Position in NRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$865,551
-$112,856 QoQ
Shares Held
5,926
-11.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#468
of 1,015 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026BIP Wealth, LLC holds $2,161,715 across 3 Utilities - Independent Power Producers names. NRG ranks #2 (40.0% of the industry book) .
All Filings in NRG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865,551 | 5,926 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $978,407 | 6,695 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,061,971 | 6,669 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||