HWA
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 |
|