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Twin Peaks Wealth Advisors’s NRG Energy NRG Stock Holding History

Twin Peaks Wealth Advisors’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 		$39.6K Buy
+271
New +$42.6K 0.01% 489
2025
Q3 		– Sell
-221
Closed -$34.6K – 1436
2025
Q2 		$34.6K Buy
+221
New +$29.1K 0.01% 431

Other funds holding NRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Twin Peaks Wealth Advisors's NRG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in NRG Energy (NRG) in Q1 2026: 271 shares worth $39.6K. The stake represents 0.01% of the portfolio and ranks #489 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in NRG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in NRG in Q2 2025 and has held it in 2 quarters since. 1,058 funds tracked by Wall St. Rank hold NRG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 271 shares of NRG Energy worth $39.6K as of Q1 2026.
  • NRG Energy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • NRG Energy made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #489 holding.
  • Twin Peaks Wealth Advisors first reported a position in NRG Energy in Q2 2025 and has held it in 2 quarters since.
  • 1,058 funds tracked by Wall St. Rank held NRG Energy as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.