Position in NRG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,249,104
-$50,444 QoQ
Shares Held
22,245
-1.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#306
of 1,015 holders
Holding Since
Jun 2024
9 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, 2026HCR Wealth Advisors holds $3,249,104 across 1 Utilities - Independent Power Producers name. NRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NRG |
Nrg Energy, Inc.
This page
|
22,245 | $3,249,104 |
All Filings in NRG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,249,104 | 22,245 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,299,548 | 22,578 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,569,046 | 22,413 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,649,705 | 22,536 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $3,616,261 | 22,520 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,289,608 | 23,985 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $444,604 | 4,928 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $325,044 | 3,568 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $357,610 | 4,593 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||