Position in NRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$577,959
+$4,360 QoQ
Shares Held
3,957
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#543
of 1,015 holders
Holding Since
Jun 2024
6 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, 2026Mutual Advisors, LLC holds $4,405,952 across 5 Utilities - Independent Power Producers names. NRG ranks #4 (13.1% of the industry book) .
All Filings in NRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,959 | 3,957 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $573,599 | 3,925 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,735,716 | 10,900 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,739,504 | 10,741 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $378,005 | 2,354 | Shares | Sole | 2025-07-28 | |
| 2024-06-30 | $301,084 | 3,867 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||