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Turning Point Benefit Group’s NRG Energy NRG Stock Holding History

Turning Point Benefit Group’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
-14
Closed -$2.23K – 556
2025
Q4 		$2.23K Hold
14
– – ﹤0.01% 434
2025
Q3 		$2.27K Buy
+14
New +$2.18K ﹤0.01% 288

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

Turning Point Benefit Group's NRG Position: Q1 2026 in Review

Turning Point Benefit Group sold out of NRG Energy (NRG) in Q1 2026, closing a stake of 14 shares — an estimated $2.23K sold.

Turning Point Benefit Group first reported a position in NRG in Q3 2025 and held it in 2 quarters. The position peaked at $2.27K in Q3 2025. 1,066 funds tracked by Wall St. Rank hold NRG as of Q1 2026.

  • Turning Point Benefit Group reported no remaining NRG Energy position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 14 NRG Energy shares in Q1 2026, an estimated $2.23K.
  • Turning Point Benefit Group first reported a position in NRG Energy in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's NRG Energy position peaked at $2.27K in Q3 2025.
  • 1,066 funds tracked by Wall St. Rank held NRG Energy as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.