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World Investment Advisors’s NRG Energy NRG Stock Holding History

World Investment 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
2026
Q2 		$751K Buy
5,139
+94
+2% +$13.5K 0.01% 801
2026
Q1 		$737K Buy
5,045
+903
+22% +$142K 0.01% 817
2025
Q4 		$660K Buy
4,142
+351
+9% +$58.1K 0.01% 829
2025
Q3 		$614K Sell
3,791
-1,220
-24% -$190K 0.01% 713
2025
Q2 		$805K Buy
5,011
+1,373
+38% +$181K 0.02% 578
2025
Q1 		$347K Buy
3,638
+578
+19% +$58.5K 0.01% 817
2024
Q4 		$276K Buy
3,060
+273
+10% +$25.3K 0.01% 853
2024
Q3 		$254K Buy
+2,787
New +$222K 0.01% 791

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

World Investment Advisors's NRG Position: Q2 2026 in Review

World Investment Advisors increased its NRG Energy (NRG) stake by 1.9% in Q2 2026, buying an estimated $13.5K and bringing the position to 5,139 shares worth $751K. The position accounts for 0.01% of the portfolio, ranked #801.

World Investment Advisors first reported a position in NRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $805K in Q2 2025. 1,017 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • World Investment Advisors held 5,139 shares of NRG Energy worth $751K as of Q2 2026.
  • World Investment Advisors bought 94 NRG Energy shares in Q2 2026, an estimated $13.5K.
  • NRG Energy made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #801 holding.
  • World Investment Advisors first reported a position in NRG Energy in Q3 2024 and has held it in 8 quarters since.
  • World Investment Advisors's NRG Energy position peaked at $805K in Q2 2025.
  • 1,017 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.