DWM
Diversify Wealth Management’s NRG Energy NRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.2M | Buy |
33,175
+1,373
| +4% | +$215K | 0.32% | 82 |
|
|
2025
Q1 | $3.48M | Buy |
31,802
+7,515
| +31% | +$823K | 0.26% | 116 |
|
|
2024
Q4 | $2.41M | Buy |
24,287
+999
| +4% | +$99.3K | 0.19% | 139 |
|
|
2024
Q3 | $2.04M | Buy |
+23,288
| New | +$2.04M | 0.2% | 134 |
|