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
AdvisorNet Financial, Inc62$9.06K0.00%−21−25.3%Reduced
Ameriflex Group, Inc.63$9.21K0.00%−250−79.9%Reduced
Brown, Lisle/Cummings, Inc.65$9.50K0.00%+65New
Ritter Daniher Financial Advisory LLC65$9.55K0.00%00.0%Unchanged
Financial Management Professionals, Inc.66$9.64K0.00%−19−22.4%Reduced
DT Investment Partners, LLC66$9.65K0.00%00.0%Unchanged
Timothy G. Youngquist 2020 Irrevocable Trust67$9.79K0.00%+67New
Napier Financial, LLC69$10.1K0.00%+69New
True Wealth Design, LLC71$10.4K0.00%−11−13.4%Reduced
Bell Investment Advisors, Inc75$11.0K0.00%+22+41.5%Added
William B. Walkup & Associates, Inc.119$11.4K0.01%00.0%Unchanged
Basepoint Wealth LLC78$11.4K0.01%+68+680.0%Added
Kerr Financial Planning Corp74$11.5K0.01%−7−8.6%Reduced
Rosenberg Matthew Hamilton79$11.5K0.00%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co80$11.7K0.00%00.0%Unchanged
Oakworth Capital, Inc.80$11.7K0.00%00.0%Unchanged
Smallwood Wealth Investment Management, LLC82$12.0K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC82$12.0K0.00%+36+78.3%Added
N.E.W. Advisory Services LLC85$12.4K0.00%+1+1.2%Added
Kemnay Advisory Services Inc.86$12.6K0.00%+37+75.5%Added
Cedar Mountain Advisors, LLC92$13.4K0.00%−11−10.7%Reduced
Chilton Capital Management LLC93$13.6K0.00%+88+1,760.0%Added
Anchor Investment Management, LLC96$14.0K0.00%+58+152.6%Added
Private Wealth Asset Management, LLC97$14.2K0.00%+84+646.2%Added
Morton Brown Family Wealth, LLC100$14.6K0.00%00.0%Unchanged
Decker Retirement Planning Inc.100$14.6K0.01%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC100$14.6K0.00%00.0%Unchanged
Berbice Capital Management LLC100$14.6K0.01%+100New
Murphy & Mullick Capital Management Corp101$14.8K0.01%00.0%Unchanged
Founders Capital Management101$14.8K0.01%00.0%Unchanged
Cornerstone Planning Group LLC96$15.0K0.00%+36+60.0%Added
Farmers & Merchants Trust Co of Chambersburg PA100$15.0K0.00%00.0%Unchanged
Hughes Financial Services, LLC103$15.1K0.00%00.0%Unchanged
Rothschild Investment LLC104$15.2K0.00%+23+28.4%Added
South State Corp.117$17.1K0.00%−83−41.5%Reduced
Prestige Wealth Management Group LLC118$17.2K0.00%−110−48.2%Reduced
Quest 10 Wealth Builders, Inc.120$17.5K0.02%00.0%Unchanged
Country Trust Bank124$18.1K0.00%+124New
Richardson Financial Services Inc.125$18.3K0.01%+125New
Whittier Trust Co of Nevada Inc122$18.3K0.00%+47+62.7%Added
Vision Financial Markets LLC129$18.8K0.02%00.0%Unchanged
RWM Asset Management, LLC130$19.0K0.00%+130New
CoreCap Advisors, LLC136$20.0K0.00%−116−46.0%Reduced
Clean Yield Group137$20.0K0.01%00.0%Unchanged
Quent Capital, LLC137$20.0K0.00%+10+7.9%Added
Atlantic Union Bankshares Corp139$20.3K0.00%00.0%Unchanged
Fortitude Family Office, LLC140$20.5K0.00%−53−27.5%Reduced
Signature Equity Partners, LLC142$20.8K0.01%−83−36.9%Reduced
Vanguard National Trust Co143$20.9K0.00%+143New
