Position in NRG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$437,397
-$16,118 QoQ
Shares Held
2,993
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
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, 2026Ethos Financial Group, LLC holds $707,606 across 1 Utilities - Independent Power Producers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
2,849 | $707,606 |
All Filings in NRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $437,397 | 2,993 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $453,515 | 2,848 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $840,682 | 5,191 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $835,176 | 5,201 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $89,768 | 995 | Shares | Sole | 2025-02-06 | |
| 2023-09-30 | $219,217 | 5,691 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||