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Cooper Financial Group: NRG position timeline

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

Cooper Financial Group held 5,754 NRG shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,754 shares
    Change vs previous 13F +343 shares

    0.04% of the 13F portfolio, value $550,417.

    13F-HR 0001214659-26-012638 filed by Cooper Financial Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,411 shares
    Change vs previous 13F +440 shares

    0.07% of the 13F portfolio, value $790,305.

    13F-HR 0001214659-26-008330 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,971 shares
    Change vs previous 13F -50 shares

    0.07% of the 13F portfolio, value $726,515.

    13F-HR 0001214659-26-004376 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,021 shares
    Change vs previous 13F +27 shares

    0.09% of the 13F portfolio, value $799,551.

    13F-HR 0001214659-26-000245 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,994 shares
    Change vs previous 13F +15 shares

    0.09% of the 13F portfolio, value $808,842.

    13F-HR 0001214659-25-014742 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,979 shares
    Change vs previous 13F -2,374 shares

    0.09% of the 13F portfolio, value $799,478.

    13F-HR 0001214659-25-010548 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,353 shares
    Change vs previous 13F +406 shares

    0.09% of the 13F portfolio, value $701,948.

    13F-HR 0001214659-25-007409 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,947 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $626,730.

    13F-HR 0001214659-25-000471 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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