Red Tortoise LLC146$21.3K0.01%00.0%Unchanged
MTM Investment Management, LLC148$21.6K0.01%00.0%Unchanged
United Financial Planning Group LLC148$21.6K0.01%+142+2,366.7%Added
MV Capital Management, Inc.154$22.5K0.00%−18−10.5%Reduced
Transce3nd, LLC156$22.8K0.20%−20−11.4%Reduced
Private Wealth Management Group, LLC160$23.4K0.01%+35+28.0%Added
HighMark Wealth Management LLC161$23.6K0.01%+20+14.2%Added
LRI Investments, LLC166$24.3K0.00%+162+4,050.0%Added
Toth Financial Advisory Corp170$24.8K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC175$25.6K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc178$26.0K0.00%−1−0.6%Reduced
Manchester Capital Management LLC180$26.3K0.00%−72−28.6%Reduced
Clark Wealth Partners207$30.3K0.02%+30+16.9%Added
Annis Gardner Whiting Capital Advisors, LLC213$31.1K0.00%+32+17.7%Added
Hilton Head Capital Partners, LLC219$32.0K0.02%+73+50.0%Added
CVA Family Office, LLC221$32.3K0.00%+164+287.7%Added
Salomon & Ludwin, LLC218$33.3K0.00%00.0%Unchanged
Cassaday & Co Wealth Management LLC229$33.5K0.00%+229New
Clearstead Advisors, LLC237$34.6K0.00%−419−63.9%Reduced
Keystone Financial Group, Inc.243$35.5K0.02%+1+0.4%Added
Strategic Wealth Partners, Ltd.243$35.5K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC263$38.4K0.00%+1+0.4%Added
SHP Wealth Management264$38.6K0.00%+62+30.7%Added
Whipplewood Advisors, LLC266$38.9K0.02%+251+1,673.3%Added
Keating Financial Advisory Services, Inc.268$39.2K0.01%+73+37.4%Added
Generali Asset Management SPA SGR268$39.2K0.00%+268New
Twin Peaks Wealth Advisors, LLC271$39.6K0.01%+271New
Geneos Wealth Management Inc.283$41.4K0.00%−70−19.8%Reduced
SBI Securities Co., Ltd.302$44.1K0.00%−15−4.7%Reduced
Horizon Financial Services, LLC312$45.6K0.02%+269+625.6%Added
Key Financial Inc325$47.5K0.01%00.0%Unchanged
Covestor Ltd336$49.0K0.03%+154+84.6%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA340$49.7K0.02%00.0%Unchanged
Beaird Harris Wealth Management, LLC352$51.4K0.00%00.0%Unchanged
Innovative Asset Advisors Group, LLC353$51.6K0.03%+353New
Owl Creek Wealth Partners LLC360$52.6K0.02%+360New
Rossby Financial, LCC353$52.9K0.01%+250+242.7%Added
Zions Bancorporation, National Association366$53.5K0.00%−111−23.3%Reduced
Evermay Wealth Management LLC373$54.5K0.01%00.0%Unchanged
Creative Financial Designs Inc374$54.6K0.00%+134+55.8%Added
WPG Advisers, LLC397$58.0K0.04%+39+10.9%Added
Livforsakringsbolaget Skandia, Omsesidigt400$58.5K0.00%00.0%Unchanged
Sachetta, LLC400$58.5K0.03%+21+5.5%Added
Cary Street Partners Financial LLC405$59.2K0.00%+4+1.0%Added
First Horizon Corp417$60.9K0.00%+117+39.0%Added
MBM Wealth Consultants, LLC428$62.5K0.01%+428New
Twin Tree Management, LP454$66.3K0.01%−693−60.4%Reduced
Wall Street Financial Group, Inc.458$66.9K0.04%+458New
Sound Income Strategies, LLC455$68.2K0.00%+69+17.9%Added
CNB Bank497$72.6K0.03%−1−0.2%Reduced
Pinnacle Wealth Planning Services, Inc.504$73.7K0.01%+12+2.4%Added