Kingswood Wealth Advisors’s NRG Energy NRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Sell |
23,179
-510
| -2% | -$81.9K | 0.29% | 74 |
|
|
2025
Q1 | $2.26M | Buy |
23,689
+1,043
| +5% | +$99.6K | 0.21% | 113 |
|
|
2024
Q4 | $2.04M | Buy |
22,646
+2,531
| +13% | +$228K | 0.15% | 148 |
|
|
2024
Q3 | $1.83M | Sell |
20,115
-2,689
| -12% | -$245K | 0.13% | 180 |
|
|
2024
Q2 | $1.78M | Sell |
22,804
-463
| -2% | -$36K | 0.16% | 127 |
|
|
2024
Q1 | $1.57M | Buy |
23,267
+174
| +0.8% | +$11.8K | 0.18% | 140 |
|
|
2023
Q4 | $1.19M | Sell |
23,093
-25
| -0.1% | -$1.29K | 0.14% | 170 |
|
|
2023
Q3 | $891K | Hold |
23,118
| – | – | 0.15% | 158 |
|
|
2023
Q2 | $864K | Buy |
+23,118
| New | +$864K | 0.28% | 94 |
|