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Quantum Financial Advisors, LLC

SEC CIK
0001929139
Latest filing
Jul 8, 2026

NRG holding history

NRG Energy, Inc. in every 13F filed by Quantum Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NRG overviewAll 13F holders of NRGFull Q2 2026 holdings

Shares (Q2 2026)
1,470
Value
$214.6K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of NRG by Quantum Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,470$214.6K<0.1%−1−0.1%ReducedHolders
Q1 20261,471$214.9K<0.1%−1−0.1%ReducedHolders
Q4 20251,472$234.3K<0.1%+2+0.1%AddedHolders
Q3 20251,470$238.0K<0.1%00.0%UnchangedHolders
Q2 20251,470$236.0K<0.1%+1,470NewHolders