Position in NRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,898
-$172 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#971
of 1,015 holders
Holding Since
Mar 2024
3 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, 2026Lloyd Advisory Services, LLC. holds $5,546 across 2 Utilities - Independent Power Producers names. NRG ranks #2 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
23 | $3,648 | |
| 2 | NRG |
Nrg Energy, Inc.
This page
|
13 | $1,898 |
All Filings in NRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,898 | 13 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $2,070 | 13 | Shares | Sole | 2026-02-06 | |
| 2024-03-31 | $1,403,213 | 20,730 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||