Sequoia Financial 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
$675K Sell
4,205
-47
-1% -$7.55K ﹤0.01% 860
2025
Q1
$406K Sell
4,252
-118
-3% -$11.3K ﹤0.01% 934
2024
Q4
$394K Buy
4,370
+1,094
+33% +$98.7K ﹤0.01% 891
2024
Q3
$298K Sell
3,276
-1,118
-25% -$102K ﹤0.01% 970
2024
Q2
$342K Buy
4,394
+1,326
+43% +$103K ﹤0.01% 833
2024
Q1
$208K Sell
3,068
-2,993
-49% -$203K ﹤0.01% 1043
2023
Q4
$313K Buy
+6,061
New +$313K ﹤0.01% 907