NRG Energy shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of NRG Energy (NRG) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in NRG Energy
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Quarterly reported holdings in NRG Energy by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.0M | 23k | 90.22 |
| 2024-09-30 | $1.8M | 20k | 91.10 |
| 2024-06-30 | $1.8M | 23k | 77.86 |
| 2024-03-31 | $1.6M | 23k | 67.69 |
| 2023-12-31 | $1.2M | 23k | 51.70 |
| 2023-09-30 | $891k | 23k | 38.52 |
| 2023-06-30 | $864k | 23k | 37.39 |