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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
Q2 		– Sell
-271
Closed -$39.6K – 1515
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 $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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Twin Peaks Wealth Advisors's NRG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of NRG Energy (NRG) in Q2 2026, closing a stake of 271 shares — an estimated $39.6K sold.

Twin Peaks Wealth Advisors first reported a position in NRG in Q2 2025 and held it in 2 quarters. The position peaked at $39.6K in Q1 2026. 1,022 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining NRG Energy position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 271 NRG Energy shares in Q2 2026, an estimated $39.6K.
  • Twin Peaks Wealth Advisors first reported a position in NRG Energy in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's NRG Energy position peaked at $39.6K in Q1 2026.
  • 1,022 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.