Position in NRG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$304,848
+$3,407 QoQ
Shares Held
2,086
+10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in NRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $626,747 across 1 Utilities - Independent Power Producers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
3,951 | $626,747 |
All Filings in NRG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $304,848 | 2,086 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $301,441 | 1,893 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||