Congress Wealth Management’s NRG Energy NRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Buy |
4,584
+59
| +1% | +$9.47K | 0.01% | 797 |
|
|
2025
Q1 | $434K | Buy |
4,525
+637
| +16% | +$61.1K | 0.01% | 853 |
|
|
2024
Q4 | $351K | Sell |
3,888
-60
| -2% | -$5.41K | ﹤0.01% | 728 |
|
|
2024
Q3 | $360K | Sell |
3,948
-176
| -4% | -$16K | ﹤0.01% | 697 |
|
|
2024
Q2 | $321K | Hold |
4,124
| – | – | 0.01% | 599 |
|
|
2024
Q1 | $279K | Buy |
4,124
+238
| +6% | +$16.1K | ﹤0.01% | 518 |
|
|
2023
Q4 | $201K | Buy |
+3,886
| New | +$201K | ﹤0.01% | 597 |
|