CREATIVE FINANCIAL DESIGNS INC /ADV

Position in NRG — Nrg Energy, Inc.

CIK 819864 KOKOMO, IN

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Position in NRG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$141,532

+$86,876 QoQ

Shares Held

969

+159.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#785

of 1,015 holders

Holding Since

Mar 2020

26 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, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,612,778 across 6 Utilities - Independent Power Producers names. NRG ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VST	Vistra Corp.	3,170	$502,857
2	CEG	Constellation Energy Corp	1,901	$472,151
3	TLN	Talen Energy Corp	757	$290,884
4	NRG	Nrg Energy, Inc. This page	969	$141,532
5	OKLO	Oklo Inc.	2,060	$107,799
6	DGXX	Digi Power X Inc.	17,900	$97,555

All Filings in NRG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$141,532	969	+159.1%	Shares	Sole	2026-07-28
2026-03-31	$54,656	374	+55.8%	Shares	Sole	2026-04-13
2025-12-31	$38,217	240	+321.1%	Shares	Sole	2026-02-06
2025-09-30	$9,231	57	0.0%	Shares	Sole	2025-11-12
2025-06-30	$9,153	57	+62.9%	Shares	Sole	2025-08-04
2025-03-31	$3,341	35	-99.8%	Shares	Sole	2025-04-23
2024-12-31	$1,408,424	15,611	+14.6%	Shares	Sole	2025-02-10
2024-09-30	$1,241,328	13,626	+79.9%	Shares	Sole	2024-10-28
2024-06-30	$589,633	7,573	+44447.1%	Shares	Sole	2024-08-06
2024-03-31	$1,150	17	0.0%	Shares	Sole	2024-05-01
2023-12-31	$878	17	0.0%	Shares	Sole	2024-01-10
2023-09-30	$654	17	0.0%	Shares	Sole	2023-11-14
2023-06-30	$635	17	0.0%	Shares	Sole	2023-07-26
2023-03-31	$582	17	0.0%	Shares	Sole	2023-04-25
2022-12-31	$540	17	-94.6%	Shares	Sole	2023-02-01
2022-09-30	$12,131	317	0.0%	Shares	Sole	2022-11-01
2022-06-30	$12,099	317	0.0%	Shares	Sole	2022-08-01
2022-03-31	$12,160	317	+1764.7%	Shares	Sole	2022-04-15
2021-12-31	$732	17	0.0%	Shares	Sole	2022-01-26
2021-09-30	$694	17	0.0%	Shares	Sole	2021-10-08
2021-06-30	$685	17	0.0%	Shares	Sole	2021-07-27
2021-03-31	$641	17	0.0%	Shares	Sole	2021-04-19
2020-12-31	$638	17	0.0%	Shares	Sole	2021-01-08
2020-09-30	$522	17	0.0%	Shares	Sole	2020-10-06
2020-06-30	$553	17	0.0%	Shares	Sole	2020-07-23
2020-03-31	$463	17	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.