Position in NRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,752
-$1 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#977
of 1,019 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, 2026Birchwood Financial Partners, Inc. holds $68,563 across 2 Utilities - Independent Power Producers names. NRG ranks #2 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
269 | $66,811 | |
| 2 | NRG |
Nrg Energy, Inc.
This page
|
12 | $1,752 |
All Filings in NRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,752 | 12 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,753 | 12 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,910 | 12 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||