Position in NRG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$547,432
+$261,144 QoQ
Shares Held
3,748
+91.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#550
of 1,015 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in NRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $3,605,599 across 5 Utilities - Independent Power Producers names. NRG ranks #4 (15.2% of the industry book) .
All Filings in NRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,432 | 3,748 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $286,288 | 1,959 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $326,919 | 2,053 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $341,552 | 2,109 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $306,707 | 1,910 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $176,696 | 1,851 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||