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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 2,043 | $332.3K | 0.03% | −716−26.0% | Reduced |
| Evergreen Capital Management LLC | 2,075 | $333.2K | 0.01% | +2,075 | New |
| CX Institutional | 2,083 | $335.0K | 0.01% | +359+20.8% | Added |
| Skopos Labs, Inc. | 2,092 | $335.9K | 0.04% | +976+87.5% | Added |
| Jump Financial, LLC | 2,117 | $339.9K | 0.00% | −6,186−74.5% | Reduced |
| Inceptionr LLC | 2,122 | $340.8K | 0.08% | −3,237−60.4% | Reduced |
| Pitcairn Co | 2,126 | $341.4K | 0.02% | −561−20.9% | Reduced |
| Keybank National Association | 2,130 | $342.0K | 0.00% | +2,130 | New |
| BLB&B Advisors, LLC | 2,133 | $342.5K | 0.02% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,150 | $345.2K | 0.04% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 2,157 | $346.4K | 0.15% | +2,157 | New |
| OneAscent Financial Services LLC | 2,163 | $347.0K | 0.02% | +2,163 | New |
| Aspen Grove Capital, LLC | 2,162 | $347.2K | 0.06% | +2,162 | New |
| Opinicus Capital, Inc. | 2,176 | $349.5K | 0.27% | −47−2.1% | Reduced |
| Flagship Harbor Advisors, LLC | 2,202 | $353.6K | 0.02% | +2,202 | New |
| IFP Advisors, Inc | 1,612 | $353.8K | 0.01% | −1,625−50.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 2,229 | $357.9K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 2,242 | $360.0K | 0.12% | +11+0.5% | Added |
| Ethic Inc. | 2,217 | $360.7K | 0.01% | +28+1.3% | Added |
| Sagespring Wealth Partners, LLC | 2,253 | $361.7K | 0.01% | −13−0.6% | Reduced |
| Bingham Private Wealth, LLC | 2,262 | $363.2K | 0.35% | −941−29.4% | Reduced |
| Wedmont Private Capital | 2,441 | $366.9K | 0.02% | +151+6.6% | Added |
| McIlrath & Eck, LLC | 2,293 | $368.2K | 0.04% | 00.0% | Unchanged |
| Cercano Management LLC | 2,295 | $368.5K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,354 | $368.6K | 0.01% | +2,354 | New |
| Personal Cfo Solutions, LLC | 2,297 | $368.9K | 0.07% | −2,308−50.1% | Reduced |
| Tocqueville Asset Management L.P. | 2,300 | $369.3K | 0.01% | −200−8.0% | Reduced |
| Proficio Capital Partners LLC | 2,344 | $376.4K | 0.02% | +2,344 | New |
| Elm3 Financial Group, LLC | 2,345 | $376.6K | 0.31% | +2,345 | New |
| West Michigan Advisors, LLC | 2,357 | $378.5K | 0.11% | +2,357 | New |
| 49 Wealth Management, LLC | 2,362 | $379.4K | 0.04% | −1,078−31.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,384 | $382.8K | 0.01% | −1,047−30.5% | Reduced |
| Stevens Capital Management LP | 2,393 | $384.0K | 0.10% | −4,335−64.4% | Reduced |
| Parallel Advisors, LLC | 2,395 | $384.5K | 0.01% | +33+1.4% | Added |
| Northside Capital Management, LLC | 2,400 | $385.4K | 0.03% | +2,400 | New |
| Stiles Financial Services Inc | 2,411 | $387.2K | 0.13% | −1,844−43.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,423 | $389.1K | 0.02% | −45−1.8% | Reduced |
| GeoWealth Management, LLC | 2,428 | $389.9K | 0.02% | −404−14.3% | Reduced |
| Independent Advisor Alliance | 2,429 | $390.1K | 0.01% | +163+7.2% | Added |
| SeaBridge Investment Advisors LLC | 2,439 | $391.7K | 0.07% | +2+0.1% | Added |
| Park Capital Management, LLC | 2,443 | $392.3K | 0.36% | +2,443 | New |
| Reliant Investment Partners, LLC | 2,471 | $396.8K | 0.35% | +279+12.7% | Added |
| Spire Wealth Management | 2,582 | $397.8K | 0.01% | −1,809−41.2% | Reduced |
| EP Wealth Advisors, LLC | 2,478 | $397.9K | 0.00% | −3,410−57.9% | Reduced |
| Cannon Wealth Management Services, LLC | 2,480 | $398.2K | 0.33% | −106−4.1% | Reduced |
| Farringdon Capital, Ltd. | 2,498 | $401.1K | 0.13% | −156−5.9% | Reduced |
| Monograph Wealth Advisors, LLC | 2,513 | $403.5K | 0.05% | +10+0.4% | Added |
| Flputnam Investment Management Co | 2,527 | $405.9K | 0.01% | −50,978−95.3% | Reduced |
| Simplicity Wealth,LLC | 2,540 | $407.8K | 0.02% | +2,540 | New |
