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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

NRG holding history

NRG Energy, Inc. in every 13F filed by Atria Wealth Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NRG overviewAll 13F holders of NRGFull Q2 2025 holdings

Shares (Q2 2025)
9,272
Value
$1.49M
% of portfolio
<0.1%
Quarters held
8
Since Q1 2022
Holdings of NRG by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20259,272$1.49M<0.1%−11,948−56.3%ReducedHolders
Q1 202521,220$2.03M<0.1%+8,646+68.8%AddedHolders
Q4 202412,574$1.13M<0.1%+3,083+32.5%AddedHolders
Q3 20249,491$864.6K<0.1%+3,566+60.2%AddedHolders
Q2 20245,925$461.3K<0.1%+594+11.1%AddedHolders
Q1 20245,331$360.9K<0.1%+5,331NewHolders
Q3 20220$00.0%−6,849−100.0%Sold outHolders
Q2 20226,849$261.0K<0.1%−7,811−53.3%ReducedHolders
Q1 202214,660$562.0K<0.1%–No prior filingHolders