NRG Energy, Inc.

NRG

Exchange: NYSE
Industry: Electric Services
SEC CIK: 0001013871

SEC filings (opens in a new tab)

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

Value heldQ2 2025: $29.5B

Institutions holding NRG and their total value by quarter
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.

Institutions holding NRG in Q2 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Bank of Jackson Hole Trust	177	$28.4K	0.02%	+177	New
Cranbrook Wealth Management, LLC	175	$28.1K	0.01%	00.0%	Unchanged
Toth Financial Advisory Corp	170	$27.3K	0.00%	+170	New
Matrix Trust Co	170	$27.0K	0.00%	−8−4.5%	Reduced
MV Capital Management, Inc.	168	$27.0K	0.00%	−3−1.8%	Reduced
Salomon & Ludwin, LLC	167	$26.0K	0.00%	00.0%	Unchanged
Rise Advisors, LLC	159	$25.5K	0.01%	+12+8.2%	Added
Banque Cantonale Vaudoise	155	$25.0K	0.00%	00.0%	Unchanged
Mount Yale Investment Advisors, LLC	152	$24.4K	0.00%	−9,987−98.5%	Reduced
MTM Investment Management, LLC	148	$23.8K	0.01%	+148	New
Red Tortoise LLC	146	$23.4K	0.01%	00.0%	Unchanged
Clean Yield Group	137	$22.0K	0.01%	+137	New
Vision Financial Markets LLC	128	$20.4K	0.02%	+1+0.8%	Added
Private Wealth Management Group, LLC	125	$20.1K	0.01%	−30−19.4%	Reduced
Quest 10 Wealth Builders, Inc.	120	$19.3K	0.02%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	120	$19.2K	0.00%	+100+500.0%	Added
William B. Walkup & Associates, Inc.	119	$19.1K	0.01%	00.0%	Unchanged
NewSquare Capital LLC	118	$18.9K	0.00%	+34+40.5%	Added
HighMark Wealth Management LLC	113	$18.2K	0.01%	00.0%	Unchanged
Concord Wealth Partners	107	$17.2K	0.00%	00.0%	Unchanged
Barnes Dennig Private Wealth Management LLC	107	$17.2K	0.02%	+107	New
Kestra Investment Management, LLC	176	$16.8K	0.00%	00.0%	Unchanged
Murphy & Mullick Capital Management Corp	101	$16.2K	0.01%	+100+10,000.0%	Added
Founders Capital Management	100	$16.1K	0.01%	00.0%	Unchanged
Morton Brown Family Wealth, LLC	100	$16.1K	0.00%	00.0%	Unchanged
Farmers & Merchants Trust Co of Chambersburg PA	100	$16.0K	0.01%	00.0%	Unchanged
Financial Management Professionals, Inc.	99	$15.9K	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	102	$15.2K	0.00%	−4−3.8%	Reduced
Atlantic Union Bankshares Corp	94	$15.1K	0.00%	+94	New
Hantz Financial Services, Inc.	88	$14.0K	0.00%	+72+450.0%	Added
Hollencrest Capital Management	87	$14.0K	0.00%	−1,964−95.8%	Reduced
Atlantic Edge Private Wealth Management, LLC	85	$13.7K	0.00%	+85	New
N.E.W. Advisory Services LLC	84	$13.5K	0.00%	−17−16.8%	Reduced
Bell Investment Advisors, Inc	83	$13.3K	0.00%	+22+36.1%	Added
Oakworth Capital, Inc.	80	$12.8K	0.00%	00.0%	Unchanged
Rosenberg Matthew Hamilton	79	$12.7K	0.00%	00.0%	Unchanged
Rothschild Investment LLC	77	$12.4K	0.00%	−8−9.4%	Reduced
Whittier Trust Co of Nevada Inc	75	$12.0K	0.00%	−8−9.6%	Reduced
Iron Horse Wealth Management, LLC	73	$11.7K	0.00%	00.0%	Unchanged
Solstein Capital, LLC	72	$11.6K	0.01%	+72	New
True Wealth Design, LLC	70	$11.2K	0.00%	+7+11.1%	Added
Smallwood Wealth Investment Management, LLC	70	$11.2K	0.01%	00.0%	Unchanged
DT Investment Partners, LLC	66	$10.6K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	60	$10.3K	0.00%	+8+15.4%	Added
Traub Capital Management LLC	62	$9.96K	0.01%	+62	New
