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 |
|---|---|---|---|---|---|
| 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 |
| Newbridge Financial Services Group, Inc. | 1,337 | $214.7K | 0.03% | −55−4.0% | Reduced |
| Acorn Wealth Advisors, LLC | 1,337 | $214.7K | 0.08% | +1,337 | New |
| Kathmere Capital Management, LLC | 1,335 | $214.4K | 0.02% | +1,335 | New |
| Summit Wealth Group LLC | 1,334 | $214.2K | 0.05% | +1,334 | New |
| Financial Partners Group, Inc | 1,325 | $212.8K | 0.03% | +1,325 | New |
| Optas, LLC | 1,314 | $211.0K | 0.04% | +1,314 | New |
| Valmark Advisers, Inc. | 1,309 | $210.2K | 0.00% | +1,309 | New |
| Wedbush Securities Inc | 1,309 | $210.0K | 0.01% | +1,309 | New |
| Wealth Alliance | 1,307 | $209.9K | 0.02% | +1,307 | New |
| Great Valley Advisor Group, Inc. | 1,301 | $208.8K | 0.00% | −1,147−46.9% | Reduced |
| Brown Brothers Harriman & Co | 1,298 | $208.4K | 0.00% | +138+11.9% | Added |
| Ameriflex Group, Inc. | 1,287 | $207.8K | 0.11% | +4+0.3% | Added |
| Moors & Cabot, Inc. | 1,287 | $206.7K | 0.01% | +1,287 | New |
| Five Oceans Advisors | 1,283 | $206.0K | 0.09% | +1,283 | New |
| Kingsview Wealth Management, LLC | 1,278 | $205.3K | 0.00% | +1,278 | New |
| Trust Investment Advisors | 1,265 | $203.2K | 0.12% | +1,265 | 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 |
| Abacus Planning Group, Inc. | 1,260 | $202.3K | 0.03% | +1,260 | New |
| Redwood Wealth Management Group, LLC | 1,257 | $201.8K | 0.09% | +1,257 | New |
| GWN Securities Inc. | 1,244 | $200.5K | 0.04% | −4,048−76.5% | Reduced |
| Warren Averett Asset Management, LLC | 1,246 | $200.1K | 0.00% | +1,246 | New |
| Virtus ETF Advisers LLC | 1,231 | $197.7K | 0.12% | −650−34.6% | Reduced |
| Smithfield Trust Co | 1,135 | $182.0K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,110 | $178.0K | 0.00% | +1,110 | New |
| Opal Wealth Advisors, LLC | 1,097 | $176.2K | 0.05% | −877−44.4% | Reduced |
| 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 |
| Allworth Financial LP | 1,078 | $173.2K | 0.00% | +320+42.2% | Added |
| Covestor Ltd | 1,044 | $168.0K | 0.10% | +727+229.3% | Added |
| Centaurus Financial, Inc. | 1,033 | $166.0K | 0.01% | +1,033 | New |
| Massmutual Trust Co FSB | 1,011 | $162.3K | 0.00% | −61−5.7% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,000 | $160.6K | 0.04% | −16,800−94.4% | Reduced |
| Huntington National Bank | 991 | $159.1K | 0.00% | −11−1.1% | Reduced |
| Trust Co of Vermont | 915 | $146.9K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 864 | $138.8K | 0.00% | −40−4.4% | Reduced |
| Ronald Blue Trust, Inc. | 861 | $138.3K | 0.00% | −742−46.3% | Reduced |
| Ostrum Asset Management | 829 | $133.1K | 0.01% | −24−2.8% | Reduced |
| Grove Bank & Trust | 806 | $129.4K | 0.02% | +43+5.6% | Added |
| Ameritas Advisory Services, LLC | 805 | $129.3K | 0.01% | +805 | New |
| Whittier Trust Co | 798 | $128.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,402 | $126.5K | 0.01% | +197+16.3% | Added |
| First Horizon Advisors, Inc. | 749 | $120.3K | 0.00% | −1,791−70.5% | Reduced |
| Binnacle Investments Inc | 728 | $116.9K | 0.08% | +14+2.0% | Added |
| CoreCap Advisors, LLC | 722 | $116.0K | 0.00% | +243+50.7% | Added |
| Castleark Management LLC | 720 | $115.6K | 0.00% | +720 | New |
| Cromwell Holdings LLC | 708 | $113.7K | 0.07% | +25+3.7% | Added |
| Aventura Private Wealth, LLC | 700 | $112.4K | 0.05% | +700 | New |
