Position in NRG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$255,595
-$15,747 QoQ
Shares Held
1,749
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in NRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $1,280,734 across 3 Utilities - Independent Power Producers names. NRG ranks #3 (20.0% of the industry book) .
All Filings in NRG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $255,595 | 1,749 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $271,342 | 1,704 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $294,584 | 1,819 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $315,858 | 1,967 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $240,229 | 2,637 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||