ADVISORY RESEARCH INC

Position in NRG — Nrg Energy, Inc.

CIK 902584 CHICAGO, IL

Position in NRG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,750,236

+$11,317 QoQ

Shares Held

11,983

+0.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#374

of 1,019 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

ADVISORY RESEARCH INC holds $1,750,236 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	11,983	$1,750,236

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,750,236	11,983	+0.7%	Shares	Sole	2026-08-13
2026-03-31	$1,738,919	11,899	+7.1%	Shares	Sole	2026-05-14
2025-12-31	$1,769,634	11,113	+5.6%	Shares	Sole	2026-02-13
2025-09-30	$1,704,361	10,524	+4.1%	Shares	Sole	2025-11-13
2025-06-30	$1,623,463	10,110	+7.3%	Shares	Sole	2025-08-13
2025-03-31	$899,424	9,422	+0.3%	Shares	Sole	2025-05-14
2024-12-31	$847,707	9,396	+0.5%	Shares	Sole	2025-02-13
2024-09-30	$851,329	9,345	-3.3%	Shares	Sole	2024-11-14
2024-06-30	$752,205	9,661	-45.1%	Shares	Sole	2024-08-13
2024-03-31	$1,190,802	17,592	-33.4%	Shares	Sole	2024-05-14
2023-12-31	$1,366,172	26,425	+34.9%	Shares	Sole	2024-02-13
2023-09-30	$754,375	19,584	-3.9%	Shares	Sole	2023-11-13
2023-06-30	$762,045	20,381	+4.3%	Shares	Sole	2023-08-14
2023-03-31	$670,369	19,550	+117.4%	Shares	Sole	2023-05-12
2022-12-31	$286,157	8,993	0.0%	Shares	Sole	2023-02-13
2022-09-30	$344,162	8,993	+0.4%	Shares	Sole	2022-11-15
2022-06-30	$341,850	8,956	+0.0%	Shares	Sole	2022-08-17
2022-03-31	$343,475	8,954	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.