Compound Planning, Inc.

Position in NRG — Nrg Energy, Inc.

CIK 1978879 NEW YORK, NY

Position in NRG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$242,604

-$10,217 QoQ

Shares Held

1,661

-4.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#722

of 1,015 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Compound Planning, Inc. holds $4,783,973 across 5 Utilities - Independent Power Producers names. NRG ranks #5 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKLO	Oklo Inc.	48,147	$2,519,532
2	CEG	Constellation Energy Corp	4,534	$1,126,109
3	VST	Vistra Corp.	3,561	$564,881
4	TLN	Talen Energy Corp	861	$330,847
5	NRG	Nrg Energy, Inc. This page	1,661	$242,604

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,604	1,661	-4.0%	Shares	Sole	2026-08-04
2026-03-31	$252,821	1,730	-12.8%	Shares	Other	2026-05-14
2025-12-31	$315,772	1,983	+13.6%	Shares	Defined	2026-02-19
2025-09-30	$282,602	1,745	+8.9%	Shares	Sole	2025-11-10
2025-06-30	$257,249	1,602	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.