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SHP Wealth Management’s NRG Energy NRG Stock Holding History

SHP Wealth Management’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 		$38.6K Buy
264
+62
+31% +$9.76K ﹤0.01% 555
2025
Q4 		$32.2K Buy
+202
New +$33.4K ﹤0.01% 581

Other funds holding NRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $178B AUM 37.23% 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 $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's NRG Position: Q1 2026 in Review

SHP Wealth Management increased its NRG Energy (NRG) stake by 31% in Q1 2026, buying an estimated $9.76K and bringing the position to 264 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

SHP Wealth Management first reported a position in NRG in Q4 2025 and has held it in 2 quarters since. 1,062 funds tracked by Wall St. Rank hold NRG as of Q1 2026.

  • SHP Wealth Management held 264 shares of NRG Energy worth $38.6K as of Q1 2026.
  • SHP Wealth Management bought 62 NRG Energy shares in Q1 2026, an estimated $9.76K.
  • NRG Energy made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #555 holding.
  • SHP Wealth Management first reported a position in NRG Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,062 funds tracked by Wall St. Rank held NRG Energy as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.