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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, Q4 2024

Institutional positions in NRG Energy, Inc. as of Dec 31, 2024. 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
820
+56 vs. Q3 2024
Shares held
194.8M
−4.19M (−2.1%) vs. Q3 2024
Total value
$17.6B
−$553.9M (−3.1%) vs. Q3 2024
New holders
139
322 more added
Sold out
83
253 more reduced

15 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: new holders, sold out and not filed yet

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 holdersQ4 2024: 820 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 heldQ4 2024: $17.6B
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, Q4 2024

Shares, value and share of portfolio for each institution holding NRG Energy, Inc.; share changes are against Q3 2024.

Institutions holding NRG in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Winthrop Capital Management, LLC5$00.00%+5New
Oakworth Capital, Inc.1$900.00%00.0%Unchanged
Cape Investment Advisory, Inc.1$900.00%+1New
Murphy & Mullick Capital Management Corp1$900.00%+1New
Birchbrook, Inc.1$910.00%+1New
ORG Partners LLC2$1800.00%00.0%Unchanged
NewSquare Capital LLC2$1800.00%+2New
Nova Wealth Management, Inc.2$1800.00%+2New
HHM Wealth Advisors, LLC2$1810.00%+2New
TFC Financial Management3$2710.00%00.0%Unchanged
Ruedi Wealth Management, Inc.3$2710.00%00.0%Unchanged
Principia Wealth Advisory, LLC4$3610.00%+4New
SIMA Wealth Partners, LLC5$4250.00%+5New
NBC Securities, Inc.5$5130.05%−7,359−99.9%Reduced
DHJJ Financial Advisors, Ltd.6$5420.00%00.0%Unchanged
Riverview Trust Co7$6320.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.8$7220.00%+8New
Valued Wealth Advisors LLC9$8120.00%00.0%Unchanged
Colonial Trust Co9$8120.00%+6+200.0%Added
Parkworth Wealth Management, Inc.9$8120.00%+9New
Legacy Investment Solutions, LLC8$8250.00%00.0%Unchanged
Legacy Wealth Managment, LLC8$8250.00%00.0%Unchanged
Clark Wealth Partners10$9020.00%+10New
Valley National Advisers Inc15$1.00K0.00%+1+7.1%Added
Lazard Asset Management LLC22$1.00K0.00%+9+69.2%Added
Avion Wealth18$1.00K0.00%+5+38.5%Added
Old Second National Bank of Aurora12$1.08K0.00%+12New
New Millennium Group LLC13$1.17K0.00%+13New
Cassady Schiller Wealth Management, LLC16$1.44K0.00%+16New
Lee Danner & Bass Inc17$1.53K0.00%+17New
Albion Financial Group17$1.53K0.00%+17New
Medallion Wealth Advisors, LLC17$1.53K0.00%+17New
Crewe Advisors LLC18$1.62K0.00%−522−96.7%Reduced
Cedar Mountain Advisors, LLC20$1.77K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC20$1.80K0.00%00.0%Unchanged
Perkins Coie Trust Co21$1.89K0.00%00.0%Unchanged
Capital A Wealth Management, LLC21$1.90K0.00%+21New
Global Financial Private Client, LLC22$1.99K0.00%+11+100.0%Added
Decker Retirement Planning Inc.24$2.17K0.00%+24New
True Wealth Design, LLC24$2.17K0.00%+4+20.0%Added
Kayne Anderson Rudnick Investment Management LLC27$2.49K0.00%00.0%Unchanged
Cornerstone Planning Group LLC28$2.72K0.00%+4+16.7%Added
Dunhill Financial, LLC33$2.98K0.00%+1+3.1%Added
