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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding NRG Energy, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aspen Grove Capital, LLC | 2,698 | $394.4K | 0.08% | +81+3.1% | Added |
| Grandfield & Dodd, LLC | 2,716 | $396.9K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 2,726 | $398.4K | 0.00% | +260+10.5% | Added |
| Siemens Fonds Invest GmbH | 2,727 | $398.5K | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,768 | $404.5K | 0.01% | +534+23.9% | Added |
| TIAA Wealth Investment Management LLC | 2,774 | $404.6K | 0.00% | +2,774 | New |
| Diversified Trust Co | 2,784 | $406.9K | 0.01% | +13+0.5% | Added |
| Garrett Investment Advisors LLC | 2,806 | $410.1K | 0.03% | −232−7.6% | Reduced |
| Burns Matteson Capital Management, LLC | 2,840 | $415.0K | 0.16% | −3,232−53.2% | Reduced |
| Laffer Tengler Investments | 2,850 | $416.5K | 0.06% | −6−0.2% | Reduced |
| GeoWealth Management, LLC | 2,868 | $419.4K | 0.02% | +733+34.3% | Added |
| Southern Financial Group, LLC | 2,882 | $421.2K | 0.12% | −32−1.1% | Reduced |
| Inspire Advisors, LLC | 2,905 | $424.6K | 0.03% | −1,266−30.4% | Reduced |
| TD Private Client Wealth LLC | 2,909 | $425.1K | 0.01% | +523+21.9% | Added |
| Wedmont Private Capital | 2,670 | $428.1K | 0.01% | +115+4.5% | Added |
| Checchi Capital Advisers, LLC | 2,933 | $428.6K | 0.03% | +327+12.5% | Added |
| Cresset Asset Management, LLC | 2,943 | $430.1K | 0.00% | +129+4.6% | Added |
| Fortune Financial Advisors, LLC | 2,950 | $431.1K | 0.22% | +2,950 | New |
| Harvest Fund Management Co., Ltd | 2,956 | $432.0K | 0.02% | −12,937−81.4% | Reduced |
| Athena Wealth Management, LLC | 2,969 | $433.8K | 0.35% | +943+46.5% | Added |
| Ethos Financial Group, LLC | 2,993 | $437.4K | 0.03% | +145+5.1% | Added |
| Seelaus Asset Management LLC | 2,995 | $437.7K | 0.32% | +2,995 | New |
| Prudential PLC | 3,005 | $439.2K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 3,020 | $441.3K | 0.16% | +20+0.7% | Added |
| KCM Investment Advisors LLC | 3,044 | $444.9K | 0.01% | −259−7.8% | Reduced |
| Capital Analysts, LLC | 3,044 | $445.0K | 0.01% | +773+34.0% | Added |
| GTS Securities LLC | 3,080 | $450.1K | 0.02% | +1,462+90.4% | Added |
| Midwest Trust Co | 3,116 | $455.4K | 0.01% | 00.0% | Unchanged |
| TCW Group Inc | 3,120 | $456.0K | 0.00% | −275−8.1% | Reduced |
| United Community Bank | 3,120 | $456.0K | 0.15% | +719+29.9% | Added |
| Accel Wealth Management | 3,148 | $460.0K | 0.12% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,174 | $463.8K | 0.05% | +206+6.9% | Added |
| Eventide Asset Management, LLC | 3,287 | $464.2K | 0.01% | +202+6.5% | Added |
| Optas, LLC | 3,180 | $464.7K | 0.07% | +1,704+115.4% | Added |
| Jaffetilchin Investment Partners, LLC | 3,196 | $467.1K | 0.03% | −1,594−33.3% | Reduced |
| Bradley Foster & Sargent Inc | 3,199 | $467.5K | 0.01% | −598−15.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,202 | $467.9K | 0.03% | +211+7.1% | Added |
| Brown Advisory Inc | 3,210 | $469.1K | 0.00% | +117+3.8% | Added |
| EverSource Wealth Advisors, LLC | 3,225 | $471.2K | 0.01% | −31−1.0% | Reduced |
| Entropy Technologies, LP | 3,234 | $472.6K | 0.02% | +3,234 | New |
| Himension Fund | 3,261 | $476.6K | 0.04% | +3,261 | New |
| RiverFront Investment Group, LLC | 3,273 | $478.3K | 0.01% | +5+0.2% | Added |
| Johnson Investment Counsel Inc | 3,280 | $479.3K | 0.00% | +333+11.3% | Added |
| Leigh Baldwin & Co., LLC | 3,285 | $480.1K | 0.31% | +10+0.3% | Added |
| Samara Investment Management, LLC | 3,288 | $480.5K | 0.50% | +3,288 | New |
| BankChampaign, National Association | 3,314 | $484.3K | 0.48% | −255−7.1% | Reduced |
| Sanchez Gaunt Capital Management, LLC | 3,365 | $491.8K | 0.31% | +3,365 | New |
| Anb Bank | 3,374 | $493.1K | 0.20% | +175+5.5% | Added |
| Glen Eagle Advisors, LLC | 3,402 | $497.1K | 0.07% | −61−1.8% | Reduced |
