NRG Energy, Inc.

NRG

Exchange: NYSE
Industry: Electric Services
SEC CIK: 0001013871

SEC filings (opens in a new tab)

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 2025

Institutional positions in NRG Energy, Inc. as of Mar 31, 2025. 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: 852; +45 vs. Q4 2024
Shares held: 189.9M; −3.90M (−2.0%) vs. Q4 2024
Total value: $18.1B; +$620.3M (+3.5%) vs. Q4 2024
New holders: 140; 334 more added
Sold out: 95; 269 more reduced

13 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 852 institutions

Value heldQ1 2025: $18.1B

Institutions holding NRG and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,024	$28.8B
Q1 2026	1,067	$28.7B
Q4 2025	1,073	$28.5B
Q3 2025	1,049	$28.7B
Q2 2025	1,017	$29.5B
Q1 2025	852	$18.1B
Q4 2024	820	$17.6B
Q3 2024	779	$18.2B
Q2 2024	743	$15.7B
Q1 2024	643	$14.1B
Q4 2023	602	$11.2B
Q3 2023	554	$8.94B
Q2 2023	561	$8.63B
Q1 2023	546	$7.85B
Q4 2022	580	$7.26B
Q3 2022	562	$9.01B
Q2 2022	560	$9.15B
Q1 2022	539	$8.89B
Q4 2021	514	$10.2B
Q3 2021	519	$9.69B
Q2 2021	492	$9.65B
Q1 2021	487	$8.94B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding NRG Energy, Inc.; share changes are against Q4 2024.

