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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 3,556 | $571.0K | 0.09% | −105−2.9% | Reduced |
| United Capital Financial Advisers, LLC | 3,545 | $569.3K | 0.00% | −448−11.2% | Reduced |
| Secure Asset Management, LLC | 3,390 | $544.3K | 0.10% | +3,390 | New |
| Accel Wealth Management | 3,384 | $543.4K | 0.18% | −99−2.8% | Reduced |
| Donald L. Hagan, LLC | 3,384 | $543.4K | 0.27% | +66+2.0% | Added |
| Valeo Financial Advisors, LLC | 3,370 | $541.2K | 0.01% | +3,370 | New |
| Apollon Wealth Management, LLC | 3,362 | $539.9K | 0.01% | −961−22.2% | Reduced |
| Keystone Financial Group | 3,346 | $537.3K | 0.05% | +3,346 | New |
| Alethea Capital Management, LLC | 3,308 | $531.2K | 0.40% | +3,308 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,300 | $529.9K | 0.02% | +3,300 | New |
| Bryn Mawr Trust Co | 3,284 | $527.3K | 0.01% | −328−9.1% | Reduced |
| Limestone Investment Advisors LP | 30 | $512.9K | 0.22% | +30 | New |
| VestGen Advisors, LLC | 3,183 | $511.1K | 0.02% | +141+4.6% | Added |
| Williams Jones Wealth Management, LLC. | 3,101 | $498.0K | 0.01% | +3,101 | New |
| Canada Post Corp Registered Pension Plan | 3,098 | $497.5K | 0.03% | +3,098 | New |
| Dorsey & Whitney Trust CO LLC | 3,084 | $495.2K | 0.03% | +3+0.1% | Added |
| Global Financial Private Client, LLC | 3,069 | $492.8K | 0.18% | +3,019+6,038.0% | Added |
| Midwest Trust Co | 3,064 | $492.0K | 0.01% | +3,064 | New |
| EverSource Wealth Advisors, LLC | 3,064 | $492.0K | 0.02% | +532+21.0% | Added |
| J.Safra Asset Management Corp | 3,034 | $487.2K | 0.03% | +584+23.8% | Added |
| Signaturefd, LLC | 3,033 | $487.0K | 0.01% | +61+2.1% | Added |
| 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 |
| Polymer Capital Management (US) LLC | 2,946 | $473.1K | 0.08% | +2,946 | New |
| Daymark Wealth Partners, LLC | 2,944 | $472.7K | 0.02% | +64+2.2% | Added |
| AdvisorShares Investments LLC | 2,940 | $472.1K | 0.09% | +2,940 | New |
| Checchi Capital Advisers, LLC | 2,934 | $471.1K | 0.03% | −685−18.9% | Reduced |
| Johnson Investment Counsel Inc | 2,929 | $470.3K | 0.00% | −322−9.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 2,928 | $470.2K | 0.01% | −32,732−91.8% | Reduced |
| Burns Matteson Capital Management, LLC | 2,927 | $470.0K | 0.23% | +35+1.2% | Added |
| Inscription Capital, LLC | 2,900 | $465.7K | 0.07% | +2,900 | New |
| Bayforest Capital Ltd | 2,898 | $465.4K | 0.20% | +1,776+158.3% | Added |
| Principal Securities, Inc. | 2,877 | $462.0K | 0.01% | −103−3.5% | Reduced |
| Brown Advisory Inc | 2,871 | $461.0K | 0.00% | +324+12.7% | Added |
| Siemens Fonds Invest GmbH | 2,864 | $459.9K | 0.03% | +506+21.5% | Added |
| Baader Bank INC | 2,961 | $459.5K | 0.04% | +2,961 | New |
| Laffer Tengler Investments | 2,850 | $457.7K | 0.08% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,826 | $453.8K | 0.07% | +124+4.6% | Added |
| Cresset Asset Management, LLC | 2,824 | $453.5K | 0.00% | −2,927−50.9% | Reduced |
| Forum Financial Management, LP | 2,809 | $451.1K | 0.01% | −446−13.7% | Reduced |
| Financial Life Planners | 2,806 | $450.6K | 0.37% | +444+18.8% | Added |
| Integrity Alliance, LLC. | 2,773 | $445.3K | 0.02% | −834−23.1% | Reduced |
| Weybosset Research & Management LLC | 2,772 | $445.1K | 0.15% | −903−24.6% | Reduced |
| MBB Public Markets I LLC | 2,771 | $445.0K | 0.05% | −603−17.9% | Reduced |
| PAX Financial Group, LLC | 2,769 | $444.6K | 0.08% | +2,769 | New |
| Prelude Capital Management, LLC | 2,743 | $440.5K | 0.04% | −11−0.4% | Reduced |
| Private Trust Co NA | 2,742 | $440.3K | 0.04% | +1,260+85.0% | Added |
| Colonial River Wealth Management, LLC | 2,904 | $439.5K | 0.19% | −4,954−63.0% | Reduced |
| 111 Capital | 2,721 | $436.9K | 0.08% | +2,721 | New |
