Mowery & Schoenfeld Wealth Management, LLC
Position in NRG — Nrg Energy, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in NRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,258
-$3 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#930
of 1,015 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $233,261 across 2 Utilities - Independent Power Producers names. NRG ranks #2 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
918 | $228,003 | |
| 2 | NRG |
Nrg Energy, Inc.
This page
|
36 | $5,258 |
All Filings in NRG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,258 | 36 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,261 | 36 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,732 | 36 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,830 | 36 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,780 | 36 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,436 | 36 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,608 | 40 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||