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NRG Energy, Inc.

NRG
Exchange
NYSE
Industry
Electric Services
SEC CIK
0001013871

In the last 90 days, NRG Energy, Inc. insiders filed 0 open-market purchases and 2 sales; 1,024 institutions reported holding it in 13F filings for Q2 2026, worth $28.8B in total; Appaloosa is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in NRG Energy, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
487
No complete 13F data for Q4 2020
Shares held
237.2M
No complete 13F data for Q4 2020
Total value
$8.94B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting NRG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 487 institutions
Q1 2021: 487 institutionsQ2 2021: 492 institutionsQ3 2021: 519 institutionsQ4 2021: 514 institutionsQ1 2022: 539 institutionsQ2 2022: 560 institutionsQ3 2022: 562 institutionsQ4 2022: 580 institutionsQ1 2023: 546 institutionsQ2 2023: 561 institutionsQ3 2023: 554 institutionsQ4 2023: 602 institutionsQ1 2024: 643 institutionsQ2 2024: 743 institutionsQ3 2024: 779 institutionsQ4 2024: 820 institutionsQ1 2025: 852 institutionsQ2 2025: 1,017 institutionsQ3 2025: 1,049 institutionsQ4 2025: 1,073 institutionsQ1 2026: 1,067 institutionsQ2 2026: 1,024 institutions
Value heldQ1 2021: $8.94B
Q1 2021: $8.94BQ2 2021: $9.65BQ3 2021: $9.69BQ4 2021: $10.2BQ1 2022: $8.89BQ2 2022: $9.15BQ3 2022: $9.01BQ4 2022: $7.26BQ1 2023: $7.85BQ2 2023: $8.63BQ3 2023: $8.94BQ4 2023: $11.2BQ1 2024: $14.1BQ2 2024: $15.7BQ3 2024: $18.2BQ4 2024: $17.6BQ1 2025: $18.1BQ2 2025: $29.5BQ3 2025: $28.7BQ4 2025: $28.5BQ1 2026: $28.7BQ2 2026: $28.8B
Institutions holding NRG and their total value by quarter
QuarterHoldersValue
Q2 20261,024$28.8B
Q1 20261,067$28.7B
Q4 20251,073$28.5B
Q3 20251,049$28.7B
Q2 20251,017$29.5B
Q1 2025852$18.1B
Q4 2024820$17.6B
Q3 2024779$18.2B
Q2 2024743$15.7B
Q1 2024643$14.1B
Q4 2023602$11.2B
Q3 2023554$8.94B
Q2 2023561$8.63B
Q1 2023546$7.85B
Q4 2022580$7.26B
Q3 2022562$9.01B
Q2 2022560$9.15B
Q1 2022539$8.89B
Q4 2021514$10.2B
Q3 2021519$9.69B
Q2 2021492$9.65B
Q1 2021487$8.94B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding NRG Energy, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding NRG in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank18$00.00%––
First Manhattan Co17$00.00%––
Hudock, Inc.6$00.00%––
Carroll Financial Associates, Inc.10$00.00%––
Mascoma Wealth Management LLC2$00.00%––
BDO Wealth Advisors, LLC3$00.00%––
WealthShield Partners, LLC6$00.00%––
Trustcore Financial Services, LLC2$00.00%––
Coastal Capital Group, Inc.3$00.00%––
Liberty Wealth Management LLC22$00.00%––
Arkadios Wealth Advisors25$00.00%––
Lumature Wealth Partners, LLC1$00.00%––
Sofos Investments, Inc.17$6460.01%––
Tucker Asset Management LLC25$9430.00%––
Cullen/Frost Bankers, Inc.25$1.00K0.00%––
Creative Financial Designs Inc17$1.00K0.00%––
HM Payson & Co25$1.00K0.00%––
Massmutual Trust Co FSB19$1.00K0.00%––
AdvisorNet Financial, Inc14$1.00K0.00%––
Sandy Spring Bank18$1.00K0.00%––
Oakworth Capital, Inc.34$1.00K0.00%––
Tarbox Family Office, Inc.16$1.00K0.00%––
MPS Loria Financial Planners, LLC36$1.00K0.00%––
Crewe Advisors LLC14$1.00K0.00%––
Cedar Mountain Advisors, LLC18$1.00K0.00%––
