Purchases and Sales Made in Q4 2024 in Nrg Energy, Inc. (NRG)
This table provides information about the institutional ownership of Nrg Energy, Inc. (NRG) during Q4 2024. The information is specifically focused on institutions that hold shares of NRG ENERGY, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
23+ 0.82% |
$1.96K - $2.34K
|
2.82K
$269K
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
21+ 0.57% |
$1.79K - $2.13K
|
3.67K
$351K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
21New |
$1.79K - $2.13K
|
21
$2K
|
|
Feb 13, 2025
Q4 2024
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
20+ 0.06% |
$1.71K - $2.03K
|
31.4K
$2.99M
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
19+ 0.51% |
$1.62K - $1.93K
|
3.74K
$357K
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
19+ 5.43% |
$1.62K - $1.93K
|
369
$35.2K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
17New |
$1.45K - $1.73K
|
17
$1.62K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
17+ 1.49% |
$1.45K - $1.73K
|
1.16K
$110K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
17New |
$1.45K - $1.73K
|
17
$1.62K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
16+ 27.12% |
$1.36K - $1.63K
|
75
$7.16K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
16New |
$1.36K - $1.63K
|
16
$1.53K
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
16+ 0.43% |
$1.36K - $1.63K
|
3.76K
$359K
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.36% |
$1.28K - $1.52K
|
4.22K
$403K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
13New |
$1.11K - $1.32K
|
13
$1.24K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 1.18% |
$1.02K - $1.22K
|
1.03K
$98.1K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
12New |
$1.02K - $1.22K
|
12
$1.15K
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
12+ 0.51% |
$1.02K - $1.22K
|
2.38K
$228K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11+ 100.0% |
$938 - $1.12K
|
22
$2.1K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 35.48% |
$938 - $1.12K
|
42
$4.01K
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
10+ 20.41% |
$853 - $1.02K
|
59
$5.63K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 19.61% |
$853 - $1.02K
|
61
$5.82K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
9New |
$768 - $914
|
9
$859
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
9+ 5.92% |
$768 - $914
|
161
$15.4K
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
9+ 69.23% |
$768 - $914
|
22
$2.1K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
9+ 3.64% |
$768 - $914
|
256
$24.4K
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
8+ 15.69% |
$682 - $813
|
59
$5.63K
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
8New |
$682 - $813
|
8
$764
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 2.11% |
$512 - $610
|
291
$27.8K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 11.11% |
$512 - $610
|
60
$5.73K
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6+ 0.27% |
$512 - $610
|
2.24K
$213K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6+ 200.0% |
$512 - $610
|
9
$859
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
6+ 0.17% |
$512 - $610
|
3.46K
$330K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 38.46% |
$427 - $508
|
18
$1.72K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.17% |
$427 - $508
|
2.88K
$275K
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
5New |
$427 - $508
|
5
$477
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4+ 0.04% |
$341 - $406
|
9.46K
$903K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 16.67% |
$341 - $406
|
28
$2.67K
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 20.0% |
$341 - $406
|
24
$2.29K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
4+ 0.01% |
$341 - $406
|
38.2K
$3.65M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.31% |
$256 - $305
|
972
$92.8K
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3+ 0.05% |
$256 - $305
|
6.19K
$591K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 0.8% |
$256 - $305
|
378
$36.1K
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3+ 0.12% |
$256 - $305
|
2.58K
$246K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
2New |
$171 - $203
|
2
$191
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 2.08% |
$171 - $203
|
98
$9.36K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2New |
$171 - $203
|
2
$191
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1New |
$85.3 - $102
|
1
$95.5
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.89% |
$85.3 - $102
|
113
$10.8K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1New |
$85.3 - $102
|
1
$95.5
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 3.13% |
$85.3 - $102
|
33
$3.15K
|