Position in NRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,460
-$1,024 QoQ
Shares Held
10
-41.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#980
of 1,015 holders
Holding Since
Mar 2025
6 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, 2026Bogart Wealth, LLC holds $333,532 across 6 Utilities - Independent Power Producers names. NRG ranks #5 (0.4% of the industry book) .
All Filings in NRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,460 | 10 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,484 | 17 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $955 | 6 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $485 | 3 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $481 | 3 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $477 | 5 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||