Position in NRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$21,616
-$12 QoQ
Shares Held
148
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#862
of 1,015 holders
Holding Since
Dec 2025
3 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, 2026United Financial Planning Group LLC holds $279,221 across 3 Utilities - Independent Power Producers names. NRG ranks #2 (7.7% of the industry book) .
All Filings in NRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,616 | 148 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $21,628 | 148 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $955 | 6 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||