Position in NRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$240,560
-$22,784 QoQ
Shares Held
1,647
-8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#725
of 1,015 holders
Holding Since
Jun 2025
5 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, 2026Capital Investment Advisors, LLC holds $1,614,230 across 3 Utilities - Independent Power Producers names. NRG ranks #3 (14.9% of the industry book) .
All Filings in NRG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,560 | 1,647 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $263,344 | 1,802 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $292,842 | 1,839 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $276,772 | 1,709 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $267,365 | 1,665 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||