Position in NRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,471
+$1,018 QoQ
Shares Held
58
+13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#910
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, 2026Rialto Wealth Management, LLC holds $173,941 across 4 Utilities - Independent Power Producers names. NRG ranks #2 (4.9% 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 | $8,471 | 58 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,453 | 51 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,325 | 46 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $7,287 | 45 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,583 | 41 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,431 | 15 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||