Clarus Wealth Advisors’s NRG Energy NRG Stock Holding History

Clarus Wealth 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
2019 Q1	–	Sell	-5,974	Closed	-$237K	–	717
2018 Q4	$237K	Buy	+5,974	New	+$229K	0.37%	59

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BEP

Bluescape Energy Partners Dallas, Texas $322M AUM 18.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clarus Wealth Advisors's NRG Position: Q1 2019 in Review

Clarus Wealth Advisors sold out of NRG Energy (NRG) in Q1 2019, closing a stake of 5,974 shares — an estimated $237K sold.

Clarus Wealth Advisors first reported a position in NRG in Q4 2018 and held it in 1 quarter. The position peaked at $237K in Q4 2018. 524 funds tracked by Wall St. Rank hold NRG as of Q1 2019.

Clarus Wealth Advisors reported no remaining NRG Energy position as of Q1 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 5,974 NRG Energy shares in Q1 2019, an estimated $237K.
Clarus Wealth Advisors first reported a position in NRG Energy in Q4 2018 and held it in 1 quarter.
Clarus Wealth Advisors's NRG Energy position peaked at $237K in Q4 2018.
524 funds tracked by Wall St. Rank held NRG Energy as of Q1 2019.

Based on Clarus Wealth Advisors's 13F filing for Q1 2019, filed 4 Apr 2019.