Pinnacle Wealth Planning Services, Inc.

Position in NRG — Nrg Energy, Inc.

CIK 1726752 MANSFIELD, OH

Back to NRG Full portfolio

Position in NRG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$74,198

+$544 QoQ

Shares Held

508

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#810

of 1,015 holders

Holding Since

Dec 2020

8 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, 2026

Pinnacle Wealth Planning Services, Inc. holds $778,418 across 4 Utilities - Independent Power Producers names. NRG ranks #3 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	2,403	$596,833
2	VST	Vistra Corp.	578	$91,688
3	NRG	Nrg Energy, Inc. This page	508	$74,198
4	OKLO	Oklo Inc.	300	$15,699

All Filings in NRG

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8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$74,198	508	+0.8%	Shares	Sole	2026-08-07
2026-03-31	$73,654	504	+2.4%	Shares	Sole	2026-05-11
2025-12-31	$78,346	492	-73.0%	Shares	Sole	2026-02-13
2025-06-30	$292,095	1,819	-25.6%	Shares	Sole	2025-08-11
2025-03-31	$233,304	2,444	+2.5%	Shares	Sole	2025-05-15
2024-12-31	$215,084	2,384	+0.5%	Shares	Sole	2025-02-27
2024-09-30	$216,089	2,372	+275.9%	Shares	Sole	2024-11-13
2020-12-31	$23,693	631	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.