PERSONAL CFO SOLUTIONS, LLC

Position in NRG — Nrg Energy, Inc.

CIK 1677501 CHESTER, NJ

Position in NRG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$529,321

+$198,461 QoQ

Shares Held

3,624

+60.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#555

of 1,015 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Utilities · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $1,854,422 across 4 Utilities - Independent Power Producers names. NRG ranks #2 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	2,558	$635,330
2	NRG	Nrg Energy, Inc. This page	3,624	$529,321
3	VST	Vistra Corp.	2,517	$399,271
4	TLN	Talen Energy Corp	756	$290,500

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$529,321	3,624	+60.1%	Shares	Sole	2026-08-07
2026-03-31	$330,860	2,264	-15.7%	Shares	Sole	2026-04-30
2025-12-31	$427,559	2,685	+10.7%	Shares	Defined	2026-01-22
2025-09-30	$392,728	2,425	+5.6%	Shares	Defined	2025-11-10
2025-06-30	$368,852	2,297	-50.1%	Shares	Defined	2025-08-12
2025-03-31	$439,593	4,605	-52.5%	Shares	Defined	2025-04-30
2022-03-31	$371,976	9,697	+89.4%	Shares	Defined	2022-05-02
2021-12-31	$220,526	5,119	-71.5%	Shares	Defined	2022-02-11
2021-09-30	$734,000	17,977	+5.3%	Shares	Defined	2021-11-18
2021-06-30	$687,880	17,069	+0.0%	Shares	Defined	2021-07-22
2021-03-31	$643,824	17,064	+8.2%	Shares	Defined	2021-04-21
2020-12-31	$592,013	15,766	-0.0%	Shares	Defined	2021-02-09
2020-09-30	$484,831	15,772	+19.7%	Shares	Defined	2020-11-02
2020-06-30	$429,140	13,180	+9.2%	Shares	Defined	2020-08-03
2020-03-31	$328,973	12,068	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.