| Resources Investment Advisors, LLC. | 2,540 | $407.9K | 0.00% | −1,183−31.8% | Reduced |
| WealthTrust Asset Management, LLC | 2,547 | $409.0K | 0.31% | +2,547 | New |
| Edgestream Partners, L.P. | 2,564 | $411.7K | 0.01% | +2,564 | New |
| Aaron Wealth Advisors | 2,569 | $412.5K | 0.04% | +2,569 | New |
| Eventide Asset Management, LLC | 2,541 | $413.0K | 0.01% | +2,541 | New |
| United Advisor Group, LLC | 2,587 | $415.4K | 0.07% | +2,587 | New |
| WBI Investments | 2,593 | $416.4K | 0.11% | +2,593 | New |
| Arete Wealth Advisors, LLC | 2,616 | $417.0K | 0.03% | −461−15.0% | Reduced |
| Global Retirement Partners, LLC | 2,602 | $417.9K | 0.01% | +2,602 | New |
| Yeomans Consulting Group, Inc. | 2,712 | $423.0K | 0.17% | +2,712 | New |
| Diversified Trust Co | 2,638 | $423.6K | 0.01% | −207−7.3% | Reduced |
| Fidelis Capital Partners, LLC | 2,867 | $425.9K | 0.04% | +258+9.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,650 | $426.0K | 0.00% | +2,650 | New |
| Moran Wealth Management, LLC | 2,653 | $426.0K | 0.01% | +268+11.2% | Added |
| Glenview Trust Co | 2,654 | $426.2K | 0.01% | +2,654 | New |
| Stratos Wealth Partners, LTD. | 2,657 | $426.8K | 0.01% | −179−6.3% | Reduced |
| Optimize Financial Inc | 2,671 | $428.9K | 0.26% | −18−0.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,671 | $428.9K | 0.01% | +10+0.4% | Added |
| Grandfield & Dodd, LLC | 2,700 | $433.6K | 0.03% | 00.0% | Unchanged |
| 111 Capital | 2,721 | $436.9K | 0.08% | +2,721 | New |
| Colonial River Wealth Management, LLC | 2,904 | $439.5K | 0.19% | −4,954−63.0% | Reduced |
| Private Trust Co NA | 2,742 | $440.3K | 0.04% | +1,260+85.0% | Added |
| Prelude Capital Management, LLC | 2,743 | $440.5K | 0.04% | −11−0.4% | Reduced |
| PAX Financial Group, LLC | 2,769 | $444.6K | 0.08% | +2,769 | New |
| MBB Public Markets I LLC | 2,771 | $445.0K | 0.05% | −603−17.9% | Reduced |
| Weybosset Research & Management LLC | 2,772 | $445.1K | 0.15% | −903−24.6% | Reduced |
| Integrity Alliance, LLC. | 2,773 | $445.3K | 0.02% | −834−23.1% | Reduced |
| Financial Life Planners | 2,806 | $450.6K | 0.37% | +444+18.8% | Added |
| Forum Financial Management, LP | 2,809 | $451.1K | 0.01% | −446−13.7% | Reduced |
| Cresset Asset Management, LLC | 2,824 | $453.5K | 0.00% | −2,927−50.9% | Reduced |
| Versant Capital Management, Inc | 2,826 | $453.8K | 0.07% | +124+4.6% | Added |
| Laffer Tengler Investments | 2,850 | $457.7K | 0.08% | 00.0% | Unchanged |
| Baader Bank INC | 2,961 | $459.5K | 0.04% | +2,961 | New |
| Siemens Fonds Invest GmbH | 2,864 | $459.9K | 0.03% | +506+21.5% | Added |
| Brown Advisory Inc | 2,871 | $461.0K | 0.00% | +324+12.7% | Added |
| Principal Securities, Inc. | 2,877 | $462.0K | 0.01% | −103−3.5% | Reduced |
| Bayforest Capital Ltd | 2,898 | $465.4K | 0.20% | +1,776+158.3% | Added |
| Inscription Capital, LLC | 2,900 | $465.7K | 0.07% | +2,900 | New |
| Burns Matteson Capital Management, LLC | 2,927 | $470.0K | 0.23% | +35+1.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,928 | $470.2K | 0.01% | −32,732−91.8% | Reduced |
| Johnson Investment Counsel Inc | 2,929 | $470.3K | 0.00% | −322−9.9% | Reduced |
| Checchi Capital Advisers, LLC | 2,934 | $471.1K | 0.03% | −685−18.9% | Reduced |
| AdvisorShares Investments LLC | 2,940 | $472.1K | 0.09% | +2,940 | New |
| Daymark Wealth Partners, LLC | 2,944 | $472.7K | 0.02% | +64+2.2% | Added |
| Polymer Capital Management (US) LLC | 2,946 | $473.1K | 0.08% | +2,946 | New |
| Worth Asset Management, LLC | 3,000 | $481.7K | 0.24% | 00.0% | Unchanged |
| LMR Partners LLP | 3,000 | $481.7K | 0.01% | +3,000 | New |
| Signaturefd, LLC | 3,033 | $487.0K | 0.01% | +61+2.1% | Added |
| J.Safra Asset Management Corp | 3,034 | $487.2K | 0.03% | +584+23.8% | Added |
| EverSource Wealth Advisors, LLC | 3,064 | $492.0K | 0.02% | +532+21.0% | Added |
| Midwest Trust Co | 3,064 | $492.0K | 0.01% | +3,064 | New |