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Disclosery

ADVISORY RESEARCH INC: NRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVISORY RESEARCH INC on NRG, newest first. How the timeline and the estimate are built.

ADVISORY RESEARCH INC held 11,983 NRG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,983 shares
    Change vs previous 13F +84 shares

    0.17% of the 13F portfolio, value $1,750,237.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,899 shares
    Change vs previous 13F +786 shares

    0.21% of the 13F portfolio, value $1,738,920.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,113 shares
    Change vs previous 13F +589 shares

    0.22% of the 13F portfolio, value $1,769,634.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,524 shares
    Change vs previous 13F +414 shares

    0.22% of the 13F portfolio, value $1,704,362.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,110 shares
    Change vs previous 13F +688 shares

    0.25% of the 13F portfolio, value $1,623,464.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,422 shares
    Change vs previous 13F +26 shares

    0.16% of the 13F portfolio, value $899,424.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,396 shares
    Change vs previous 13F +51 shares

    0.14% of the 13F portfolio, value $847,707.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,345 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $851,330.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).