| Quarter | Score |
|---|---|
| 2013-Q2 | 49.5 |
| 2013-Q3 | 52.4 |
| 2013-Q4 | 48.1 |
| 2014-Q1 | 50.0 |
| 2014-Q2 | 50.2 |
| 2014-Q3 | 49.4 |
| 2018-Q1 | 49.6 |
| 2018-Q2 | 49.9 |
| 2018-Q3 | 51.1 |
| 2019-Q2 | 50.2 |
| 2022-Q1 | 55.0 |
| 2022-Q3 | 40.9 |
| 2022-Q4 | 50.2 |
| 2023-Q2 | 41.7 |
| 2023-Q3 | 48.9 |
| 2023-Q4 | 65.7 |
| 2024-Q1 | 74.1 |
| 2024-Q2 | 46.2 |
| 2024-Q3 | 46.9 |
| 2024-Q4 | 56.1 |
| 2025-Q1 | 50.5 |
| 2025-Q2 | 51.2 |
| 2025-Q3 | 48.5 |
| 2025-Q4 | 44.9 |
| 2026-Q1 | 71.0 |
| 2026-Q2 | 52.3 |
Active institutional exit or low consensus; avoid or liquidate
Trading +22.6% above funds' purchase price — elevated pullback risk
1 of 16 tracked funds hold NRG. Avg conviction: 3.3%. Net holding. First tracked at $91.10 (current +22.6% vs tracked).
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Appaloosa Management | 3.3% | Add |