Position in NRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,527,349
+$662,785 QoQ
Shares Held
10,457
+76.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#384
of 1,015 holders
Holding Since
Jun 2024
9 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $9,529,475 across 4 Utilities - Independent Power Producers names. NRG ranks #4 (16.0% of the industry book) .
All Filings in NRG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,527,349 | 10,457 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $864,564 | 5,916 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,158,630 | 7,276 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,131,058 | 6,984 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,408 | 152 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $967,868 | 10,139 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $260,194 | 2,884 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $583,495 | 6,405 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $280,685 | 3,605 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||