Riggs Asset Managment Co. Inc.33$3.04K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC34$3.07K0.00%00.0%Unchanged
Anchor Investment Management, LLC38$3.43K0.00%00.0%Unchanged
West Paces Advisors Inc.38$3.43K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC40$3.61K0.01%+40New
MPWM Advisory Solutions, LLC40$3.61K0.00%+40New
Raleigh Capital Management Inc.42$3.76K0.00%+42New
Abound Wealth Management42$3.79K0.00%+11+35.5%Added
Caitlin John, LLC43$3.89K0.00%00.0%Unchanged
HM Payson & Co44$3.97K0.00%−8−15.4%Reduced
Raffa Wealth Management, LLC45$4.06K0.00%−21−31.8%Reduced
Harbor Investment Advisory, LLC48$4.33K0.00%00.0%Unchanged
SJS Investment Consulting Inc.49$4.42K0.00%−7−12.5%Reduced
Main Street Group, LTD50$4.51K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.54$4.87K0.00%00.0%Unchanged
Heritage Wealth Advisors59$5.32K0.00%+10+20.4%Added
Nemes Rush Group LLC59$5.34K0.00%+8+15.7%Added
AdvisorNet Financial, Inc60$5.41K0.00%+6+11.1%Added
Wolff Wiese Magana LLC61$5.50K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC61$5.50K0.00%00.0%Unchanged
Bell Investment Advisors, Inc61$5.50K0.00%+10+19.6%Added
DT Investment Partners, LLC66$5.96K0.00%00.0%Unchanged
Sandy Spring Bank69$6.23K0.00%00.0%Unchanged
Atala Financial Inc70$6.32K0.00%+70New
Rothschild Investment LLC71$6.41K0.00%+1+1.4%Added
Pineridge Advisors LLC71$6.42K0.00%+52+273.7%Added
Iron Horse Wealth Management, LLC73$6.59K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc75$6.76K0.00%+16+27.1%Added
Eagle Bay Advisors LLC76$6.86K0.00%00.0%Unchanged
Continuum Advisory, LLC78$7.04K0.00%−46−37.1%Reduced
Rosenberg Matthew Hamilton79$7.13K0.00%00.0%Unchanged
Sound Income Strategies, LLC81$7.30K0.00%00.0%Unchanged
Sugar Maple Asset Management, LLC90$8.12K0.01%+90New
Menard Financial Group LLC94$8.48K0.01%+94New
Financial Management Professionals, Inc.98$8.84K0.00%+2+2.1%Added
Farmers & Merchants Trust Co of Chambersburg PA100$9.00K0.00%00.0%Unchanged
MCF Advisors LLC100$9.02K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group106$9.59K0.00%−94−47.0%Reduced
Concord Wealth Partners107$9.65K0.00%−1−0.9%Reduced
Rakuten Securities, Inc.111$10.0K0.00%+84+311.1%Added
HighMark Wealth Management LLC113$10.2K0.01%+1+0.9%Added
JNBA Financial Advisors114$10.3K0.00%00.0%Unchanged
Aspect Partners, LLC115$10.4K0.01%00.0%Unchanged
William B. Walkup & Associates, Inc.119$10.7K0.01%00.0%Unchanged
Vision Financial Markets LLC127$11.4K0.01%+127New
FLP Wealth Management, LLC131$11.9K0.03%+131New
Zions Bancorporation, N.A.135$12.2K0.00%−17−11.2%Reduced
Red Tortoise LLC146$13.2K0.01%00.0%Unchanged
Kestra Investment Management, LLC159$14.4K0.00%+159New
Private Wealth Management Group, LLC160$14.4K0.01%00.0%Unchanged
Matrix Trust Co161$15.0K0.00%+9+5.9%Added
Salomon & Ludwin, LLC167$15.1K0.00%00.0%Unchanged
MV Capital Management, Inc.170$15.3K0.00%00.0%Unchanged
Stonebridge Financial Group, LLC174$15.7K0.00%+174New
Cranbrook Wealth Management, LLC175$15.8K0.00%00.0%Unchanged
Sierra Ocean, LLC177$16.0K0.01%+177New
Optiver Holding B.V.179$16.1K0.00%−135−43.0%Reduced