Total Wealth Planning & Management’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	$1.46M	Sell	9,083 -1,440	-14%	-$231K	1.18%	14
2025 Q1	$1M	Sell	10,523 -865	-8%	-$82.6K	0.95%	25
2024 Q4	$1.03M	Buy	+11,388	New	+$1.03M	0.93%	20