Position in NRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$319,141
-$3,243 QoQ
Shares Held
2,185
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#659
of 1,015 holders
Holding Since
Mar 2025
6 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, 2026WESPAC Advisors, LLC holds $319,141 across 1 Utilities - Independent Power Producers name. NRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NRG |
Nrg Energy, Inc.
This page
|
2,185 | $319,141 |
All Filings in NRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,141 | 2,185 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $322,384 | 2,206 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,025,664 | 6,441 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,207,985 | 7,459 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,193,430 | 7,432 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $712,513 | 7,464 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||