Sowell Financial Services LLC

Position in NRG — Nrg Energy, Inc.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in NRG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$694,953

-$317,358 QoQ

Shares Held

4,758

-31.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#513

of 1,015 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Sowell Financial Services LLC holds $5,026,012 across 5 Utilities - Independent Power Producers names. NRG ranks #4 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KEN	Kenon Holdings Ltd.	25,403	$1,698,444
2	OKLO	Oklo Inc.	23,313	$1,219,969
3	CEG	Constellation Energy Corp	3,101	$770,195
4	NRG	Nrg Energy, Inc. This page	4,758	$694,953
5	VST	Vistra Corp.	4,050	$642,451

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$694,953	4,758	-31.3%	Shares	Sole	2026-07-20
2026-03-31	$1,012,311	6,927	+32.1%	Shares	Sole	2026-04-20
2025-12-31	$834,895	5,243	+34.5%	Shares	Sole	2026-01-21
2025-09-30	$631,281	3,898	+223.8%	Shares	Sole	2025-10-17
2021-03-31	$45,426	1,204	-52.5%	Shares	Sole	2021-05-07
2020-12-31	$95,264	2,537	+200.2%	Shares	Sole	2021-01-13
2020-09-30	$25,975	845	-28.8%	Shares	Sole	2020-11-12
2020-06-30	$38,616	1,186	-23.3%	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.