Synergy Investment Management, LLC
Position in NRG — Nrg Energy, Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in NRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$64,558
-$22,395 QoQ
Shares Held
442
-25.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#815
of 1,015 holders
Holding Since
Mar 2026
2 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, 2026Synergy Investment Management, LLC holds $134,115 across 4 Utilities - Independent Power Producers names. NRG ranks #1 (48.1% of the industry book) .
All Filings in NRG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,558 | 442 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $86,953 | 595 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||