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 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Csenge Advisory Group | 2,196 | $214.9K | 0.01% | −331−13.1% | Reduced |
| Ethic Inc. | 2,189 | $215.7K | 0.00% | +2,189 | New |
| Independent Advisor Alliance | 2,266 | $216.3K | 0.01% | −353−13.5% | Reduced |
| Sagespring Wealth Partners, LLC | 2,266 | $216.3K | 0.01% | −627−21.7% | Reduced |
| Wedmont Private Capital | 2,290 | $216.4K | 0.01% | +33+1.5% | Added |
| McIlrath & Eck, LLC | 2,293 | $218.9K | 0.03% | −206−8.2% | Reduced |
| Cercano Management LLC | 2,295 | $219.1K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,851 | $219.7K | 0.01% | +1,851 | New |
| Golden State Equity Partners | 2,331 | $222.5K | 0.04% | +2,331 | New |
| Geneos Wealth Management Inc. | 2,336 | $223.0K | 0.01% | +1,349+136.7% | Added |
| Net Worth Advisory Group | 2,342 | $223.6K | 0.07% | −31−1.3% | Reduced |
| Advisors Asset Management, Inc. | 2,358 | $225.1K | 0.00% | −9,006−79.3% | Reduced |
| Siemens Fonds Invest GmbH | 2,358 | $225.1K | 0.02% | +2,358 | New |
| Parallel Advisors, LLC | 2,362 | $225.5K | 0.01% | +111+4.9% | Added |
| Financial Life Planners | 2,362 | $225.5K | 0.22% | +241+11.4% | Added |
| Moran Wealth Management, LLC | 2,385 | $227.7K | 0.01% | −138−5.5% | Reduced |
| Beach Investment Counsel Inc | 2,400 | $229.0K | 0.03% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 2,415 | $230.5K | 0.00% | +2,415 | New |
| Kapitalo Investimentos Ltda | 2,429 | $231.9K | 0.05% | +1,347+124.5% | Added |
| Maxi Investments CY Ltd | 2,433 | $232.0K | 0.05% | −2,400−49.7% | Reduced |
| SeaBridge Investment Advisors LLC | 2,437 | $232.6K | 0.05% | +2,437 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,444 | $233.3K | 0.04% | +60+2.5% | Added |
| J.Safra Asset Management Corp | 2,450 | $233.9K | 0.02% | +2,450 | New |
| Great Valley Advisor Group, Inc. | 2,448 | $233.9K | 0.01% | +2,448 | New |
| Two Sigma Securities, LLC | 2,456 | $234.4K | 0.04% | −2,561−51.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,468 | $235.6K | 0.01% | +166+7.2% | Added |
| Tocqueville Asset Management L.P. | 2,500 | $238.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,502 | $238.8K | 0.03% | −1,459−36.8% | Reduced |
| Monograph Wealth Advisors, LLC | 2,503 | $238.9K | 0.03% | −1,718−40.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,532 | $241.7K | 0.01% | −601−19.2% | Reduced |
| First Horizon Advisors, Inc. | 2,540 | $242.5K | 0.01% | +1,798+242.3% | Added |
| Affinity Investment Advisors, LLC | 2,545 | $242.9K | 0.20% | −2−0.1% | Reduced |
| Brown Advisory Inc | 2,547 | $243.1K | 0.00% | −214−7.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 2,600 | $248.2K | 0.03% | +2,600 | New |
| Snowden Capital Advisors LLC | 2,604 | $248.6K | 0.01% | +277+11.9% | Added |
| Fulton Bank, N.A. | 2,623 | $250.4K | 0.01% | +2,623 | New |
| Avestar Capital, LLC | 2,644 | $252.4K | 0.02% | −402−13.2% | Reduced |
| RFG Advisory, LLC | 2,650 | $253.0K | 0.01% | −489−15.6% | Reduced |
| Farringdon Capital, Ltd. | 2,654 | $253.4K | 0.13% | −403−13.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,661 | $254.0K | 0.01% | −11−0.4% | Reduced |
| Pitcairn Co | 2,687 | $256.5K | 0.02% | +13+0.5% | Added |
| Optimize Financial Inc | 2,689 | $256.7K | 0.10% | +2,689 | New |
| Caliber Wealth Management, LLC | 2,695 | $257.3K | 0.04% | +2,695 | New |
| Grandfield & Dodd, LLC | 2,700 | $257.7K | 0.02% | −300−10.0% | Reduced |
| Versant Capital Management, Inc | 2,702 | $257.9K | 0.04% | +1,159+75.1% | Added |
| Smartleaf Asset Management LLC | 2,759 | $262.7K | 0.03% | −18−0.6% | Reduced |
| Prelude Capital Management, LLC | 2,754 | $262.9K | 0.03% | +2,754 | New |
| Fairfield Financial Advisors, LTD | 2,761 | $263.6K | 0.10% | +1,836+198.5% | Added |
| Principal Securities, Inc. | 2,980 | $268.9K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,832 | $270.4K | 0.01% | −1,094−27.9% | Reduced |
