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U.S. Capital Wealth Advisors, LLC: NRG position timeline

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

U.S. Capital Wealth Advisors, LLC held 4,115 NRG shares at 2026-03-31 per its 13F-HR filed 2026-04-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 4,115 shares
    Change vs previous 13F -13,899 shares

    0.02% of the 13F portfolio, value $601,374.

    13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 18,014 shares
    Change vs previous 13F -1,399 shares

    0.07% of the 13F portfolio, value $2,868,549.

    13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 19,413 shares
    Change vs previous 13F +16,485 shares

    0.08% of the 13F portfolio, value $3,143,935.

    13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 2,928 shares
    Change vs previous 13F -32,732 shares

    0.01% of the 13F portfolio, value $470,178.

    13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 35,660 shares
    Change vs previous 13F +548 shares

    0.1% of the 13F portfolio, value $3,404,104.

    13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 35,112 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,167,805.

    13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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