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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
Utah Retirement Systems33,285$4.86M0.05%+1,961+6.3%Added
M&T Bank Corp34,117$4.99M0.02%+551+1.6%Added
Macquarie Group Ltd34,324$5.02M0.03%−415−1.2%Reduced
Truist Financial Corp34,452$5.03M0.01%−18,158−34.5%Reduced
JustInvest LLC34,502$5.04M0.05%+355+1.0%Added
Swiss Life Asset Management Ltd34,516$5.04M0.02%−34,956−50.3%Reduced
NatWest Group plc34,643$5.06M1.10%+1,165+3.5%Added
Diversify Wealth Management, LLC34,197$5.10M0.09%+2,474+7.8%Added
Teilinger Capital Ltd.35,000$5.11M3.29%+35,000New
IFM Investors Pty Ltd35,102$5.13M0.04%+3,552+11.3%Added
Elo Mutual Pension Insurance Co35,212$5.15M0.08%+637+1.8%Added
OP Asset Management Ltd35,262$5.15M0.05%+13,930+65.3%Added
Pathstone Holdings, LLC35,735$5.22M0.02%−392−1.1%Reduced
Linden Thomas Advisory Services, LLC35,928$5.25M0.51%+670+1.9%Added
Credit Agricole S A36,531$5.34M0.02%−37,063−50.4%Reduced
Machina Capital S.A.S.38,009$5.55M1.09%+29,376+340.3%Added
Frank, Rimerman Advisors LLC38,611$5.64M0.37%+133+0.3%Added
Gabelli Funds LLC38,712$5.66M0.04%−1,013−2.6%Reduced
Glenmede Trust Co NA38,736$5.66M0.03%+489+1.3%Added
Walleye Capital LLC38,972$5.70M0.03%−8,198−17.4%Reduced
Woodline Partners LP41,182$6.02M0.02%+8,452+25.8%Added
ProShare Advisors LLC41,389$6.05M0.01%−3,060−6.9%Reduced
CX Institutional42,104$6.15M0.19%+39,915+1,823.4%Added
Solidarilty Wealth, LLC42,397$6.20M1.19%+18,519+77.6%Added
Community Bank of Raymore44,000$6.43M4.31%00.0%Unchanged
CWM Advisors, LLC44,573$6.51M0.38%+4,617+11.6%Added
Mirae Asset Global Investments Co., Ltd.44,855$6.56M0.02%−25,924−36.6%Reduced
Affinity Wealth Management LLC44,891$6.56M0.99%+396+0.9%Added
Vident Advisory, LLC44,991$6.57M0.06%+6,780+17.7%Added
Resolute Capital Asset Partners LLC45,000$6.58M3.46%+20,000+80.0%Added
Retirement Systems of Alabama45,098$6.59M0.02%+4,329+10.6%Added
Pine Valley Investments Ltd Liability Co45,743$6.68M0.33%+2,076+4.8%Added
Hartree Partners, LP46,000$6.72M1.46%+46,000New
Procyon Private Wealth Partners, LLC46,093$6.74M0.33%−736−1.6%Reduced
Voya Investment Management LLC46,449$6.79M0.01%+4,225+10.0%Added
Atom Investors LP46,915$6.86M0.49%+46,915New
Cambridge Investment Research Advisors, Inc.47,061$6.88M0.02%+4,736+11.2%Added
Kestra Advisory Services, LLC48,438$7.08M0.03%+21,090+77.1%Added
PensionDanmark Pensionsforsikringsaktieselskab48,701$7.12M0.07%−12,803−20.8%Reduced
Oaktree Capital Management LPSuperinvestorOaktree Capital49,028$7.16M0.12%+49,028New
CIBC Asset Management Inc50,248$7.34M0.02%+4,643+10.2%Added
The PNC Financial Services Group, Inc.50,465$7.37M0.00%+197+0.4%Added
Seascape Capital Management51,171$7.48M2.15%−66−0.1%Reduced
Mercer Global Advisors Inc51,442$7.52M0.01%−2,670−4.9%Reduced
Prevail Innovative Wealth Advisors, LLC52,307$7.64M1.29%+24,147+85.7%Added
Andra AP-fonden52,751$7.71M0.10%−87,949−62.5%Reduced
Amalgamated Bank52,906$7.73M0.06%+7,980+17.8%Added
Fifth Third Bancorp53,092$7.76M0.01%+38,382+260.9%Added
American Assets Investment Management, LLC53,146$7.77M0.53%00.0%Unchanged
Daiwa Securities Group Inc.53,547$7.83M0.02%+4,086+8.3%Added
