Physician Wealth Advisors’s NRG Energy NRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.48K Sell
17
-5
-23% -$720 ﹤0.01% 1409
2026
Q1
$3.22K Buy
22
+2
+10% +$315 ﹤0.01% 1156
2025
Q4
$3.19K Hold
20
﹤0.01% 1114
2025
Q3
$3.24K Buy
20
+7
+54% +$1.09K ﹤0.01% 1046
2025
Q2
$2.09K Buy
+13
New +$1.71K ﹤0.01% 1033

Other funds holding NRG

Physician Wealth Advisors's NRG Position: Q2 2026 in Review

Physician Wealth Advisors reduced its NRG Energy (NRG) stake by 23% in Q2 2026, selling an estimated $720 and leaving 17 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Physician Wealth Advisors first reported a position in NRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.24K in Q3 2025. 1,018 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Physician Wealth Advisors held 17 shares of NRG Energy worth $2.48K as of Q2 2026.
  • Physician Wealth Advisors sold 5 NRG Energy shares in Q2 2026, an estimated $720.
  • NRG Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1409 holding.
  • Physician Wealth Advisors first reported a position in NRG Energy in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's NRG Energy position peaked at $3.24K in Q3 2025.
  • 1,018 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.