LRI Investments, LLC

Position in NRG — Nrg Energy, Inc.

CIK 2023325 PALM BEACH GARDENS, FL

Position in NRG

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

Position Value

$183,305

+$159,046 QoQ

Shares Held

1,255

+656.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#774

of 1,015 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

LRI Investments, LLC holds $815,505 across 4 Utilities - Independent Power Producers names. NRG ranks #3 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TLN	Talen Energy Corp	1,001	$384,644
2	CEG	Constellation Energy Corp	846	$210,120
3	NRG	Nrg Energy, Inc. This page	1,255	$183,305
4	VST	Vistra Corp.	236	$37,436

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$183,305	1,255	+656.0%	Shares	Sole	2026-07-14
2026-03-31	$24,259	166	+4050.0%	Shares	Sole	2026-04-30
2025-12-31	$636	4	-91.8%	Shares	Sole	2026-02-04
2025-09-30	$7,935	49	-62.0%	Shares	Sole	2025-11-03
2025-03-31	$12,314	129	—	Shares	Sole	2025-05-01
No filing history on record for this holder in this stock.