Mount Yale Investment 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	$24.4K	Sell	152 -9,987	-99%	-$1.6M	﹤0.01%	1004
2025 Q1	$968K	Buy	10,139 +7,255	+252%	+$693K	0.08%	198
2024 Q4	$260K	Sell	2,884 -3,521	-55%	-$318K	0.02%	479
2024 Q3	$584K	Buy	6,405 +2,800	+78%	+$255K	0.06%	313
2024 Q2	$281K	Buy	+3,605	New	+$281K	0.02%	450