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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 1,278 | $205.3K | 0.00% | +1,278 | New |
| Five Oceans Advisors | 1,283 | $206.0K | 0.09% | +1,283 | New |
| Moors & Cabot, Inc. | 1,287 | $206.7K | 0.01% | +1,287 | New |
| Ameriflex Group, Inc. | 1,287 | $207.8K | 0.11% | +4+0.3% | Added |
| Brown Brothers Harriman & Co | 1,298 | $208.4K | 0.00% | +138+11.9% | Added |
| Great Valley Advisor Group, Inc. | 1,301 | $208.8K | 0.00% | −1,147−46.9% | Reduced |
| Wealth Alliance | 1,307 | $209.9K | 0.02% | +1,307 | New |
| Wedbush Securities Inc | 1,309 | $210.0K | 0.01% | +1,309 | New |
| Valmark Advisers, Inc. | 1,309 | $210.2K | 0.00% | +1,309 | New |
| Optas, LLC | 1,314 | $211.0K | 0.04% | +1,314 | New |
| Financial Partners Group, Inc | 1,325 | $212.8K | 0.03% | +1,325 | New |
| Summit Wealth Group LLC | 1,334 | $214.2K | 0.05% | +1,334 | New |
| Kathmere Capital Management, LLC | 1,335 | $214.4K | 0.02% | +1,335 | New |
| Acorn Wealth Advisors, LLC | 1,337 | $214.7K | 0.08% | +1,337 | New |
| Newbridge Financial Services Group, Inc. | 1,337 | $214.7K | 0.03% | −55−4.0% | Reduced |
| Choate Investment Advisors | 1,343 | $215.7K | 0.00% | +1,343 | New |
| Catalyst Financial Partners LLC | 1,343 | $215.7K | 0.02% | +1,343 | New |
| Caxton Associates LLP | 1,350 | $216.8K | 0.01% | +1,350 | New |
| Advisory Alpha, LLC | 1,371 | $220.3K | 0.01% | +1,371 | New |
| Harbour Investments, Inc. | 1,373 | $220.5K | 0.01% | +869+172.4% | Added |
| Madison Wealth Partners, Inc | 1,385 | $222.4K | 0.05% | +1,385 | New |
| Citizens Financial Group Inc | 1,391 | $223.3K | 0.00% | +1,391 | New |
| Camden Capital, LLC | 1,395 | $224.0K | 0.02% | +1,395 | New |
| Meriwether Wealth & Planning, LLC | 1,401 | $225.0K | 0.14% | +1,401 | New |
| WT Wealth Management | 1,411 | $226.6K | 0.07% | +1,411 | New |
| Clarius Group, LLC | 1,435 | $230.4K | 0.01% | +1,435 | New |
| Parkside Financial Bank & Trust | 1,437 | $230.8K | 0.02% | +84+6.2% | Added |
| Premier Path Wealth Partners, LLC | 1,468 | $235.7K | 0.03% | +1,468 | New |
| Quantum Financial Advisors, LLC | 1,470 | $236.0K | 0.03% | +1,470 | New |
| Snowden Capital Advisors LLC | 1,475 | $236.9K | 0.01% | −1,129−43.4% | Reduced |
| TownSquare Capital, LLC | 1,488 | $238.9K | 0.02% | −9,574−86.5% | Reduced |
| Altus Wealth Group LLC | 1,490 | $239.3K | 0.11% | +1,490 | New |
| Eastern Bank | 1,500 | $240.9K | 0.00% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 1,501 | $241.0K | 0.04% | +1,501 | New |
| New Century Financial Group, LLC | 1,506 | $241.8K | 0.28% | +1,506 | New |
| Golden State Equity Partners | 1,517 | $243.6K | 0.05% | −814−34.9% | Reduced |
| Morningstar Investment Management LLC | 1,517 | $244.0K | 0.02% | +1,517 | New |
| Forefront Wealth Management Inc. | 1,520 | $244.1K | 0.20% | +1,520 | New |
| BXM Wealth LLC | 1,525 | $244.9K | 0.29% | +1,525 | New |
| PDS Planning, Inc | 1,530 | $245.7K | 0.02% | +1,530 | New |
| Clear Street Markets LLC | 1,543 | $247.8K | 0.09% | +1,543 | New |
| Capital Advisors, Ltd. LLC | 1,543 | $248.0K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 1,546 | $248.2K | 0.00% | −26−1.7% | Reduced |
| Signal Advisors Wealth, LLC | 1,547 | $248.5K | 0.02% | +1,547 | New |
| Covenant Asset Management, LLC | 1,549 | $248.7K | 0.05% | +1,549 | New |
| Legacy Financial Advisors, Inc. | 1,551 | $249.1K | 0.04% | +1,551 | New |
| Consolidated Portfolio Review Corp | 1,554 | $249.5K | 0.03% | +1,554 | New |
| Cadent Capital Advisors, LLC | 1,561 | $250.7K | 0.08% | +1,561 | New |
| Voleon Capital Management LP | 1,569 | $251.9K | 0.01% | +1,569 | New |
| Integrated Wealth Concepts LLC | 1,580 | $253.8K | 0.00% | −1,806−53.3% | Reduced |
