Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  NRG Energy, Inc. (NRG)
← All NRG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $139.89–189.96 · VW $159.54i SEC
2025   Q4 3,033 <0.01 Reduce 49.53% <0.01 $147.98–180.54 · VW $166.30i $482,975 SEC
2025   Q3 6,009 <0.01 Reduce 2.01% <0.01 $140.77–175.96 · VW $157.70i $973,158 SEC
2025   Q2 6,132 <0.01 Buy <0.01 $79.57–168.57 · VW $136.07i $984,677 SEC
Price snapshot:
Current price$139.48
52-week low$120.11
52-week high$189.38