Institutions holding NRG in Q1 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Cape Investment Advisory, Inc.	1	$95	0.00%	00.0%	Unchanged
Murphy & Mullick Capital Management Corp	1	$95	0.00%	00.0%	Unchanged
Birchbrook, Inc.	1	$96	0.00%	00.0%	Unchanged
Nova Wealth Management, Inc.	2	$191	0.00%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	3	$286	0.00%	00.0%	Unchanged
Private Wealth Asset Management, LLC	3	$286	0.00%	+3	New
TFC Financial Management	3	$287	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	3	$287	0.00%	+3	New
SIMA Wealth Partners, LLC	5	$452	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	5	$477	0.00%	+5	New
HFM Investment Advisors, LLC	5	$478	0.00%	+5	New
DHJJ Financial Advisors, Ltd.	6	$573	0.00%	00.0%	Unchanged
CVA Family Office, LLC	6	$573	0.00%	+6	New
Bay Harbor Wealth Management, LLC	8	$763	0.00%	+8	New
Capital A Wealth Management, LLC	8	$764	0.00%	−13−61.9%	Reduced
Legacy Wealth Managment, LLC	8	$764	0.00%	00.0%	Unchanged
Colonial Trust Co	7	$777	0.00%	−2−22.2%	Reduced
Principia Wealth Advisory, LLC	8	$779	0.00%	+4+100.0%	Added
Parkworth Wealth Management, Inc.	9	$859	0.00%	00.0%	Unchanged
Valued Wealth Advisors LLC	9	$860	0.00%	00.0%	Unchanged
Clark Wealth Partners	10	$955	0.00%	00.0%	Unchanged
Wealth Preservation Advisors, LLC	10	$955	0.00%	+10	New
Valley National Advisers Inc	15	$1.00K	0.00%	00.0%	Unchanged
Avion Wealth	18	$1.00K	0.00%	00.0%	Unchanged
Rossby Financial, LCC	10	$1.08K	0.00%	+10	New
Highline Wealth Partners LLC	12	$1.15K	0.00%	+12	New
Battery Global Advisors, LLC	13	$1.24K	0.00%	+13	New
Crewe Advisors LLC	14	$1.34K	0.00%	−4−22.2%	Reduced
Rialto Wealth Management, LLC	15	$1.43K	0.00%	+15	New
Greenline Partners, LLC	16	$1.53K	0.00%	+16	New
Tradewinds Capital Management, LLC	17	$1.62K	0.00%	+17	New
Albion Financial Group	17	$1.62K	0.00%	00.0%	Unchanged
Medallion Wealth Advisors, LLC	17	$1.68K	0.00%	00.0%	Unchanged
Activest Wealth Management	19	$1.81K	0.00%	+19	New
Cedar Mountain Advisors, LLC	20	$1.88K	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	20	$1.91K	0.00%	00.0%	Unchanged
Hantz Financial Services, Inc.	16	$2.00K	0.00%	+16	New
Perkins Coie Trust Co	21	$2.00K	0.00%	00.0%	Unchanged
Heritage Wealth Advisors	24	$2.29K	0.00%	−35−59.3%	Reduced
Atlantic Trust, LLC	26	$2.48K	0.00%	+26	New
Abound Wealth Management	27	$2.58K	0.00%	−15−35.7%	Reduced
Kayne Anderson Rudnick Investment Management LLC	27	$2.63K	0.00%	00.0%	Unchanged
MCF Advisors LLC	29	$2.77K	0.00%	−71−71.0%	Reduced
Ogorek Anthony Joseph	33	$3.00K	0.00%	+33	New
Raffa Wealth Management, LLC	33	$3.15K	0.00%	−12−26.7%	Reduced
Riggs Asset Managment Co. Inc.	33	$3.15K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	34	$3.25K	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	35	$3.34K	0.00%	−15,576−99.8%	Reduced
Mowery & Schoenfeld Wealth Management, LLC	36	$3.45K	0.01%	−4−10.0%	Reduced
Anchor Investment Management, LLC	38	$3.63K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	38	$3.65K	0.00%	+5+15.2%	Added
MPWM Advisory Solutions, LLC	40	$3.82K	0.00%	00.0%	Unchanged
HM Payson & Co	44	$4.20K	0.00%	00.0%	Unchanged
Harbor Investment Advisory, LLC	48	$4.58K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	49	$4.68K	0.00%	00.0%	Unchanged
Main Street Group, LTD	50	$4.77K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	50	$4.77K	0.00%	+28+127.3%	Added
HWG Holdings LP	50	$4.77K	0.00%	+50	New
Beacon Capital Management, LLC	50	$4.77K	0.00%	+50	New
Stone House Investment Management, LLC	53	$5.06K	0.00%	+53	New
DiNuzzo Private Wealth, Inc.	53	$5.06K	0.00%	−1−1.9%	Reduced
Cornerstone Planning Group LLC	52	$5.31K	0.00%	+24+85.7%	Added
ORG Partners LLC	54	$5.31K	0.00%	+52+2,600.0%	Added
Nemes Rush Group LLC	59	$5.67K	0.00%	00.0%	Unchanged
AdvisorNet Financial, Inc	60	$5.73K	0.00%	00.0%	Unchanged
West Paces Advisors Inc.	60	$5.73K	0.00%	+22+57.9%	Added
Wolff Wiese Magana LLC	61	$5.82K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	61	$5.82K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	61	$5.82K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	63	$6.01K	0.00%	+39+162.5%	Added
DT Investment Partners, LLC	66	$6.30K	0.00%	00.0%	Unchanged
Sandy Spring Bank	69	$6.59K	0.00%	00.0%	Unchanged
Atala Financial Inc	70	$6.68K	0.01%	00.0%	Unchanged
Smallwood Wealth Investment Management, LLC	70	$6.68K	0.00%	+70	New
Iron Horse Wealth Management, LLC	73	$6.97K	0.00%	00.0%	Unchanged
Rosenberg Matthew Hamilton	79	$7.54K	0.00%	00.0%	Unchanged
Oakworth Capital, Inc.	80	$7.64K	0.00%	+79+7,900.0%	Added
Saudi Central Bank	80	$7.64K	0.04%	+80	New
Sound Income Strategies, LLC	81	$7.74K	0.00%	00.0%	Unchanged
Whittier Trust Co of Nevada Inc	83	$7.92K	0.00%	+8+10.7%	Added
NewSquare Capital LLC	84	$8.02K	0.00%	+82+4,100.0%	Added
Rothschild Investment LLC	85	$8.11K	0.00%	+14+19.7%	Added
Rakuten Securities, Inc.	91	$8.69K	0.00%	−20−18.0%	Reduced
Financial Management Professionals, Inc.	99	$9.45K	0.00%	+1+1.0%	Added
Founders Capital Management	100	$9.55K	0.01%	+100	New
Morton Brown Family Wealth, LLC	100	$9.55K	0.00%	+100	New
N.E.W. Advisory Services LLC	101	$9.63K	0.00%	+101	New
Farmers & Merchants Trust Co of Chambersburg PA	100	$10.0K	0.00%	00.0%	Unchanged
Concord Wealth Partners	107	$10.2K	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	106	$10.4K	0.00%	+106	New
HighMark Wealth Management LLC	113	$10.8K	0.01%	00.0%	Unchanged
JNBA Financial Advisors	114	$10.9K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	115	$11.0K	0.01%	00.0%	Unchanged
William B. Walkup & Associates, Inc.	119	$11.4K	0.01%	00.0%	Unchanged
Quest 10 Wealth Builders, Inc.	120	$11.5K	0.01%	−144−54.5%	Reduced
Vision Financial Markets LLC	127	$12.1K	0.01%	00.0%	Unchanged
LRI Investments, LLC	129	$12.3K	0.00%	+129	New
MJT & Associates Financial Advisory Group, Inc.	135	$12.9K	0.01%	+135	New
Annis Gardner Whiting Capital Advisors, LLC	140	$13.4K	0.01%	−89−38.9%	Reduced
Red Tortoise LLC	146	$13.9K	0.01%	00.0%	Unchanged