Comprehensive Financial Planning, Inc./PA

Position in NRG — Nrg Energy, Inc.

CIK 2044855 EAST PETERSBURG, PA

Back to NRG Full portfolio

Position in NRG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$320,601

+$10,054 QoQ

Shares Held

2,195

+3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#658

of 1,015 holders

Holding Since

Sep 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, 2026

Comprehensive Financial Planning, Inc./PA holds $632,050 across 3 Utilities - Independent Power Producers names. NRG ranks #1 (50.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NRG	Nrg Energy, Inc. This page	2,195	$320,601
2	VST	Vistra Corp.	1,744	$276,650
3	OKLO	Oklo Inc.	665	$34,799

All Filings in NRG

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4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$320,601	2,195	+3.3%	Shares	Sole	2026-08-10
2026-03-31	$310,547	2,125	+46.2%	Shares	Sole	2026-04-07
2025-12-31	$231,375	1,453	+32.1%	Shares	Sole	2026-02-11
2025-09-30	$178,145	1,100	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.