Position in NRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,620,680
-$21,931 QoQ
Shares Held
38,482
-0.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#244
of 1,015 holders
Holding Since
Jun 2024
9 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, 2026Frank, Rimerman Advisors LLC holds $7,252,832 across 3 Utilities - Independent Power Producers names. NRG ranks #1 (77.5% of the industry book) .
All Filings in NRG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,620,680 | 38,482 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,642,611 | 38,611 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,127,236 | 38,478 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $6,231,026 | 38,475 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,175,746 | 38,459 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,736,781 | 39,145 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,502,791 | 38,825 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,536,957 | 38,825 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,021,824 | 38,811 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||