Position in NRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$47,469
-$26 QoQ
Shares Held
325
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#829
of 1,015 holders
Holding Since
Mar 2025
6 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, 2026Key Financial Inc holds $877,068 across 3 Utilities - Independent Power Producers names. NRG ranks #2 (5.4% of the industry book) .
All Filings in NRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,469 | 325 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $47,495 | 325 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $51,753 | 325 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $50,690 | 313 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $50,261 | 313 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $29,878 | 313 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||