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Toth Financial Advisory’s NRG Energy NRG Stock Holding History

Toth Financial Advisory’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 		$21K Buy
220
+50
+29% +$6.03K ﹤0.01% 498
2026
Q2 		$24.8K Hold
170
– – ﹤0.01% 476
2026
Q1 		$24.8K Hold
170
– – ﹤0.01% 457
2025
Q4 		$27.1K Hold
170
– – ﹤0.01% 439
2025
Q3 		$27.5K Hold
170
– – ﹤0.01% 434
2025
Q2 		$27.3K Buy
+170
New +$22.4K ﹤0.01% 397

Other funds holding NRG

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Toth Financial Advisory's NRG Position: Q3 2026 in Review

Toth Financial Advisory increased its NRG Energy (NRG) stake by 29% in Q3 2026, buying an estimated $6.03K and bringing the position to 220 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Toth Financial Advisory first reported a position in NRG in Q2 2025 and has held it in 6 quarters since. The position peaked at $27.5K in Q3 2025. 38 funds tracked by Wall St. Rank hold NRG as of Q3 2026.

  • Toth Financial Advisory held 220 shares of NRG Energy worth $21K as of Q3 2026.
  • Toth Financial Advisory bought 50 NRG Energy shares in Q3 2026, an estimated $6.03K.
  • NRG Energy made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #498 holding.
  • Toth Financial Advisory first reported a position in NRG Energy in Q2 2025 and has held it in 6 quarters since.
  • Toth Financial Advisory's NRG Energy position peaked at $27.5K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held NRG Energy as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.