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Livermore
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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, Q2 2025

Institutional positions in NRG Energy, Inc. as of Jun 30, 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
1,017
+177 vs. Q1 2025
Shares held
184.1M
−5.58M (−2.9%) vs. Q1 2025
Total value
$29.5B
+$11.4B (+63.3%) vs. Q1 2025
New holders
245
290 more added
Sold out
68
376 more reduced

12 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 1,017 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 heldQ2 2025: $29.5B
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, Q2 2025

Shares, value and share of portfolio for each institution holding NRG Energy, Inc.; share changes are against Q1 2025.

Institutions holding NRG in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Birchbrook, Inc.1$1610.00%00.0%Unchanged
Cape Investment Advisory, Inc.1$1610.00%00.0%Unchanged
Quaker Wealth Management, LLC2$3220.00%+2New
Dogwood Wealth Management LLC3$4540.00%+3New
Bogart Wealth, LLC3$4820.00%−2−40.0%Reduced
TFC Financial Management3$4820.00%00.0%Unchanged
American Capital Advisory, LLC3$4820.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC3$4820.00%+3New
Principia Wealth Advisory, LLC6$9630.00%−2−25.0%Reduced
DHJJ Financial Advisors, Ltd.6$9640.00%00.0%Unchanged
FNY Investment Advisers, LLC7$1.00K0.00%+7New
Bokf, NA7$1.12K0.00%−3,367−99.8%Reduced
Colonial Trust Co7$1.12K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC8$1.28K0.00%00.0%Unchanged
Tortoise Investment Management, LLC8$1.28K0.00%+8New
Legacy Investment Solutions, LLC8$1.28K0.00%+8New
Dunhill Financial, LLC8$1.37K0.00%−30−78.9%Reduced
Atlantic Private Wealth, LLC9$1.37K0.00%+9New
Parkworth Wealth Management, Inc.9$1.45K0.00%00.0%Unchanged
CVA Family Office, LLC9$1.45K0.00%+3+50.0%Added
Valued Wealth Advisors LLC9$1.45K0.00%00.0%Unchanged
Highline Wealth Partners LLC12$1.93K0.00%00.0%Unchanged
Valley National Advisers Inc15$2.00K0.00%00.0%Unchanged
Battery Global Advisors, LLC13$2.09K0.00%00.0%Unchanged
Webster Bank, N. A.13$2.09K0.00%+13New
UMA Financial Services, Inc.13$2.09K0.00%+13New
Crewe Advisors LLC14$2.25K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC15$2.41K0.00%+7+87.5%Added
HFM Investment Advisors, LLC15$2.41K0.00%+10+200.0%Added
Mid-American Wealth Advisory Group, Inc.15$2.41K0.00%+15New
Medallion Wealth Advisors, LLC17$2.65K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC17$2.72K0.00%00.0%Unchanged
Albion Financial Group17$2.73K0.00%00.0%Unchanged
WFA of San Diego, LLC17$2.73K0.00%+17New
Beaird Harris Wealth Management, LLC17$2.73K0.00%+17New
Stephens Consulting, LLC18$2.89K0.00%+18New
Clark Wealth Partners20$3.21K0.00%+10+100.0%Added
Activest Wealth Management21$3.37K0.00%+2+10.5%Added
Friedenthal Financial23$3.65K0.00%+23New
Rakuten Securities, Inc.24$3.85K0.00%−67−73.6%Reduced
Heritage Wealth Advisors24$3.85K0.00%00.0%Unchanged
Abound Wealth Management27$4.34K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC27$4.34K0.00%+24+800.0%Added
Caitong International Asset Management Co., Ltd27$4.34K0.00%+27New
