VARA
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Value Aligned Research Advisors’s NRG Energy NRG Stock Holding History

Value Aligned Research 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 		$453K Hold
3,100
– – ﹤0.01% 100
2025
Q4 		$494K Hold
3,100
– – 0.01% 81
2025
Q3 		$502K Hold
3,100
– – 0.01% 78
2025
Q2 		$498K Sell
3,100
-12,100
-80% -$1.59M 0.01% 63
2025
Q1 		$1.45M Buy
15,200
+5,200
+52% +$526K 0.11% 39
2024
Q4 		$50K Buy
+10,000
New +$926K 0.01% 43

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

Value Aligned Research Advisors's NRG Position: Q1 2026 in Review

Value Aligned Research Advisors sold out of NRG Energy (NRG) in Q1 2026, closing a stake of 135,486 shares — an estimated $21.3M sold.

Value Aligned Research Advisors first reported a position in NRG in Q4 2024 and held it in 5 quarters. The position peaked at $145M in Q3 2025. 1,058 funds tracked by Wall St. Rank hold NRG as of Q1 2026.

  • Value Aligned Research Advisors reported no remaining NRG Energy position as of Q1 2026 after selling out during the quarter.
  • Value Aligned Research Advisors sold 135,486 NRG Energy shares in Q1 2026, an estimated $21.3M.
  • Value Aligned Research Advisors first reported a position in NRG Energy in Q4 2024 and held it in 5 quarters.
  • Value Aligned Research Advisors's NRG Energy position peaked at $145M in Q3 2025.
  • 1,058 funds tracked by Wall St. Rank held NRG Energy as of Q1 2026.

Based on Value Aligned Research Advisors's 13F filing for Q1 2026, filed 18 May 2026.