Position in NRG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$75,554
+$15,203 QoQ
Shares Held
517
+36.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Root Financial Partners, LLC holds $232,474 across 1 Utilities - Independent Power Producers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
936 | $232,474 |
All Filings in NRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,554 | 517 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $60,351 | 379 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $73,687 | 455 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||