| Stratos Wealth Partners, LTD. | 2,836 | $270.8K | 0.00% | +129+4.8% | Added |
| denkapparat Operations GmbH | 2,840 | $271.1K | 0.29% | +2,840 | New |
| Diversified Trust Co | 2,845 | $271.6K | 0.01% | +171+6.4% | Added |
| Laffer Tengler Investments | 2,850 | $272.1K | 0.06% | −70−2.4% | Reduced |
| Manchester Capital Management LLC | 2,853 | $272.3K | 0.03% | +501+21.3% | Added |
| Daymark Wealth Partners, LLC | 2,880 | $274.9K | 0.01% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 2,892 | $276.1K | 0.15% | +2,892 | New |
| Horizon Investments, LLC | 2,908 | $276.5K | 0.01% | +86+3.0% | Added |
| Fidelis Capital Partners, LLC | 2,609 | $282.6K | 0.03% | −16−0.6% | Reduced |
| Signaturefd, LLC | 2,972 | $283.7K | 0.01% | +145+5.1% | Added |
| Worth Asset Management, LLC | 3,000 | $286.4K | 0.16% | 00.0% | Unchanged |
| Prudential PLC | 3,005 | $286.9K | 0.00% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 3,042 | $290.4K | 0.01% | +3,042 | New |
| Financial Counselors Inc | 3,064 | $292.5K | 0.00% | +3,064 | New |
| Dynasty Wealth Management, LLC | 3,069 | $293.0K | 0.00% | +3,069 | New |
| Arete Wealth Advisors, LLC | 3,077 | $294.0K | 0.02% | −145−4.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,081 | $294.1K | 0.02% | +558+22.1% | Added |
| Inspire Advisors, LLC | 3,089 | $294.9K | 0.03% | −675−17.9% | Reduced |
| Jones Financial Companies LLLP | 3,139 | $298.8K | 0.00% | +1,322+72.8% | Added |
| Bingham Private Wealth, LLC | 3,203 | $305.8K | 0.32% | +395+14.1% | Added |
| Cannon Wealth Management Services, LLC | 2,586 | $306.8K | 0.27% | +7+0.3% | Added |
| International Private Wealth Advisors LLC | 3,220 | $307.4K | 0.29% | −523−14.0% | Reduced |
| Quadrant Capital Group LLC | 3,249 | $310.1K | 0.01% | +1,276+64.7% | Added |
| Johnson Investment Counsel Inc | 3,251 | $310.3K | 0.00% | +306+10.4% | Added |
| Forum Financial Management, LP | 3,255 | $310.7K | 0.01% | −2,043−38.6% | Reduced |
| IFP Advisors, Inc | 3,237 | $311.4K | 0.01% | −1,726−34.8% | Reduced |
| Quest Partners LLC | 3,306 | $315.6K | 0.03% | −1,238−27.2% | Reduced |
| Donald L. Hagan, LLC | 3,318 | $316.7K | 0.17% | +174+5.5% | Added |
| Syon Capital LLC | 3,364 | $321.1K | 0.03% | +3,364 | New |
| Bokf, NA | 3,374 | $322.1K | 0.01% | +3,005+814.4% | Added |
| MBB Public Markets I LLC | 3,374 | $322.1K | 0.04% | +3,374 | New |
| Integrated Wealth Concepts LLC | 3,386 | $323.2K | 0.00% | +3,386 | New |
| Robertson Stephens Wealth Management, LLC | 3,431 | $327.6K | 0.01% | +10.0% | Added |
| 49 Wealth Management, LLC | 3,440 | $328.4K | 0.04% | +3,440 | New |
| Accel Wealth Management | 3,483 | $332.5K | 0.12% | +3+0.1% | Added |
| We Are One Seven, LLC | 3,516 | $335.6K | 0.01% | −2,376−40.3% | Reduced |
| MUFG Securities Americas Inc. | 3,586 | $342.3K | 0.04% | +595+19.9% | Added |
| Integrity Alliance, LLC. | 3,607 | $344.3K | 0.01% | +3,607 | New |
| Bryn Mawr Trust Co | 3,612 | $344.8K | 0.01% | −3,391−48.4% | Reduced |
| Checchi Capital Advisers, LLC | 3,619 | $345.5K | 0.02% | −55−1.5% | Reduced |
| Pensionmark Financial Group, LLC | 3,638 | $347.3K | 0.01% | +578+18.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,644 | $347.9K | 0.02% | +3,644 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,647 | $348.1K | 0.01% | −568−13.5% | Reduced |
| Spirit of America Management Corp | 3,650 | $348.4K | 0.07% | +1,450+65.9% | Added |
| Glen Eagle Advisors, LLC | 3,661 | $349.5K | 0.06% | −500−12.0% | Reduced |
| Wexford Capital LP | 3,670 | $350.3K | 0.09% | +3,670 | New |
| Weybosset Research & Management LLC | 3,675 | $350.8K | 0.12% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,723 | $355.4K | 0.00% | +1,468+65.1% | Added |
| Ballentine Partners, LLC | 3,734 | $356.4K | 0.01% | +194+5.5% | Added |
| Renaissance Group LLC | 3,761 | $359.0K | 0.02% | −128−3.3% | Reduced |