Position in NRG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$296,371
-$121,156 QoQ
Shares Held
2,028
-22.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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, 2026Aaron Wealth Advisors LLC holds $916,281 across 2 Utilities - Independent Power Producers names.
All Filings in NRG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $296,371 | 2,028 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $417,527 | 2,622 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $522,288 | 3,225 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $412,530 | 2,569 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||