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, Q3 2025

Institutional positions in NRG Energy, Inc. as of Sep 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: 1,049; +48 vs. Q2 2025
Shares held: 176.9M; −7.06M (−3.8%) vs. Q2 2025
Total value: $28.7B; −$863.0M (−2.9%) vs. Q2 2025
New holders: 146; 383 more added
Sold out: 98; 388 more reduced

16 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 1,049 institutions

Value heldQ3 2025: $28.7B

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, Q3 2025

Shares, value and share of portfolio for each institution holding NRG Energy, Inc.; share changes are against Q2 2025.

Institutions holding NRG in Q3 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Cape Investment Advisory, Inc.	1	$162	0.00%	00.0%	Unchanged
Birchbrook, Inc.	1	$162	0.00%	00.0%	Unchanged
High Note Wealth, LLC	1	$162	0.00%	+1	New
American Capital Advisory, LLC	2	$324	0.00%	−1−33.3%	Reduced
Quaker Wealth Management, LLC	2	$324	0.00%	00.0%	Unchanged
Davis Capital Management	2	$324	0.00%	+2	New
GPS Wealth Strategies Group, LLC	3	$486	0.00%	00.0%	Unchanged
TFC Financial Management	3	$486	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	3	$486	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	3	$529	0.00%	00.0%	Unchanged
Marshall & Sterling Wealth Advisors Inc.	4	$648	0.00%	−30−88.2%	Reduced
Rakuten Securities, Inc.	4	$648	0.00%	−20−83.3%	Reduced
Palisade Asset Management, LLC	4	$648	0.00%	+4	New
Wealth Watch Advisors, INC	4	$648	0.00%	+4	New
Caitong International Asset Management Co., Ltd	5	$810	0.00%	−22−81.5%	Reduced
Guerra Advisors Inc	5	$810	0.00%	+5	New
DHJJ Financial Advisors, Ltd.	6	$972	0.00%	00.0%	Unchanged
SWAN Capital LLC	6	$972	0.00%	+6	New
Seneschal Advisors, LLC	6	$972	0.00%	+6	New
Colonial Trust Co	7	$1.13K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	7	$1.13K	0.00%	+1+16.7%	Added
Essential Partners LLC	7	$1.15K	0.00%	+7	New
Legacy Wealth Managment, LLC	8	$1.30K	0.00%	00.0%	Unchanged
Heartwood Wealth Advisors LLC	8	$1.30K	0.00%	+8	New
Avalon Trust Co	8	$1.30K	0.00%	+8	New
Atlantic Private Wealth, LLC	9	$1.38K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	9	$1.40K	0.00%	+1+12.5%	Added
Valued Wealth Advisors LLC	9	$1.46K	0.00%	00.0%	Unchanged
CVA Family Office, LLC	9	$1.46K	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	9	$1.46K	0.00%	+9	New
Texas Capital Bancshares Inc	10	$1.62K	0.00%	+10	New
Highline Wealth Partners LLC	12	$1.94K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	12	$1.94K	0.00%	+4+50.0%	Added
Ingalls & Snyder LLC	14	$2.00K	0.00%	−32−69.6%	Reduced
Valley National Advisers Inc	16	$2.00K	0.00%	+1+6.7%	Added
HFM Investment Advisors, LLC	13	$2.10K	0.00%	−2−13.3%	Reduced
Webster Bank, N. A.	13	$2.10K	0.00%	00.0%	Unchanged
Battery Global Advisors, LLC	13	$2.10K	0.00%	00.0%	Unchanged
Turning Point Benefit Group, Inc.	14	$2.27K	0.00%	+14	New
Crewe Advisors LLC	14	$2.27K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	15	$2.43K	0.00%	+15	New
Clayton Financial Group LLC	15	$2.43K	0.00%	+15	New
Tradewinds Capital Management, LLC	17	$2.74K	0.00%	00.0%	Unchanged
WFA of San Diego, LLC	17	$2.75K	0.00%	00.0%	Unchanged
Medallion Wealth Advisors, LLC	17	$2.75K	0.00%	00.0%	Unchanged
