Vista Investment Partners’s NRG Energy NRG Stock Holding History

Vista Investment Partners’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	$840K	Sell	5,749 -3	-0.1%	-$432	0.21%	92
2026 Q1	$841K	Sell	5,752 -114	-2%	-$17.9K	0.22%	91
2025 Q4	$934K	Sell	5,866 -267	-4%	-$44.2K	0.24%	92
2025 Q3	$993K	Sell	6,133 -7	-0.1%	-$1.09K	0.28%	80
2025 Q2	$986K	Sell	6,140 -44	-0.7%	-$5.8K	0.28%	79
2025 Q1	$590K	Buy	+6,184	New	+$625K	0.18%	101

Other funds holding NRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Vista Investment Partners's NRG Position: Q2 2026 in Review

Vista Investment Partners reduced its NRG Energy (NRG) stake by 0.05% in Q2 2026, selling an estimated $432 and leaving 5,749 shares worth $840K. The position accounts for 0.21% of the portfolio, ranked #92.

Vista Investment Partners first reported a position in NRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $993K in Q3 2025. 328 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

Vista Investment Partners held 5,749 shares of NRG Energy worth $840K as of Q2 2026.
Vista Investment Partners sold 3 NRG Energy shares in Q2 2026, an estimated $432.
NRG Energy made up 0.21% of Vista Investment Partners's portfolio in Q2 2026, its #92 holding.
Vista Investment Partners first reported a position in NRG Energy in Q1 2025 and has held it in 6 quarters since.
Vista Investment Partners's NRG Energy position peaked at $993K in Q3 2025.
328 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.