Position in NRG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,060,245
-$28,638 QoQ
Shares Held
7,255
+6.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 Mar 31, 2026Capital Planning Advisors, LLC holds $1,060,245 across 1 Utilities - Independent Power Producers name. NRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NRG |
Nrg Energy, Inc.
This page
|
7,255 | $1,060,245 |
All Filings in NRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,060,245 | 7,255 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,088,883 | 6,838 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,070,651 | 6,611 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||