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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 SEC
2025   Q4 3,033 <0.01 Reduce 49.53% <0.01 $159.24 $482,975 SEC
2025   Q3 6,009 <0.01 Reduce 2.01% <0.01 $161.95 $973,158 SEC
2025   Q2 6,132 <0.01 Buy <0.01 $160.58 $984,677 SEC