Carson Wealth (CWM LLC)’s NRG Energy NRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.35M | Sell |
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|
2025
Q2 | $1.39M | Sell |
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|
2025
Q1 | $861K | Buy |
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|
2024
Q4 | $717K | Buy |
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|
2024
Q3 | $671K | Sell |
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|
2024
Q2 | $578K | Buy |
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|
2024
Q1 | $476K | Buy |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $226K | Buy |
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|
2023
Q2 | $201K | Buy |
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|
2023
Q1 | $163K | Buy |
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|
2022
Q4 | $126K | Buy |
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|
2022
Q3 | $103K | Buy |
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|
2022
Q2 | $90K | Buy |
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|
2022
Q1 | $29K | Buy |
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|
2021
Q4 | $19K | Buy |
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|
2021
Q2 | $9K | Hold |
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|
2021
Q1 | $9K | Hold |
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|
2020
Q4 | $9K | Hold |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $9K | Hold |
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|
2020
Q1 | $9K | Hold |
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|
2019
Q4 | $9K | Hold |
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|
2019
Q3 | $9K | Hold |
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|
2019
Q2 | $9K | Hold |
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|
2019
Q1 | $9K | Sell |
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|
2018
Q4 | $10K | Buy |
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|
2018
Q3 | $6K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3K | Buy |
|