Kingswood Wealth Advisors’s NRG Energy NRG Stock Holding History

Kingswood 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
2025 Q3	$249K	Sell
2025 Q2	$3.72M	Sell
2025 Q1	$2.26M	Buy
2024 Q4	$2.04M	Buy
2024 Q3	$1.83M	Sell
2024 Q2	$1.78M	Sell
2024 Q1	$1.57M	Buy
2023 Q4	$1.19M	Sell
2023 Q3	$891K	Hold
2023 Q2	$864K	Buy