Position in NRG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,012,311
+$177,416 QoQ
Shares Held
6,927
+32.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Mar 31, 2026Sowell Financial Services LLC holds $5,690,096 across 5 Utilities - Independent Power Producers names. NRG ranks #3 (17.8% of the industry book) .
All Filings in NRG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,012,311 | 6,927 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $834,895 | 5,243 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $631,281 | 3,898 | Shares | Sole | 2025-10-17 | |
| 2021-03-31 | $45,426 | 1,204 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $95,264 | 2,537 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $25,975 | 845 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $38,616 | 1,186 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $42,171 | 1,547 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||