EP Wealth Advisors, LLC

Position in NRG — Nrg Energy, Inc.

CIK 1540569 TORRANCE, CA

Position in NRG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$640,327

+$15,433 QoQ

Shares Held

4,384

+2.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#523

of 1,019 holders

Holding Since

Dec 2021

8 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Utilities · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $34,793,699 across 5 Utilities - Independent Power Producers names. NRG ranks #3 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VST	Vistra Corp.	189,132	$30,002,009
2	CEG	Constellation Energy Corp	13,458	$3,342,563
3	NRG	Nrg Energy, Inc. This page	4,384	$640,327
4	TLN	Talen Energy Corp	1,320	$507,223
5	OKLO	Oklo Inc.	5,763	$301,577

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$640,327	4,384	+2.5%	Shares	Sole	2026-08-12
2026-03-31	$624,894	4,276	+130.0%	Shares	Sole	2026-05-14
2025-12-31	$296,027	1,859	-25.0%	Shares	Sole	2026-02-18
2025-06-30	$397,917	2,478	-57.9%	Shares	Sole	2025-08-14
2025-03-31	$562,068	5,888	-1.0%	Shares	Sole	2025-05-15
2024-12-31	$536,628	5,948	-14.8%	Shares	Sole	2025-02-14
2024-09-30	$635,695	6,978	+45.2%	Shares	Sole	2024-11-15
2021-12-31	$207,085	4,807	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.