Global Retirement Partners, LLC
PensionPosition in NRG — Nrg Energy, Inc.
CIK 1749744
San Rafael, CA
Position in NRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,453,004
-$37,800 QoQ
Shares Held
9,948
+6.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#394
of 1,015 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $8,918,146 across 7 Utilities - Independent Power Producers names. NRG ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
19,609 | $4,870,287 | |
| 2 | NRG |
Nrg Energy, Inc.
This page
|
9,948 | $1,453,004 | |
| 3 | TLN |
Talen Energy Corp
|
3,158 | $1,213,493 | |
| 4 | VST |
Vistra Corp.
|
6,976 | $1,106,602 | |
| 5 | OKLO |
Oklo Inc.
|
5,213 | $272,796 | |
| 6 | HNRG |
Hallador Energy Co
|
66 | $1,147 | |
| 7 | DGXX |
Digi Power X Inc.
|
150 | $817 |
All Filings in NRG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,453,004 | 9,948 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,490,804 | 9,362 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $437,912 | 2,704 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $417,829 | 2,602 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $152,110 | 1,686 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $126,720 | 1,391 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $37,450 | 481 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $29,851 | 441 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $20,421 | 395 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $12,364 | 321 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $11,703 | 313 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $18,550 | 541 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $22,783 | 716 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $19,632 | 513 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $19,581 | 513 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,334 | 113 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $3,919 | 96 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,909 | 97 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $3,471 | 92 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $3,454 | 92 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,828 | 92 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $26,829 | 824 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $22,434 | 823 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||