Position in NRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$267,143
-$10,523 QoQ
Shares Held
1,829
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#698
of 1,015 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $6,392,728 across 6 Utilities - Independent Power Producers names. NRG ranks #5 (4.2% of the industry book) .
All Filings in NRG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,143 | 1,829 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $277,666 | 1,900 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $350,328 | 2,200 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $355,804 | 2,197 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $277,000 | 1,725 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||