Wolff Wiese Magana LLC	61	$9.80K	0.01%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	61	$9.80K	0.00%	00.0%	Unchanged
AdvisorNet Financial, Inc	61	$9.79K	0.00%	+1+1.7%	Added
Creative Financial Designs Inc	57	$9.15K	0.00%	+22+62.9%	Added
DiNuzzo Private Wealth, Inc.	53	$8.51K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	53	$8.51K	0.00%	00.0%	Unchanged
Main Street Group, LTD	50	$8.03K	0.00%	00.0%	Unchanged
Bellwether Advisors, LLC	48	$7.71K	0.00%	+48	New
Trust Co of Toledo NA	47	$7.55K	0.00%	+47	New
Harbor Investment Advisory, LLC	46	$7.39K	0.00%	−2−4.2%	Reduced
Rossby Financial, LCC	45	$7.23K	0.00%	+35+350.0%	Added
Ingalls & Snyder LLC	46	$7.00K	0.00%	+46	New
Atlantic Trust, LLC	43	$6.91K	0.00%	+17+65.4%	Added
Howard Hughes Medical Institute	43	$6.91K	0.00%	+43	New
Rialto Wealth Management, LLC	41	$6.58K	0.00%	+26+173.3%	Added
Anchor Investment Management, LLC	38	$6.10K	0.00%	00.0%	Unchanged
Avion Wealth	41	$6.00K	0.00%	+23+127.8%	Added
Mowery & Schoenfeld Wealth Management, LLC	36	$5.80K	0.01%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	34	$5.55K	0.00%	+7+25.9%	Added
Corebridge Financial, Inc.	34	$5.46K	0.00%	−50,294−99.9%	Reduced
Marshall & Sterling Wealth Advisors Inc.	34	$5.46K	0.00%	+34	New
Riggs Asset Managment Co. Inc.	33	$5.30K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	33	$5.30K	0.00%	00.0%	Unchanged
Plato Investment Management Ltd	33	$5.28K	0.00%	+33	New
Motco	30	$5.02K	0.00%	+30	New
Ogorek Anthony Joseph	33	$5.00K	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	30	$4.82K	0.00%	+10+50.0%	Added
MCF Advisors LLC	29	$4.66K	0.00%	00.0%	Unchanged
Abound Wealth Management	27	$4.34K	0.00%	00.0%	Unchanged
Private Wealth Asset Management, LLC	27	$4.34K	0.00%	+24+800.0%	Added
Caitong International Asset Management Co., Ltd	27	$4.34K	0.00%	+27	New
Rakuten Securities, Inc.	24	$3.85K	0.00%	−67−73.6%	Reduced
Heritage Wealth Advisors	24	$3.85K	0.00%	00.0%	Unchanged
Friedenthal Financial	23	$3.65K	0.00%	+23	New
Activest Wealth Management	21	$3.37K	0.00%	+2+10.5%	Added
Clark Wealth Partners	20	$3.21K	0.00%	+10+100.0%	Added
Stephens Consulting, LLC	18	$2.89K	0.00%	+18	New
Albion Financial Group	17	$2.73K	0.00%	00.0%	Unchanged
WFA of San Diego, LLC	17	$2.73K	0.00%	+17	New
Beaird Harris Wealth Management, LLC	17	$2.73K	0.00%	+17	New
Tradewinds Capital Management, LLC	17	$2.72K	0.00%	00.0%	Unchanged
Medallion Wealth Advisors, LLC	17	$2.65K	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	15	$2.41K	0.00%	+10+200.0%	Added
Mid-American Wealth Advisory Group, Inc.	15	$2.41K	0.00%	+15	New
Bay Harbor Wealth Management, LLC	15	$2.41K	0.00%	+7+87.5%	Added
Crewe Advisors LLC	14	$2.25K	0.00%	00.0%	Unchanged
Battery Global Advisors, LLC	13	$2.09K	0.00%	00.0%	Unchanged
Webster Bank, N. A.	13	$2.09K	0.00%	+13	New
UMA Financial Services, Inc.	13	$2.09K	0.00%	+13	New
Valley National Advisers Inc	15	$2.00K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	12	$1.93K	0.00%	00.0%	Unchanged
Valued Wealth Advisors LLC	9	$1.45K	0.00%	00.0%	Unchanged
Parkworth Wealth Management, Inc.	9	$1.45K	0.00%	00.0%	Unchanged
CVA Family Office, LLC	9	$1.45K	0.00%	+3+50.0%	Added
Dunhill Financial, LLC	8	$1.37K	0.00%	−30−78.9%	Reduced