Position in NRG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$275,177
+$39,454 QoQ
Shares Held
1,884
+16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#692
of 1,015 holders
Holding Since
Jun 2025
5 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, 2026Legacy Financial Advisors, Inc. holds $584,397 across 2 Utilities - Independent Power Producers names. NRG ranks #2 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
1,245 | $309,220 | |
| 2 | NRG |
Nrg Energy, Inc.
This page
|
1,884 | $275,177 |
All Filings in NRG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,177 | 1,884 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $235,723 | 1,613 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $252,236 | 1,584 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $248,107 | 1,532 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $249,059 | 1,551 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||