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TriaGen Wealth Management’s NRG Energy NRG Stock Holding History

TriaGen Wealth 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 		– Sell
-1,315
Closed -$209K – 193
2025
Q4 		$209K Buy
1,315
+57
+5% +$9.43K 0.05% 170
2025
Q3 		$204K Buy
+1,258
New +$196K 0.05% 177
2025
Q2 		– Sell
-18,908
Closed -$1.8M – 187
2025
Q1 		$1.8M Hold
18,908
– – 0.64% 48
2024
Q4 		$1.71M Buy
+18,908
New +$1.75M 0.57% 49
2024
Q3 		– Sell
-14,844
Closed -$1.16M – 180
2024
Q2 		$1.16M Buy
+14,844
New +$1.15M 0.45% 59

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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TriaGen Wealth Management's NRG Position: Q1 2026 in Review

TriaGen Wealth Management sold out of NRG Energy (NRG) in Q1 2026, closing a stake of 1,315 shares — an estimated $209K sold.

TriaGen Wealth Management first reported a position in NRG in Q2 2024 and held it in 5 quarters. The position peaked at $1.8M in Q1 2025. 1,066 funds tracked by Wall St. Rank hold NRG as of Q1 2026.

  • TriaGen Wealth Management reported no remaining NRG Energy position as of Q1 2026 after selling out during the quarter.
  • TriaGen Wealth Management sold 1,315 NRG Energy shares in Q1 2026, an estimated $209K.
  • TriaGen Wealth Management first reported a position in NRG Energy in Q2 2024 and held it in 5 quarters.
  • TriaGen Wealth Management's NRG Energy position peaked at $1.8M in Q1 2025.
  • 1,066 funds tracked by Wall St. Rank held NRG Energy as of Q1 2026.

Based on TriaGen Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.