Whalen Wealth Management Inc.

Position in NRG — Nrg Energy, Inc.

CIK 1894447 LAS VEGAS, NV

Position in NRG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$332,870

+$20,423 QoQ

Shares Held

2,279

+6.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#646

of 1,015 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Whalen Wealth Management Inc. holds $1,347,414 across 4 Utilities - Independent Power Producers names. NRG ranks #2 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VST	Vistra Corp.	2,445	$387,850
2	NRG	Nrg Energy, Inc. This page	2,279	$332,870
3	TLN	Talen Energy Corp	843	$323,931
4	CEG	Constellation Energy Corp	1,219	$302,763

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$332,870	2,279	+6.6%	Shares	Sole	2026-08-13
2026-03-31	$312,447	2,138	—	Shares	Sole	2026-04-13
No filing history on record for this holder in this stock.