Carolinas Wealth Consulting LLC29$1.00K0.00%––
DB Wealth Management Group, LLC24$1.00K0.00%––
Raffa Wealth Management, LLC33$1.25K0.00%––
Anchor Investment Management, LLC38$1.43K0.00%––
Brown Brothers Harriman & Co65$2.00K0.00%––
Valley National Advisers Inc61$2.00K0.00%––
Atwood & Palmer Inc65$2.00K0.00%––
Wealthcare Capital Management LLC56$2.00K0.00%––
Gradient Investments LLC55$2.00K0.00%––
Sugarloaf Wealth Management, LLC58$2.00K0.00%––
Evolution Wealth Advisors, LLC65$2.00K0.00%––
Joseph P. Lucia & Associates, LLC40$2.00K0.00%––
Heritage Wealth Management, LLC43$2.00K0.00%––
Clearview Wealth Advisors LLC41$2.00K0.00%––
Prentice Wealth Management LLC66$2.00K0.00%––
Sutton Wealth Advisors Inc.72$2.72K0.00%––
Central Trust Co73$3.00K0.00%––
North Star Investment Management Corp.76$3.00K0.00%––
Holloway Wealth Management, LLC–$3.00K0.00%––
Global Retirement Partners, LLC92$3.00K0.00%––
CVA Family Office, LLC90$3.00K0.00%––
KEMPER Corp118$4.00K0.00%––
Enterprise Financial Services Corp100$4.00K0.00%––
Credit Agricole S A116$4.00K0.00%––
Baystate Wealth Management LLC104$4.00K0.00%––
JNBA Financial Advisors114$4.00K0.00%––
Wealthcare Advisory Partners LLC100$4.00K0.00%––
Farmers & Merchants Trust Co of Chambersburg PA100$4.00K0.00%––
Geneos Wealth Management Inc.132$4.00K0.00%––
HighMark Wealth Management LLC100$4.00K0.00%––
Sound Income Strategies, LLC124$4.68K0.00%––
Sun Life Financial INC143$5.00K0.00%––
NewSquare Capital LLC140$5.00K0.00%––
Glassman Wealth Services133$5.00K0.00%––
Capital Advisory Group Advisory Services, LLC142$5.00K0.00%––
Concord Wealth Partners138$5.00K0.00%––
Earnest Partners LLC169$6.00K0.00%––
Whittier Trust Co168$6.00K0.00%––
Farmers & Merchants Investments Inc159$6.00K0.00%––
AGF Investments LLC172$6.00K0.00%––
Prestige Wealth Management Group LLC157$6.00K0.00%––
First Horizon Corp199$7.00K0.00%––
Princeton Global Asset Management LLC184$7.00K0.00%––
Evoke Wealth, LLC190$7.00K0.00%––
Wolff Wiese Magana LLC191$7.00K0.01%––
Meridian Wealth Partners, LLC218$8.00K0.00%––
CWM, LLC224$9.00K0.00%––
IFP Advisors, Inc240$9.00K0.00%––
Berman Capital Advisors, LLC250$9.00K0.00%––
Parkside Financial Bank & Trust270$10.0K0.00%––
Stonebridge Capital Advisors LLC275$10.0K0.00%––
BerganKDV Wealth Management, LLC255$10.0K0.00%––
Loomis Sayles & Co L P288$11.0K0.00%––
Valeo Financial Advisors, LLC297$11.0K0.00%––
Brewin Dolphin Ltd317$12.0K0.00%––
NVWM, LLC328$12.0K0.00%––
TCI Wealth Advisors, Inc.366$14.0K0.01%––
CX Institutional369$14.0K0.00%––
Spire Wealth Management375$14.0K0.00%––
Country Trust Bank431$16.0K0.00%––
Harvest Fund Management Co., Ltd432$16.0K0.00%––
Hexagon Capital Partners LLC428$16.0K0.00%––
Pin Oak Investment Advisors Inc500$19.0K0.02%––
First Horizon Advisors, Inc.525$19.0K0.00%––
Sage Mountain Advisors LLC503$19.0K0.00%––
Gemmer Asset Management LLC609$23.0K0.00%––
Cedar Wealth Management, LLC701$26.0K0.01%––
Human Investing LLC698$26.0K0.01%––
Proequities, Inc.706$27.0K0.00%––
Zions Bancorporation, N.A.741$28.0K0.00%––
McIlrath & Eck, LLC821$31.0K0.01%––
MBM Wealth Consultants, LLC852$32.0K0.02%––
Hoover Financial Advisors, Inc.1,000$35.0K0.01%––
Harbour Investments, Inc.954$36.0K0.00%––
O'Shaughnessy Asset Management, LLC991$37.0K0.00%––