Position in NRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$14,606
-$8 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#890
of 1,019 holders
Holding Since
Mar 2025
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, 2026Morton Brown Family Wealth, LLC holds $61,710 across 3 Utilities - Independent Power Producers names. NRG ranks #2 (23.7% 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 | $14,606 | 100 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $14,614 | 100 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $15,924 | 100 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $16,195 | 100 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $16,058 | 100 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,546 | 100 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||