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Schechter Investment Advisors’s NRG Energy NRG Stock Holding History

Schechter Investment Advisors’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
Q1 		$1.7M Buy
17,812
+1,896
+12% +$192K 0.14% 139
2024
Q4 		$1.44M Buy
15,916
+120
+0.8% +$11.1K 0.11% 180
2024
Q3 		$1.44M Sell
15,796
-7,833
-33% -$623K 0.11% 183
2024
Q2 		$1.84M Sell
23,629
-136
-0.6% -$10.5K 0.14% 135
2024
Q1 		$1.61M Buy
+23,765
New +$1.33M 0.12% 158

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Schechter Investment Advisors's NRG Position: Q1 2025 in Review

Schechter Investment Advisors increased its NRG Energy (NRG) stake by 12% in Q1 2025, buying an estimated $192K and bringing the position to 17,812 shares worth $1.7M. The position accounts for 0.14% of the portfolio, ranked #139.

Schechter Investment Advisors first reported a position in NRG in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.84M in Q2 2024. 850 funds tracked by Wall St. Rank hold NRG as of Q1 2025.

  • Schechter Investment Advisors held 17,812 shares of NRG Energy worth $1.7M as of Q1 2025.
  • Schechter Investment Advisors bought 1,896 NRG Energy shares in Q1 2025, an estimated $192K.
  • NRG Energy made up 0.14% of Schechter Investment Advisors's portfolio in Q1 2025, its #139 holding.
  • Schechter Investment Advisors first reported a position in NRG Energy in Q1 2024 and has held it in 5 quarters since.
  • Schechter Investment Advisors's NRG Energy position peaked at $1.84M in Q2 2024.
  • 850 funds tracked by Wall St. Rank held NRG Energy as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.