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NRG Energy shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of NRG Energy (NRG) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in NRG Energy

Tip: Access up to 7 years of quarterly data

All positions including NRG Energy held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in NRG Energy by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 36k 161.95
2025-06-30 $7.7M 48k 160.58

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)

View all positions for Cassaday & Co Wealth Management

Top funds holding NRG Energy

Vanguard Group
BlackRock
FMR
State Street Corporation
Franklin Resources
Geode Capital Management
Invesco
Morgan Stanley
Lyrical Asset Management
Victory Capital Management
Dimensional Fund Advisors
Northern Trust
Appaloosa
Bank of New York Mellon
Jane Street

View all funds holding NRG Energy