Albion Financial Group	17	$2.75K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	17	$2.75K	0.00%	+17	New
ZRC Wealth Management, LLC	17	$2.75K	0.00%	+17	New
Bay Harbor Wealth Management, LLC	19	$3.08K	0.00%	+4+26.7%	Added
UMA Financial Services, Inc.	20	$3.24K	0.00%	+7+53.8%	Added
Strengthening Families & Communities, LLC	22	$3.57K	0.00%	+22	New
REAP Financial Group, LLC	24	$3.86K	0.00%	+24	New
Heritage Wealth Advisors	24	$3.89K	0.00%	00.0%	Unchanged
Activest Wealth Management	24	$3.89K	0.00%	+3+14.3%	Added
SJS Investment Consulting Inc.	27	$4.37K	0.00%	−324−92.3%	Reduced
Private Wealth Asset Management, LLC	27	$4.37K	0.00%	00.0%	Unchanged
JPL Wealth Management, LLC	27	$4.37K	0.00%	+27	New
Financial Consulate, Inc	28	$4.54K	0.00%	+28	New
CBIZ Investment Advisory Services, LLC	28	$4.54K	0.00%	+28	New
MCF Advisors LLC	29	$4.70K	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	30	$4.86K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	34	$5.00K	0.00%	+1+3.0%	Added
T. Rowe Price Investment Management, Inc.	30	$5.00K	0.00%	+30	New
Cloud Capital Management, LLC	34	$5.00K	0.00%	+34	New
Horizon Financial Services, LLC	33	$5.34K	0.00%	+33	New
Halbert Hargrove Global Advisors, LLC	33	$5.34K	0.00%	+33	New
Park Square Financial Group, LLC	34	$5.51K	0.02%	−498−93.6%	Reduced
Kayne Anderson Rudnick Investment Management LLC	34	$5.60K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	36	$5.83K	0.00%	+3+9.1%	Added
Retirement Wealth Solutions LLC	36	$5.83K	0.00%	+36	New
Mowery & Schoenfeld Wealth Management, LLC	36	$5.86K	0.01%	00.0%	Unchanged
Avion Wealth	38	$6.00K	0.00%	−3−7.3%	Reduced
Anchor Investment Management, LLC	38	$6.15K	0.00%	00.0%	Unchanged
Abound Wealth Management	39	$6.32K	0.00%	+12+44.4%	Added
Howard Hughes Medical Institute	42	$6.80K	0.00%	−1−2.3%	Reduced
Caitlin John, LLC	43	$7.04K	0.00%	+43	New
Rossby Financial, LCC	45	$7.29K	0.00%	00.0%	Unchanged
Atlantic Trust, LLC	45	$7.29K	0.00%	+2+4.7%	Added
Rialto Wealth Management, LLC	45	$7.29K	0.00%	+4+9.8%	Added
Accent Capital Management, LLC	45	$7.29K	0.00%	+45	New
Harbor Investment Advisory, LLC	46	$7.45K	0.00%	00.0%	Unchanged
Trust Co of Toledo NA	47	$7.61K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	53	$7.71K	0.00%	00.0%	Unchanged
Solstein Capital, LLC	49	$7.94K	0.00%	−23−31.9%	Reduced
LRI Investments, LLC	49	$7.94K	0.00%	+49	New
Colonial Trust Advisors	50	$8.10K	0.00%	+50	New
Berbice Capital Management LLC	50	$8.10K	0.00%	+50	New
Stone House Investment Management, LLC	53	$8.58K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	57	$9.23K	0.00%	−26−31.3%	Reduced
Creative Financial Designs Inc	57	$9.24K	0.00%	00.0%	Unchanged
Vermillion & White Wealth Management Group, LLC	59	$9.55K	0.01%	+59	New
Wolff Wiese Magana LLC	61	$9.88K	0.01%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	61	$9.88K	0.00%	00.0%	Unchanged
AdvisorNet Financial, Inc	61	$9.88K	0.00%	00.0%	Unchanged
DT Investment Partners, LLC	66	$10.7K	0.00%	00.0%	Unchanged
Smallwood Wealth Investment Management, LLC	70	$11.3K	0.01%	00.0%	Unchanged
Rothschild Investment LLC	77	$12.5K	0.00%	00.0%	Unchanged
Whittier Trust Co of Nevada Inc	75	$12.5K	0.00%	00.0%	Unchanged
Rosenberg Matthew Hamilton	79	$12.8K	0.00%	00.0%	Unchanged
Oakworth Capital, Inc.	80	$13.0K	0.00%	00.0%	Unchanged