Smallwood Wealth Investment Management, LLC
Position in NRG — Nrg Energy, Inc.
CIK 1921304
RED BANK, NJ
Position in NRG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$11,976
-$7 QoQ
Shares Held
82
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#900
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, 2026Smallwood Wealth Investment Management, LLC holds $36,865 across 3 Utilities - Independent Power Producers names. NRG ranks #2 (32.5% of the industry book) .
All Filings in NRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,976 | 82 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $11,983 | 82 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $13,057 | 82 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $11,336 | 70 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $11,240 | 70 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $6,682 | 70 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||