Question 1

Does AE Wealth Management own NRG stock?

Accepted Answer

Yes. As of its Q2 2026 13F, AE Wealth Management holds 7,467 shares of NRG (NRG Energy), worth $1.1M.

Question 2

How many shares of NRG does AE Wealth Management own?

Accepted Answer

As of its Q2 2026 13F, AE Wealth Management holds 7,467 shares of NRG (NRG Energy).

Question 3

What is AE Wealth Management's NRG position worth?

Accepted Answer

As of its Q2 2026 13F, AE Wealth Management's NRG position is worth $1.1M.

Question 4

Is AE Wealth Management buying or selling NRG?

Accepted Answer

In Q2 2026, AE Wealth Management reduced its NRG position by 10,714 shares (-58.9%).

Question 5

When did AE Wealth Management first buy NRG?

Accepted Answer

AE Wealth Management first reported NRG in its Q2 2019 13F and has listed it in 20 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	7,467	-58.9%	$1.1M	0.0%	$144.82	0
2026-Q1	Increased	18,181	+9.2%	$2.7M	0.0%	$144.46	29
2025-Q4	Decreased	16,644	-8.2%	$2.7M	0.0%	$156.92	0
2025-Q3	Increased	18,126	+8.5%	$2.9M	0.0%	$159.18	29
2025-Q2	Decreased	16,707	-88.6%	$2.7M	0.0%	$157.42	0
2025-Q1	Decreased	147,091	-10.8%	$14M	0.1%	$93.21	0
2024-Q4	Increased	164,881	+11.5%	$14.9M	0.1%	$87.71	37
2024-Q3	Increased	147,827	+1.3%	$13.5M	0.1%	$88.17	34