WLG
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Williamson Legacy Group’s NRG Energy NRG Stock Holding History

Williamson Legacy Group’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
-14,323
Closed -$2.28M – 102
2025
Q4 		$2.28M Sell
14,323
-1,035
-7% -$171K 1.78% 14
2025
Q3 		$2.49M Buy
15,358
+1,471
+11% +$229K 1.92% 8
2025
Q2 		$2.23M Sell
13,887
-12,810
-48% -$1.69M 1.88% 6
2025
Q1 		$2.55M Buy
26,697
+869
+3% +$87.9K 2.42% 2
2024
Q4 		$2.33M Sell
25,828
-2,820
-10% -$261K 1.55% 6
2024
Q3 		$2.61M Buy
28,648
+3,250
+13% +$259K 1.74% 5
2024
Q2 		$1.98M Sell
25,398
-566
-2% -$43.8K 1.47% 13
2024
Q1 		$1.76M Buy
25,964
+176
+0.7% +$9.88K 1.36% 20
2023
Q4 		$1.33M Buy
+25,788
New +$1.17M 1.24% 25

Other funds holding NRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $156B AUM 27.51% 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

Williamson Legacy Group's NRG Position: Q1 2026 in Review

Williamson Legacy Group sold out of NRG Energy (NRG) in Q1 2026, closing a stake of 14,323 shares — an estimated $2.28M sold.

Williamson Legacy Group first reported a position in NRG in Q4 2023 and held it in 9 quarters. The position peaked at $2.61M in Q3 2024. 1,058 funds tracked by Wall St. Rank hold NRG as of Q1 2026.

  • Williamson Legacy Group reported no remaining NRG Energy position as of Q1 2026 after selling out during the quarter.
  • Williamson Legacy Group sold 14,323 NRG Energy shares in Q1 2026, an estimated $2.28M.
  • Williamson Legacy Group first reported a position in NRG Energy in Q4 2023 and held it in 9 quarters.
  • Williamson Legacy Group's NRG Energy position peaked at $2.61M in Q3 2024.
  • 1,058 funds tracked by Wall St. Rank held NRG Energy as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.