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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 1,538 | $224.8K | 0.00% | −2,700−63.7% | Reduced |
| Costello Asset Management, INC | 1,508 | $220.4K | 0.08% | +185+14.0% | Added |
| Summit Wealth Group LLC | 1,496 | $218.6K | 0.02% | +67+4.7% | Added |
| Advisors Capital Management, LLC | 1,488 | $217.6K | 0.00% | −100−6.3% | Reduced |
| Ascent Group, LLC | 1,483 | $216.7K | 0.01% | +49+3.4% | Added |
| D.A. Davidson & Co. | 1,474 | $215.4K | 0.00% | +211+16.7% | Added |
| Sagewood Asset Management LP | 1,474 | $215.4K | 0.07% | +1,474 | New |
| PDS Planning, Inc | 1,471 | $215.0K | 0.01% | +13+0.9% | Added |
| Quantum Financial Advisors, LLC | 1,471 | $214.9K | 0.02% | −1−0.1% | Reduced |
| Sterling Capital Management LLC | 1,469 | $214.7K | 0.00% | +122+9.1% | Added |
| Premier Path Wealth Partners, LLC | 1,461 | $213.5K | 0.03% | −4−0.3% | Reduced |
| Concentric Capital Strategies, LP | 1,457 | $212.9K | 0.02% | −71,581−98.0% | Reduced |
| Everhart Financial Group, Inc. | 1,455 | $212.6K | 0.02% | +11+0.8% | Added |
| Private Trust Co NA | 1,449 | $211.8K | 0.02% | +132+10.0% | Added |
| Horizon Kinetics Asset Management LLC | 1,435 | $209.7K | 0.00% | +1,435 | New |
| Keebeck Alpha, LP | 1,427 | $208.5K | 0.64% | +1,427 | New |
| 9823 Capital, L.P. | 1,422 | $207.8K | 0.16% | +1,422 | New |
| Lifeworks Advisors, LLC | 1,418 | $207.3K | 0.03% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 1,411 | $206.2K | 0.08% | +1,411 | New |
| Madison Wealth Partners, Inc | 1,408 | $205.8K | 0.03% | −12−0.8% | Reduced |
| Meriwether Wealth & Planning, LLC | 1,408 | $205.8K | 0.11% | +20+1.4% | Added |
| Syverson Strege & Co | 1,406 | $205.5K | 0.05% | +56+4.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,392 | $203.4K | 0.02% | +96+7.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,348 | $197.0K | 0.03% | −2−0.1% | Reduced |
| Castleark Management LLC | 1,310 | $191.4K | 0.01% | −750−36.4% | Reduced |
| International Assets Investment Management, LLC | 1,228 | $184.1K | 0.01% | −29−2.3% | Reduced |
| IFP Advisors, Inc | 1,247 | $182.2K | 0.00% | +219+21.3% | Added |
| Smithfield Trust Co | 1,135 | $166.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,064 | $155.6K | 0.00% | +1,030+3,029.4% | Added |
| Opal Wealth Advisors, LLC | 1,050 | $153.4K | 0.03% | +1,050 | New |
| Cullen/Frost Bankers, Inc. | 1,021 | $149.1K | 0.00% | −25−2.4% | Reduced |
| Sunbelt Securities, Inc. | 1,017 | $148.7K | 0.01% | −18−1.7% | Reduced |
| Lam Group, Inc. | 1,009 | $147.4K | 0.08% | +1,009 | New |
| Whittier Trust Co | 978 | $146.5K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $146.1K | 0.03% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 997 | $145.7K | 0.12% | +596+148.6% | Added |
| Princeton Global Asset Management LLC | 991 | $144.8K | 0.02% | +11+1.1% | Added |
| McIlrath & Eck, LLC | 956 | $139.7K | 0.01% | −1,405−59.5% | Reduced |
| GW&K Investment Management, LLC | 942 | $138.0K | 0.00% | +77+8.9% | Added |
| Mather Group, LLC. | 941 | $137.5K | 0.00% | +941 | New |
| Centaurus Financial, Inc. | 890 | $130.0K | 0.01% | −45−4.8% | Reduced |
| Bryn Mawr Trust Co | 885 | $129.3K | 0.00% | −39−4.2% | Reduced |
| Massmutual Trust Co FSB | 876 | $128.0K | 0.00% | −142−13.9% | Reduced |
| Aventura Private Wealth, LLC | 875 | $127.9K | 0.05% | 00.0% | Unchanged |
| Grove Bank & Trust | 846 | $123.6K | 0.01% | +40+5.0% | Added |
| Harbour Investments, Inc. | 785 | $114.7K | 0.00% | +538+217.8% | Added |
| Pin Oak Investment Advisors Inc | 782 | $114.0K | 0.08% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 778 | $113.7K | 0.01% | +778 | New |
| Avanza Fonder AB | 776 | $113.4K | 0.00% | +100+14.8% | Added |
