Position in NRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,629
+$145 QoQ
Shares Held
18
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#957
of 1,015 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $134,516 across 4 Utilities - Independent Power Producers names. NRG ranks #4 (2.0% of the industry book) .
All Filings in NRG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,629 | 18 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,484 | 17 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,707 | 17 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $2,753 | 17 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $2,729 | 17 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $1,622 | 17 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $1,533 | 17 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||