Position in NRG
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$2,629
+$2,045 QoQ
Shares Held
18
+350.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#958
of 1,015 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Dogwood Wealth Management LLC holds $23,609 across 4 Utilities - Independent Power Producers names. NRG ranks #4 (11.1% of the industry book) .
All Filings in NRG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,629 | 18 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $584 | 4 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,821 | 24 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $485 | 3 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $481 | 3 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||