| West Oak Capital, LLC | 700 | $112.4K | 0.04% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 680 | $109.2K | 0.07% | 00.0% | Unchanged |
| Umb Bank N A | 675 | $108.4K | 0.00% | +20+3.1% | Added |
| Community Bank, N.A. | 671 | $107.7K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 641 | $103.0K | 0.00% | −31−4.6% | Reduced |
| Larson Financial Group LLC | 616 | $98.9K | 0.00% | +57+10.2% | Added |
| Clearstead Advisors, LLC | 610 | $98.0K | 0.00% | +252+70.4% | Added |
| Rational Advisors LLC | 606 | $97.3K | 0.01% | −399−39.7% | Reduced |
| TSFG, LLC | 583 | $94.0K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 587 | $94.0K | 0.07% | +587 | New |
| MUFG Securities EMEA plc | 578 | $92.8K | 0.00% | −94,421−99.4% | Reduced |
| Fortitude Family Office, LLC | 562 | $90.2K | 0.03% | +371+194.2% | Added |
| Princeton Global Asset Management LLC | 540 | $86.7K | 0.02% | +56+11.6% | Added |
| Park Square Financial Group, LLC | 532 | $85.4K | 0.06% | −26−4.7% | Reduced |
| Aspect Partners, LLC | 524 | $84.1K | 0.04% | +409+355.7% | Added |
| Sound Income Strategies, LLC | 495 | $79.5K | 0.00% | +414+511.1% | Added |
| Bullock Wealth Management Group | 441 | $68.8K | 0.04% | +297+206.3% | Added |
| 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 |
| Whipplewood Advisors, LLC | 402 | $64.6K | 0.04% | −2,881−87.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 400 | $64.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 395 | $63.4K | 0.05% | −356−47.4% | Reduced |
| Zions Bancorporation, National Association | 383 | $61.5K | 0.00% | +93+32.1% | Added |
| Sachetta, LLC | 378 | $60.8K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 373 | $59.9K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 353 | $56.7K | 0.00% | −67−16.0% | Reduced |
| SJS Investment Consulting Inc. | 351 | $56.4K | 0.01% | +302+616.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 340 | $54.6K | 0.02% | +120+54.5% | Added |
| Key Financial Inc | 313 | $50.3K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 300 | $48.2K | 0.00% | −6,603−95.7% | Reduced |
| ORG Wealth Partners, LLC | 305 | $47.6K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 500 | $47.0K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 300 | $46.8K | 0.01% | −289−49.1% | Reduced |
| ORG Partners LLC | 282 | $44.0K | 0.01% | +228+422.2% | Added |
| Plante Moran Financial Advisors, LLC | 264 | $42.3K | 0.00% | +58+28.2% | Added |
| Edmond de Rothschild Holding S.A. | 260 | $41.8K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 777 | $40.2K | 0.46% | +769+9,612.5% | Added |
| Leonteq Securities AG | 235 | $37.7K | 0.00% | −1,044−81.6% | Reduced |
| JFS Wealth Advisors, LLC | 234 | $37.6K | 0.00% | −1−0.4% | Reduced |
| Kiker Wealth Management, LLC | 233 | $37.4K | 0.02% | +233 | New |
| Prestige Wealth Management Group LLC | 228 | $36.6K | 0.01% | +4+1.8% | Added |
| Keystone Financial Group, Inc. | 241 | $36.5K | 0.02% | +1+0.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 221 | $34.6K | 0.01% | +221 | New |
| Oliver Lagore Vanvalin Investment Group | 360 | $34.4K | 0.01% | +360 | New |
| South State Corp. | 210 | $33.7K | 0.00% | +5+2.4% | Added |
| Fourth Dimension Wealth, LLC | 200 | $32.1K | 0.01% | +200 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 192 | $30.8K | 0.01% | +52+37.1% | Added |
| 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 |
| Sierra Ocean, LLC | 177 | $28.4K | 0.02% | 00.0% | Unchanged |