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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding NRG Energy, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 584 | $93.0K | 0.01% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 600 | $95.5K | 0.09% | +600 | New |
| Ostrum Asset Management | 603 | $96.0K | 0.00% | −201−25.0% | Reduced |
| McGuire Capital Advisors Inc | 621 | $98.9K | 0.06% | +621 | New |
| Onefund, LLC | 637 | $101.4K | 0.06% | +31+5.1% | Added |
| Bullock Wealth Management Group | 656 | $104.5K | 0.05% | −42−6.0% | Reduced |
| Clearstead Advisors, LLC | 656 | $104.5K | 0.00% | +301+84.8% | Added |
| Plato Investment Management Ltd | 668 | $106.9K | 0.01% | −1,044−61.0% | Reduced |
| Avanza Fonder AB | 676 | $107.6K | 0.00% | +676 | New |
| Islay Capital Management, LLC | 680 | $108.3K | 0.06% | −6−0.9% | Reduced |
| Larson Financial Group LLC | 694 | $110.5K | 0.00% | +41+6.3% | Added |
| Cromwell Holdings LLC | 702 | $111.8K | 0.06% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 703 | $111.9K | 0.00% | +703 | New |
| Aspect Partners, LLC | 709 | $112.9K | 0.05% | +4+0.6% | Added |
| Triumph Capital Management | 753 | $119.9K | 0.03% | +753 | New |
| Pin Oak Investment Advisors Inc | 782 | $120.0K | 0.08% | 00.0% | Unchanged |
| Grove Bank & Trust | 806 | $128.3K | 0.01% | −45−5.3% | Reduced |
| GW&K Investment Management, LLC | 865 | $138.0K | 0.00% | +234+37.1% | Added |
| Aventura Private Wealth, LLC | 875 | $139.3K | 0.05% | +105+13.6% | Added |
| Ronald Blue Trust, Inc. | 904 | $144.0K | 0.00% | +61+7.2% | Added |
| Bryn Mawr Trust Co | 924 | $147.1K | 0.00% | −47−4.8% | Reduced |
| Centaurus Financial, Inc. | 935 | $149.0K | 0.01% | −3,248−77.6% | Reduced |
| Princeton Global Asset Management LLC | 980 | $156.1K | 0.03% | +440+81.5% | Added |
| Whittier Trust Co | 978 | $156.1K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $159.2K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,003 | $159.7K | 0.01% | +88+9.6% | Added |
| Massmutual Trust Co FSB | 1,018 | $162.1K | 0.00% | +91+9.8% | Added |
| Alphadyne Asset Management LP | 1,018 | $162.1K | 0.02% | +1,018 | New |
| IFP Advisors, Inc | 1,028 | $163.7K | 0.00% | −338−24.7% | Reduced |
| Sunbelt Securities, Inc. | 1,035 | $164.9K | 0.01% | +18+1.8% | Added |
| Cullen/Frost Bankers, Inc. | 1,046 | $166.5K | 0.00% | +78+8.1% | Added |
| Deseret Mutual Benefit Administrators | 1,070 | $170.4K | 0.07% | +116+12.2% | Added |
| SageView Advisory Group, LLC | 1,085 | $172.7K | 0.01% | +1,085 | New |
| Smithfield Trust Co | 1,135 | $180.0K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,147 | $182.6K | 0.02% | −18,918−94.3% | Reduced |
| Wexford Capital LP | 1,205 | $191.9K | 0.05% | −1,391−53.6% | Reduced |
| International Assets Investment Management, LLC | 1,257 | $200.2K | 0.01% | +1,257 | New |
| Redwood Wealth Management Group, LLC | 1,258 | $200.3K | 0.08% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 1,262 | $201.0K | 0.52% | −3,542−73.7% | Reduced |
| D.A. Davidson & Co. | 1,263 | $201.1K | 0.00% | +1,263 | New |
| Financial Partners Group, Inc | 1,325 | $202.2K | 0.02% | +4+0.3% | Added |
| Horizon Investment Services, LLC | 1,270 | $202.3K | 0.07% | −49−3.7% | Reduced |
| Great Valley Advisor Group, Inc. | 1,281 | $204.1K | 0.00% | −1,591−55.4% | Reduced |
| Kathmere Capital Management, LLC | 1,292 | $205.7K | 0.01% | +36+2.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,296 | $206.4K | 0.02% | −15−1.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,300 | $207.0K | 0.05% | −1,600−55.2% | Reduced |
| Sage Mountain Advisors LLC | 1,305 | $207.7K | 0.01% | −561−30.1% | Reduced |
| TriaGen Wealth Management LLC | 1,315 | $209.4K | 0.05% | +57+4.5% | Added |
| Clarius Group, LLC | 1,316 | $209.6K | 0.01% | −450−25.5% | Reduced |
| Private Trust Co NA | 1,317 | $209.7K | 0.02% | −143−9.8% | Reduced |
