Position in NRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,943
-$1,171 QoQ
Shares Held
27
-22.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#945
of 1,015 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in NRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026JPL Wealth Management, LLC holds $79,971 across 5 Utilities - Independent Power Producers names. NRG ranks #3 (4.9% of the industry book) .
All Filings in NRG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,943 | 27 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,114 | 35 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $4,372 | 27 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||