KINGSWOOD WEALTH ADVISORS, LLC

Position in NRG — Nrg Energy, Inc.

CIK 1987855 SAN DIEGO, CA

Position in NRG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$354,487

+$37,364 QoQ

Shares Held

2,427

+11.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#635

of 1,019 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $4,043,710 across 5 Utilities - Independent Power Producers names. NRG ranks #5 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	5,855	$1,454,206
2	VST	Vistra Corp.	5,630	$893,086
3	TLN	Talen Energy Corp	2,063	$792,728
4	OKLO	Oklo Inc.	10,495	$549,203
5	NRG	Nrg Energy, Inc. This page	2,427	$354,487

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$354,487	2,427	+11.8%	Shares	Sole	2026-07-27
2026-03-31	$317,123	2,170	+16.0%	Shares	Sole	2026-04-28
2025-12-31	$297,778	1,870	+21.7%	Shares	Sole	2026-01-28
2025-09-30	$248,917	1,537	-93.4%	Shares	Sole	2025-10-23
2025-06-30	$3,722,083	23,179	-2.2%	Shares	Sole	2025-07-23
2025-03-31	$2,261,351	23,689	+4.6%	Shares	Sole	2025-07-25
2024-12-31	$2,043,122	22,646	+12.6%	Shares	Sole	2025-01-22
2024-09-30	$1,832,476	20,115	-11.8%	Shares	Sole	2024-10-21
2024-06-30	$1,775,519	22,804	-2.0%	Shares	Sole	2024-07-09
2024-03-31	$1,574,943	23,267	+0.8%	Shares	Sole	2024-04-15
2023-12-31	$1,193,908	23,093	-0.1%	Shares	Sole	2024-01-16
2023-09-30	$890,505	23,118	0.0%	Shares	Sole	2023-10-24
2023-06-30	$864,382	23,118	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.