Cavalier Investments, LLC: NRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cavalier Investments, LLC on NRG, newest first. How the timeline and the estimate are built.

Cavalier Investments, LLC held 0 NRG shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

period ended2026-03-31
13F 0 shares
Change vs previous 13F -1,767 shares
13F-HR 0001655543-26-000003 filed by Cavalier Investments, LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 1,767 shares
Change vs previous 13F +1,767 shares
0.09% of the 13F portfolio, value $281,377.
13F-HR 0001655543-26-000001 filed by Cavalier Investments, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 0 shares
Change vs previous 13F -19,507 shares
13F-HR 0001655543-25-000002 filed by Cavalier Investments, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-06-30
13F 19,507 shares
Change vs previous 13F -391 shares
0.95% of the 13F portfolio, value $3,132,434.
13F-HR 0001214659-25-011108 filed by Cavalier Investments, LLC
Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 19,898 shares
Change vs previous 13F not available
0.65% of the 13F portfolio, value $1,899,463.
13F-HR 0001214659-25-006303 filed by Cavalier Investments, LLC
Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).