Waverly 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 | $200K | Buy |
+1,246
| New | +$200K | ﹤0.01% | 1128 |
|
|
2015
Q4 | – | Sell |
-3
| Closed | – | – | 304 |
|
|
2015
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 444 |
|
|
2015
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 386 |
|
|
2015
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 401 |
|
|
2014
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 588 |
|
|
2014
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 780 |
|
|
2014
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 744 |
|
|
2014
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 795 |
|