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 |
|---|---|---|---|---|---|
| Private Advisory Group LLC | 3,709 | $542.0K | 0.04% | −4,743−56.1% | Reduced |
| Storen Legacy Partners, LLC | 3,696 | $540.2K | 0.17% | +5+0.1% | Added |
| Aprio Wealth Management, LLC | 3,684 | $538.4K | 0.03% | +2,186+145.9% | Added |
| Elite Wealth Management, Inc. | 3,652 | $533.7K | 0.17% | +221+6.4% | Added |
| TFB Advisors LLC | 3,645 | $532.7K | 0.28% | −638−14.9% | Reduced |
| Daymark Wealth Partners, LLC | 3,612 | $527.9K | 0.02% | +462+14.7% | Added |
| Astoria Portfolio Advisors LLC. | 3,285 | $526.1K | 0.11% | +233+7.6% | Added |
| Waldron Private Wealth LLC | 3,586 | $524.1K | 0.02% | −298−7.7% | Reduced |
| Warren Averett Asset Management, LLC | 3,565 | $521.0K | 0.00% | +1,747+96.1% | Added |
| Mirabella Financial Services LLP | 3,564 | $520.8K | 0.05% | +1,983+125.4% | Added |
| Inscription Capital, LLC | 3,561 | $520.4K | 0.05% | −121−3.3% | Reduced |
| Mangrove Partners | 3,540 | $517.3K | 0.04% | −2,594−42.3% | Reduced |
| Ballentine Partners, LLC | 3,504 | $512.1K | 0.01% | +21+0.6% | Added |
| Valeo Financial Advisors, LLC | 3,496 | $510.9K | 0.01% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 3,486 | $509.4K | 0.11% | −175−4.8% | Reduced |
| Affinity Investment Advisors, LLC | 3,459 | $505.5K | 0.32% | +235+7.3% | Added |
| Colonial River Wealth Management, LLC | 3,450 | $504.2K | 0.18% | +98+2.9% | Added |
| Moody National Bank Trust Division | 3,406 | $497.8K | 0.05% | −1,173−25.6% | Reduced |
| Glen Eagle Advisors, LLC | 3,402 | $497.1K | 0.07% | −61−1.8% | Reduced |
| Anb Bank | 3,374 | $493.1K | 0.20% | +175+5.5% | Added |
| Sanchez Gaunt Capital Management, LLC | 3,365 | $491.8K | 0.31% | +3,365 | New |
| BankChampaign, National Association | 3,314 | $484.3K | 0.48% | −255−7.1% | Reduced |
| Samara Investment Management, LLC | 3,288 | $480.5K | 0.50% | +3,288 | New |
| Leigh Baldwin & Co., LLC | 3,285 | $480.1K | 0.31% | +10+0.3% | Added |
| Johnson Investment Counsel Inc | 3,280 | $479.3K | 0.00% | +333+11.3% | Added |
| RiverFront Investment Group, LLC | 3,273 | $478.3K | 0.01% | +5+0.2% | Added |
| Himension Fund | 3,261 | $476.6K | 0.04% | +3,261 | New |
| Entropy Technologies, LP | 3,234 | $472.6K | 0.02% | +3,234 | New |
| EverSource Wealth Advisors, LLC | 3,225 | $471.2K | 0.01% | −31−1.0% | Reduced |
| Brown Advisory Inc | 3,210 | $469.1K | 0.00% | +117+3.8% | Added |
| Dorsey & Whitney Trust CO LLC | 3,202 | $467.9K | 0.03% | +211+7.1% | Added |
| Bradley Foster & Sargent Inc | 3,199 | $467.5K | 0.01% | −598−15.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,196 | $467.1K | 0.03% | −1,594−33.3% | Reduced |
| Optas, LLC | 3,180 | $464.7K | 0.07% | +1,704+115.4% | Added |
| Eventide Asset Management, LLC | 3,287 | $464.2K | 0.01% | +202+6.5% | Added |
| Versant Capital Management, Inc | 3,174 | $463.8K | 0.05% | +206+6.9% | Added |
| Accel Wealth Management | 3,148 | $460.0K | 0.12% | 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 |
| Midwest Trust Co | 3,116 | $455.4K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 3,080 | $450.1K | 0.02% | +1,462+90.4% | Added |
| Capital Analysts, LLC | 3,044 | $445.0K | 0.01% | +773+34.0% | Added |
| KCM Investment Advisors LLC | 3,044 | $444.9K | 0.01% | −259−7.8% | Reduced |
| Worth Asset Management, LLC | 3,020 | $441.3K | 0.16% | +20+0.7% | Added |
| Prudential PLC | 3,005 | $439.2K | 0.00% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 2,995 | $437.7K | 0.32% | +2,995 | New |
| Ethos Financial Group, LLC | 2,993 | $437.4K | 0.03% | +145+5.1% | Added |
| Athena Wealth Management, LLC | 2,969 | $433.8K | 0.35% | +943+46.5% | Added |
| Harvest Fund Management Co., Ltd | 2,956 | $432.0K | 0.02% | −12,937−81.4% | Reduced |
| Fortune Financial Advisors, LLC | 2,950 | $431.1K | 0.22% | +2,950 | New |
