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Perigon Wealth Management, LLC: NRG position timeline

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

Perigon Wealth Management, LLC held 7,351 NRG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,351 shares
    Change vs previous 13F -362 shares

    0.02% of the 13F portfolio, value $1,073,705.

    13F-HR 0001951757-26-001189 filed by Perigon 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 7,713 shares
    Change vs previous 13F +71 shares

    0.02% of the 13F portfolio, value $1,127,194.

    13F-HR 0001951757-26-000567 filed by Perigon 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 7,642 shares
    Change vs previous 13F -354 shares

    0.02% of the 13F portfolio, value $1,216,927.

    13F-HR 0001951757-26-000202 filed by Perigon 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 7,996 shares
    Change vs previous 13F -395 shares

    0.03% of the 13F portfolio, value $1,294,966.

    13F-HR 0001951757-25-001161 filed by Perigon 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 8,391 shares
    Change vs previous 13F -658 shares

    0.03% of the 13F portfolio, value $1,347,438.

    13F-HR 0001951757-25-000869 filed by Perigon 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 9,049 shares
    Change vs previous 13F +666 shares

    0.02% of the 13F portfolio, value $863,822.

    13F-HR 0001951757-25-000439 filed by Perigon 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 8,383 shares
    Change vs previous 13F -7 shares

    0.02% of the 13F portfolio, value $888,603.

    13F-HR 0001951757-25-000106 filed by Perigon 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 8,390 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $764,332.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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