Modern Wealth Management, LLC

Position in NRG — Nrg Energy, Inc.

CIK 2001900 KANSAS CITY, MO

Position in NRG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$311,398

+$55,655 QoQ

Shares Held

2,132

+21.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#667

of 1,015 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Utilities · as of Jun 30, 2026

Modern Wealth Management, LLC holds $2,350,582 across 3 Utilities - Independent Power Producers names. NRG ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	6,931	$1,721,450
2	VST	Vistra Corp.	2,003	$317,734
3	NRG	Nrg Energy, Inc. This page	2,132	$311,398

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,398	2,132	+21.8%	Shares	Other	2026-08-14
2026-03-31	$255,743	1,750	—	Shares	Other	2026-05-14
No filing history on record for this holder in this stock.