Position in NRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,415
-$26,458 QoQ
Shares Held
85
-68.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#894
of 1,015 holders
Holding Since
Dec 2024
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, 2026Whipplewood Advisors, LLC holds $57,140 across 4 Utilities - Independent Power Producers names. NRG ranks #2 (21.7% 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 | $12,415 | 85 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $38,873 | 266 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,388 | 15 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $64,552 | 402 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $29,878 | 3,283 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $24,358 | 270 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||