Position in NRG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,336
+$729 QoQ
Shares Held
16
+45.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#964
of 1,015 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $259,624 across 3 Utilities - Independent Power Producers names. NRG ranks #3 (0.9% of the industry book) .
All Filings in NRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,336 | 16 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,607 | 11 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,751 | 11 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,105 | 13 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,408 | 15 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $477 | 5 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||