Congress Wealth Management’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
Q2
$736K Buy
4,584
+59
+1% +$7.78K 0.01% 797
2025
Q1
$434K Buy
4,525
+637
+16% +$64.4K 0.01% 853
2024
Q4
$351K Sell
3,888
-60
-2% -$5.56K ﹤0.01% 728
2024
Q3
$360K Sell
3,948
-176
-4% -$14K ﹤0.01% 697
2024
Q2
$321K Hold
4,124
– – 0.01% 599
2024
Q1
$279K Buy
4,124
+238
+6% +$13.4K ﹤0.01% 518
2023
Q4
$201K Buy
+3,886
New +$176K ﹤0.01% 597

Other funds holding NRG

Congress Wealth Management's NRG Position: Q2 2025 in Review

Congress Wealth Management increased its NRG Energy (NRG) stake by 1.3% in Q2 2025, buying an estimated $7.78K and bringing the position to 4,584 shares worth $736K. The position accounts for 0.01% of the portfolio, ranked #797.

Congress Wealth Management first reported a position in NRG in Q4 2023 and has held it in 7 quarters since. 1,017 funds tracked by Wall St. Rank hold NRG as of Q2 2025.

  • Congress Wealth Management held 4,584 shares of NRG Energy worth $736K as of Q2 2025.
  • Congress Wealth Management bought 59 NRG Energy shares in Q2 2025, an estimated $7.78K.
  • NRG Energy made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #797 holding.
  • Congress Wealth Management first reported a position in NRG Energy in Q4 2023 and has held it in 7 quarters since.
  • 1,017 funds tracked by Wall St. Rank held NRG Energy as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.