Wealth Enhancement Trust Services, Inc.

Position in NRG — Nrg Energy, Inc.

CIK 2067696 SIOUX FALLS, SD

Back to NRG Full portfolio

Position in NRG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$17,819

+$14,604 QoQ

Shares Held

122

+454.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#874

of 1,015 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Common Shares in NRG Over Time

Shares Held

Position Value (USD)

Position in Utilities - Independent Power Producers

Utilities · as of Jun 30, 2026

Wealth Enhancement Trust Services, Inc. holds $84,503 across 4 Utilities - Independent Power Producers names. NRG ranks #2 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VST	Vistra Corp.	296	$46,954
2	NRG	Nrg Energy, Inc. This page	122	$17,819
3	OKLO	Oklo Inc.	333	$17,425
4	TLN	Talen Energy Corp	6	$2,305

All Filings in NRG

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,819	122	+454.5%	Shares	Defined	2026-07-22
2026-03-31	$3,215	22	0.0%	Shares	Defined	2026-04-08
2025-12-31	$3,503	22	—	Shares	Defined	2026-01-27
No filing history on record for this holder in this stock.