Position in NRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$213,101
-$5,524 QoQ
Shares Held
1,459
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#756
of 1,019 holders
Holding Since
Jun 2025
4 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, 2026SUMMIT WEALTH GROUP LLC / CO holds $213,101 across 1 Utilities - Independent Power Producers name. NRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NRG |
Nrg Energy, Inc.
This page
|
1,459 | $213,101 |
All Filings in NRG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,101 | 1,459 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $218,625 | 1,496 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $227,553 | 1,429 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $214,213 | 1,334 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||