Westwind Capital’s NRG Energy NRG Stock Holding History

Westwind 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	–	Sell	-12,315	Closed	-$1.8M	–	98
2026 Q2	$1.8M	Buy	+12,315	New	+$1.77M	0.43%	49

Other funds holding NRG

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Westwind Capital's NRG Position: Q3 2026 in Review

Westwind Capital sold out of NRG Energy (NRG) in Q3 2026, closing a stake of 12,315 shares — an estimated $1.8M sold.

Westwind Capital first reported a position in NRG in Q2 2026 and held it in 1 quarter. The position peaked at $1.8M in Q2 2026. 38 funds tracked by Wall St. Rank hold NRG as of Q3 2026.

Westwind Capital reported no remaining NRG Energy position as of Q3 2026 after selling out during the quarter.
Westwind Capital sold 12,315 NRG Energy shares in Q3 2026, an estimated $1.8M.
Westwind Capital first reported a position in NRG Energy in Q2 2026 and held it in 1 quarter.
Westwind Capital's NRG Energy position peaked at $1.8M in Q2 2026.
38 funds tracked by Wall St. Rank held NRG Energy as of Q3 2026.

Based on Westwind Capital's 13F filing for Q3 2026, filed 8 Oct 2026.