Position in NRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,381
+$143 QoQ
Shares Held
30
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#940
of 1,019 holders
Holding Since
Mar 2025
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, 2026Clearstead Trust, LLC holds $17,544 across 2 Utilities - Independent Power Producers names. NRG ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
53 | $13,163 | |
| 2 | NRG |
Nrg Energy, Inc.
This page
|
30 | $4,381 |
All Filings in NRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,381 | 30 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,238 | 29 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,617 | 29 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,287 | 45 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,904 | 43 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,481 | 26 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||