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Steward Partners Investment Advisory, LLC: NRG position timeline

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

Steward Partners Investment Advisory, LLC held 149,138 NRG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,138 shares
    Change vs previous 13F +2,792 shares

    0.11% of the 13F portfolio, value $21,783,140.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 146,346 shares
    Change vs previous 13F +82,973 shares

    0.11% of the 13F portfolio, value $21,386,978.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 63,373 shares
    Change vs previous 13F +3,168 shares

    0.06% of the 13F portfolio, value $10,091,571.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 60,205 shares
    Change vs previous 13F -14,259 shares

    0.06% of the 13F portfolio, value $9,750,223.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 74,464 shares
    Change vs previous 13F -268 shares

    0.09% of the 13F portfolio, value $11,957,374.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 74,732 shares
    Change vs previous 13F -1,237 shares

    0.06% of the 13F portfolio, value $7,133,932.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 75,969 shares
    Change vs previous 13F +2,462 shares

    0.06% of the 13F portfolio, value $6,853,926.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 73,507 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,696,464.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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