WA
NRG icon

Wealthstar Advisors’s NRG Energy NRG Stock Holding History

Wealthstar 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
2024
Q2 		$1.16M Buy
+14,862
New +$1.15M 0.94% 15

Other funds holding NRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wealthstar Advisors's NRG Position: Q2 2024 in Review

Wealthstar Advisors opened a new position in NRG Energy (NRG) in Q2 2024: 14,862 shares worth $1.16M. The stake represents 0.94% of the portfolio and ranks #15 among its holdings.

741 funds tracked by Wall St. Rank hold NRG as of Q2 2024.

  • Wealthstar Advisors held 14,862 shares of NRG Energy worth $1.16M as of Q2 2024.
  • NRG Energy was a new Wealthstar Advisors position in Q2 2024.
  • NRG Energy made up 0.94% of Wealthstar Advisors's portfolio in Q2 2024, its #15 holding.
  • 741 funds tracked by Wall St. Rank held NRG Energy as of Q2 2024.

Based on Wealthstar Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.