Position in NRG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,467,314
+$328,230 QoQ
Shares Held
23,739
+10.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#302
of 1,019 holders
Holding Since
Jun 2024
7 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, 2026Merit Financial Group, LLC holds $10,403,778 across 4 Utilities - Independent Power Producers names. NRG ranks #2 (33.3% of the industry book) .
All Filings in NRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,467,314 | 23,739 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $3,139,084 | 21,480 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $3,503,756 | 22,003 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,792,947 | 11,071 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,684,484 | 10,490 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $909,351 | 9,526 | Shares | Sole | 2025-04-09 | |
| 2024-06-30 | $221,122 | 2,840 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||