Syverson Strege & Co’s NRG Energy NRG Stock Holding History

Syverson Strege & Co’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	–	Sell	-1,406	Closed	-$205K	–	191
2026 Q1	$205K	Buy	1,406 +56	+4%	+$8.81K	0.05%	163
2025 Q4	$215K	Buy	+1,350	New	+$223K	0.05%	157

Other funds holding NRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Syverson Strege & Co's NRG Position: Q2 2026 in Review

Syverson Strege & Co sold out of NRG Energy (NRG) in Q2 2026, closing a stake of 1,406 shares — an estimated $205K sold.

Syverson Strege & Co first reported a position in NRG in Q4 2025 and held it in 2 quarters. The position peaked at $215K in Q4 2025. 1,023 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

Syverson Strege & Co reported no remaining NRG Energy position as of Q2 2026 after selling out during the quarter.
Syverson Strege & Co sold 1,406 NRG Energy shares in Q2 2026, an estimated $205K.
Syverson Strege & Co first reported a position in NRG Energy in Q4 2025 and held it in 2 quarters.
Syverson Strege & Co's NRG Energy position peaked at $215K in Q4 2025.
1,023 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.