Position in NRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$366,026
+$30,197 QoQ
Shares Held
2,506
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#632
of 1,019 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $1,644,813 across 3 Utilities - Independent Power Producers names. NRG ranks #3 (22.3% 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 | $366,026 | 2,506 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $335,829 | 2,298 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $388,386 | 2,439 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $362,768 | 2,240 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $361,786 | 2,253 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $216,312 | 2,266 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $261,006 | 2,893 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||