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Wedmont Private Capital’s NRG Energy NRG Stock Holding History

Wedmont Private Capital’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
Q3 		$294K Buy
2,764
+56
+2% +$6.75K 0.01% 788
2026
Q2 		$380K Buy
2,708
+38
+1% +$5.47K 0.01% 656
2026
Q1 		$428K Buy
2,670
+115
+5% +$18.1K 0.01% 550
2025
Q4 		$381K Buy
2,555
+5
+0.2% +$827 0.01% 568
2025
Q3 		$415K Buy
2,550
+109
+4% +$17K 0.02% 521
2025
Q2 		$367K Buy
2,441
+151
+7% +$19.9K 0.02% 513
2025
Q1 		$216K Buy
2,290
+33
+1% +$3.34K 0.01% 632
2024
Q4 		$224K Buy
+2,257
New +$209K 0.01% 627

Other funds holding NRG

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wedmont Private Capital's NRG Position: Q3 2026 in Review

Wedmont Private Capital increased its NRG Energy (NRG) stake by 2.1% in Q3 2026, buying an estimated $6.75K and bringing the position to 2,764 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #788.

Wedmont Private Capital first reported a position in NRG in Q4 2024 and has held it in 8 quarters since. The position peaked at $428K in Q1 2026. 38 funds tracked by Wall St. Rank hold NRG as of Q3 2026.

  • Wedmont Private Capital held 2,764 shares of NRG Energy worth $294K as of Q3 2026.
  • Wedmont Private Capital bought 56 NRG Energy shares in Q3 2026, an estimated $6.75K.
  • NRG Energy made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #788 holding.
  • Wedmont Private Capital first reported a position in NRG Energy in Q4 2024 and has held it in 8 quarters since.
  • Wedmont Private Capital's NRG Energy position peaked at $428K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held NRG Energy as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.