Position in NRG
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$214,971
-$17,200 QoQ
Shares Held
1,471
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026PDS Planning, Inc holds $926,681 across 3 Utilities - Independent Power Producers names.
All Filings in NRG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $214,971 | 1,471 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $232,171 | 1,458 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $226,406 | 1,398 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $245,687 | 1,530 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||