| Grandfield & Dodd, LLC | 2,700 | $433.6K | 0.03% | 00.0% | Unchanged |
| 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 |
| Stratos Wealth Partners, LTD. | 2,657 | $426.8K | 0.01% | −179−6.3% | Reduced |
| Glenview Trust Co | 2,654 | $426.2K | 0.01% | +2,654 | New |
| Moran Wealth Management, LLC | 2,653 | $426.0K | 0.01% | +268+11.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,650 | $426.0K | 0.00% | +2,650 | New |
| Fidelis Capital Partners, LLC | 2,867 | $425.9K | 0.04% | +258+9.9% | Added |
| Diversified Trust Co | 2,638 | $423.6K | 0.01% | −207−7.3% | Reduced |
| Yeomans Consulting Group, Inc. | 2,712 | $423.0K | 0.17% | +2,712 | New |
| Global Retirement Partners, LLC | 2,602 | $417.9K | 0.01% | +2,602 | New |
| Arete Wealth Advisors, LLC | 2,616 | $417.0K | 0.03% | −461−15.0% | Reduced |
| WBI Investments | 2,593 | $416.4K | 0.11% | +2,593 | New |
| United Advisor Group, LLC | 2,587 | $415.4K | 0.07% | +2,587 | New |
| Eventide Asset Management, LLC | 2,541 | $413.0K | 0.01% | +2,541 | New |
| Aaron Wealth Advisors | 2,569 | $412.5K | 0.04% | +2,569 | New |
| Edgestream Partners, L.P. | 2,564 | $411.7K | 0.01% | +2,564 | New |
| WealthTrust Asset Management, LLC | 2,547 | $409.0K | 0.31% | +2,547 | New |
| Resources Investment Advisors, LLC. | 2,540 | $407.9K | 0.00% | −1,183−31.8% | Reduced |
| Simplicity Wealth,LLC | 2,540 | $407.8K | 0.02% | +2,540 | New |
| Flputnam Investment Management Co | 2,527 | $405.9K | 0.01% | −50,978−95.3% | Reduced |
| Monograph Wealth Advisors, LLC | 2,513 | $403.5K | 0.05% | +10+0.4% | Added |
| Farringdon Capital, Ltd. | 2,498 | $401.1K | 0.13% | −156−5.9% | Reduced |
| Cannon Wealth Management Services, LLC | 2,480 | $398.2K | 0.33% | −106−4.1% | Reduced |
| EP Wealth Advisors, LLC | 2,478 | $397.9K | 0.00% | −3,410−57.9% | Reduced |
| Spire Wealth Management | 2,582 | $397.8K | 0.01% | −1,809−41.2% | Reduced |
| Reliant Investment Partners, LLC | 2,471 | $396.8K | 0.35% | +279+12.7% | Added |
| Park Capital Management, LLC | 2,443 | $392.3K | 0.36% | +2,443 | New |
| SeaBridge Investment Advisors LLC | 2,439 | $391.7K | 0.07% | +2+0.1% | Added |
| Independent Advisor Alliance | 2,429 | $390.1K | 0.01% | +163+7.2% | Added |
| GeoWealth Management, LLC | 2,428 | $389.9K | 0.02% | −404−14.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,423 | $389.1K | 0.02% | −45−1.8% | Reduced |
| Stiles Financial Services Inc | 2,411 | $387.2K | 0.13% | −1,844−43.3% | Reduced |
| Northside Capital Management, LLC | 2,400 | $385.4K | 0.03% | +2,400 | New |
| Parallel Advisors, LLC | 2,395 | $384.5K | 0.01% | +33+1.4% | Added |
| Stevens Capital Management LP | 2,393 | $384.0K | 0.10% | −4,335−64.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,384 | $382.8K | 0.01% | −1,047−30.5% | Reduced |
| 49 Wealth Management, LLC | 2,362 | $379.4K | 0.04% | −1,078−31.3% | Reduced |
| West Michigan Advisors, LLC | 2,357 | $378.5K | 0.11% | +2,357 | New |
| Elm3 Financial Group, LLC | 2,345 | $376.6K | 0.31% | +2,345 | New |
| Proficio Capital Partners LLC | 2,344 | $376.4K | 0.02% | +2,344 | New |
| Tocqueville Asset Management L.P. | 2,300 | $369.3K | 0.01% | −200−8.0% | Reduced |
| Personal Cfo Solutions, LLC | 2,297 | $368.9K | 0.07% | −2,308−50.1% | Reduced |
| Mutual Advisors, LLC | 2,354 | $368.6K | 0.01% | +2,354 | New |
| Cercano Management LLC | 2,295 | $368.5K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,293 | $368.2K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,441 | $366.9K | 0.02% | +151+6.6% | Added |
| Bingham Private Wealth, LLC | 2,262 | $363.2K | 0.35% | −941−29.4% | Reduced |
| Sagespring Wealth Partners, LLC | 2,253 | $361.7K | 0.01% | −13−0.6% | Reduced |
| Ethic Inc. | 2,217 | $360.7K | 0.01% | +28+1.3% | Added |
| United Community Bank | 2,242 | $360.0K | 0.12% | +11+0.5% | Added |