Cedar Wealth Management’s NRG Energy NRG Stock Holding History

Cedar Wealth Management’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
2022 Q4	–	Sell	-701	Closed	-$27K	–	323
2022 Q3	$27K	Hold	701	–	–	0.01%	202
2022 Q2	$27K	Hold	701	–	–	0.01%	205
2022 Q1	$27K	Hold	701	–	–	0.01%	226
2021 Q4	$30K	Hold	701	–	–	0.01%	219
2021 Q3	$29K	Hold	701	–	–	0.01%	184
2021 Q2	$28K	Hold	701	–	–	0.01%	195
2021 Q1	$26K	Hold	701	–	–	0.01%	180
2020 Q4	$26K	Hold	701	–	–	0.01%	159
2020 Q3	$22K	Hold	701	–	–	0.01%	161
2020 Q2	$23K	Hold	701	–	–	0.02%	160
2020 Q1	$19K	Sell	701 -701	-50%	-$24.1K	0.01%	164
2019 Q4	$56K	Buy	+1,402	New	+$55.4K	0.03%	84

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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

Cedar Wealth Management's NRG Position: Q4 2022 in Review

Cedar Wealth Management sold out of NRG Energy (NRG) in Q4 2022, closing a stake of 701 shares — an estimated $27K sold.

Cedar Wealth Management first reported a position in NRG in Q4 2019 and held it in 12 quarters. The position peaked at $56K in Q4 2019. 579 funds tracked by Wall St. Rank hold NRG as of Q4 2022.

Cedar Wealth Management reported no remaining NRG Energy position as of Q4 2022 after selling out during the quarter.
Cedar Wealth Management sold 701 NRG Energy shares in Q4 2022, an estimated $27K.
Cedar Wealth Management first reported a position in NRG Energy in Q4 2019 and held it in 12 quarters.
Cedar Wealth Management's NRG Energy position peaked at $56K in Q4 2019.
579 funds tracked by Wall St. Rank held NRG Energy as of Q4 2022.

Based on Cedar Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.