Position in NRG
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$205,765
-$15,260 QoQ
Shares Held
1,408
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Meriwether Wealth & Planning, LLC holds $922,287 across 4 Utilities - Independent Power Producers names.
All Filings in NRG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,765 | 1,408 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $221,025 | 1,388 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $225,272 | 1,391 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $224,972 | 1,401 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||