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Guidant Wealth Advisors’s NRG Energy NRG Stock Holding History

Guidant Wealth Advisors’s Portfolio NRG Stock Details NRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-9
Closed – – 287
2018
Q4 		$0 Sell
9
-13
-59% -$497 ﹤0.01% 279
2018
Q3 		$0 Hold
22
– – ﹤0.01% 253
2018
Q2 		$0 Hold
22
– – ﹤0.01% 273
2018
Q1 		$0 Buy
22
+13
+144% +$360 ﹤0.01% 249
2017
Q4 		$0 Hold
9
– – ﹤0.01% 203
2017
Q3 		$0 Hold
9
– – ﹤0.01% 218
2017
Q2 		$0 Hold
9
– – ﹤0.01% 240
2017
Q1 		$0 Hold
9
– – ﹤0.01% 218
2016
Q4 		$0 Hold
9
– – ﹤0.01% 213
2016
Q3 		$0 Buy
+9
New +$117 ﹤0.01% 205

Other funds holding NRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BEP
Bluescape Energy Partners Dallas, Texas $322M AUM 18.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Guidant Wealth Advisors's NRG Position: Q1 2019 in Review

Guidant Wealth Advisors sold out of NRG Energy (NRG) in Q1 2019, closing a stake of 9 shares.

Guidant Wealth Advisors first reported a position in NRG in Q3 2016 and held it in 10 quarters. The position peaked at $0 in Q4 2018. 523 funds tracked by Wall St. Rank hold NRG as of Q1 2019.

  • Guidant Wealth Advisors reported no remaining NRG Energy position as of Q1 2019 after selling out during the quarter.
  • Guidant Wealth Advisors sold 9 NRG Energy shares in Q1 2019.
  • Guidant Wealth Advisors first reported a position in NRG Energy in Q3 2016 and held it in 10 quarters.
  • Guidant Wealth Advisors's NRG Energy position peaked at $0 in Q4 2018.
  • 523 funds tracked by Wall St. Rank held NRG Energy as of Q1 2019.

Based on Guidant Wealth Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.