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, Q2 2026
Institutional positions in NRG Energy, Inc. as of Jun 30, 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
- 1,024
- −32 vs. Q1 2026
- Shares held
- 197.5M
- +1.72M (+0.9%) vs. Q1 2026
- Total value
- $28.8B
- +$243.0M (+0.8%) vs. Q1 2026
- New holders
- 119
- 387 more added
- Sold out
- 151
- 393 more reduced
11 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding NRG Energy, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BXM Wealth LLC | 1,662 | $242.8K | 0.13% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 1,662 | $242.8K | 0.01% | +85+5.4% | Added |
| ORG Wealth Partners, LLC | 1,670 | $243.9K | 0.04% | +1,668+83,400.0% | Added |
| Mission Wealth Management, LP | 1,676 | $244.9K | 0.00% | +1,676 | New |
| Resources Investment Advisors, LLC. | 1,679 | $245.2K | 0.00% | −98−5.5% | Reduced |
| Umb Bank N A | 1,689 | $246.7K | 0.00% | −39−2.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,688 | $247.0K | 0.01% | +296+21.3% | Added |
| Kovack Advisors, Inc. | 1,712 | $247.4K | 0.01% | −449−20.8% | Reduced |
| VestGen Advisors, LLC | 1,696 | $247.8K | 0.01% | −5,205−75.4% | Reduced |
| Clearstead Advisors, LLC | 1,710 | $249.8K | 0.00% | +1,473+621.5% | Added |
| First Citizens Bank & Trust Co | 1,713 | $250.2K | 0.00% | −29−1.7% | Reduced |
| Caldwell Trust Co | 1,720 | $251.2K | 0.02% | 00.0% | Unchanged |
| J. Team Financial, Inc. | 1,727 | $252.3K | 0.25% | +1,727 | New |
| Basecamp Wealth Advisors LLC | 1,734 | $253.3K | 0.05% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,765 | $257.8K | 0.01% | −18−1.0% | Reduced |
| TFB Advisors LLC | 1,767 | $258.1K | 0.11% | −1,878−51.5% | Reduced |
| PCM Encore, LLC | 1,787 | $261.1K | 0.05% | −188−9.5% | Reduced |
| Archford Capital Strategies, LLC | 1,788 | $261.2K | 0.03% | −243−12.0% | Reduced |
| Opinicus Capital, Inc. | 1,800 | $262.9K | 0.14% | +6+0.3% | Added |
| Fort Sheridan Advisors LLC | 1,800 | $262.9K | 0.03% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 1,807 | $263.9K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,826 | $266.7K | 0.01% | −87−4.5% | Reduced |
| Ring Mountain Capital, LLC | 1,826 | $266.7K | 0.11% | +43+2.4% | Added |
| Moneta Group Investment Advisors LLC | 1,829 | $267.1K | 0.00% | −71−3.7% | Reduced |
| Independence Bank of Kentucky | 1,843 | $269.2K | 0.03% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,851 | $270.4K | 0.04% | +56+3.1% | Added |
| Laidlaw Wealth Management LLC | 1,857 | $271.2K | 0.77% | +1,857 | New |
| Krilogy Financial LLC | 1,862 | $272.0K | 0.01% | +1,862 | New |
| Tevis Investment Management | 1,863 | $272.1K | 0.15% | −84−4.3% | Reduced |
| Legacy Financial Advisors, Inc. | 1,884 | $275.2K | 0.03% | +271+16.8% | Added |
| Level Four Advisory Services, LLC | 1,891 | $276.2K | 0.01% | +1,891 | New |
| Excelsior Advisor Network LLC | 1,891 | $276.2K | 0.04% | +327+20.9% | Added |
| Boston Private Wealth LLC | 1,897 | $277.0K | 0.02% | −133−6.6% | Reduced |
| AlphaCore Capital LLC | 1,912 | $279.2K | 0.01% | +1,912 | New |
| Simplicity Wealth,LLC | 1,914 | $279.6K | 0.01% | +281+17.2% | Added |
| Opal Wealth Advisors, LLC | 1,915 | $279.7K | 0.06% | +865+82.4% | Added |
| Robertson Stephens Wealth Management, LLC | 1,933 | $282.3K | 0.01% | +109+6.0% | Added |
| Waddell & Associates, LLC | 1,943 | $283.8K | 0.01% | +1,943 | New |
| Cigna Investments Inc | 1,951 | $285.0K | 0.04% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,962 | $286.6K | 0.01% | +6+0.3% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 1,967 | $287.3K | 0.00% | +5+0.3% | Added |
| Townsend Asset Management Corp | 1,975 | $288.5K | 0.09% | −1−0.1% | Reduced |
| Strategic Investment Advisors | 1,976 | $288.7K | 0.02% | −2,426−55.1% | Reduced |
| Ausdal Financial Partners, Inc. | 1,993 | $291.1K | 0.01% | −11−0.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,995 | $291.4K | 0.02% | −12−0.6% | Reduced |
