Position in NRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,739,136
+$1,420,816 QoQ
Shares Held
11,907
+495.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#375
of 1,015 holders
Holding Since
Jun 2025
4 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, 2026Diversify Advisory Services, LLC holds $21,576,995 across 5 Utilities - Independent Power Producers names. NRG ranks #3 (8.1% of the industry book) .
All Filings in NRG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,739,136 | 11,907 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $318,320 | 1,999 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $303,008 | 1,871 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $300,605 | 1,872 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||