CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in NRG — Nrg Energy, Inc.
CIK 1766904
RICHMOND, VA
Position in NRG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$293,430
+$48,358 QoQ
Shares Held
2,009
+19.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#674
of 1,015 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in NRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $707,354 across 4 Utilities - Independent Power Producers names. NRG ranks #1 (41.5% of the industry book) .
All Filings in NRG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,430 | 2,009 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $245,072 | 1,677 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $237,902 | 1,494 | Shares | Other | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||