Position in NRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$369,239
+$674 QoQ
Shares Held
2,528
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#628
of 1,019 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026MONOGRAPH WEALTH ADVISORS, LLC holds $369,239 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
|
2,528 | $369,239 |
All Filings in NRG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,239 | 2,528 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $368,565 | 2,522 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $400,807 | 2,517 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $406,980 | 2,513 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $403,537 | 2,513 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $238,936 | 2,503 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $380,818 | 4,221 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $383,166 | 4,206 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||