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Capital Planning Advisors, LLC: NRG position timeline

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

Capital Planning Advisors, LLC held 7,255 NRG shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 7,255 shares
    Change vs previous 13F +417 shares

    0.15% of the 13F portfolio, value $1,060,246.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 6,838 shares
    Change vs previous 13F +227 shares

    0.15% of the 13F portfolio, value $1,088,883.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 6,611 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,070,651.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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