Position in NRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,762
+$13,871 QoQ
Shares Held
149
+175.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#864
of 1,019 holders
Holding Since
Sep 2024
8 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, 2026Heritage Wealth Advisors holds $65,723 across 2 Utilities - Independent Power Producers names. NRG ranks #2 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
177 | $43,961 | |
| 2 | NRG |
Nrg Energy, Inc.
This page
|
149 | $21,762 |
All Filings in NRG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,762 | 149 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,891 | 54 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,821 | 24 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,886 | 24 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,853 | 24 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,291 | 24 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,322 | 59 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,463 | 49 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||