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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding NRG Energy, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| William B. Walkup & Associates, Inc. | 119 | $19.1K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 120 | $19.2K | 0.00% | +100+500.0% | Added |
| Quest 10 Wealth Builders, Inc. | 120 | $19.3K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 125 | $20.1K | 0.01% | −30−19.4% | Reduced |
| Vision Financial Markets LLC | 128 | $20.4K | 0.02% | +1+0.8% | Added |
| Clean Yield Group | 137 | $22.0K | 0.01% | +137 | New |
| Red Tortoise LLC | 146 | $23.4K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 148 | $23.8K | 0.01% | +148 | New |
| Mount Yale Investment Advisors, LLC | 152 | $24.4K | 0.00% | −9,987−98.5% | Reduced |
| Banque Cantonale Vaudoise | 155 | $25.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 159 | $25.5K | 0.01% | +12+8.2% | Added |
| Salomon & Ludwin, LLC | 167 | $26.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 168 | $27.0K | 0.00% | −3−1.8% | Reduced |
| Matrix Trust Co | 170 | $27.0K | 0.00% | −8−4.5% | Reduced |
| Toth Financial Advisory Corp | 170 | $27.3K | 0.00% | +170 | New |
| Cranbrook Wealth Management, LLC | 175 | $28.1K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 177 | $28.4K | 0.02% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 177 | $28.4K | 0.02% | +177 | New |
| Farmers & Merchants Investments Inc | 179 | $28.7K | 0.00% | −4−2.2% | Reduced |
| HM Payson & Co | 179 | $28.7K | 0.00% | +135+306.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 192 | $30.8K | 0.01% | +52+37.1% | Added |
| Fourth Dimension Wealth, LLC | 200 | $32.1K | 0.01% | +200 | New |
| South State Corp. | 210 | $33.7K | 0.00% | +5+2.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 360 | $34.4K | 0.01% | +360 | New |
| Twin Peaks Wealth Advisors, LLC | 221 | $34.6K | 0.01% | +221 | New |
| Keystone Financial Group, Inc. | 241 | $36.5K | 0.02% | +1+0.4% | Added |
| Prestige Wealth Management Group LLC | 228 | $36.6K | 0.01% | +4+1.8% | Added |
| Kiker Wealth Management, LLC | 233 | $37.4K | 0.02% | +233 | New |
| JFS Wealth Advisors, LLC | 234 | $37.6K | 0.00% | −1−0.4% | Reduced |
| Leonteq Securities AG | 235 | $37.7K | 0.00% | −1,044−81.6% | Reduced |
| Capital A Wealth Management, LLC | 777 | $40.2K | 0.46% | +769+9,612.5% | Added |
| Edmond de Rothschild Holding S.A. | 260 | $41.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 264 | $42.3K | 0.00% | +58+28.2% | Added |
| ORG Partners LLC | 282 | $44.0K | 0.01% | +228+422.2% | Added |
| Park Place Capital Corp | 300 | $46.8K | 0.01% | −289−49.1% | Reduced |
| Pin Oak Investment Advisors Inc | 500 | $47.0K | 0.04% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 305 | $47.6K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 300 | $48.2K | 0.00% | −6,603−95.7% | Reduced |
| Key Financial Inc | 313 | $50.3K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 340 | $54.6K | 0.02% | +120+54.5% | Added |
| SJS Investment Consulting Inc. | 351 | $56.4K | 0.01% | +302+616.3% | Added |
| SBI Securities Co., Ltd. | 353 | $56.7K | 0.00% | −67−16.0% | Reduced |
| Evermay Wealth Management LLC | 373 | $59.9K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 378 | $60.8K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 383 | $61.5K | 0.00% | +93+32.1% | Added |
| WPG Advisers, LLC | 395 | $63.4K | 0.05% | −356−47.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 400 | $64.2K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 402 | $64.6K | 0.04% | −2,881−87.8% | Reduced |
| Hemington Wealth Management | 414 | $66.0K | 0.01% | −22−5.0% | Reduced |
