Confluence Wealth Services, Inc.

Position in NRG — Nrg Energy, Inc.

CIK 1910411 MCMURRAY, PA

Position in NRG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$835,171

+$18,687 QoQ

Shares Held

5,718

+2.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#479

of 1,019 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $2,486,057 across 3 Utilities - Independent Power Producers names. NRG ranks #2 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	4,301	$1,068,239
2	NRG	Nrg Energy, Inc. This page	5,718	$835,171
3	VST	Vistra Corp.	3,673	$582,647

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$835,171	5,718	+2.3%	Shares	Sole	2026-07-22
2026-03-31	$816,484	5,587	+3.0%	Shares	Sole	2026-05-07
2025-12-31	$863,877	5,425	+1.7%	Shares	Sole	2026-01-28
2025-09-30	$864,003	5,335	—	Shares	Sole	2025-10-28
No filing history on record for this holder in this stock.