Valeo Financial Advisors, LLC
Holdings in NRGV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $72,206 | 15,663 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $67,929 | 22,872 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $16,399 | 22,872 | Shares | Sole | 2025-09-12 |
| 2025-03-31 | $15,896 | 22,872 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $33,477 | 14,683 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $14,095 | 14,683 | Shares | Sole | 2024-10-10 |
| 2024-06-30 | $13,948 | 14,683 | Shares | Sole | 2024-07-10 |
| 2024-03-31 | $26,282 | 14,683 | Shares | Sole | 2024-04-25 |
| 2023-12-31 | $34,211 | 14,683 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $37,441 | 14,683 | Shares | Sole | 2023-10-20 |
| 2023-06-30 | $40,084 | 14,683 | Shares | Sole | 2023-07-14 |
| 2023-03-31 | $36,236 | 16,933 | Shares | Sole | 2023-04-17 |
| 2022-12-31 | $52,830 | 16,933 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $89,406 | 16,933 | Shares | Sole | 2022-10-31 |