Robertson Stephens Wealth Management, LLC
Position in NRG — Nrg Energy, Inc.
CIK 1767307
San Francisco, CA
Position in NRG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$282,333
+$15,774 QoQ
Shares Held
1,933
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#685
of 1,015 holders
Holding Since
Dec 2024
7 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, 2026Robertson Stephens Wealth Management, LLC holds $282,333 across 1 Utilities - Independent Power Producers name. NRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NRG |
Nrg Energy, Inc.
This page
|
1,933 | $282,333 |
All Filings in NRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,333 | 1,933 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $266,559 | 1,824 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $326,601 | 2,051 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $354,832 | 2,191 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $382,822 | 2,384 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $327,523 | 3,431 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $309,454 | 3,430 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||