Williamson Legacy Group’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
$2.23M Sell
13,887
-12,810
-48% -$2.06M 1.88% 6
2025
Q1
$2.55M Buy
26,697
+869
+3% +$83K 2.42% 2
2024
Q4
$2.33M Sell
25,828
-2,820
-10% -$254K 1.55% 6
2024
Q3
$2.61M Buy
28,648
+3,250
+13% +$296K 1.74% 5
2024
Q2
$1.98M Sell
25,398
-566
-2% -$44.1K 1.47% 13
2024
Q1
$1.76M Buy
25,964
+176
+0.7% +$11.9K 1.36% 20
2023
Q4
$1.33M Buy
+25,788
New +$1.33M 1.24% 25