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Disclosery

HCR Wealth Advisors: NRG position timeline

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

HCR Wealth Advisors held 22,245 NRG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,245 shares
    Change vs previous 13F -333 shares

    0.29% of the 13F portfolio, value $3,249,178.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 22,578 shares
    Change vs previous 13F +165 shares

    0.34% of the 13F portfolio, value $3,299,593.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 22,413 shares
    Change vs previous 13F -123 shares

    0.35% of the 13F portfolio, value $3,569,081.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 22,536 shares
    Change vs previous 13F +16 shares

    0.39% of the 13F portfolio, value $3,770,298.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 22,520 shares
    Change vs previous 13F -1,465 shares

    0.43% of the 13F portfolio, value $3,616,273.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 23,985 shares
    Change vs previous 13F +19,057 shares

    0.3% of the 13F portfolio, value $2,289,608.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 4,928 shares
    Change vs previous 13F +1,360 shares

    0.06% of the 13F portfolio, value $444,604.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 3,568 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $325,044.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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