Position in NRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$421,821
+$646 QoQ
Shares Held
2,888
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#603
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, 2026Southern Financial Group, LLC holds $421,821 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
|
2,888 | $421,821 |
All Filings in NRG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,821 | 2,888 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $421,175 | 2,882 | Shares | Sole | 2026-06-18 | |
| 2025-12-31 | $464,025 | 2,914 | Shares | Sole | 2026-06-18 | |
| No filing history on record for this holder in this stock. | ||||||