Ancora Advisors’s NRG Energy NRG Stock Holding History

Ancora 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
2024 Q3	–	Sell	-300	Closed	-$23.4K	–	1856
2024 Q2	$23.4K	Buy	+300	New	+$23.2K	﹤0.01%	1134
2023 Q1	–	Sell	-10,920	Closed	-$347K	–	2027
2022 Q4	$347K	Buy	+10,920	New	+$432K	0.01%	553

Other funds holding NRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ancora Advisors's NRG Position: Q3 2024 in Review

Ancora Advisors sold out of NRG Energy (NRG) in Q3 2024, closing a stake of 300 shares — an estimated $23.4K sold.

Ancora Advisors first reported a position in NRG in Q4 2022 and held it in 2 quarters. The position peaked at $347K in Q4 2022. 777 funds tracked by Wall St. Rank hold NRG as of Q3 2024.

Ancora Advisors reported no remaining NRG Energy position as of Q3 2024 after selling out during the quarter.
Ancora Advisors sold 300 NRG Energy shares in Q3 2024, an estimated $23.4K.
Ancora Advisors first reported a position in NRG Energy in Q4 2022 and held it in 2 quarters.
Ancora Advisors's NRG Energy position peaked at $347K in Q4 2022.
777 funds tracked by Wall St. Rank held NRG Energy as of Q3 2024.

Based on Ancora Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.