Position in NRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$279,558
+$40,912 QoQ
Shares Held
1,914
+17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#687
of 1,015 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in NRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Simplicity Wealth,LLC holds $3,154,697 across 3 Utilities - Independent Power Producers names. NRG ranks #3 (8.9% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,558 | 1,914 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $238,646 | 1,633 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $232,649 | 1,461 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $234,341 | 1,447 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $407,873 | 2,540 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||