Position in NRG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$213,831
-$14,678 QoQ
Shares Held
1,464
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#752
of 1,015 holders
Holding Since
Jun 2025
4 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, 2026WT Wealth Management holds $213,831 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
|
1,464 | $213,831 |
All Filings in NRG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,831 | 1,464 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $228,509 | 1,435 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $220,413 | 1,361 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $226,578 | 1,411 | Shares | Sole | 2025-09-10 | |
| No filing history on record for this holder in this stock. | ||||||