United Capital 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 | $569K | Sell |
3,545
-448
| -11% | -$71.9K | ﹤0.01% | 739 |
|
|
2025
Q1 | $381K | Buy |
3,993
+294
| +8% | +$28.1K | ﹤0.01% | 816 |
|
|
2024
Q4 | $334K | Sell |
3,699
-863
| -19% | -$77.9K | ﹤0.01% | 846 |
|
|
2024
Q3 | $416K | Buy |
4,562
+779
| +21% | +$71K | ﹤0.01% | 777 |
|
|
2024
Q2 | $295K | Sell |
3,783
-249
| -6% | -$19.4K | ﹤0.01% | 856 |
|
|
2024
Q1 | $273K | Buy |
+4,032
| New | +$273K | ﹤0.01% | 906 |
|
|
2022
Q1 | – | Sell |
-4,931
| Closed | -$212K | – | 1194 |
|
|
2021
Q4 | $212K | Sell |
4,931
-313
| -6% | -$13.5K | ﹤0.01% | 1132 |
|
|
2021
Q3 | $214K | Buy |
+5,244
| New | +$214K | ﹤0.01% | 1115 |
|