Stone House Investment Management’s NRG Energy NRG Stock Holding History

Stone House Investment 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	$7.75K	Hold	53	–	–	﹤0.01%	392
2025 Q4	$8.44K	Hold	53	–	–	﹤0.01%	344
2025 Q3	$8.58K	Hold	53	–	–	﹤0.01%	304
2025 Q2	$8.51K	Hold	53	–	–	﹤0.01%	276
2025 Q1	$5.06K	Buy	+53	New	+$5.36K	﹤0.01%	314
2024 Q4	–	Sell	-3	Closed	-$273	–	254
2024 Q3	$273	Hold	3	–	–	﹤0.01%	367
2024 Q2	$234	Hold	3	–	–	﹤0.01%	370
2024 Q1	$203	Hold	3	–	–	﹤0.01%	396
2023 Q4	$155	Hold	3	–	–	﹤0.01%	314
2023 Q3	$116	Hold	3	–	–	﹤0.01%	330
2023 Q2	$112	Hold	3	–	–	﹤0.01%	332
2023 Q1	$103	Buy	+3	New	+$99	﹤0.01%	300

Other funds holding NRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stone House Investment Management's NRG Position: Q1 2026 in Review

Stone House Investment Management held its NRG Energy (NRG) position steady in Q1 2026 at 53 shares worth $7.75K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Stone House Investment Management first reported a position in NRG in Q1 2023 and has held it in 12 quarters since. The position peaked at $8.58K in Q3 2025. 1,059 funds tracked by Wall St. Rank hold NRG as of Q1 2026.

Stone House Investment Management held 53 shares of NRG Energy worth $7.75K as of Q1 2026.
Stone House Investment Management left its NRG Energy share count unchanged in Q1 2026.
NRG Energy made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #392 holding.
Stone House Investment Management first reported a position in NRG Energy in Q1 2023 and has held it in 12 quarters since.
Stone House Investment Management's NRG Energy position peaked at $8.58K in Q3 2025.
1,059 funds tracked by Wall St. Rank held NRG Energy as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.