Sequoia Financial Advisors’s NRG Energy NRG Stock Holding History

Sequoia Financial 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
2026 Q2	$1.06M	Sell	7,285 -2,982	-29%	-$429K	0.01%	919
2026 Q1	$1.5M	Buy	10,267 +1,562	+18%	+$246K	0.01%	718
2025 Q4	$1.39M	Buy	8,705 +4,016	+86%	+$664K	0.01%	735
2025 Q3	$759K	Buy	4,689 +484	+12%	+$75.4K	﹤0.01%	926
2025 Q2	$675K	Sell	4,205 -47	-1%	-$6.19K	﹤0.01%	868
2025 Q1	$406K	Sell	4,252 -118	-3%	-$11.9K	﹤0.01%	942
2024 Q4	$394K	Buy	4,370 +1,094	+33%	+$101K	﹤0.01%	897
2024 Q3	$298K	Sell	3,276 -1,118	-25%	-$89K	﹤0.01%	972
2024 Q2	$342K	Buy	4,394 +1,326	+43%	+$103K	﹤0.01%	835
2024 Q1	$208K	Sell	3,068 -2,993	-49%	-$168K	﹤0.01%	1047
2023 Q4	$313K	Buy	+6,061	New	+$274K	﹤0.01%	909

Other funds holding NRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sequoia Financial Advisors's NRG Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its NRG Energy (NRG) stake by 29% in Q2 2026, selling an estimated $429K and leaving 7,285 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #919.

Sequoia Financial Advisors first reported a position in NRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.5M in Q1 2026. 1,023 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

Sequoia Financial Advisors held 7,285 shares of NRG Energy worth $1.06M as of Q2 2026.
Sequoia Financial Advisors sold 2,982 NRG Energy shares in Q2 2026, an estimated $429K.
NRG Energy made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #919 holding.
Sequoia Financial Advisors first reported a position in NRG Energy in Q4 2023 and has held it in 11 quarters since.
Sequoia Financial Advisors's NRG Energy position peaked at $1.5M in Q1 2026.
1,023 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.