Position in NRG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$279,704
+$126,257 QoQ
Shares Held
1,915
+82.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#686
of 1,015 holders
Holding Since
Jun 2024
5 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, 2026Opal Wealth Advisors, LLC holds $279,704 across 1 Utilities - Independent Power Producers name. NRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NRG |
Nrg Energy, Inc.
This page
|
1,915 | $279,704 |
All Filings in NRG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,704 | 1,915 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $153,447 | 1,050 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $176,156 | 1,097 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $188,438 | 1,974 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $209,832 | 2,695 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||