Position in NRG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$51,413
-$28 QoQ
Shares Held
352
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#826
of 1,015 holders
Holding Since
Dec 2022
6 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, 2026Beaird Harris Wealth Management, LLC holds $61,677 across 3 Utilities - Independent Power Producers names. NRG ranks #1 (83.4% of the industry book) .
All Filings in NRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,413 | 352 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $51,441 | 352 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $56,052 | 352 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $57,006 | 352 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,729 | 17 | Shares | Sole | 2025-08-14 | |
| 2022-12-31 | $2,641 | 83 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||