SFA
NRG icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return