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MPS Loria Financial Planners’s NRG Energy NRG Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-36
Closed -$1K – 419
2021
Q1 		$1K Hold
36
– – ﹤0.01% 520
2020
Q4 		$1K Buy
+36
New +$1.19K ﹤0.01% 559
2017
Q3 		– Sell
-17
Closed – – 254
2017
Q2 		$0 Buy
+17
New +$285 ﹤0.01% 397

Other funds holding NRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BEP
Bluescape Energy Partners Dallas, Texas $322M AUM 18.33% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

MPS Loria Financial Planners's NRG Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of NRG Energy (NRG) in Q2 2021, closing a stake of 36 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in NRG in Q2 2017 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 490 funds tracked by Wall St. Rank hold NRG as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining NRG Energy position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 36 NRG Energy shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in NRG Energy in Q2 2017 and held it in 3 quarters.
  • MPS Loria Financial Planners's NRG Energy position peaked at $1K in Q1 2021.
  • 490 funds tracked by Wall St. Rank held NRG Energy as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.