Optivise Advisory Services LLC

SEC CIK: 0002042876
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

NRG holding history

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

NRG overview All 13F holders of NRG Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2025

Holdings of NRG by Optivise Advisory Services LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−1,670−100.0%	Sold out	Holders
Q3 2025	1,670	$270.5K	0.2%	+81+5.1%	Added	Holders
Q2 2025	1,589	$255.2K	0.1%	+1,589	New	Holders