Position in NRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$247,717
-$760,795 QoQ
Shares Held
1,696
-75.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#714
of 1,015 holders
Holding Since
Mar 2025
6 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, 2026VestGen Advisors, LLC holds $5,129,083 across 4 Utilities - Independent Power Producers names. NRG ranks #4 (4.8% of the industry book) .
All Filings in NRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,717 | 1,696 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,008,512 | 6,901 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $221,980 | 1,394 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $424,470 | 2,621 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $511,126 | 3,183 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $290,389 | 3,042 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||