B. Riley Wealth Advisors, Inc.

Position in NRG — Nrg Energy, Inc.

CIK 1464811 MEMPHIS, TN

Position in NRG

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$323,961

+$52,872 QoQ

Shares Held

2,218

+19.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#656

of 1,015 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $1,655,734 across 4 Utilities - Independent Power Producers names. NRG ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	2,984	$741,136
2	NRG	Nrg Energy, Inc. This page	2,218	$323,961
3	VST	Vistra Corp.	1,972	$312,818
4	TLN	Talen Energy Corp	723	$277,819

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$323,961	2,218	+19.6%	Shares	Sole	2026-07-14
2026-03-31	$271,089	1,855	-69.8%	Shares	Sole	2026-04-27
2025-12-31	$976,778	6,134	-1.8%	Shares	Sole	2026-02-17
2025-09-30	$1,011,377	6,245	-3.2%	Shares	Sole	2025-10-31
2025-06-30	$1,035,741	6,450	-36.2%	Shares	Sole	2025-08-19
2024-12-31	$912,304	10,112	-19.5%	Shares	Sole	2025-02-25
2024-09-30	$1,144,853	12,567	-6.9%	Shares	Sole	2024-12-13
2024-06-30	$1,051,265	13,502	-40.7%	Shares	Sole	2024-08-19
2024-03-31	$1,540,692	22,761	+24.1%	Shares	Sole	2024-05-16
2023-12-31	$948,178	18,340	-19.4%	Shares	Sole	2024-03-15
2023-09-30	$876,753	22,761	+1.9%	Shares	Sole	2023-12-01
2023-06-30	$834,881	22,329	-2.2%	Shares	Sole	2023-07-27
2023-03-31	$782,566	22,822	+40.6%	Shares	Sole	2023-05-17
2022-12-31	$516,502	16,232	-2.3%	Shares	Sole	2023-03-15
2022-09-30	$635,626	16,609	+14.7%	Shares	Other	2022-11-22
2022-06-30	$552,892	14,485	+6.0%	Shares	Other	2022-08-12
2022-03-31	$524,381	13,670	+12.1%	Shares	Other	2022-05-02
2021-12-31	$525,489	12,198	+8.8%	Shares	Other	2022-01-28
2021-09-30	$457,867	11,214	+6.1%	Shares	Other	2021-11-16
2021-06-30	$425,890	10,568	+72.7%	Shares	Other	2021-08-10
2021-03-31	$230,869	6,119	-40.4%	Shares	Other	2021-05-13
2020-03-31	$279,796	10,264	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.