Position in NRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$63,974
+$9,464 QoQ
Shares Held
438
+17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#816
of 1,015 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $105,366 across 3 Utilities - Independent Power Producers names. NRG ranks #1 (60.7% of the industry book) .
All Filings in NRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,974 | 438 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $54,510 | 373 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $59,396 | 373 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $60,407 | 373 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $59,896 | 373 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $35,606 | 373 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||