Sequoia Financial Advisors, LLC

Position in NRG — Nrg Energy, Inc.

CIK 1599900 Akron, OH

Position in NRG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,064,047

-$436,372 QoQ

Shares Held

7,285

-29.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#434

of 1,019 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $7,225,134 across 4 Utilities - Independent Power Producers names. NRG ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	11,913	$2,958,831
2	VST	Vistra Corp.	17,939	$2,845,663
3	NRG	Nrg Energy, Inc. This page	7,285	$1,064,047
4	TLN	Talen Energy Corp	928	$356,593

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,064,047	7,285	-29.0%	Shares	Sole	2026-07-17
2026-03-31	$1,500,419	10,267	+17.9%	Shares	Sole	2026-04-30
2025-12-31	$1,386,184	8,705	+85.6%	Shares	Sole	2026-02-03
2025-09-30	$759,383	4,689	+11.5%	Shares	Sole	2025-10-29
2025-06-30	$675,238	4,205	-1.1%	Shares	Sole	2025-07-25
2025-03-31	$405,895	4,252	-2.7%	Shares	Sole	2025-04-23
2024-12-31	$394,261	4,370	+33.4%	Shares	Sole	2025-08-08
2024-09-30	$298,443	3,276	-25.4%	Shares	Sole	2024-10-21
2024-06-30	$342,116	4,394	+43.2%	Shares	Sole	2024-07-15
2024-03-31	$207,672	3,068	-49.4%	Shares	Sole	2024-04-30
2023-12-31	$313,353	6,061	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.