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NRG Energy shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of NRG Energy (NRG) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in NRG Energy

Tip: Access up to 7 years of quarterly data

All positions including NRG Energy held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in NRG Energy by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $228k 1.4k 159.24
2025-06-30 $214k 1.3k 160.58

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding NRG Energy

Vanguard Group
BlackRock
FMR
State Street Corporation
Victory Capital Management
Franklin Resources
Geode Capital Management
Invesco
Lyrical Asset Management
Dimensional Fund Advisors
Northern Trust
Capital World Investors
Robeco Investment Management
Appaloosa
Citadel Advisors

View all funds holding NRG Energy