West Oak Capital’s NRG Energy NRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1.12K | Hold |
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|
2025
Q1 | $668 | Hold |
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|
2024
Q4 | $632K | Hold |
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|
2024
Q3 | $638 | Hold |
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|
2024
Q2 | $54.5K | Hold |
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|
2024
Q1 | $47K | Sell |
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|
2023
Q4 | $51K | Hold |
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|
2023
Q3 | $39K | Hold |
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|
2023
Q2 | $37.4K | Hold |
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|
2023
Q1 | $34.3K | Buy |
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|
2022
Q4 | $10K | Sell |
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|
2022
Q3 | $38K | Sell |
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|
2022
Q2 | $61K | Buy |
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|
2022
Q1 | $15K | Buy |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $8K | Buy |
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