Concurrent Investment Advisors’s NRG Energy NRG Stock Holding History

Concurrent Investment 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
2025 Q3	$859K	Buy
2025 Q2	$779K	Sell
2025 Q1	$581K	Buy
2024 Q4	$506K	Buy
2024 Q3	$484K	Buy
2024 Q2	$411K	Buy
2024 Q1	$349K	Buy
2023 Q4	$209K	Buy