Clearstead Advisors, LLC

Position in NRG — Nrg Energy, Inc.

CIK 842775 CLEVELAND, OH

Position in NRG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$249,762

+$215,127 QoQ

Shares Held

1,710

+621.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#713

of 1,015 holders

Holding Since

Mar 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Clearstead Advisors, LLC holds $3,357,915 across 5 Utilities - Independent Power Producers names. NRG ranks #4 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	8,793	$2,183,917
2	VST	Vistra Corp.	3,839	$608,980
3	TLN	Talen Energy Corp	765	$293,958
4	NRG	Nrg Energy, Inc. This page	1,710	$249,762
5	OKLO	Oklo Inc.	407	$21,298

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,762	1,710	+621.5%	Shares	Sole	2026-08-06
2026-03-31	$34,635	237	-63.9%	Shares	Sole	2026-05-06
2025-12-31	$104,461	656	+84.8%	Shares	Sole	2026-02-09
2025-09-30	$57,492	355	-41.8%	Shares	Sole	2025-11-10
2025-06-30	$97,953	610	+70.4%	Shares	Sole	2025-08-08
2025-03-31	$34,174	358	+23.0%	Shares	Sole	2025-05-13
2024-12-31	$26,254	291	+2.1%	Shares	Sole	2025-02-10
2024-09-30	$25,963	285	+1935.7%	Shares	Sole	2024-11-13
2023-12-31	$723	14	-70.8%	Shares	Sole	2024-02-12
2023-03-31	$1,645	48	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.