Planning Strategies Inc.’s NRG Energy NRG Stock Holding History

Planning Strategies Inc.’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	$1.75K	Buy	+12	New	+$1.73K	﹤0.01%	624

Other funds holding NRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Planning Strategies Inc.'s NRG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in NRG Energy (NRG) in Q2 2026: 12 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #624 among its holdings.

329 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

Planning Strategies Inc. held 12 shares of NRG Energy worth $1.75K as of Q2 2026.
NRG Energy was a new Planning Strategies Inc. position in Q2 2026.
NRG Energy made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #624 holding.
329 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.