Position in NRG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$601,182
-$373,133 QoQ
Shares Held
4,116
-38.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#533
of 1,015 holders
Holding Since
Sep 2021
12 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $7,734,436 across 3 Utilities - Independent Power Producers names. NRG ranks #3 (7.8% of the industry book) .
All Filings in NRG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $601,182 | 4,116 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $974,315 | 6,667 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $609,252 | 3,826 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $518,725 | 3,203 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $569,256 | 3,545 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $381,171 | 3,993 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $333,723 | 3,699 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $415,598 | 4,562 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $294,544 | 3,783 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $272,926 | 4,032 | Shares | Defined | 2024-05-15 | |
| 2021-12-31 | $212,427 | 4,931 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $214,112 | 5,244 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||