CBIZ Investment Advisory Services, LLC

Position in NRG — Nrg Energy, Inc.

CIK 1795934 INDEPENDENCE, OH

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Position in NRG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,089

-$2 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#946

of 1,019 holders

Holding Since

Sep 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, 2026

CBIZ Investment Advisory Services, LLC holds $114,134 across 3 Utilities - Independent Power Producers names. NRG ranks #3 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	422	$104,812
2	OKLO	Oklo Inc.	100	$5,233
3	NRG	Nrg Energy, Inc. This page	28	$4,089

All Filings in NRG

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4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,089	28	0.0%	Shares	Sole	2026-08-13
2026-03-31	$4,091	28	0.0%	Shares	Sole	2026-05-12
2025-12-31	$4,458	28	0.0%	Shares	Sole	2026-02-09
2025-09-30	$4,534	28	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.