HWA
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HCR Wealth Advisors’s NRG Energy NRG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.62M Sell
22,520
-1,465
-6% -$235K 0.43% 39
2025
Q1
$2.29M Buy
23,985
+19,057
+387% +$1.82M 0.3% 56
2024
Q4
$445K Buy
4,928
+1,360
+38% +$123K 0.06% 147
2024
Q3
$325K Sell
3,568
-1,025
-22% -$93.4K 0.04% 175
2024
Q2
$358K Buy
+4,593
New +$358K 0.05% 160