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Simplicity Wealth’s NRG Energy NRG Stock Holding History

Simplicity Wealth’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 		$280K Buy
1,914
+281
+17% +$40.5K 0.01% 860
2026
Q1 		$239K Buy
1,633
+172
+12% +$27.1K 0.01% 671
2025
Q4 		$233K Buy
1,461
+14
+1% +$2.32K 0.01% 629
2025
Q3 		$234K Sell
1,447
-1,093
-43% -$170K 0.01% 637
2025
Q2 		$408K Buy
+2,540
New +$335K 0.02% 502

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 $3.37T AUM 44.26% 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

Simplicity Wealth's NRG Position: Q2 2026 in Review

Simplicity Wealth increased its NRG Energy (NRG) stake by 17% in Q2 2026, buying an estimated $40.5K and bringing the position to 1,914 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #860.

Simplicity Wealth first reported a position in NRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $408K in Q2 2025. 1,020 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Simplicity Wealth held 1,914 shares of NRG Energy worth $280K as of Q2 2026.
  • Simplicity Wealth bought 281 NRG Energy shares in Q2 2026, an estimated $40.5K.
  • NRG Energy made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #860 holding.
  • Simplicity Wealth first reported a position in NRG Energy in Q2 2025 and has held it in 5 quarters since.
  • Simplicity Wealth's NRG Energy position peaked at $408K in Q2 2025.
  • 1,020 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.