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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, Q1 2026

Institutional positions in NRG Energy, Inc. as of Mar 31, 2026. 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
1,067
+10 vs. Q4 2025
Shares held
196.5M
+42.7M (+27.7%) vs. Q4 2025
Total value
$28.7B
+$4.19B (+17.1%) vs. Q4 2025
New holders
154
471 more added
Sold out
144
305 more reduced

16 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 1,067 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 heldQ1 2026: $28.7B
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, Q1 2026

Shares, value and share of portfolio for each institution holding NRG Energy, Inc.; share changes are against Q4 2025.

Institutions holding NRG in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Tidemark, LLC1$1460.00%+1New
Birchbrook, Inc.1$1470.00%00.0%Unchanged
ORG Wealth Partners, LLC2$2920.00%+2New
GHP Investment Advisors, Inc.2$2930.00%+2New
Nvest Wealth Strategies, Inc.2$2930.00%+2New
Dogwood Wealth Management LLC4$5850.00%−20−83.3%Reduced
Curio Wealth, LLC4$5850.00%+4New
TopTier Wealth Management, LLC4$5850.00%+4New
Cornerstone Financial Management LLC5$7310.00%00.0%Unchanged
Quaker Wealth Management, LLC5$7310.00%+2+66.7%Added
Hickory Point Bank & Trust5$7310.00%+5New
Arcadia Investment Management Corp6$8770.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.6$8770.00%00.0%Unchanged
Seneschal Advisors, LLC6$8770.00%00.0%Unchanged
American Capital Advisory, LLC6$8770.00%+4+200.0%Added
TFC Financial Management7$1.02K0.00%−1−12.5%Reduced
Colonial Trust Co7$1.02K0.00%00.0%Unchanged
Sunrise Financial Services, LLC7$1.02K0.00%00.0%Unchanged
Operose Advisors LLC8$1.17K0.00%+8New
Legacy Wealth Managment, LLC8$1.17K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC8$1.18K0.00%+8New
Manning & Napier Advisors LLC9$1.27K0.00%+9New
WestEnd Advisors, LLC9$1.31K0.00%00.0%Unchanged
Your Advocates Ltd., LLP9$1.31K0.00%00.0%Unchanged
Valued Wealth Advisors LLC9$1.32K0.00%00.0%Unchanged
Kilter Group LLC9$1.32K0.00%+1+12.5%Added
Legacy Bridge, LLC10$1.46K0.00%+10New
HFM Investment Advisors, LLC11$1.61K0.00%00.0%Unchanged
Adkins Seale Capital Management LLC11$1.61K0.00%00.0%Unchanged
JNBA Financial Advisors12$1.75K0.00%00.0%Unchanged
Birchwood Financial Partners, Inc.12$1.75K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC12$1.75K0.00%+4+50.0%Added
Greykasell Wealth Strategies, Inc.12$1.75K0.00%+12New
1015 Capital Partners, LLC13$1.90K0.00%−1−7.1%Reduced
Webster Bank, N. A.13$1.90K0.00%00.0%Unchanged
Battery Global Advisors, LLC13$1.90K0.00%−149−92.0%Reduced
Ogorek Anthony Joseph18$2.00K0.00%00.0%Unchanged
Crewe Advisors LLC14$2.05K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.15$2.19K0.00%+15New
JDM Financial Group LLC15$2.19K0.00%+15New
Gables Capital Management Inc.16$2.34K0.00%00.0%Unchanged
Global Wealth Strategies & Associates16$2.34K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC17$2.48K0.00%00.0%Unchanged
