OneDigital Investment Advisors LLC

Position in NRG — Nrg Energy, Inc.

CIK 1690370 OVERLAND PARK, KS

Back to NRG Full portfolio

Position in NRG

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

Position Value

$245,234

-$14,456 QoQ

Shares Held

1,679

-5.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#719

of 1,019 holders

Holding Since

Dec 2024

7 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 Jun 30, 2026

OneDigital Investment Advisors LLC holds $4,079,886 across 4 Utilities - Independent Power Producers names. NRG ranks #4 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	7,978	$1,981,495
2	OKLO	Oklo Inc.	22,942	$1,200,554
3	VST	Vistra Corp.	4,114	$652,603
4	NRG	Nrg Energy, Inc. This page	1,679	$245,234

All Filings in NRG

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$245,234	1,679	-5.5%	Shares	Sole	2026-08-07
2026-03-31	$259,690	1,777	-40.9%	Shares	Sole	2026-05-08
2025-12-31	$478,834	3,007	+17.1%	Shares	Sole	2026-02-13
2025-09-30	$415,887	2,568	+1.1%	Shares	Sole	2025-11-10
2025-06-30	$407,873	2,540	-31.8%	Shares	Sole	2025-08-07
2025-03-31	$355,397	3,723	+65.1%	Shares	Sole	2025-04-29
2024-12-31	$203,446	2,255	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.