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Livermore
ZHEN

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, Q4 2025

Institutional positions in NRG Energy, Inc. as of Dec 31, 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
1,073
+47 vs. Q3 2025
Shares held
179.0M
+2.68M (+1.5%) vs. Q3 2025
Total value
$28.5B
−$49.1M (−0.2%) vs. Q3 2025
New holders
161
406 more added
Sold out
114
377 more reduced

23 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 1,073 institutions
Q1 2021: 487 institutionsQ2 2021: 492 institutionsQ3 2021: 519 institutionsQ4 2021: 514 institutionsQ1 2022: 539 institutionsQ2 2022: 560 institutionsQ3 2022: 562 institutionsQ4 2022: 580 institutionsQ1 2023: 546 institutionsQ2 2023: 561 institutionsQ3 2023: 554 institutionsQ4 2023: 602 institutionsQ1 2024: 643 institutionsQ2 2024: 743 institutionsQ3 2024: 779 institutionsQ4 2024: 820 institutionsQ1 2025: 852 institutionsQ2 2025: 1,017 institutionsQ3 2025: 1,049 institutionsQ4 2025: 1,073 institutionsQ1 2026: 1,067 institutionsQ2 2026: 1,024 institutions
Value heldQ4 2025: $28.5B
Q1 2021: $8.94BQ2 2021: $9.65BQ3 2021: $9.69BQ4 2021: $10.2BQ1 2022: $8.89BQ2 2022: $9.15BQ3 2022: $9.01BQ4 2022: $7.26BQ1 2023: $7.85BQ2 2023: $8.63BQ3 2023: $8.94BQ4 2023: $11.2BQ1 2024: $14.1BQ2 2024: $15.7BQ3 2024: $18.2BQ4 2024: $17.6BQ1 2025: $18.1BQ2 2025: $29.5BQ3 2025: $28.7BQ4 2025: $28.5BQ1 2026: $28.7BQ2 2026: $28.8B
Institutions holding NRG and their total value by quarter
QuarterHoldersValue
Q2 20261,024$28.8B
Q1 20261,067$28.7B
Q4 20251,073$28.5B
Q3 20251,049$28.7B
Q2 20251,017$29.5B
Q1 2025852$18.1B
Q4 2024820$17.6B
Q3 2024779$18.2B
Q2 2024743$15.7B
Q1 2024643$14.1B
Q4 2023602$11.2B
Q3 2023554$8.94B
Q2 2023561$8.63B
Q1 2023546$7.85B
Q4 2022580$7.26B
Q3 2022562$9.01B
Q2 2022560$9.15B
Q1 2022539$8.89B
Q4 2021514$10.2B
Q3 2021519$9.69B
Q2 2021492$9.65B
Q1 2021487$8.94B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding NRG Energy, Inc.; share changes are against Q3 2025.

