Measured Wealth Private Client Group’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 | $1.23M | Sell |
7,649
-872
| -10% | -$140K | 0.37% | 36 |
|
|
2025
Q1 | $813K | Buy |
8,521
+799
| +10% | +$76.3K | 0.26% | 50 |
|
|
2024
Q4 | $697K | Buy |
7,722
+2,548
| +49% | +$230K | 0.23% | 57 |
|
|
2024
Q3 | $471K | Buy |
+5,174
| New | +$471K | 0.16% | 80 |
|
|
2023
Q1 | – | Sell |
-13,067
| Closed | -$416K | – | 182 |
|
|
2022
Q4 | $416K | Buy |
+13,067
| New | +$416K | 0.17% | 81 |
|