| Cresset Asset Management, LLC | 2,943 | $430.1K | 0.00% | +129+4.6% | Added |
| Checchi Capital Advisers, LLC | 2,933 | $428.6K | 0.03% | +327+12.5% | Added |
| Wedmont Private Capital | 2,670 | $428.1K | 0.01% | +115+4.5% | Added |
| TD Private Client Wealth LLC | 2,909 | $425.1K | 0.01% | +523+21.9% | Added |
| Inspire Advisors, LLC | 2,905 | $424.6K | 0.03% | −1,266−30.4% | Reduced |
| Southern Financial Group, LLC | 2,882 | $421.2K | 0.12% | −32−1.1% | Reduced |
| GeoWealth Management, LLC | 2,868 | $419.4K | 0.02% | +733+34.3% | Added |
| Laffer Tengler Investments | 2,850 | $416.5K | 0.06% | −6−0.2% | Reduced |
| Burns Matteson Capital Management, LLC | 2,840 | $415.0K | 0.16% | −3,232−53.2% | Reduced |
| Garrett Investment Advisors LLC | 2,806 | $410.1K | 0.03% | −232−7.6% | Reduced |
| Diversified Trust Co | 2,784 | $406.9K | 0.01% | +13+0.5% | Added |
| TIAA Wealth Investment Management LLC | 2,774 | $404.6K | 0.00% | +2,774 | New |
| Fulton Bank, N.A. | 2,768 | $404.5K | 0.01% | +534+23.9% | Added |
| Siemens Fonds Invest GmbH | 2,727 | $398.5K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 2,726 | $398.4K | 0.00% | +260+10.5% | Added |
| Grandfield & Dodd, LLC | 2,716 | $396.9K | 0.02% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 2,698 | $394.4K | 0.08% | +81+3.1% | Added |
| Deseret Mutual Benefit Administrators | 2,698 | $394.3K | 0.13% | +1,628+152.1% | Added |
| Fairvoy Private Wealth, LLC | 2,690 | $393.1K | 0.09% | −10,467−79.6% | Reduced |
| Fidelis Capital Partners, LLC | 2,682 | $391.9K | 0.03% | −514−16.1% | Reduced |
| Eastern Bank | 2,671 | $390.3K | 0.01% | +217+8.8% | Added |
| Charles Schwab Trust Co | 2,665 | $389.5K | 0.03% | −3−0.1% | Reduced |
| Glenview Trust Co | 2,654 | $387.9K | 0.01% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 2,619 | $382.7K | 0.13% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 2,612 | $381.9K | 0.01% | +529+25.4% | Added |
| Fifth Third Wealth Advisors LLC | 2,596 | $379.4K | 0.01% | +345+15.3% | Added |
| Baader Bank INC | 2,593 | $378.9K | 0.04% | +2,593 | New |
| Financial Life Planners | 2,593 | $378.9K | 0.29% | −361−12.2% | Reduced |
| Intech Investment Management LLC | 2,576 | $376.5K | 0.00% | −6,378−71.2% | Reduced |
| Reliant Investment Partners, LLC | 2,572 | $375.9K | 0.31% | −17−0.7% | Reduced |
| Prospera Financial Services Inc | 2,532 | $370.0K | 0.01% | +279+12.4% | Added |
| Parallel Advisors, LLC | 2,523 | $368.8K | 0.01% | +74+3.0% | Added |
| Monograph Wealth Advisors, LLC | 2,522 | $368.6K | 0.03% | +5+0.2% | Added |
| Cannon Wealth Management Services, LLC | 2,515 | $367.5K | 0.25% | +2+0.1% | Added |
| Banque Cantonale Vaudoise | 2,511 | $367.0K | 0.01% | +2,379+1,802.3% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 2,461 | $359.7K | 0.16% | +2,461 | New |
| Davenport & Co LLC | 2,444 | $357.2K | 0.00% | +621+34.1% | Added |
| Smartleaf Asset Management LLC | 2,515 | $355.2K | 0.01% | −750−23.0% | Reduced |
| Northside Capital Management, LLC | 2,400 | $350.7K | 0.03% | 00.0% | Unchanged |
| Aspect Partners, LLC | 2,389 | $349.1K | 0.14% | +1,680+237.0% | Added |
| CWA Asset Management Group, LLC | 2,367 | $345.9K | 0.01% | +82+3.6% | Added |
| Duncker Streett & Co Inc | 2,357 | $344.5K | 0.07% | −456−16.2% | Reduced |
| Snowden Capital Advisors LLC | 2,353 | $343.9K | 0.01% | +14+0.6% | Added |
| Stiles Financial Services Inc | 2,348 | $343.1K | 0.10% | −69−2.9% | Reduced |
| Weybosset Research & Management LLC | 2,335 | $341.2K | 0.10% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,161 | $339.6K | 0.02% | +459+27.0% | Added |
| Sagespring Wealth Partners, LLC | 2,298 | $335.8K | 0.01% | −141−5.8% | Reduced |
| Keybank National Association | 2,295 | $335.4K | 0.00% | +154+7.2% | Added |
| Cercano Management LLC | 2,295 | $335.4K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,291 | $334.8K | 0.01% | −383−14.3% | Reduced |