Position in NRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,415
-$6 QoQ
Shares Held
85
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#896
of 1,015 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in NRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $512,456 across 4 Utilities - Independent Power Producers names. NRG ranks #4 (2.4% 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 | $12,415 | 85 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $12,421 | 85 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,376 | 84 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,603 | 84 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $13,488 | 84 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $9,641 | 101 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||