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TrinityPoint Wealth’s NRG Energy NRG Stock Holding History

TrinityPoint Wealth’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
2024
Q4 		$1.21M Buy
+13,447
New +$1.25M 0.17% 139

Other funds holding NRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

TrinityPoint Wealth's NRG Position: Q4 2024 in Review

TrinityPoint Wealth opened a new position in NRG Energy (NRG) in Q4 2024: 13,447 shares worth $1.21M. The stake represents 0.17% of the portfolio and ranks #139 among its holdings.

821 funds tracked by Wall St. Rank hold NRG as of Q4 2024.

  • TrinityPoint Wealth held 13,447 shares of NRG Energy worth $1.21M as of Q4 2024.
  • NRG Energy was a new TrinityPoint Wealth position in Q4 2024.
  • NRG Energy made up 0.17% of TrinityPoint Wealth's portfolio in Q4 2024, its #139 holding.
  • 821 funds tracked by Wall St. Rank held NRG Energy as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.