CreativeOne Wealth, LLC

Position in NRG — Nrg Energy, Inc.

CIK 1739728 OVERLAND PARK, KS

Position in NRG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$622,506

+$58,553 QoQ

Shares Held

4,262

+10.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#524

of 1,015 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $3,154,997 across 4 Utilities - Independent Power Producers names. NRG ranks #4 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VST	Vistra Corp.	7,496	$1,189,090
2	CEG	Constellation Energy Corp	2,779	$690,219
3	OKLO	Oklo Inc.	12,482	$653,182
4	NRG	Nrg Energy, Inc. This page	4,262	$622,506

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$622,506	4,262	+10.4%	Shares	Other	2026-08-13
2026-03-31	$563,953	3,859	+3.3%	Shares	Other	2026-05-15
2025-12-31	$595,079	3,737	+4.2%	Shares	Other	2026-02-13
2025-09-30	$580,752	3,586	-13.9%	Shares	Other	2025-11-13
2025-06-30	$668,493	4,163	-4.1%	Shares	Other	2025-08-12
2025-03-31	$414,487	4,342	+26.5%	Shares	Sole	2025-05-14
2024-12-31	$309,635	3,432	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.