MCF Advisors LLC29$4.66K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC30$4.82K0.00%+10+50.0%Added
Ogorek Anthony Joseph33$5.00K0.00%00.0%Unchanged
Motco30$5.02K0.00%+30New
Plato Investment Management Ltd33$5.28K0.00%+33New
Raffa Wealth Management, LLC33$5.30K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.33$5.30K0.00%00.0%Unchanged
Corebridge Financial, Inc.34$5.46K0.00%−50,294−99.9%Reduced
Marshall & Sterling Wealth Advisors Inc.34$5.46K0.00%+34New
Kayne Anderson Rudnick Investment Management LLC34$5.55K0.00%+7+25.9%Added
Mowery & Schoenfeld Wealth Management, LLC36$5.80K0.01%00.0%Unchanged
Avion Wealth41$6.00K0.00%+23+127.8%Added
Anchor Investment Management, LLC38$6.10K0.00%00.0%Unchanged
Rialto Wealth Management, LLC41$6.58K0.00%+26+173.3%Added
Atlantic Trust, LLC43$6.91K0.00%+17+65.4%Added
Howard Hughes Medical Institute43$6.91K0.00%+43New
Ingalls & Snyder LLC46$7.00K0.00%+46New
Rossby Financial, LCC45$7.23K0.00%+35+350.0%Added
Harbor Investment Advisory, LLC46$7.39K0.00%−2−4.2%Reduced
Trust Co of Toledo NA47$7.55K0.00%+47New
Bellwether Advisors, LLC48$7.71K0.00%+48New
Main Street Group, LTD50$8.03K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.53$8.51K0.00%00.0%Unchanged
Stone House Investment Management, LLC53$8.51K0.00%00.0%Unchanged
Creative Financial Designs Inc57$9.15K0.00%+22+62.9%Added
AdvisorNet Financial, Inc61$9.79K0.00%+1+1.7%Added
Wolff Wiese Magana LLC61$9.80K0.01%00.0%Unchanged
Trifecta Capital Advisors, LLC61$9.80K0.00%00.0%Unchanged
Traub Capital Management LLC62$9.96K0.01%+62New
Cornerstone Planning Group LLC60$10.3K0.00%+8+15.4%Added
DT Investment Partners, LLC66$10.6K0.00%00.0%Unchanged
Smallwood Wealth Investment Management, LLC70$11.2K0.01%00.0%Unchanged
True Wealth Design, LLC70$11.2K0.00%+7+11.1%Added
Solstein Capital, LLC72$11.6K0.01%+72New
Iron Horse Wealth Management, LLC73$11.7K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc75$12.0K0.00%−8−9.6%Reduced
Rothschild Investment LLC77$12.4K0.00%−8−9.4%Reduced
Rosenberg Matthew Hamilton79$12.7K0.00%00.0%Unchanged
Oakworth Capital, Inc.80$12.8K0.00%00.0%Unchanged
Bell Investment Advisors, Inc83$13.3K0.00%+22+36.1%Added
N.E.W. Advisory Services LLC84$13.5K0.00%−17−16.8%Reduced
Atlantic Edge Private Wealth Management, LLC85$13.7K0.00%+85New
Hollencrest Capital Management87$14.0K0.00%−1,964−95.8%Reduced
Hantz Financial Services, Inc.88$14.0K0.00%+72+450.0%Added
Atlantic Union Bankshares Corp94$15.1K0.00%+94New
Hughes Financial Services, LLC102$15.2K0.00%−4−3.8%Reduced
Financial Management Professionals, Inc.99$15.9K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA100$16.0K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC100$16.1K0.00%00.0%Unchanged
Founders Capital Management100$16.1K0.01%00.0%Unchanged
Murphy & Mullick Capital Management Corp101$16.2K0.01%+100+10,000.0%Added
Kestra Investment Management, LLC176$16.8K0.00%00.0%Unchanged
Concord Wealth Partners107$17.2K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC107$17.2K0.02%+107New
HighMark Wealth Management LLC113$18.2K0.01%00.0%Unchanged
NewSquare Capital LLC118$18.9K0.00%+34+40.5%Added