Position in NRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$750,602
+$13,326 QoQ
Shares Held
5,139
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#500
of 1,019 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026World Investment Advisors holds $3,678,232 across 3 Utilities - Independent Power Producers names. NRG ranks #3 (20.4% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $750,602 | 5,139 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $737,276 | 5,045 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $659,572 | 4,142 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $613,952 | 3,791 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $804,665 | 5,011 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $347,283 | 3,638 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $276,072 | 3,060 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $253,895 | 2,787 | Shares | Sole | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||