Spire Wealth Management

Position in NRG — Nrg Energy, Inc.

CIK 1858740 MCLEAN, VA

Position in NRG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$687,211

+$376,518 QoQ

Shares Held

4,705

+121.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#516

of 1,015 holders

Holding Since

Mar 2021

22 quarters on record

Utilities · as of Jun 30, 2026

Spire Wealth Management holds $3,818,388 across 5 Utilities - Independent Power Producers names. NRG ranks #2 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	8,024	$1,992,920
2	NRG	Nrg Energy, Inc. This page	4,705	$687,211
3	VST	Vistra Corp.	4,291	$680,681
4	TLN	Talen Energy Corp	866	$332,769
5	OKLO	Oklo Inc.	2,385	$124,807

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$687,211	4,705	+121.3%	Shares	Sole	2026-07-15
2026-03-31	$310,693	2,126	-36.9%	Shares	Sole	2026-04-22
2025-12-31	$536,797	3,371	+12.2%	Shares	Sole	2026-01-14
2025-09-30	$486,497	3,004	+16.3%	Shares	Sole	2025-10-23
2025-06-30	$414,616	2,582	-41.2%	Shares	Sole	2025-08-04
2025-03-31	$419,164	4,391	+55.1%	Shares	Sole	2025-04-23
2024-12-31	$255,412	2,831	+3045.6%	Shares	Sole	2025-01-24
2024-09-30	$8,199	90	+26.8%	Shares	Sole	2024-10-15
2024-06-30	$5,528	71	+2.9%	Shares	Sole	2024-07-31
2024-03-31	$4,670	69	+97.1%	Shares	Sole	2024-04-24
2023-12-31	$1,809	35	-38.6%	Shares	Sole	2024-02-06
2023-09-30	$2,195	57	+50.0%	Shares	Sole	2023-11-08
2023-06-30	$1,420	38	0.0%	Shares	Sole	2023-08-09
2023-03-31	$1,303	38	-56.8%	Shares	Sole	2023-05-09
2022-12-31	$2,800	88	0.0%	Shares	Sole	2023-02-03
2022-09-30	$3,367	88	-3.3%	Shares	Sole	2022-11-07
2022-06-30	$3,473	91	+122.0%	Shares	Sole	2022-07-22
2022-03-31	$1,572	41	-76.4%	Shares	Sole	2022-04-18
2021-12-31	$7,495	174	+109.6%	Shares	Sole	2022-01-14
2021-09-30	$3,388	83	-65.8%	Shares	Sole	2021-10-22
2021-06-30	$9,792	243	-35.2%	Shares	Sole	2021-07-26
2021-03-31	$14,148	375	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.