Position in NRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,882,713
+$74,523 QoQ
Shares Held
12,890
+4.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#368
of 1,019 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Callan Family Office, LLC holds $13,447,193 across 3 Utilities - Independent Power Producers names. NRG ranks #3 (14.0% of the industry book) .
All Filings in NRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,882,713 | 12,890 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,808,190 | 12,373 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,008,334 | 12,612 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,565,732 | 9,668 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,978,345 | 12,320 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $725,114 | 7,596 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $703,355 | 7,796 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||