| Catalytic Wealth RIA, LLC | 1,589 | $255.2K | 0.02% | +1,589 | New |
| Optivise Advisory Services LLC | 1,589 | $255.2K | 0.13% | +1,589 | New |
| Cidel Asset Management Inc | 1,597 | $256.4K | 0.02% | +1,597 | New |
| Caldwell Trust Co | 1,600 | $256.9K | 0.03% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 1,600 | $256.9K | 0.36% | +1,600 | New |
| Atomi Financial Group, Inc. | 1,602 | $257.3K | 0.01% | +1,602 | New |
| Brookstone Capital Management | 1,606 | $257.8K | 0.00% | +1,606 | New |
| SeaCrest Wealth Management, LLC | 1,620 | $260.1K | 0.03% | +1,620 | New |
| Merrion Investment Management Co, LLC | 1,635 | $262.5K | 0.17% | +1,635 | New |
| Shelton Capital Management | 1,642 | $263.7K | 0.01% | −297,187−99.5% | Reduced |
| ICONIQ Capital, LLC | 1,645 | $264.2K | 0.00% | +1,645 | New |
| Geneos Wealth Management Inc. | 1,646 | $264.3K | 0.01% | −690−29.5% | Reduced |
| Zullo Investment Group, Inc. | 1,654 | $265.6K | 0.11% | +1,654 | New |
| Capital Investment Advisors, LLC | 1,665 | $267.4K | 0.00% | +1,665 | New |
| Sage Mountain Advisors LLC | 1,673 | $268.6K | 0.02% | +1,673 | New |
| Founders Financial Alliance, LLC | 1,676 | $269.2K | 0.06% | +1,676 | New |
| Vestmark Advisory Solutions, Inc. | 1,697 | $272.5K | 0.00% | +1,697 | New |
| New Age Alpha Advisors, LLC | 1,697 | $272.5K | 0.01% | −529−23.8% | Reduced |
| Summit Financial, LLC | 1,708 | $274.3K | 0.01% | +1,708 | New |
| First Citizens Bank & Trust Co | 1,709 | $274.4K | 0.00% | +1,709 | New |
| Independence Bank of Kentucky | 1,718 | $275.9K | 0.04% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,724 | $276.9K | 0.10% | −13−0.7% | Reduced |
| Moneta Group Investment Advisors LLC | 1,725 | $276.9K | 0.00% | +1,725 | New |
| Readystate Asset Management LP | 1,726 | $277.2K | 0.01% | +1,726 | New |
| RHS Financial, LLC | 1,749 | $280.9K | 0.16% | +1,749 | New |
| Dynasty Wealth Management, LLC | 1,756 | $282.0K | 0.00% | −1,313−42.8% | Reduced |
| Fort Sheridan Advisors LLC | 1,800 | $289.0K | 0.04% | +1,800 | New |
| Marks Group Wealth Management, Inc | 1,807 | $290.2K | 0.03% | +1,807 | New |
| Capital Analysts, LLC | 1,818 | $292.0K | 0.01% | +300+19.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,819 | $292.1K | 0.04% | −625−25.6% | Reduced |
| Gilman Hill Asset Management, LLC | 1,825 | $293.1K | 0.05% | −300−14.1% | Reduced |
| Diversify Advisory Services, LLC | 1,872 | $293.3K | 0.01% | +1,872 | New |
| Fielder Capital Group LLC | 1,833 | $294.4K | 0.08% | +1,833 | New |
| Samalin Investment Counsel, LLC | 1,842 | $295.9K | 0.11% | +1,842 | New |
| Ameritas Investment Partners, Inc. | 1,845 | $296.3K | 0.01% | −129−6.5% | Reduced |
| Range Financial Group LLC | 1,862 | $299.0K | 0.12% | +1,862 | New |
| Graypoint LLC | 1,892 | $303.8K | 0.02% | +1,892 | New |
| Anb Bank | 1,898 | $304.8K | 0.14% | +1,898 | New |
| Brown Miller Wealth Management, LLC | 1,899 | $304.9K | 0.09% | +1,899 | New |
| Chicago Partners Investment Group LLC | 1,910 | $306.7K | 0.01% | +59+3.2% | Added |
| Boston Private Wealth LLC | 1,917 | $307.8K | 0.02% | +1,917 | New |
| Cigna Investments Inc | 1,956 | $314.0K | 0.05% | +1,956 | New |
| Oak Thistle LLC | 1,967 | $315.9K | 0.05% | +1,967 | New |
| Journey Strategic Wealth LLC | 1,967 | $315.9K | 0.01% | +1,967 | New |
| Townsend Asset Management Corp | 1,990 | $319.6K | 0.12% | +1,990 | New |
| Compagnie Lombard Odier SCmA | 2,000 | $321.2K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,063 | $321.6K | 0.02% | −133−6.1% | Reduced |
| Commerzbank Aktiengesellschaft | 2,004 | $322.0K | 0.01% | +2,004 | New |
| Moody Lynn & Lieberson, LLC | 2,009 | $322.6K | 0.02% | +2,009 | New |
| ISAM Funds (UK) Ltd | 2,015 | $323.6K | 0.07% | +2,015 | New |