Position in NRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,314
-$1 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#982
of 1,015 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $24,504 across 4 Utilities - Independent Power Producers names. NRG ranks #4 (5.4% of the industry book) .
All Filings in NRG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,314 | 9 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,315 | 9 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,433 | 9 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,457 | 9 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,445 | 9 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $859 | 9 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $811 | 9 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $819 | 9 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $700 | 9 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $609 | 9 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $465 | 9 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||