SIA
Schechter Investment Advisors’s NRG Energy NRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.7M | Buy |
17,812
+1,896
| +12% | +$181K | 0.14% | 139 |
|
|
2024
Q4 | $1.44M | Buy |
15,916
+120
| +0.8% | +$10.8K | 0.11% | 180 |
|
|
2024
Q3 | $1.44M | Sell |
15,796
-7,833
| -33% | -$714K | 0.11% | 183 |
|
|
2024
Q2 | $1.84M | Sell |
23,629
-136
| -0.6% | -$10.6K | 0.14% | 135 |
|
|
2024
Q1 | $1.61M | Buy |
+23,765
| New | +$1.61M | 0.12% | 158 |
|