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SkyView Investment Advisors’s NRG Energy NRG Stock Holding History

SkyView Investment Advisors’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
2023
Q4 		– Sell
-18
Closed -$1K – 384
2023
Q3 		$1K Hold
18
– – ﹤0.01% 557
2023
Q2 		$1K Buy
+18
New +$613 ﹤0.01% 703
2021
Q3 		– Sell
-8,056
Closed -$304K – 408
2021
Q2 		$304K Hold
8,056
– – 0.14% 150
2021
Q1 		$304K Buy
+8,056
New +$321K 0.13% 158

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SkyView Investment Advisors's NRG Position: Q4 2023 in Review

SkyView Investment Advisors sold out of NRG Energy (NRG) in Q4 2023, closing a stake of 18 shares — an estimated $1K sold.

SkyView Investment Advisors first reported a position in NRG in Q1 2021 and held it in 4 quarters. The position peaked at $304K in Q2 2021. 601 funds tracked by Wall St. Rank hold NRG as of Q4 2023.

  • SkyView Investment Advisors reported no remaining NRG Energy position as of Q4 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 18 NRG Energy shares in Q4 2023, an estimated $1K.
  • SkyView Investment Advisors first reported a position in NRG Energy in Q1 2021 and held it in 4 quarters.
  • SkyView Investment Advisors's NRG Energy position peaked at $304K in Q2 2021.
  • 601 funds tracked by Wall St. Rank held NRG Energy as of Q4 2023.

Based on SkyView Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.