FM
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Family Management’s NRG Energy NRG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.49M Buy
52,875
+1,507
+3% +$242K 1.27% 19
2025
Q1
$4.9M Sell
51,368
-7,102
-12% -$678K 0.8% 34
2024
Q4
$5.14M Buy
58,470
+2,188
+4% +$192K 0.83% 27
2024
Q3
$5.13M Buy
56,282
+1,726
+3% +$157K 0.85% 25
2024
Q2
$4.25M Buy
+54,556
New +$4.25M 0.75% 32