Position in NRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$205,068
-$697 QoQ
Shares Held
1,404
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#767
of 1,019 holders
Holding Since
Jun 2025
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, 2026Madison Wealth Partners, Inc holds $442,219 across 2 Utilities - Independent Power Producers names. NRG ranks #2 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
1,495 | $237,151 | |
| 2 | NRG |
Nrg Energy, Inc.
This page
|
1,404 | $205,068 |
All Filings in NRG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,068 | 1,404 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $205,765 | 1,408 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $226,120 | 1,420 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $224,948 | 1,389 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $222,403 | 1,385 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||