Position in NRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$969,108
+$535,219 QoQ
Shares Held
6,635
+123.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#449
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, 2026Athena Wealth Management, LLC holds $969,108 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
|
6,635 | $969,108 |
All Filings in NRG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $969,108 | 6,635 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $433,889 | 2,969 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $322,620 | 2,026 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||