Position in NRG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$7,741
-$24,375 QoQ
Shares Held
53
-73.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#919
of 1,015 holders
Holding Since
Jun 2025
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, 2026Fourth Dimension Wealth, LLC holds $124,379 across 4 Utilities - Independent Power Producers names. NRG ranks #3 (6.2% 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 | $7,741 | 53 | Shares | Sole | 2026-07-31 | |
| 2025-06-30 | $32,116 | 200 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||