1 		$637K Buy
4,359
+1,668
+62% +$262K 0.02% 584
2025
Q4 		$429K Buy
+2,691
New +$445K 0.01% 622

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's NRG Position: Q2 2026 in Review

Savvy Advisors Inc reduced its NRG Energy (NRG) stake by 4.7% in Q2 2026, selling an estimated $29.2K and leaving 4,156 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #708.

Savvy Advisors Inc first reported a position in NRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $637K in Q1 2026. 1,023 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Savvy Advisors Inc held 4,156 shares of NRG Energy worth $607K as of Q2 2026.
  • Savvy Advisors Inc sold 203 NRG Energy shares in Q2 2026, an estimated $29.2K.
  • NRG Energy made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #708 holding.
  • Savvy Advisors Inc first reported a position in NRG Energy in Q4 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's NRG Energy position peaked at $637K in Q1 2026.
  • 1,023 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.