North Star Investment Management Corp.17$2.48K0.00%+14+466.7%Added
Bogart Wealth, LLC17$2.52K0.00%+11+183.3%Added
Wealth Preservation Advisors, LLC18$2.63K0.00%+10+125.0%Added
IFG Advisory, LLC18$2.63K0.01%+18New
Pier Capital, LLC19$2.78K0.00%+19New
High Note Wealth, LLC20$2.92K0.00%+13+185.7%Added
Foster Dykema Cabot & Partners, LLC21$3.07K0.00%00.0%Unchanged
Activest Wealth Management21$3.07K0.00%+21New
Wealth Enhancement Trust Services, Inc.22$3.21K0.00%00.0%Unchanged
UMA Financial Services, Inc.22$3.22K0.00%+2+10.0%Added
Dunhill Financial, LLC22$3.28K0.00%+7+46.7%Added
Torren Management, LLC22$3.29K0.00%−25−53.2%Reduced
Friedenthal Financial23$3.35K0.00%−6,243−99.6%Reduced
Albion Financial Group23$3.36K0.00%+6+35.3%Added
Rakuten Securities, Inc.24$3.51K0.00%+15+166.7%Added
Westside Investment Management, Inc.24$3.51K0.00%00.0%Unchanged
Pittenger & Anderson Inc25$3.65K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.25$3.65K0.00%00.0%Unchanged
Valley National Advisers Inc30$4.00K0.00%+15+100.0%Added
CBIZ Investment Advisory Services, LLC28$4.09K0.00%00.0%Unchanged
IMG Wealth Management, Inc.29$4.24K0.00%+25+625.0%Added
MCF Advisors LLC29$4.24K0.00%−119−80.4%Reduced
Atlantic Trust, LLC29$4.24K0.00%00.0%Unchanged
ZRC Wealth Management, LLC29$4.24K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC30$4.38K0.00%00.0%Unchanged
Trust Co of Toledo NA33$4.82K0.00%00.0%Unchanged
Plato Investment Management Ltd33$4.83K0.00%−635−95.1%Reduced
Avion Wealth36$5.00K0.00%+1+2.9%Added
Clear Street Markets LLC35$5.12K0.00%−250−87.7%Reduced
Retirement Wealth Solutions LLC35$5.12K0.00%−1−2.8%Reduced
Marquette Asset Management, LLC35$5.12K0.00%+35New
JPL Wealth Management, LLC35$5.12K0.00%+35New
Mowery & Schoenfeld Wealth Management, LLC36$5.28K0.01%00.0%Unchanged
Quarry LP38$5.55K0.00%+38New
Arlington Trust Co LLC38$5.55K0.00%+38New
Bay Harbor Wealth Management, LLC39$5.70K0.00%+10+34.5%Added
Clayton Financial Group LLC39$5.70K0.00%+25+178.6%Added
Essential Partners LLC40$5.86K0.00%+34+566.7%Added
Accent Capital Management, LLC45$6.58K0.00%00.0%Unchanged
Joseph Group Capital Management47$6.87K0.00%+47New
DiNuzzo Private Wealth, Inc.50$7.31K0.00%−2−3.8%Reduced
Colonial Trust Advisors50$7.31K0.00%00.0%Unchanged
Raffa Wealth Management, LLC50$7.31K0.00%+3+6.4%Added
Main Street Group, LTD50$7.31K0.00%+50New
Rialto Wealth Management, LLC51$7.45K0.00%+5+10.9%Added
SJS Investment Consulting Inc.52$7.60K0.00%+9+20.9%Added
Stone House Investment Management, LLC53$7.75K0.00%00.0%Unchanged
Financial Consulate, Inc53$7.75K0.00%+16+43.2%Added
Heritage Wealth Advisors54$7.89K0.00%+30+125.0%Added
Pinnacle Bancorp, Inc.55$8.04K0.00%+55New
Abound Wealth Management55$8.10K0.00%+15+37.5%Added
Hollencrest Capital Management57$8.33K0.00%00.0%Unchanged
Trust Co58$8.48K0.00%+6+11.5%Added
Highline Wealth Partners LLC59$8.62K0.00%+47+391.7%Added
Park Square Financial Group, LLC60$8.77K0.07%+9+17.6%Added
Plante Moran Financial Advisors, LLC61$8.84K0.00%−200−76.6%Reduced
Wolff Wiese Magana LLC61$8.91K0.00%00.0%Unchanged