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Sunrise Financial Services’s NRG Energy NRG Stock Holding History

Sunrise Financial Services’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 		$1.02K Hold
7
– – ﹤0.01% 490
2026
Q1 		$1.02K Hold
7
– – ﹤0.01% 494
2025
Q4 		$1.11K Buy
+7
New +$1.16K ﹤0.01% 454

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

Sunrise Financial Services's NRG Position: Q2 2026 in Review

Sunrise Financial Services held its NRG Energy (NRG) position steady in Q2 2026 at 7 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Sunrise Financial Services first reported a position in NRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.11K in Q4 2025. 1,018 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Sunrise Financial Services held 7 shares of NRG Energy worth $1.02K as of Q2 2026.
  • Sunrise Financial Services left its NRG Energy share count unchanged in Q2 2026.
  • NRG Energy made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #490 holding.
  • Sunrise Financial Services first reported a position in NRG Energy in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's NRG Energy position peaked at $1.11K in Q4 2025.
  • 1,018 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.