Position in NRG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$432,483
+$13,354 QoQ
Shares Held
2,961
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#597
of 1,015 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 3%
Shared 17%
None 80%
Common Shares in NRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026GeoWealth Management, LLC holds $909,584 across 3 Utilities - Independent Power Producers names. NRG ranks #1 (47.5% of the industry book) .
All Filings in NRG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,483 | 2,961 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $419,129 | 2,868 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $339,977 | 2,135 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,361,351 | 8,406 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $389,887 | 2,428 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $270,342 | 2,832 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $354,203 | 3,926 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $420,608 | 4,617 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,052,433 | 13,517 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $662,143 | 9,782 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||