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Wipfli Financial Advisors’s NRG Energy NRG Stock Holding History

Wipfli Financial 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
2022
Q3 		$173K Buy
+4,514
New +$180K 0.01% 492

Other funds holding NRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's NRG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in NRG Energy (NRG) in Q3 2022: 4,514 shares worth $173K. The stake represents 0.01% of the portfolio and ranks #492 among its holdings.

561 funds tracked by Wall St. Rank hold NRG as of Q3 2022.

  • Wipfli Financial Advisors held 4,514 shares of NRG Energy worth $173K as of Q3 2022.
  • NRG Energy was a new Wipfli Financial Advisors position in Q3 2022.
  • NRG Energy made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #492 holding.
  • 561 funds tracked by Wall St. Rank held NRG Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.