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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hussman Strategic Advisors, Inc. | 1,000 | $161.9K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 978 | $162.6K | 0.00% | +180+22.6% | Added |
| TD Private Client Wealth LLC | 1,010 | $163.6K | 0.00% | −73−6.7% | Reduced |
| Sunbelt Securities, Inc. | 1,017 | $164.7K | 0.01% | −385−27.5% | Reduced |
| Virtus ETF Advisers LLC | 1,056 | $171.0K | 0.09% | −175−14.2% | Reduced |
| Comprehensive Financial Planning, Inc. | 1,100 | $178.1K | 0.12% | +1,100 | New |
| Smithfield Trust Co | 1,135 | $184.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,155 | $187.1K | 0.00% | +77+7.1% | Added |
| Freemont Management S.A. | 1,195 | $193.5K | 0.15% | −8,900−88.2% | Reduced |
| Rational Advisors LLC | 1,196 | $193.7K | 0.02% | +590+97.4% | Added |
| Moors & Cabot, Inc. | 1,237 | $200.3K | 0.01% | −50−3.9% | Reduced |
| Five Oceans Advisors | 1,242 | $201.1K | 0.07% | −41−3.2% | Reduced |
| Lazard Asset Management LLC | 1,249 | $202.3K | 0.00% | −27,878−95.7% | Reduced |
| Choate Investment Advisors | 1,251 | $202.6K | 0.00% | −92−6.9% | Reduced |
| Aprio Wealth Management, LLC | 1,251 | $202.7K | 0.02% | +1,251 | New |
| Kathmere Capital Management, LLC | 1,256 | $203.4K | 0.01% | −79−5.9% | Reduced |
| Redwood Wealth Management Group, LLC | 1,258 | $203.7K | 0.09% | +1+0.1% | Added |
| TriaGen Wealth Management LLC | 1,258 | $203.7K | 0.05% | +1,258 | New |
| Acorn Wealth Advisors, LLC | 1,259 | $203.9K | 0.06% | −78−5.8% | Reduced |
| Two Sigma Securities, LLC | 1,265 | $204.9K | 0.03% | −17,293−93.2% | Reduced |
| Kiker Wealth Management, LLC | 1,290 | $208.9K | 0.11% | +1,057+453.6% | Added |
| RMR Wealth Builders | 1,298 | $210.3K | 0.02% | +1,298 | New |
| Cidel Asset Management Inc | 1,305 | $211.3K | 0.01% | −292−18.3% | Reduced |
| Maia Wealth LLC | 1,268 | $211.4K | 0.04% | +6+0.5% | Added |
| Seven Mile Advisory | 1,308 | $211.8K | 0.03% | +1,308 | New |
| Paradigm Financial Partners, LLC | 1,309 | $212.0K | 0.02% | +1,309 | New |
| Turtle Creek Wealth Advisors, LLC | 1,311 | $212.3K | 0.02% | +1,311 | New |
| Bridgewater Advisors Inc. | 1,401 | $212.8K | 0.01% | +1,401 | New |
| Abacus Planning Group, Inc. | 1,315 | $213.0K | 0.03% | +55+4.4% | Added |
| Horizon Investment Services, LLC | 1,319 | $213.7K | 0.08% | −3,581−73.1% | Reduced |
| Optas, LLC | 1,320 | $213.8K | 0.04% | +6+0.5% | Added |
| Financial Partners Group, Inc | 1,321 | $214.0K | 0.03% | −4−0.3% | Reduced |
| Warren Averett Asset Management, LLC | 1,323 | $214.3K | 0.00% | +77+6.2% | Added |
| Beacon Pointe Advisors, LLC | 1,341 | $217.2K | 0.00% | −11,105−89.2% | Reduced |
| Valmark Advisers, Inc. | 1,343 | $217.5K | 0.00% | +34+2.6% | Added |
| Wolverine Trading, LLC | 1,316 | $217.6K | 0.00% | −11,568−89.8% | Reduced |
| WT Wealth Management | 1,361 | $220.4K | 0.06% | −50−3.5% | Reduced |
| IFP Advisors, Inc | 1,366 | $221.2K | 0.01% | −246−15.3% | Reduced |
| SeaCrest Wealth Management, LLC | 1,326 | $222.1K | 0.02% | −294−18.1% | Reduced |
| Madison Wealth Partners, Inc | 1,389 | $224.9K | 0.04% | +4+0.3% | Added |
| Meriwether Wealth & Planning, LLC | 1,391 | $225.3K | 0.13% | −10−0.7% | Reduced |
| Foundations Investment Advisors, LLC | 1,391 | $225.3K | 0.00% | +1,391 | New |
| PDS Planning, Inc | 1,398 | $226.4K | 0.02% | −132−8.6% | Reduced |
| Catalyst Financial Partners LLC | 1,410 | $228.3K | 0.03% | +67+5.0% | Added |
| Lifeworks Advisors, LLC | 1,416 | $229.3K | 0.03% | +1,416 | New |
| Parkside Financial Bank & Trust | 1,417 | $229.5K | 0.02% | −20−1.4% | Reduced |
| Advisors Capital Management, LLC | 1,429 | $231.5K | 0.00% | +1,429 | New |
| Integrated Wealth Concepts LLC | 1,430 | $231.6K | 0.00% | −150−9.5% | Reduced |
| Citizens Financial Group Inc | 1,440 | $233.2K | 0.00% | +49+3.5% | Added |
