Position in NRG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$973,197
+$97,819 QoQ
Shares Held
6,663
+11.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#448
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, 2026Formidable Asset Management, LLC holds $3,592,934 across 3 Utilities - Independent Power Producers names. NRG ranks #2 (27.1% 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 | $973,197 | 6,663 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $875,378 | 5,990 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $901,776 | 5,663 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||