Forum Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $446K | Sell |
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|
2025
Q3 | $454K | Sell |
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|
2025
Q2 | $451K | Sell |
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|
2025
Q1 | $311K | Sell |
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|
2024
Q4 | $478K | Buy |
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|
2024
Q3 | $480K | Buy |
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|
2024
Q2 | $410K | Buy |
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|
2024
Q1 | $356K | Buy |
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|
2023
Q4 | $271K | Hold |
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|
2023
Q3 | $202K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $206K | Buy |
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|
2021
Q4 | $226K | Buy |
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