| Simplicity Wealth,LLC | 1,447 | $234.3K | 0.01% | −1,093−43.0% | Reduced |
| Camden Capital, LLC | 1,453 | $235.4K | 0.02% | +58+4.2% | Added |
| Private Trust Co NA | 1,460 | $236.4K | 0.02% | −1,282−46.8% | Reduced |
| Premier Path Wealth Partners, LLC | 1,461 | $236.6K | 0.03% | −7−0.5% | Reduced |
| Quantum Financial Advisors, LLC | 1,470 | $238.0K | 0.03% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 1,480 | $239.7K | 0.10% | −10−0.7% | Reduced |
| R Squared Ltd | 1,483 | $240.2K | 0.10% | +1,483 | New |
| Advyzon Investment Management, LLC | 1,489 | $241.1K | 0.04% | +1,489 | New |
| Ascent Group, LLC | 1,501 | $243.1K | 0.01% | +1,501 | New |
| Dynasty Wealth Management, LLC | 1,505 | $243.8K | 0.00% | −251−14.3% | Reduced |
| MAI Capital Management | 1,513 | $245.1K | 0.00% | −33−2.1% | Reduced |
| Grandview Asset Management LLC | 1,514 | $245.2K | 0.07% | +1,514 | New |
| TABR Capital Management, LLC | 1,486 | $245.7K | 0.17% | +1,486 | New |
| Persistent Asset Partners Ltd | 1,520 | $246.2K | 0.18% | +1,520 | New |
| BXM Wealth LLC | 1,525 | $247.0K | 0.23% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,528 | $247.5K | 0.00% | +250+19.6% | Added |
| Forefront Wealth Management Inc. | 1,532 | $248.1K | 0.18% | +12+0.8% | Added |
| Legacy Financial Advisors, Inc. | 1,532 | $248.2K | 0.03% | −19−1.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,537 | $248.9K | 0.02% | −21,642−93.4% | Reduced |
| Capital Advisors, Ltd. LLC | 1,543 | $250.0K | 0.03% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 1,549 | $250.9K | 0.05% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 1,549 | $250.9K | 0.06% | +1,549 | New |
| RHS Financial, LLC | 1,563 | $253.1K | 0.13% | −186−10.6% | Reduced |
| Requisite Capital Management, LLC | 1,572 | $254.6K | 0.04% | +1,572 | New |
| Golden State Equity Partners | 1,589 | $257.3K | 0.04% | +72+4.7% | Added |
| Caldwell Trust Co | 1,600 | $259.1K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,612 | $261.1K | 0.04% | +275+20.6% | Added |
| New Age Alpha Advisors, LLC | 1,623 | $262.8K | 0.01% | −74−4.4% | Reduced |
| Twinbeech Capital LP | 1,624 | $263.0K | 0.01% | −255,477−99.4% | Reduced |
| Gilman Hill Asset Management, LLC | 1,625 | $263.2K | 0.04% | −200−11.0% | Reduced |
| Merrion Investment Management Co, LLC | 1,635 | $264.8K | 0.15% | 00.0% | Unchanged |
| Armistice Capital, LLC | 1,652 | $267.5K | 0.01% | +1,652 | New |
| Zullo Investment Group, Inc. | 1,654 | $267.9K | 0.10% | 00.0% | Unchanged |
| Quest Partners LLC | 1,658 | $268.5K | 0.02% | −3,320−66.7% | Reduced |
| Main Street Financial Solutions, LLC | 1,659 | $268.7K | 0.02% | +1,659 | New |
| Optivise Advisory Services LLC | 1,670 | $270.5K | 0.16% | +81+5.1% | Added |
| Corebridge Financial, Inc. | 1,686 | $273.0K | 0.01% | +1,652+4,858.8% | Added |
| Summit Financial, LLC | 1,691 | $273.9K | 0.00% | −17−1.0% | Reduced |
| Plato Investment Management Ltd | 1,712 | $275.1K | 0.02% | +1,679+5,087.9% | Added |
| Hamilton Wealth, LLC | 1,701 | $275.5K | 0.06% | +1,701 | New |
| First Citizens Bank & Trust Co | 1,706 | $276.3K | 0.01% | −3−0.2% | Reduced |
| Capital Investment Advisors, LLC | 1,709 | $276.8K | 0.00% | +44+2.6% | Added |
| Brookstone Capital Management | 1,718 | $278.2K | 0.00% | +112+7.0% | Added |
| Integrity Alliance, LLC. | 1,719 | $278.4K | 0.01% | −1,054−38.0% | Reduced |
| Independence Bank of Kentucky | 1,728 | $279.9K | 0.04% | +10+0.6% | Added |
| Brown Brothers Harriman & Co | 1,743 | $282.3K | 0.00% | +445+34.3% | Added |
| Atomi Financial Group, Inc. | 1,745 | $282.6K | 0.01% | +143+8.9% | Added |
| Costello Asset Management, INC | 1,753 | $283.9K | 0.10% | +29+1.7% | Added |
| FourThought Financial Partners, LLC | 1,759 | $284.9K | 0.03% | +1,759 | New |
| Keebeck Alpha, LP | 1,760 | $285.0K | 0.40% | +1,760 | New |
| Ameritas Investment Partners, Inc. | 1,763 | $285.5K | 0.01% | −82−4.4% | Reduced |