Creative Planning’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 | $24.2M | Buy |
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|
2025
Q1 | $13.9M | Buy |
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|
2024
Q4 | $12.9M | Buy |
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|
2024
Q3 | $12.6M | Buy |
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|
2024
Q2 | $10.8M | Buy |
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|
2024
Q1 | $4.83M | Buy |
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|
2023
Q4 | $2.4M | Buy |
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|
2023
Q3 | $1.76M | Buy |
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|
2023
Q2 | $971K | Buy |
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|
2023
Q1 | $498K | Sell |
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|
2022
Q4 | $464K | Buy |
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|
2022
Q3 | $414K | Buy |
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|
2022
Q2 | $405K | Buy |
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|
2022
Q1 | $239K | Buy |
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|
2021
Q4 | $263K | Sell |
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|
2021
Q3 | $252K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $213K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $344K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $42K | Buy |
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|
2017
Q1 | $36K | Sell |
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|
2016
Q4 | $25K | Buy |
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|
2016
Q3 | $21K | Buy |
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|
2016
Q2 | $25K | Sell |
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|
2016
Q1 | $37K | Sell |
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|
2015
Q4 | $33K | Buy |
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|
2015
Q3 | $31K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $44K | Buy |
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|
2014
Q4 | $44K | Sell |
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|
2014
Q3 | $135K | Buy |
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|
2014
Q2 | $125K | Sell |
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|
2014
Q1 | $141K | Buy |
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|
2013
Q4 | $97K | Sell |
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|
2013
Q3 | $93K | Buy |
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|
2013
Q2 | $66K | Buy |
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