Capital Analysts, LLC

Position in NRG — Nrg Energy, Inc.

CIK 1624758 FORT WASHINGTON, PA

Position in NRG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$439,202

-$5,648 QoQ

Shares Held

3,007

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#593

of 1,015 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Capital Analysts, LLC holds $567,961 across 4 Utilities - Independent Power Producers names. NRG ranks #1 (77.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NRG	Nrg Energy, Inc. This page	3,007	$439,202
2	CEG	Constellation Energy Corp	396	$98,354
3	VST	Vistra Corp.	139	$20,306
4	OKLO	Oklo Inc.	193	$10,099

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$439,202	3,007	-1.2%	Shares	Defined	2026-08-05
2026-03-31	$444,850	3,044	+34.0%	Shares	Defined	2026-05-14
2025-12-31	$361,633	2,271	+16.9%	Shares	Defined	2026-05-15
2025-09-30	$314,506	1,942	+6.8%	Shares	Defined	2025-11-14
2025-06-30	$291,934	1,818	+19.8%	Shares	Defined	2025-08-13
2025-03-31	$144,908	1,518	-0.2%	Shares	Defined	2025-05-14
2024-12-31	$137,224	1,521	+1.7%	Shares	Defined	2025-02-14
2024-09-30	$136,194	1,495	+13.3%	Shares	Defined	2024-11-13
2024-06-30	$102,775	1,320	+19.6%	Shares	Defined	2024-08-14
2024-03-31	$74,729	1,104	-20.1%	Shares	Defined	2024-05-14
2023-12-31	$71,449	1,382	+6.8%	Shares	Defined	2024-01-30
2023-09-30	$49,844	1,294	+16.1%	Shares	Defined	2023-11-13
2023-06-30	$41,689	1,115	-33.2%	Shares	Defined	2023-08-11
2023-03-31	$57,230	1,669	+54.1%	Shares	Defined	2023-05-05
2022-12-31	$34,461	1,083	+12.5%	Shares	Defined	2023-02-08
2022-09-30	$36,854	963	0.0%	Shares	Defined	2022-11-14
2022-06-30	$36,757	963	+20.1%	Shares	Defined	2022-08-12
2022-03-31	$30,764	802	+0.2%	Shares	Defined	2022-05-12
2021-12-31	$34,464	800	+58.1%	Shares	Defined	2022-02-10
2021-09-30	$20,659	506	+96.1%	Shares	Defined	2021-11-04
2021-06-30	$10,397	258	—	Shares	Defined	2021-11-15
No filing history on record for this holder in this stock.