Position in NRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,314
+$584 QoQ
Shares Held
9
+80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#981
of 1,015 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Cornerstone Financial Management LLC holds $48,205 across 6 Utilities - Independent Power Producers names. NRG ranks #5 (2.7% of the industry book) .
All Filings in NRG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,314 | 9 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $730 | 5 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $796 | 5 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||