| Moody National Bank Trust Division | 3,406 | $497.8K | 0.05% | −1,173−25.6% | Reduced |
| Colonial River Wealth Management, LLC | 3,450 | $504.2K | 0.18% | +98+2.9% | Added |
| Affinity Investment Advisors, LLC | 3,459 | $505.5K | 0.32% | +235+7.3% | Added |
| Augustine Asset Management Inc | 3,486 | $509.4K | 0.11% | −175−4.8% | Reduced |
| Valeo Financial Advisors, LLC | 3,496 | $510.9K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,504 | $512.1K | 0.01% | +21+0.6% | Added |
| Mangrove Partners | 3,540 | $517.3K | 0.04% | −2,594−42.3% | Reduced |
| Inscription Capital, LLC | 3,561 | $520.4K | 0.05% | −121−3.3% | Reduced |
| Mirabella Financial Services LLP | 3,564 | $520.8K | 0.05% | +1,983+125.4% | Added |
| Warren Averett Asset Management, LLC | 3,565 | $521.0K | 0.00% | +1,747+96.1% | Added |
| Waldron Private Wealth LLC | 3,586 | $524.1K | 0.02% | −298−7.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,285 | $526.1K | 0.11% | +233+7.6% | Added |
| Daymark Wealth Partners, LLC | 3,612 | $527.9K | 0.02% | +462+14.7% | Added |
| TFB Advisors LLC | 3,645 | $532.7K | 0.28% | −638−14.9% | Reduced |
| Elite Wealth Management, Inc. | 3,652 | $533.7K | 0.17% | +221+6.4% | Added |
| Aprio Wealth Management, LLC | 3,684 | $538.4K | 0.03% | +2,186+145.9% | Added |
| Storen Legacy Partners, LLC | 3,696 | $540.2K | 0.17% | +5+0.1% | Added |
| Private Advisory Group LLC | 3,709 | $542.0K | 0.04% | −4,743−56.1% | Reduced |
| Dynasty Wealth Management, LLC | 3,746 | $547.5K | 0.00% | +1,613+75.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 3,750 | $548.0K | 0.00% | +3,750 | New |
| Huntleigh Advisors, Inc. | 3,774 | $551.6K | 0.09% | 00.0% | Unchanged |
| Tema ETFs LLC | 3,777 | $552.0K | 0.04% | +1,168+44.8% | Added |
| Dynamic Technology Lab Private Ltd | 3,790 | $553.9K | 0.09% | −363−8.7% | Reduced |
| Stevens Capital Management LP | 3,797 | $555.0K | 0.09% | −106−2.7% | Reduced |
| Virtu Financial LLC | 3,798 | $555.0K | 0.02% | +3,798 | New |
| Evergreen Capital Management LLC | 3,851 | $562.8K | 0.01% | +1,793+87.1% | Added |
| Atlas Capital Advisors LLC | 3,858 | $563.8K | 0.06% | −1,034−21.1% | Reduced |
| Change Path, LLC | 3,859 | $564.0K | 0.01% | +122+3.3% | Added |
| Advisory Alpha, LLC | 3,866 | $565.2K | 0.02% | +700+22.1% | Added |
| Bristlecone Value Partners, LLC | 3,890 | $568.5K | 0.50% | +3,890 | New |
| Two Sigma Securities, LLC | 3,923 | $573.3K | 0.07% | +3,923 | New |
| Mutual Advisors, LLC | 3,925 | $573.7K | 0.01% | −6,975−64.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 3,952 | $577.5K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,955 | $578.0K | 0.01% | +243+6.5% | Added |
| Brown Brothers Harriman & Co | 3,978 | $581.3K | 0.00% | +1,997+100.8% | Added |
| Quadrant Capital Group LLC | 3,987 | $582.7K | 0.02% | +212+5.6% | Added |
| CloudAlpha Capital Management Limited/Hong Kong | 4,000 | $584.6K | 0.06% | 00.0% | Unchanged |
| Parkwood LLC | 4,015 | $587.0K | 0.05% | −583−12.7% | Reduced |
| Clare Market Investments LLC | 4,050 | $591.9K | 0.12% | +4,050 | New |
| Brighton Jones LLC | 4,065 | $594.0K | 0.01% | +4,065 | New |
| Emerald Investment Advisers, LLC | 4,090 | $597.7K | 0.05% | +4,090 | New |
| South Dakota Investment Council | 4,100 | $599.0K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 4,115 | $601.4K | 0.02% | −13,899−77.2% | Reduced |
| Sunpointe, LLC | 4,141 | $605.2K | 0.20% | −1,302−23.9% | Reduced |
| Argent Trust Co | 4,191 | $612.5K | 0.02% | +53+1.3% | Added |
| Foundations Investment Advisors, LLC | 4,237 | $619.3K | 0.01% | +2,796+194.0% | Added |
| EP Wealth Advisors, LLC | 4,276 | $624.9K | 0.00% | +2,417+130.0% | Added |
| Hexagon Capital Partners LLC | 4,286 | $626.3K | 0.09% | +4,286 | New |
| Aspiriant, LLC | 4,288 | $626.6K | 0.02% | +4,288 | New |
| Savvy Advisors, Inc. | 4,359 | $637.0K | 0.02% | +1,668+62.0% | Added |
| Gsa Capital Partners LLP | 4,395 | $642.0K | 0.04% | +4,395 | New |