Independent Advisor Alliance

Position in NRG — Nrg Energy, Inc.

CIK 1696899 CHARLOTTE, NC

Position in NRG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$235,156

-$84,305 QoQ

Shares Held

1,610

-26.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#733

of 1,015 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Independent Advisor Alliance holds $8,649,382 across 4 Utilities - Independent Power Producers names. NRG ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	19,048	$4,730,950
2	VST	Vistra Corp.	20,185	$3,201,946
3	OKLO	Oklo Inc.	9,198	$481,330
4	NRG	Nrg Energy, Inc. This page	1,610	$235,156

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$235,156	1,610	-26.3%	Shares	Sole	2026-08-12
2026-03-31	$319,461	2,186	+4.2%	Shares	Sole	2026-05-12
2025-12-31	$334,085	2,098	+5.1%	Shares	Sole	2026-02-04
2025-09-30	$323,413	1,997	-17.8%	Shares	Sole	2025-11-04
2025-06-30	$390,048	2,429	+7.2%	Shares	Sole	2025-08-11
2025-03-31	$216,311	2,266	-13.5%	Shares	Sole	2025-05-12
2024-12-31	$236,285	2,619	+5.9%	Shares	Sole	2025-02-07
2024-09-30	$225,289	2,473	—	Shares	Sole	2024-11-13
No filing history on record for this holder in this stock.