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Westside Investment Management’s NRG Energy NRG Stock Holding History

Westside Investment Management’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 		$3.51K Hold
24
– – ﹤0.01% 1280
2026
Q1 		$3.51K Hold
24
– – ﹤0.01% 1272
2025
Q4 		$3.82K Buy
+24
New +$3.97K ﹤0.01% 1256
2017
Q1 		– Sell
-250
Closed -$3.52K – 781
2016
Q4 		$3.52K Buy
+250
New +$2.88K ﹤0.01% 553

Other funds holding NRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Westside Investment Management's NRG Position: Q2 2026 in Review

Westside Investment Management held its NRG Energy (NRG) position steady in Q2 2026 at 24 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Westside Investment Management first reported a position in NRG in Q4 2016 and has held it in 4 quarters since. The position peaked at $3.82K in Q4 2025. 1,018 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Westside Investment Management held 24 shares of NRG Energy worth $3.51K as of Q2 2026.
  • Westside Investment Management left its NRG Energy share count unchanged in Q2 2026.
  • NRG Energy made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1280 holding.
  • Westside Investment Management first reported a position in NRG Energy in Q4 2016 and has held it in 4 quarters since.
  • Westside Investment Management's NRG Energy position peaked at $3.82K in Q4 2025.
  • 1,018 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.