Skip to main content

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
Vanguard Investments Australia, Ltd.93,697$13.7M0.04%+93,697New
Universal- Beteiligungs- und Servicegesellschaft mbH97,204$14.2M0.02%−18,267−15.8%Reduced
Sanctuary Advisors, LLC97,335$14.2M0.08%+35,354+57.0%Added
Great West Life Assurance Co99,198$14.5M0.03%+7,196+7.8%Added
Scopus Asset Management, L.P.100,000$14.6M0.46%+100,000New
SIR Capital Management, L.P.101,618$14.9M1.39%+30,122+42.1%Added
Wedge Capital Management L L P104,046$15.2M0.28%+7,482+7.7%Added
Danske Bank A/S105,272$15.4M0.04%+2,058+2.0%Added
Engineers Gate Manager LP106,156$15.5M0.19%+64,140+152.7%Added
Union Bancaire Privee, UBP SA118,691$15.9M0.29%+63,793+116.2%Added
Canada Pension Plan Investment Board109,231$16.0M0.01%−89,400−45.0%Reduced
Royal London Asset Management Ltd109,274$16.0M0.03%−14,233−11.5%Reduced
Colony Group, LLC110,708$16.2M0.02%+2,283+2.1%Added
American Century Companies Inc112,355$16.4M0.01%−14,847−11.7%Reduced
Empowered Funds, LLC114,702$16.8M0.11%+114,702New
TD Asset Management Inc114,818$16.8M0.01%+30,510+36.2%Added
Meyer Handelman Co120,089$17.5M0.55%+5,219+4.5%Added
MetLife Investment Management120,531$17.6M0.09%+3,781+3.2%Added
Cetera Investment Advisers120,553$17.6M0.02%+4,902+4.2%Added
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund120,921$17.7M0.33%−13,000−9.7%Reduced
Freestone Grove Partners LP121,206$17.7M0.13%+64,027+112.0%Added
Public Employees Retirement System of Ohio122,554$17.9M0.06%−12,901−9.5%Reduced
Zurich Insurance Group Ltd125,806$18.4M0.14%−295,416−70.1%Reduced
National Bank of Canada129,620$18.9M0.02%−10,462−7.5%Reduced
Chevy Chase Trust Holdings, Inc.132,567$19.4M0.06%+6,036+4.8%Added
State of Wisconsin Investment Board132,732$19.4M0.04%+28,774+27.7%Added
Standard Life Aberdeen plc133,483$19.5M0.03%+7,179+5.7%Added
Manufacturers Life Insurance Company, The136,494$19.9M0.02%+3,899+2.9%Added
Hudson Bay Capital Management LP139,595$20.4M0.12%+93,090+200.2%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys145,971$21.3M0.11%+101,395+227.5%Added
Steward Partners Investment Advisory, LLC146,346$21.4M0.11%+82,973+130.9%Added
New York State Common Retirement Fund146,629$21.4M0.03%+6,200+4.4%Added
Nomura Asset Management International Inc.147,069$21.5M0.04%+21,958+17.6%Added
Loews Corp150,000$21.9M0.18%+100,000+200.0%Added
Hiddenite Capital Partners LP151,000$22.1M12.87%+61,000+67.8%Added
Creative Planning156,484$22.9M0.02%+5,189+3.4%Added
AQR Capital Management LLC159,459$23.1M0.01%+53,364+50.3%Added
Healthcare of Ontario Pension Plan Trust Fund160,660$23.5M0.04%−36,615−18.6%Reduced
Wealth High Governance Asset Management Ltda.162,302$23.7M3.70%−81,803−33.5%Reduced
Ferguson Wellman Capital Management, Inc169,862$24.8M0.34%+3,729+2.2%Added
Cushing Asset Management, LP170,500$24.9M1.24%+8,500+5.2%Added
Westwood Holdings Group Inc.170,562$24.9M0.18%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main172,721$25.2M0.02%−68,418−28.4%Reduced
Renaissance Group LLC172,858$25.3M1.06%−30,224−14.9%Reduced
Hood River Capital Management LLC173,471$25.4M0.25%+23,150+15.4%Added
Seven Grand Managers, LLC175,000$25.6M1.71%+175,000New
Webs Creek Capital Management LP178,722$26.1M4.52%+178,722New
State Board of Administration of Florida Retirement System180,002$26.3M0.05%−4,005−2.2%Reduced
Capital Fund Management S.A.181,076$26.5M0.24%+16,330+9.9%Added
