Position in NRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,773,238
+$2,197,889 QoQ
Shares Held
46,373
+48.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#221
of 1,015 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 12%
Shared 38%
None 50%
Common Shares in NRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $55,023,117 across 5 Utilities - Independent Power Producers names. NRG ranks #2 (12.3% of the industry book) .
All Filings in NRG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,773,238 | 46,373 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,575,349 | 31,308 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,424,641 | 27,786 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,079,196 | 25,188 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,930,356 | 24,476 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,875,923 | 30,127 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,497,018 | 27,677 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,404,857 | 26,398 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,685,591 | 21,649 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,714,384 | 25,327 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $317,438 | 6,140 | Shares | Sole | 2024-01-26 | |
| 2023-03-31 | $242,807 | 7,081 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $202,597 | 6,367 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||