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Wealthspire Advisors (New York)’s NRG Energy NRG Stock Holding History

Wealthspire Advisors (New York)’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
-3,073
Closed -$489K – 1048
2025
Q4 		$489K Buy
3,073
+2,604
+555% +$431K ﹤0.01% 614
2025
Q3 		$76K Buy
+469
New +$73.1K ﹤0.01% 1098
2019
Q1 		– Sell
-176
Closed -$7K – 550
2018
Q4 		$7K Buy
+176
New +$6.73K ﹤0.01% 589

Other funds holding NRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

Wealthspire Advisors (New York)'s NRG Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of NRG Energy (NRG) in Q1 2026, closing a stake of 3,073 shares — an estimated $489K sold.

Wealthspire Advisors (New York) first reported a position in NRG in Q4 2018 and held it in 3 quarters. The position peaked at $489K in Q4 2025. 1,062 funds tracked by Wall St. Rank hold NRG as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining NRG Energy position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,073 NRG Energy shares in Q1 2026, an estimated $489K.
  • Wealthspire Advisors (New York) first reported a position in NRG Energy in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s NRG Energy position peaked at $489K in Q4 2025.
  • 1,062 funds tracked by Wall St. Rank held NRG Energy as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.