Bell Investment Advisors, Inc

Position in NRG — Nrg Energy, Inc.

CIK 1890149 ORINDA, CA

Position in NRG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$6,864

-$4,096 QoQ

Shares Held

-37.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#925

of 1,015 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $91,401 across 6 Utilities - Independent Power Producers names. NRG ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	240	$59,608
2	VST	Vistra Corp.	76	$12,055
3	TLN	Talen Energy Corp	29	$11,143
4	NRG	Nrg Energy, Inc. This page	47	$6,864
5	OKLO	Oklo Inc.	22	$1,151
6	TAC	Transalta Corp	42	$580

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,864	47	-37.3%	Shares	Sole	2026-08-07
2026-03-31	$10,960	75	+41.5%	Shares	Sole	2026-04-17
2025-12-31	$8,439	53	-7.0%	Shares	Sole	2026-02-24
2025-09-30	$9,231	57	-31.3%	Shares	Sole	2025-11-21
2025-06-30	$13,328	83	+36.1%	Shares	Sole	2025-08-11
2025-03-31	$5,823	61	0.0%	Shares	Sole	2025-05-16
2024-12-31	$5,503	61	+19.6%	Shares	Sole	2025-02-07
2024-09-30	$4,646	51	+30.8%	Shares	Sole	2024-11-13
2024-06-30	$3,036	39	0.0%	Shares	Sole	2024-08-08
2024-03-31	$2,639	39	+25.8%	Shares	Sole	2024-05-08
2023-12-31	$1,602	31	-13.9%	Shares	Sole	2024-02-14
2023-09-30	$1,386	36	-41.0%	Shares	Sole	2023-11-08
2023-06-30	$2,280	61	-33.0%	Shares	Sole	2023-08-09
2023-03-31	$3,120	91	+26.4%	Shares	Sole	2023-05-10
2022-12-31	$2,291	72	-43.3%	Shares	Sole	2023-02-09
2022-09-30	$4,860	127	+49.4%	Shares	Sole	2022-11-09
2022-06-30	$3,244	85	+13.3%	Shares	Sole	2022-08-12
2021-12-31	$3,231	75	0.0%	Shares	Sole	2022-02-14
2021-09-30	$3,062	75	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.