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Whipplewood Advisors’s NRG Energy NRG Stock Holding History

Whipplewood Advisors’s Portfolio NRG Stock Details NRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$64.6K Sell
402
-2,881
-88% -$463K 0.04% 283
2025
Q1 		$37.2K Buy
3,283
+3,013
+1,116% +$34.2K 0.02% 352
2024
Q4 		$24.4K Buy
+270
New +$24.4K 0.01% 413