| Harbor Capital Advisors, Inc. | 411 | $66.0K | 0.00% | +55+15.4% | Added |
| Bullock Wealth Management Group | 441 | $68.8K | 0.04% | +297+206.3% | Added |
| Sound Income Strategies, LLC | 495 | $79.5K | 0.00% | +414+511.1% | Added |
| Aspect Partners, LLC | 524 | $84.1K | 0.04% | +409+355.7% | Added |
| Park Square Financial Group, LLC | 532 | $85.4K | 0.06% | −26−4.7% | Reduced |
| Princeton Global Asset Management LLC | 540 | $86.7K | 0.02% | +56+11.6% | Added |
| Fortitude Family Office, LLC | 562 | $90.2K | 0.03% | +371+194.2% | Added |
| MUFG Securities EMEA plc | 578 | $92.8K | 0.00% | −94,421−99.4% | Reduced |
| TSFG, LLC | 583 | $94.0K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 587 | $94.0K | 0.07% | +587 | New |
| Rational Advisors LLC | 606 | $97.3K | 0.01% | −399−39.7% | Reduced |
| Clearstead Advisors, LLC | 610 | $98.0K | 0.00% | +252+70.4% | Added |
| Larson Financial Group LLC | 616 | $98.9K | 0.00% | +57+10.2% | Added |
| GW&K Investment Management, LLC | 641 | $103.0K | 0.00% | −31−4.6% | Reduced |
| Community Bank, N.A. | 671 | $107.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 675 | $108.4K | 0.00% | +20+3.1% | Added |
| Islay Capital Management, LLC | 680 | $109.2K | 0.07% | 00.0% | Unchanged |
| West Oak Capital, LLC | 700 | $112.4K | 0.04% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 700 | $112.4K | 0.05% | +700 | New |
| Cromwell Holdings LLC | 708 | $113.7K | 0.07% | +25+3.7% | Added |
| Castleark Management LLC | 720 | $115.6K | 0.00% | +720 | New |
| CoreCap Advisors, LLC | 722 | $116.0K | 0.00% | +243+50.7% | Added |
| Binnacle Investments Inc | 728 | $116.9K | 0.08% | +14+2.0% | Added |
| First Horizon Advisors, Inc. | 749 | $120.3K | 0.00% | −1,791−70.5% | Reduced |
| Sunbelt Securities, Inc. | 1,402 | $126.5K | 0.01% | +197+16.3% | Added |
| Whittier Trust Co | 798 | $128.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 805 | $129.3K | 0.01% | +805 | New |
| Grove Bank & Trust | 806 | $129.4K | 0.02% | +43+5.6% | Added |
| Ostrum Asset Management | 829 | $133.1K | 0.01% | −24−2.8% | Reduced |
| Ronald Blue Trust, Inc. | 861 | $138.3K | 0.00% | −742−46.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 864 | $138.8K | 0.00% | −40−4.4% | Reduced |
| Trust Co of Vermont | 915 | $146.9K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 991 | $159.1K | 0.00% | −11−1.1% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,000 | $160.6K | 0.04% | −16,800−94.4% | Reduced |
| Massmutual Trust Co FSB | 1,011 | $162.3K | 0.00% | −61−5.7% | Reduced |
| Centaurus Financial, Inc. | 1,033 | $166.0K | 0.01% | +1,033 | New |
| Covestor Ltd | 1,044 | $168.0K | 0.10% | +727+229.3% | Added |
| Allworth Financial LP | 1,078 | $173.2K | 0.00% | +320+42.2% | Added |
| TD Private Client Wealth LLC | 1,083 | $173.9K | 0.00% | −2,962−73.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,083 | $173.9K | 0.08% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,097 | $176.2K | 0.05% | −877−44.4% | Reduced |
| Van Eck Associates Corp | 1,110 | $178.0K | 0.00% | +1,110 | New |
| Smithfield Trust Co | 1,135 | $182.0K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 1,231 | $197.7K | 0.12% | −650−34.6% | Reduced |
| Warren Averett Asset Management, LLC | 1,246 | $200.1K | 0.00% | +1,246 | New |
| GWN Securities Inc. | 1,244 | $200.5K | 0.04% | −4,048−76.5% | Reduced |
| Redwood Wealth Management Group, LLC | 1,257 | $201.8K | 0.09% | +1,257 | New |
| Abacus Planning Group, Inc. | 1,260 | $202.3K | 0.03% | +1,260 | New |
| International Assets Investment Management, LLC | 1,262 | $202.7K | 0.02% | +1,262 | New |
| Maia Wealth LLC | 1,262 | $202.7K | 0.04% | +1,262 | New |
| Trust Investment Advisors | 1,265 | $203.2K | 0.12% | +1,265 | New |