YCG
NRG icon

Yeomans Consulting Group’s NRG Energy NRG Stock Holding History

Yeomans Consulting 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
2025
Q3 		– Sell
-2,712
Closed -$423K – 115
2025
Q2 		$423K Buy
+2,712
New +$357K 0.17% 56
2024
Q3 		– Sell
-5,234
Closed -$408K – 97
2024
Q2 		$408K Sell
5,234
-3,196
-38% -$248K 0.16% 55
2024
Q1 		$571K Buy
8,430
+4,530
+116% +$254K 0.25% 40
2023
Q4 		$202K Buy
+3,900
New +$176K 0.1% 66

Other funds holding NRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Yeomans Consulting Group's NRG Position: Q3 2025 in Review

Yeomans Consulting Group sold out of NRG Energy (NRG) in Q3 2025, closing a stake of 2,712 shares — an estimated $423K sold.

Yeomans Consulting Group first reported a position in NRG in Q4 2023 and held it in 4 quarters. The position peaked at $571K in Q1 2024. 1,046 funds tracked by Wall St. Rank hold NRG as of Q3 2025.

  • Yeomans Consulting Group reported no remaining NRG Energy position as of Q3 2025 after selling out during the quarter.
  • Yeomans Consulting Group sold 2,712 NRG Energy shares in Q3 2025, an estimated $423K.
  • Yeomans Consulting Group first reported a position in NRG Energy in Q4 2023 and held it in 4 quarters.
  • Yeomans Consulting Group's NRG Energy position peaked at $571K in Q1 2024.
  • 1,046 funds tracked by Wall St. Rank held NRG Energy as of Q3 2025.

Based on Yeomans Consulting Group's 13F filing for Q3 2025, filed 16 Oct 2025.