Position in NRG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$730,553
-$24,881 QoQ
Shares Held
4,999
+5.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in NRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Global Financial Private Client, LLC holds $533,948 across 1 Utilities - Independent Power Producers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
3,366 | $533,948 |
All Filings in NRG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $730,553 | 4,999 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $755,434 | 4,744 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $770,557 | 4,758 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $492,819 | 3,069 | Shares | Other | 2025-07-10 | |
| 2025-03-31 | $4,773 | 50 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,984 | 22 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,002 | 11 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||