Position in NRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$312,276
-$66,665 QoQ
Shares Held
2,138
-17.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#665
of 1,015 holders
Holding Since
Dec 2024
7 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, 2026Financial Life Planners holds $331,525 across 3 Utilities - Independent Power Producers names. NRG ranks #1 (94.2% of the industry book) .
All Filings in NRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,276 | 2,138 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $378,941 | 2,593 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $470,394 | 2,954 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $434,673 | 2,684 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $450,587 | 2,806 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $225,476 | 2,362 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $191,356 | 2,121 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||