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Schechter Investment Advisors, LLC: NRG position timeline

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

Schechter Investment Advisors, LLC held 17,812 NRG shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 17,812 shares
    Change vs previous 13F +1,896 shares

    0.14% of the 13F portfolio, value $1,700,334.

    13F-HR 0001951586-25-000003 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 15,916 shares
    Change vs previous 13F +120 shares

    0.11% of the 13F portfolio, value $1,435,941.

    13F-HR 0001951586-25-000001 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 15,796 shares
    Change vs previous 13F -7,833 shares

    0.11% of the 13F portfolio, value $1,439,015.

    13F-HR 0001951586-24-000004 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 23,629 shares
    Change vs previous 13F -136 shares

    0.14% of the 13F portfolio, value $1,839,754.

    13F-HR 0001951586-24-000003 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 23,765 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,608,653.

    13F-HR 0001951586-24-000002 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).