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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

Tip: Access up to 7 years of quarterly data

All positions including NRG Energy held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in NRG Energy by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $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

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View all positions for Kingswood Wealth Advisors

Top funds holding NRG Energy

Vanguard Group
BlackRock
Franklin Resources
Elliott Investment Management
Morgan Stanley
Geode Capital Management
UBS Group
LSV Asset Management
Lyrical Asset Management
Dimensional Fund Advisors
Two Sigma Advisers
Millennium Management
Two Sigma Investments
FMR
Bank of America Corporation

View all funds holding NRG Energy