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 |
|---|---|---|---|---|---|
| WPG Advisers, LLC | 751 | $71.7K | 0.07% | +426+131.1% | Added |
| Binnacle Investments Inc | 714 | $68.2K | 0.05% | +714 | New |
| West Oak Capital, LLC | 700 | $66.8K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 683 | $65.2K | 0.04% | +8+1.2% | Added |
| Islay Capital Management, LLC | 680 | $64.9K | 0.04% | 00.0% | Unchanged |
| Community Bank, N.A. | 671 | $64.1K | 0.01% | +671 | New |
| GW&K Investment Management, LLC | 672 | $64.0K | 0.00% | +129+23.8% | Added |
| Umb Bank N A | 655 | $62.5K | 0.00% | +200+44.0% | Added |
| CIBC Private Wealth Group, LLC | 687 | $59.0K | 0.00% | +166+31.9% | Added |
| Duncker Streett & Co Inc | 600 | $57.3K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 589 | $56.2K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 583 | $56.0K | 0.01% | +68+13.2% | Added |
| Larson Financial Group LLC | 559 | $53.4K | 0.00% | +55+10.9% | Added |
| Park Square Financial Group, LLC | 558 | $53.3K | 0.04% | −32−5.4% | Reduced |
| Harbour Investments, Inc. | 504 | $48.1K | 0.00% | +10+2.0% | Added |
| Pin Oak Investment Advisors Inc | 500 | $48.0K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 484 | $46.2K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 479 | $45.7K | 0.00% | +6+1.3% | Added |
| Hemington Wealth Management | 436 | $41.0K | 0.01% | +80+22.5% | Added |
| SBI Securities Co., Ltd. | 420 | $40.1K | 0.00% | +62+17.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 400 | $38.2K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3,283 | $37.2K | 0.02% | +3,013+1,115.9% | Added |
| Sachetta, LLC | 378 | $36.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 373 | $35.6K | 0.00% | +373 | New |
| Clearstead Advisors, LLC | 358 | $34.2K | 0.00% | +67+23.0% | Added |
| Harbor Capital Advisors, Inc. | 356 | $34.0K | 0.00% | +4+1.1% | Added |
| Covestor Ltd | 317 | $31.0K | 0.02% | +32+11.2% | Added |
| ORG Wealth Partners, LLC | 305 | $30.1K | 0.01% | −907−74.8% | Reduced |
| Key Financial Inc | 313 | $29.9K | 0.01% | +313 | New |
| Keystone Financial Group, Inc. | 240 | $28.2K | 0.02% | +1+0.4% | Added |
| Zions Bancorporation, National Association | 290 | $27.7K | 0.00% | +290 | New |
| Edmond de Rothschild Holding S.A. | 260 | $24.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 235 | $22.4K | 0.00% | +1+0.4% | Added |
| Prestige Wealth Management Group LLC | 224 | $21.4K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 220 | $21.0K | 0.01% | +220 | New |
| Plante Moran Financial Advisors, LLC | 206 | $19.7K | 0.00% | −6−2.8% | Reduced |
| South State Corp. | 205 | $19.6K | 0.00% | +205 | New |
| Crowley Wealth Management, Inc. | 200 | $19.1K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 191 | $18.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 183 | $17.5K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 178 | $17.0K | 0.00% | +17+10.6% | Added |
| Sierra Ocean, LLC | 177 | $16.9K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 176 | $16.8K | 0.00% | +17+10.7% | Added |
| Cranbrook Wealth Management, LLC | 175 | $16.7K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 174 | $16.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 171 | $16.3K | 0.00% | +1+0.6% | Added |
| Salomon & Ludwin, LLC | 167 | $15.9K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 155 | $15.0K | 0.00% | +155 | New |
| Private Wealth Management Group, LLC | 155 | $14.8K | 0.01% | −5−3.1% | Reduced |
| Quent Capital, LLC | 149 | $14.3K | 0.00% | −107−41.8% | Reduced |
| Bullock Wealth Management Group | 144 | $14.2K | 0.01% | +144 | New |
| Rise Advisors, LLC | 147 | $14.0K | 0.01% | +147 | New |
| Red Tortoise LLC | 146 | $13.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 140 | $13.4K | 0.01% | −89−38.9% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 135 | $12.9K | 0.01% | +135 | New |
| LRI Investments, LLC | 129 | $12.3K | 0.00% | +129 | New |
| Vision Financial Markets LLC | 127 | $12.1K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 120 | $11.5K | 0.01% | −144−54.5% | Reduced |
| William B. Walkup & Associates, Inc. | 119 | $11.4K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 115 | $11.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 114 | $10.9K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 113 | $10.8K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 106 | $10.4K | 0.00% | +106 | New |
| Concord Wealth Partners | 107 | $10.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 101 | $9.63K | 0.00% | +101 | New |
| Founders Capital Management | 100 | $9.55K | 0.01% | +100 | New |
| Morton Brown Family Wealth, LLC | 100 | $9.55K | 0.00% | +100 | New |
| Financial Management Professionals, Inc. | 99 | $9.45K | 0.00% | +1+1.0% | Added |
| Rakuten Securities, Inc. | 91 | $8.69K | 0.00% | −20−18.0% | Reduced |
| Rothschild Investment LLC | 85 | $8.11K | 0.00% | +14+19.7% | Added |
| NewSquare Capital LLC | 84 | $8.02K | 0.00% | +82+4,100.0% | Added |
| Whittier Trust Co of Nevada Inc | 83 | $7.92K | 0.00% | +8+10.7% | Added |
| Sound Income Strategies, LLC | 81 | $7.74K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 80 | $7.64K | 0.04% | +80 | New |
| Oakworth Capital, Inc. | 80 | $7.64K | 0.00% | +79+7,900.0% | Added |
| Rosenberg Matthew Hamilton | 79 | $7.54K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 73 | $6.97K | 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 |
| Sandy Spring Bank | 69 | $6.59K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 66 | $6.30K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 63 | $6.01K | 0.00% | +39+162.5% | 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 |
| AdvisorNet Financial, Inc | 60 | $5.73K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 60 | $5.73K | 0.00% | +22+57.9% | Added |
| Nemes Rush Group LLC | 59 | $5.67K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 54 | $5.31K | 0.00% | +52+2,600.0% | Added |
| Cornerstone Planning Group LLC | 52 | $5.31K | 0.00% | +24+85.7% | Added |
| DiNuzzo Private Wealth, Inc. | 53 | $5.06K | 0.00% | −1−1.9% | Reduced |
| Stone House Investment Management, LLC | 53 | $5.06K | 0.00% | +53 | New |
| 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 |
| SJS Investment Consulting Inc. | 49 | $4.68K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 48 | $4.58K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 44 | $4.20K | 0.00% | 00.0% | Unchanged |