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Disclosery

NewEdge Wealth, LLC: NRG position timeline

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

NewEdge Wealth, LLC held 377,841 NRG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 377,841 shares
    Change vs previous 13F +22,994 shares

    0.56% of the 13F portfolio, value $55,187,519.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 354,847 shares
    Change vs previous 13F +16,746 shares

    0.62% of the 13F portfolio, value $51,857,403.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 338,101 shares
    Change vs previous 13F +3,142 shares

    0.61% of the 13F portfolio, value $53,839,151.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 334,959 shares
    Change vs previous 13F +38,603 shares

    0.83% of the 13F portfolio, value $58,011,569.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 296,356 shares
    Change vs previous 13F +56,328 shares

    0.71% of the 13F portfolio, value $45,407,689.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 240,028 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $22,913,085.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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