SOA Wealth Advisors’s NRG Energy NRG Stock Holding History

SOA Wealth 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 Q3	–	Sell	-33	Closed	-$4.82K	–	880
2026 Q2	$4.82K	Buy	+33	New	+$4.75K	﹤0.01%	703

Other funds holding NRG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

SOA Wealth Advisors's NRG Position: Q3 2026 in Review

SOA Wealth Advisors sold out of NRG Energy (NRG) in Q3 2026, closing a stake of 33 shares — an estimated $4.82K sold.

SOA Wealth Advisors first reported a position in NRG in Q2 2026 and held it in 1 quarter. The position peaked at $4.82K in Q2 2026. 777 funds tracked by Wall St. Rank hold NRG as of Q3 2026.

SOA Wealth Advisors reported no remaining NRG Energy position as of Q3 2026 after selling out during the quarter.
SOA Wealth Advisors sold 33 NRG Energy shares in Q3 2026, an estimated $4.82K.
SOA Wealth Advisors first reported a position in NRG Energy in Q2 2026 and held it in 1 quarter.
SOA Wealth Advisors's NRG Energy position peaked at $4.82K in Q2 2026.
777 funds tracked by Wall St. Rank held NRG Energy as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.