SHP Wealth Management

Position in NRG — Nrg Energy, Inc.

CIK 1807060 PLYMOUTH, MA

Position in NRG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$31,110

-$7,470 QoQ

Shares Held

213

-19.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#846

of 1,015 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SHP Wealth Management holds $604,185 across 5 Utilities - Independent Power Producers names. NRG ranks #3 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	1,858	$461,471
2	VST	Vistra Corp.	586	$92,957
3	NRG	Nrg Energy, Inc. This page	213	$31,110
4	OKLO	Oklo Inc.	349	$18,263
5	TLN	Talen Energy Corp	1	$384

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,110	213	-19.3%	Shares	Sole	2026-08-11
2026-03-31	$38,580	264	+30.7%	Shares	Sole	2026-05-08
2025-12-31	$32,166	202	—	Shares	Sole	2026-03-04
No filing history on record for this holder in this stock.