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Disclosery

Focus Partners Wealth: NRG position timeline

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

Focus Partners Wealth held 251,916 NRG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 251,916 shares
    Change vs previous 13F +141,208 shares

    0.03% of the 13F portfolio, value $36,779,112.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 248,774 shares
    • Focus Partners Advisor Solutions, LLC: 3,142 shares

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

  2. period ended2026-03-31
    13F 110,708 shares
    Change vs previous 13F +2,283 shares

    0.02% of the 13F portfolio, value $16,179,003.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 108,425 shares
    Change vs previous 13F +57,361 shares

    0.02% of the 13F portfolio, value $17,265,635.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 51,064 shares
    Change vs previous 13F -1,590 shares

    0.01% of the 13F portfolio, value $8,269,994.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 52,654 shares
    Change vs previous 13F +935 shares

    0.02% of the 13F portfolio, value $8,455,198.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 51,719 shares
    Change vs previous 13F -3,057 shares

    0.01% of the 13F portfolio, value $4,937,088.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 54,776 shares
    Change vs previous 13F -143,822 shares

    0.01% of the 13F portfolio, value $4,942,018.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 198,598 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,046,375.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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