Verition Fund Management LLC53,901$7.88M0.08%+9,243+20.7%Added
Argent Capital Management LLC54,506$7.97M0.25%+24,379+80.9%Added
Martingale Asset Management L P54,563$7.97M0.20%−42,421−43.7%Reduced
Arizona State Retirement System54,818$8.01M0.05%+1,775+3.3%Added
STRS Ohio55,397$8.10M0.03%+15,388+38.5%Added
State of Michigan Retirement System55,466$8.11M0.04%+5,300+10.6%Added
Jones Financial Companies LLLP55,576$8.21M0.00%+45,001+425.5%Added
Nisa Investment Advisors, LLC56,271$8.22M0.03%+299+0.5%Added
Balyasny Asset Management LLC56,356$8.24M0.02%+49,625+737.3%Added
Hedeker Wealth, LLC57,791$8.45M1.78%+374+0.7%Added
Czech National Bank57,840$8.45M0.06%+7,307+14.5%Added
Dorsey Wright & Associates59,603$8.71M1.08%−35,590−37.4%Reduced
Lonestar Capital Management LLC60,000$8.77M4.71%+23,000+62.2%Added
CastleKnight Management LP60,000$8.77M0.41%+48,700+431.0%Added
Public Sector Pension Investment Board60,445$8.83M0.03%+11,646+23.9%Added
Xponance, Inc.61,893$9.05M0.06%+5,655+10.1%Added
Nissay Asset Management Corp62,689$9.16M0.05%+37,745+151.3%Added
Resona Asset Management Co.,Ltd.63,218$9.17M0.05%+3,343+5.6%Added
Illinois Municipal Retirement Fund62,994$9.21M0.12%+6,727+12.0%Added
Arvest Bank Trust Division63,296$9.25M0.50%−1,907−2.9%Reduced
Kayne Anderson Capital Advisors LP64,239$9.39M0.18%+11,858+22.6%Added
HITE Hedge Asset Management LLC65,009$9.50M0.54%+65,009New
Allianz Asset Management GmbH65,669$9.60M0.01%−295,987−81.8%Reduced
CI Private Wealth, LLC66,562$9.68M0.01%+4,286+6.9%Added
State of New Jersey Common Pension Fund D66,775$9.76M0.04%00.0%Unchanged
Nomura Asset Management Co Ltd67,015$9.79M0.03%+240+0.4%Added
KWMG, LLC67,586$9.88M0.82%+693+1.0%Added
Lansforsakringar Fondforvaltning AB (publ)68,597$10.0M0.05%+7,774+12.8%Added
Kennedy Capital Management, Inc.68,633$10.0M0.21%−10,323−13.1%Reduced
Copeland Capital Management, LLC69,907$10.2M0.23%−3,320−4.5%Reduced
Toronto Dominion Bank70,047$10.2M0.02%−47,016−40.2%Reduced
MUFG Securities EMEA plc70,706$10.3M0.15%+62,850+800.0%Added
ING Groep NV70,990$10.4M0.06%+46,223+186.6%Added
Susquehanna International Group, LLP71,745$10.5M0.01%+21,281+42.2%Added
Stifel Financial Corp73,416$10.7M0.01%−42,890−36.9%Reduced
Advisor Group Holdings, Inc.75,396$11.0M0.02%−5,817−7.2%Reduced
State of Tennessee, Treasury Department76,459$11.2M0.04%−14,270−15.7%Reduced
Tredje AP-fonden76,511$11.2M0.06%+57,362+299.6%Added
Clearbridge Investments, LLC77,290$11.3M0.01%+77,290New
HighTower Advisors, LLC79,472$11.6M0.01%+9,869+14.2%Added
Asset Management One Co.,Ltd.80,815$11.8M0.03%−1,323−1.6%Reduced
Williams Jones Wealth Management, LLC.84,216$12.3M0.15%−12,217−12.7%Reduced
Ensign Peak Advisors, Inc84,532$12.4M0.02%+29,738+54.3%Added
Monashee Investment Management LLC85,000$12.4M6.76%+85,000New
Mediolanum International Funds Ltd90,682$12.8M0.14%+90,682New
Treasurer of the State of North Carolina87,648$12.8M0.04%+8,789+11.1%Added
BW Gestao de Investimentos Ltda.87,698$12.8M0.57%−68,197−43.7%Reduced
Wealth High Governance Capital Ltda87,698$12.8M3.85%−68,197−43.7%Reduced
Mutual of America Capital Management LLC89,177$13.0M0.15%+1,041+1.2%Added
Covalis Capital LLP90,000$13.2M0.81%+90,000New