Total Wealth Planning & Management, Inc.
Position in NRG — Nrg Energy, Inc.
CIK 2058383
Ponte Vedra Beach, FL
Position in NRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,451,836
+$108,810 QoQ
Shares Held
9,940
+8.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#397
of 1,019 holders
Holding Since
Dec 2024
6 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, 2026Total Wealth Planning & Management, Inc. holds $1,709,194 across 2 Utilities - Independent Power Producers names. NRG ranks #1 (84.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NRG |
Nrg Energy, Inc.
This page
|
9,940 | $1,451,836 | |
| 2 | OKLO |
Oklo Inc.
|
4,918 | $257,358 |
All Filings in NRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,451,836 | 9,940 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,343,026 | 9,190 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,367,393 | 8,587 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $1,458,548 | 9,083 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,004,525 | 10,523 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,027,425 | 11,388 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||