Institutions holding NRG in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cape Investment Advisory, Inc.1$1590.00%00.0%Unchanged
Birchbrook, Inc.1$1600.00%00.0%Unchanged
Davis Capital Management2$3180.00%00.0%Unchanged
American Capital Advisory, LLC2$3190.00%00.0%Unchanged
Quaker Wealth Management, LLC3$4780.00%+1+50.0%Added
North Star Investment Management Corp.3$4780.00%+3New
LRI Investments, LLC4$6370.00%−45−91.8%Reduced
IMG Wealth Management, Inc.4$6370.00%+4New
Jessup Wealth Management, Inc4$6390.00%+4New
Cornerstone Financial Management LLC5$7960.00%+5New
Quattro Advisors LLC5$7960.00%+5New
Chilton Capital Management LLC5$7970.00%+5New
United Financial Planning Group LLC6$9550.00%+6New
DHJJ Financial Advisors, Ltd.6$9560.00%00.0%Unchanged
Seneschal Advisors, LLC6$9560.00%00.0%Unchanged
Arcadia Investment Management Corp6$9560.00%+6New
Essential Partners LLC6$9700.00%−1−14.3%Reduced
Bogart Wealth, LLC6$9980.00%+3+100.0%Added
RMG Wealth Management LLC7$1.05K0.00%+7New
Colonial Trust Co7$1.11K0.00%00.0%Unchanged
High Note Wealth, LLC7$1.11K0.00%+6+600.0%Added
Sunrise Financial Services, LLC7$1.11K0.00%+7New
Legacy Wealth Managment, LLC8$1.27K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC8$1.27K0.00%+1+14.3%Added
TFC Financial Management8$1.27K0.00%+5+166.7%Added
Wealth Preservation Advisors, LLC8$1.27K0.00%+8New
Kilter Group LLC8$1.27K0.00%+8New
Optima Capital LLC8$1.27K0.00%+8New
WestEnd Advisors, LLC9$1.43K0.00%00.0%Unchanged
Rakuten Securities, Inc.9$1.43K0.00%+5+125.0%Added
Your Advocates Ltd., LLP9$1.43K0.00%+9New
Wilkerson Advisory Group LLC9$1.43K0.00%+9New
Valued Wealth Advisors LLC9$1.43K0.00%00.0%Unchanged
Morse Asset Management, Inc10$1.59K0.00%+10New
Basepoint Wealth LLC10$1.61K0.00%+10New
HFM Investment Advisors, LLC11$1.75K0.00%−2−15.4%Reduced
Adkins Seale Capital Management LLC11$1.75K0.00%+11New
Highline Wealth Partners LLC12$1.91K0.00%00.0%Unchanged
JNBA Financial Advisors12$1.91K0.00%+12New
Birchwood Financial Partners, Inc.12$1.91K0.00%+12New
Ogorek Anthony Joseph18$2.00K0.00%−16−47.1%Reduced
Valley National Advisers Inc15$2.00K0.00%−1−6.3%Reduced
Lloyd Advisory Services, LLC.13$2.06K0.00%+13New
Private Wealth Asset Management, LLC13$2.07K0.00%−14−51.9%Reduced
Webster Bank, N. A.13$2.07K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.14$2.23K0.00%00.0%Unchanged
1015 Capital Partners, LLC14$2.23K0.00%+14New
Clayton Financial Group LLC14$2.23K0.00%−1−6.7%Reduced
Crewe Advisors LLC14$2.23K0.00%00.0%Unchanged
Dunhill Financial, LLC15$2.35K0.00%+6+66.7%Added
Whipplewood Advisors, LLC15$2.39K0.00%+15New
Gables Capital Management Inc.16$2.55K0.00%+16New
Global Wealth Strategies & Associates16$2.55K0.00%+16New
Tradewinds Capital Management, LLC17$2.70K0.00%00.0%Unchanged
WFA of San Diego, LLC17$2.71K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC17$2.71K0.00%00.0%Unchanged
Albion Financial Group17$2.71K0.00%00.0%Unchanged
Wealth Watch Advisors, INC18$2.87K0.00%+14+350.0%Added
UMA Financial Services, Inc.20$3.19K0.00%00.0%Unchanged
Luken Investment Analytics, LLC20$3.19K0.00%+20New
Foster Dykema Cabot & Partners, LLC21$3.34K0.00%+21New
Wealth Enhancement Trust Services, Inc.22$3.50K0.00%+22New
Heritage Wealth Advisors24$3.82K0.00%00.0%Unchanged
Dogwood Wealth Management LLC24$3.82K0.00%+21+700.0%Added
Westside Investment Management, Inc.24$3.82K0.00%+24New
Pittenger & Anderson Inc25$3.98K0.00%+25New
Godfrey Financial Associates, Inc.25$3.98K0.00%+25New
CBIZ Investment Advisory Services, LLC28$4.46K0.00%00.0%Unchanged
Park Square Financial Group, LLC51$4.60K0.03%+17+50.0%Added
Bay Harbor Wealth Management, LLC29$4.62K0.00%+10+52.6%Added
Atlantic Trust, LLC29$4.62K0.00%−16−35.6%Reduced
ZRC Wealth Management, LLC29$4.62K0.00%+12+70.6%Added
Bruce G. Allen Investments, LLC30$4.78K0.00%00.0%Unchanged
Avion Wealth35$5.00K0.00%−3−7.9%Reduced
T. Rowe Price Investment Management, Inc.30$5.00K0.00%00.0%Unchanged
Trust Co of Toledo NA33$5.25K0.00%−14−29.8%Reduced
Kayne Anderson Rudnick Investment Management LLC34$5.51K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC36$5.73K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC36$5.76K0.01%00.0%Unchanged
Financial Consulate, Inc37$5.89K0.00%+9+32.1%Added
Anchor Investment Management, LLC38$6.05K0.00%00.0%Unchanged
Abound Wealth Management40$6.44K0.00%+1+2.6%Added
Howard Hughes Medical Institute42$6.69K0.00%00.0%Unchanged
Horizon Financial Services, LLC43$6.85K0.00%+10+30.3%Added
SJS Investment Consulting Inc.43$6.85K0.00%+16+59.3%Added
Accent Capital Management, LLC45$7.17K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC46$7.33K0.00%00.0%Unchanged
Rialto Wealth Management, LLC46$7.33K0.00%+1+2.2%Added
Torren Management, LLC47$7.45K0.00%+47New
Raffa Wealth Management, LLC47$7.48K0.00%+11+30.6%Added
Solstein Capital, LLC49$7.80K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.49$7.80K0.00%+49New
Colonial Trust Advisors50$7.96K0.00%00.0%Unchanged
Trust Co52$8.28K0.00%+52New
DiNuzzo Private Wealth, Inc.52$8.28K0.00%−1−1.9%Reduced
Bell Investment Advisors, Inc53$8.44K0.00%−4−7.0%Reduced
Stone House Investment Management, LLC53$8.44K0.00%00.0%Unchanged
Hollencrest Capital Management57$9.08K0.00%−4,305−98.7%Reduced
CVA Family Office, LLC57$9.08K0.00%+48+533.3%Added
Cornerstone Planning Group LLC60$9.35K0.00%−1,584−96.4%Reduced