Aviva PLC182,684$26.7M0.04%+11,567+6.8%Added
Aware Super Pty Ltd as trustee of Aware Super182,690$26.7M0.40%+182,690New
AustralianSuper Pty Ltd183,250$26.8M0.14%+19,624+12.0%Added
New York State Teachers Retirement System183,988$26.9M0.05%−738−0.4%Reduced
Natixis Advisors, L.P.191,946$28.1M0.04%+9,630+5.3%Added
PFA Pension, Forsikringsaktieselskab192,164$28.1M0.08%−10.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)192,734$28.2M0.06%−105,174−35.3%Reduced
Mitsubishi UFJ Trust & Banking Corp193,151$28.2M0.07%−37,737−16.3%Reduced
Gotham Asset Management, LLC195,353$28.5M0.09%−17,510−8.2%Reduced
Korea Investment CORP213,323$31.2M0.06%−48,248−18.4%Reduced
Summit Partners Public Asset Management, LLC220,000$32.2M1.49%+220,000New
Alliancebernstein L.P.203,454$32.4M0.01%−376,695−64.9%Reduced
Quantinno Capital Management LP224,181$32.8M0.05%+30,333+15.6%Added
California State Teachers Retirement System234,256$34.2M0.04%+2,736+1.2%Added
Schroder Investment Management Group235,833$34.5M0.03%−694,113−74.6%Reduced
Allspring Global Investments Holdings, LLC237,190$35.6M0.06%+114,461+93.3%Added
Massachusetts Financial Services Co247,504$35.9M0.01%−149,225−37.6%Reduced
Aventail Capital Group, LP254,063$37.1M1.79%+38,102+17.6%Added
Jupiter Asset Management Ltd254,834$37.2M0.20%+80,585+46.2%Added
Bank of Montreal269,867$39.4M0.02%+22,518+9.1%Added
Citadel Advisors LLC271,154$39.6M0.03%−565,211−67.6%Reduced
Point72 Asset Management, L.P.274,835$40.2M0.07%+265,494+2,842.2%Added
Teacher Retirement System of Texas284,967$41.6M0.17%+8,876+3.2%Added
Teachers Retirement System of the State of Kentucky301,843$44.1M0.34%+63,600+26.7%Added
National Pension Service303,281$44.3M0.03%−300,365−49.8%Reduced
Wells Fargo & Company306,086$44.7M0.01%−69,481−18.5%Reduced
Rockefeller Capital Management L.P.309,857$45.3M0.08%+170,231+121.9%Added
Prudential Financial Inc310,113$45.3M0.06%−135,927−30.5%Reduced
LPL Financial LLC310,129$45.3M0.01%−26,749−7.9%Reduced
First Trust Advisors LP321,284$47.0M0.03%−327,241−50.5%Reduced
Vanguard Asset Management, Ltd323,417$47.3M0.04%+323,417New
California Public Employees Retirement System335,539$49.0M0.03%+11,405+3.5%Added
Clark Capital Management Group, Inc.339,247$49.6M0.31%+339,247New
Bluescape Energy Partners LLC342,250$50.0M15.53%00.0%Unchanged
Todd Asset Management LLC348,071$50.9M1.00%+89,469+34.6%Added
BNP Paribas Arbitrage, SA351,996$51.4M0.03%−216,468−38.1%Reduced
NewEdge Wealth, LLC354,847$51.9M0.62%+16,746+5.0%Added
Neuberger Berman Group LLC357,980$52.3M0.04%+21,962+6.5%Added
Border to Coast Pensions Partnership Ltd372,371$54.6M0.92%+139,748+60.1%Added
Northwestern Mutual Wealth Management Co386,703$56.5M0.03%+59,350+18.1%Added
Caisse de Depot Et Placement du Quebec390,760$57.1M0.09%−286,010−42.3%Reduced
Holocene Advisors, LP394,440$57.6M0.14%−70,222−15.1%Reduced
Tortoise Capital Advisors, L.L.C.395,300$57.8M0.60%+74,329+23.2%Added
Rhumbline Advisers401,104$58.6M0.05%+16,217+4.2%Added
Electron Capital Partners, LLC406,835$59.5M2.79%+406,835New
Envestnet Asset Management Inc416,974$60.9M0.02%+38,770+10.3%Added
CIBC Bancorp USA Inc.421,756$61.6M0.08%+421,756New
Jennison Associates LLC425,839$62.2M0.04%−84,726−16.6%Reduced
Adage Capital Partners GP, L.L.C.440,252$64.3M0.10%+127,200+40.6%Added
Royal Bank of Canada440,673$64.4M0.01%−106,149−19.4%Reduced
Burkehill Global Management, LP450,000$65.8M3.26%+450,000New