Stiles Financial Services Inc

Position in NRG — Nrg Energy, Inc.

CIK 1904832 EDINA, MN

Position in NRG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$343,533

+$397 QoQ

Shares Held

2,352

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#640

of 1,015 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Stiles Financial Services Inc holds $4,286,420 across 3 Utilities - Independent Power Producers names. NRG ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	12,690	$3,151,815
2	OKLO	Oklo Inc.	15,117	$791,072
3	NRG	Nrg Energy, Inc. This page	2,352	$343,533

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$343,533	2,352	+0.2%	Shares	Sole	2026-08-12
2026-03-31	$343,136	2,348	-2.9%	Shares	Sole	2026-04-30
2025-12-31	$384,883	2,417	+0.1%	Shares	Sole	2026-02-03
2025-09-30	$390,947	2,414	+0.1%	Shares	Sole	2025-10-30
2025-06-30	$387,158	2,411	-43.3%	Shares	Sole	2025-07-24
2025-03-31	$406,182	4,255	-4.2%	Shares	Sole	2025-04-22
2024-12-31	$400,667	4,441	-15.5%	Shares	Sole	2025-01-28
2024-09-30	$478,548	5,253	-2.1%	Shares	Sole	2024-10-31
2024-06-30	$417,718	5,365	-4.9%	Shares	Sole	2024-08-01
2024-03-31	$381,906	5,642	+0.8%	Shares	Sole	2024-04-30
2023-12-31	$289,520	5,600	-1.7%	Shares	Sole	2024-01-26
2023-09-30	$219,371	5,695	-42.3%	Shares	Sole	2023-11-08
2023-06-30	$369,114	9,872	+1.1%	Shares	Sole	2023-07-21
2023-03-31	$334,841	9,765	+1.0%	Shares	Sole	2023-05-11
2022-12-31	$307,572	9,666	+0.7%	Shares	Sole	2023-01-27
2022-09-30	$367,200	9,595	—	Shares	Sole	2022-11-02
No filing history on record for this holder in this stock.