Pinnacle Wealth Planning Services’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
$292K Sell
1,819
-625
-26% -$100K 0.04% 306
2025
Q1
$233K Buy
2,444
+60
+3% +$5.73K 0.04% 319
2024
Q4
$215K Buy
2,384
+12
+0.5% +$1.08K 0.03% 341
2024
Q3
$216K Buy
+2,372
New +$216K 0.03% 439
2021
Q1
Sell
-631
Closed -$24K 1391
2020
Q4
$24K Buy
+631
New +$24K 0.01% 1088