Position in NRG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,630
+$1,357 QoQ
Shares Held
18
+125.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 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, 2026Wealth Preservation Advisors, LLC holds $268,239 across 1 Utilities - Independent Power Producers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
1,080 | $268,239 |
All Filings in NRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,630 | 18 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,273 | 8 | Shares | Sole | 2026-02-23 | |
| 2025-03-31 | $954 | 10 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||