| Catalyst Financial Partners LLC | 1,322 | $210.5K | 0.02% | −88−6.2% | Reduced |
| Costello Asset Management, INC | 1,323 | $210.7K | 0.07% | −430−24.5% | Reduced |
| DRW Securities, LLC | 1,344 | $211.5K | 0.02% | −6,613−83.1% | Reduced |
| Valmark Advisers, Inc. | 1,343 | $213.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,347 | $214.5K | 0.00% | +1,058+366.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,350 | $214.9K | 0.03% | −262−16.3% | Reduced |
| Syverson Strege & Co | 1,350 | $215.0K | 0.05% | +1,350 | New |
| Blueshift Asset Management, LLC | 1,385 | $220.5K | 0.06% | +1,385 | New |
| Meriwether Wealth & Planning, LLC | 1,388 | $221.0K | 0.12% | −3−0.2% | Reduced |
| Jefferies Financial Group Inc. | 1,393 | $221.8K | 0.00% | +1,393 | New |
| VestGen Advisors, LLC | 1,394 | $222.0K | 0.01% | −1,227−46.8% | Reduced |
| Lifeworks Advisors, LLC | 1,418 | $225.8K | 0.03% | +2+0.1% | Added |
| Madison Wealth Partners, Inc | 1,420 | $226.1K | 0.04% | +31+2.2% | Added |
| Summit Wealth Group LLC | 1,429 | $227.6K | 0.03% | +1,429 | New |
| Ring Mountain Capital, LLC | 1,498 | $228.0K | 0.12% | +1,498 | New |
| Ascent Group, LLC | 1,434 | $228.3K | 0.01% | −67−4.5% | Reduced |
| WT Wealth Management | 1,435 | $228.5K | 0.07% | +74+5.4% | Added |
| Altus Wealth Group LLC | 1,438 | $229.0K | 0.09% | −42−2.8% | Reduced |
| Foundations Investment Advisors, LLC | 1,441 | $229.5K | 0.00% | +50+3.6% | Added |
| Everhart Financial Group, Inc. | 1,444 | $229.9K | 0.02% | +1,444 | New |
| Comprehensive Financial Planning, Inc. | 1,453 | $231.4K | 0.15% | +353+32.1% | Added |
| PDS Planning, Inc | 1,458 | $232.2K | 0.02% | +60+4.3% | Added |
| Simplicity Wealth,LLC | 1,461 | $232.6K | 0.01% | +14+1.0% | Added |
| Armistice Capital, LLC | 1,461 | $232.7K | 0.01% | −191−11.6% | Reduced |
| Camden Capital, LLC | 1,461 | $232.7K | 0.01% | +8+0.6% | Added |
| Edgestream Partners, L.P. | 1,462 | $232.8K | 0.01% | −27,326−94.9% | Reduced |
| Premier Path Wealth Partners, LLC | 1,465 | $233.3K | 0.03% | +4+0.3% | Added |
| Belpointe Asset Management LLC | 1,465 | $233.3K | 0.01% | −2,918−66.6% | Reduced |
| Quantum Financial Advisors, LLC | 1,472 | $234.3K | 0.03% | +2+0.1% | Added |
| Optas, LLC | 1,476 | $235.0K | 0.04% | +156+11.8% | Added |
| New Age Alpha Advisors, LLC | 1,487 | $236.8K | 0.01% | −136−8.4% | Reduced |
| Forefront Wealth Management Inc. | 1,487 | $236.8K | 0.17% | −45−2.9% | Reduced |
| Moors & Cabot, Inc. | 1,487 | $236.8K | 0.01% | +250+20.2% | Added |
| Elm3 Financial Group, LLC | 1,494 | $237.9K | 0.20% | −1,480−49.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,494 | $237.9K | 0.06% | +1,494 | New |
| Kera Capital Partners, Inc. | 1,565 | $238.9K | 0.03% | +1,565 | New |
| Founders Financial Alliance, LLC | 1,515 | $241.2K | 0.05% | −351−18.8% | Reduced |
| Three Seasons Wealth, LLC | 1,515 | $241.2K | 0.02% | −1,977−56.6% | Reduced |
| Diversified Enterprises, LLC | 1,532 | $244.0K | 0.01% | +1,532 | New |
| Signal Advisors Wealth, LLC | 1,541 | $245.3K | 0.02% | −353−18.6% | Reduced |
| Grandview Asset Management LLC | 1,544 | $246.0K | 0.07% | +30+2.0% | Added |
| Capital Advisors, Ltd. LLC | 1,543 | $246.0K | 0.03% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 1,547 | $246.3K | 0.03% | +1,547 | New |
| Covenant Asset Management, LLC | 1,549 | $246.7K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,551 | $247.0K | 0.02% | +134+9.5% | Added |
| Hamilton Wealth, LLC | 1,552 | $247.1K | 0.05% | −149−8.8% | Reduced |
| Kingsview Wealth Management, LLC | 1,555 | $247.6K | 0.00% | +27+1.8% | Added |
| Golden State Equity Partners | 1,562 | $248.7K | 0.04% | −27−1.7% | Reduced |
| Mirabella Financial Services LLP | 1,581 | $251.8K | 0.02% | +1,581 | New |
| Legacy Financial Advisors, Inc. | 1,584 | $252.2K | 0.03% | +52+3.4% | Added |