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Disclosery

AE Wealth Management LLC: NRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on NRG, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 7,467 NRG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,467 shares
    Change vs previous 13F -10,714 shares

    0.01% of the 13F portfolio, value $1,090,736.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    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 18,181 shares
    Change vs previous 13F +1,537 shares

    0.01% of the 13F portfolio, value $2,657,001.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    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 16,644 shares
    Change vs previous 13F -1,482 shares

    0.02% of the 13F portfolio, value $2,650,373.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    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 18,126 shares
    Change vs previous 13F +1,419 shares

    0.02% of the 13F portfolio, value $2,935,531.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    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 16,707 shares
    Change vs previous 13F -130,384 shares

    0.02% of the 13F portfolio, value $2,683,015.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    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 147,091 shares
    Change vs previous 13F -17,790 shares

    0.12% of the 13F portfolio, value $14,041,199.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    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 164,881 shares
    Change vs previous 13F +17,054 shares

    0.13% of the 13F portfolio, value $14,875,513.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    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 147,827 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $13,466,994.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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