| Triumph Capital Management | 753 | $110.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 734 | $107.3K | 0.00% | +40+5.8% | Added |
| Caitong International Asset Management Co., Ltd | 720 | $105.2K | 0.02% | +720 | New |
| Elevated Capital Advisors, LLC | 720 | $105.2K | 0.03% | −7,263−91.0% | Reduced |
| Cromwell Holdings LLC | 713 | $104.2K | 0.06% | +11+1.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 711 | $104.0K | 0.00% | +502+240.2% | Added |
| Islay Capital Management, LLC | 680 | $99.4K | 0.05% | 00.0% | Unchanged |
| Bank of New Hampshire | 670 | $97.9K | 0.02% | +670 | New |
| McGuire Capital Advisors Inc | 621 | $90.8K | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 612 | $89.4K | 0.01% | +9+1.5% | Added |
| Onefund, LLC | 582 | $87.2K | 0.06% | −55−8.6% | Reduced |
| Synergy Investment Management, LLC | 595 | $87.0K | 0.03% | +595 | New |
| TSFG, LLC | 584 | $85.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 579 | $85.0K | 0.00% | +286+97.6% | Added |
| Bullock Wealth Management Group | 514 | $77.0K | 0.04% | −142−21.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 526 | $77.0K | 0.01% | −35,992−98.6% | Reduced |
| Neo Ivy Capital Management | 522 | $76.3K | 0.02% | −17,236−97.1% | Reduced |
| Root Financial Partners, LLC | 517 | $75.6K | 0.00% | +138+36.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 504 | $73.7K | 0.01% | +12+2.4% | Added |
| CNB Bank | 497 | $72.6K | 0.03% | −1−0.2% | Reduced |
| Sound Income Strategies, LLC | 455 | $68.2K | 0.00% | +69+17.9% | Added |
| Wall Street Financial Group, Inc. | 458 | $66.9K | 0.04% | +458 | New |
| Twin Tree Management, LP | 454 | $66.3K | 0.01% | −693−60.4% | Reduced |
| MBM Wealth Consultants, LLC | 428 | $62.5K | 0.01% | +428 | New |
| First Horizon Corp | 417 | $60.9K | 0.00% | +117+39.0% | Added |
| Cary Street Partners Financial LLC | 405 | $59.2K | 0.00% | +4+1.0% | Added |
| Sachetta, LLC | 400 | $58.5K | 0.03% | +21+5.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 400 | $58.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 397 | $58.0K | 0.04% | +39+10.9% | Added |
| Creative Financial Designs Inc | 374 | $54.6K | 0.00% | +134+55.8% | Added |
| Evermay Wealth Management LLC | 373 | $54.5K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 366 | $53.5K | 0.00% | −111−23.3% | Reduced |
| Rossby Financial, LCC | 353 | $52.9K | 0.01% | +250+242.7% | Added |
| Owl Creek Wealth Partners LLC | 360 | $52.6K | 0.02% | +360 | New |
| Innovative Asset Advisors Group, LLC | 353 | $51.6K | 0.03% | +353 | New |
| Beaird Harris Wealth Management, LLC | 352 | $51.4K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 340 | $49.7K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 336 | $49.0K | 0.03% | +154+84.6% | Added |
| Key Financial Inc | 325 | $47.5K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 312 | $45.6K | 0.02% | +269+625.6% | Added |
| SBI Securities Co., Ltd. | 302 | $44.1K | 0.00% | −15−4.7% | Reduced |
| Geneos Wealth Management Inc. | 283 | $41.4K | 0.00% | −70−19.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 271 | $39.6K | 0.01% | +271 | New |
| Keating Financial Advisory Services, Inc. | 268 | $39.2K | 0.01% | +73+37.4% | Added |
| Generali Asset Management SPA SGR | 268 | $39.2K | 0.00% | +268 | New |
| Whipplewood Advisors, LLC | 266 | $38.9K | 0.02% | +251+1,673.3% | Added |
| SHP Wealth Management | 264 | $38.6K | 0.00% | +62+30.7% | Added |
| JFS Wealth Advisors, LLC | 263 | $38.4K | 0.00% | +1+0.4% | Added |
| Strategic Wealth Partners, Ltd. | 243 | $35.5K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 243 | $35.5K | 0.02% | +1+0.4% | Added |
| Clearstead Advisors, LLC | 237 | $34.6K | 0.00% | −419−63.9% | Reduced |