Position in NRG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$66,493
+$5,027 QoQ
Shares Held
455
+17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Sound Income Strategies, LLC holds $531,199 across 2 Utilities - Independent Power Producers names.
All Filings in NRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,493 | 455 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $61,466 | 386 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $60,893 | 376 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $79,487 | 495 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,732 | 81 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,307 | 81 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,379 | 81 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $5,138 | 66 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $7,445 | 110 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $7,599 | 147 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,542 | 66 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $18,134 | 485 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,634 | 106 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $3,372 | 106 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $4,056 | 106 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $4,046 | 106 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $4,066 | 106 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $4,566 | 106 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $4,327 | 106 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $4,271 | 106 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $4,678 | 124 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $3,980 | 106 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $3,258 | 106 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $3,451 | 106 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $2,889 | 106 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||