Lee Johnson Capital Management’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	$4.89M	Sell	30,464 -12,861	-30%	-$2.07M	1.68%	21
2025 Q1	$4.14M	Buy	+43,325	New	+$4.14M	2.19%	13