Sowell Financial Services’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 Q1	$1.01M	Buy	6,927 +1,684	+32%	+$265K	0.04%	430
2025 Q4	$835K	Buy	5,243 +1,345	+35%	+$223K	0.03%	480
2025 Q3	$631K	Buy	+3,898	New	+$607K	0.02%	569
2021 Q2	–	Sell	-1,204	Closed	-$42K	–	1969
2021 Q1	$42K	Sell	1,204 -1,333	-53%	-$53K	﹤0.01%	1727
2020 Q4	$95K	Buy	2,537 +1,692	+200%	+$55.7K	﹤0.01%	1173
2020 Q3	$26K	Sell	845 -341	-29%	-$11.3K	﹤0.01%	1447
2020 Q2	$39K	Sell	1,186 -361	-23%	-$11.9K	﹤0.01%	1250
2020 Q1	$42K	Buy	1,547 +761	+97%	+$26.2K	﹤0.01%	1112
2019 Q4	$31K	Buy	786 +65	+9%	+$2.57K	﹤0.01%	1302
2019 Q3	$29K	Buy	+721	New	+$26.1K	﹤0.01%	1160
2018 Q1	–	Sell	-10,780	Closed	-$289K	–	295
2017 Q4	$289K	Buy	+10,780	New	+$293K	0.07%	215
2017 Q1	–	Sell	-89,722	Closed	-$1.51M	–	473
2016 Q4	$1.51M	Buy	+89,722	New	+$1.03M	0.5%	58