Foundations Investment Advisors, LLC

Endowment

Position in NRG — Nrg Energy, Inc.

CIK 1743404 PHOENIX, AZ

Back to NRG Full portfolio

Position in NRG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$361,936

-$257,259 QoQ

Shares Held

2,478

-41.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#631

of 1,015 holders

Holding Since

Sep 2025

4 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

Foundations Investment Advisors, LLC holds $28,836,349 across 4 Utilities - Independent Power Producers names. NRG ranks #4 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VST	Vistra Corp.	115,580	$18,334,454
2	OKLO	Oklo Inc.	161,780	$8,465,946
3	CEG	Constellation Energy Corp	6,740	$1,674,013
4	NRG	Nrg Energy, Inc. This page	2,478	$361,936

All Filings in NRG

Export CSV

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$361,936	2,478	-41.5%	Shares	Sole	2026-08-14
2026-03-31	$619,195	4,237	+194.0%	Shares	Sole	2026-05-11
2025-12-31	$229,464	1,441	+3.6%	Shares	Sole	2026-02-10
2025-09-30	$225,272	1,391	—	Shares	Sole	2025-11-03
No filing history on record for this holder in this stock.