| Compagnie Lombard Odier SCmA | 2,000 | $292.1K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,003 | $292.6K | 0.00% | +465+30.2% | Added |
| Cary Street Partner Investment Advisory LLC | 2,009 | $293.4K | 0.06% | +332+19.8% | Added |
| Gateway Investment Advisers LLC | 2,013 | $294.0K | 0.00% | −11,497−85.1% | Reduced |
| Custom Index Systems, LLC | 2,068 | $302.1K | 0.11% | −174−7.8% | Reduced |
| Cambria Investment Management, L.P. | 2,075 | $303.1K | 0.01% | +302+17.0% | Added |
| Proficio Capital Partners LLC | 2,096 | $306.2K | 0.01% | +2,096 | New |
| Winton Group Ltd | 2,100 | $306.7K | 0.01% | +349+19.9% | Added |
| KCM Investment Advisors LLC | 2,109 | $308.0K | 0.01% | −935−30.7% | Reduced |
| Modern Wealth Management, LLC | 2,132 | $311.5K | 0.00% | +382+21.8% | Added |
| BLB&B Advisors, LLC | 2,134 | $311.7K | 0.01% | −10.0% | Reduced |
| Financial Life Planners | 2,138 | $312.3K | 0.20% | −455−17.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,150 | $314.0K | 0.03% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 2,168 | $316.7K | 0.01% | −43−1.9% | Reduced |
| Patron Partners Advisors, LLC | 2,169 | $316.9K | 0.12% | +523+31.8% | Added |
| Duncker Streett & Co Inc | 2,172 | $317.2K | 0.05% | −185−7.8% | Reduced |
| Citizens Financial Group Inc | 2,183 | $318.9K | 0.00% | +2,183 | New |
| WESPAC Advisors, LLC | 2,185 | $319.1K | 0.16% | −21−1.0% | Reduced |
| Comprehensive Financial Planning, Inc. | 2,195 | $320.6K | 0.17% | +70+3.3% | Added |
| Entelevest, LLC | 2,207 | $322.4K | 0.28% | +180+8.9% | Added |
| Engineers Gate Manager LP | 2,225 | $325.0K | 0.00% | −103,931−97.9% | Reduced |
| CSS LLC | 2,230 | $325.7K | 0.01% | +2,230 | New |
| Oppenheimer & Co Inc | 2,234 | $326.3K | 0.00% | −15,627−87.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 2,247 | $328.2K | 0.02% | +18+0.8% | Added |
| Allworth Financial LP | 2,253 | $329.1K | 0.00% | −2,922−56.5% | Reduced |
| Frec Markets, Inc. | 2,254 | $329.2K | 0.03% | +2,254 | New |
| National Asset Management, Inc. | 2,218 | $330.7K | 0.02% | +363+19.6% | Added |
| Third View Private Wealth, LLC | 2,265 | $330.8K | 0.04% | +2,265 | New |
| CWA Asset Management Group, LLC | 2,271 | $331.7K | 0.01% | −96−4.1% | Reduced |
| Maridea Wealth Management LLC | 2,271 | $331.7K | 0.04% | +2,271 | New |
| Whalen Wealth Management Inc. | 2,279 | $332.9K | 0.15% | +141+6.6% | Added |
| Cercano Management LLC | 2,295 | $335.2K | 0.04% | 00.0% | Unchanged |
| Brookstone Capital Management | 2,324 | $339.4K | 0.00% | +96+4.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,330 | $340.3K | 0.01% | +39+1.7% | Added |
| Weybosset Research & Management LLC | 2,335 | $341.1K | 0.09% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,337 | $341.3K | 0.01% | −1,514−39.3% | Reduced |
| Stiles Financial Services Inc | 2,352 | $343.5K | 0.09% | +4+0.2% | Added |
| Deseret Mutual Benefit Administrators | 2,359 | $344.6K | 0.11% | −339−12.6% | Reduced |
| Huntington National Bank | 2,364 | $345.3K | 0.00% | −362−13.3% | Reduced |
| Victory Financial Group, LLC | 2,364 | $345.3K | 0.04% | +266+12.7% | Added |
| Aspect Partners, LLC | 2,386 | $348.5K | 0.13% | −3−0.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,400 | $350.5K | 0.01% | −196−7.6% | Reduced |
| Northside Capital Management, LLC | 2,400 | $350.5K | 0.03% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 2,427 | $354.4K | 0.01% | +257+11.8% | Added |
| Parallel Advisors, LLC | 2,438 | $356.2K | 0.01% | −85−3.4% | Reduced |
| Foundations Investment Advisors, LLC | 2,478 | $361.9K | 0.00% | −1,759−41.5% | Reduced |
| Sagespring Wealth Partners, LLC | 2,506 | $366.1K | 0.01% | +208+9.1% | Added |
| Eastern Bank | 2,520 | $368.1K | 0.01% | −151−5.7% | Reduced |
| Versant Capital Management, Inc | 2,525 | $368.8K | 0.03% | −649−20.4% | Reduced |
| Monograph Wealth Advisors, LLC | 2,528 | $369.3K | 0.03% | +6+0.2% | Added |
| Keybank National Association | 2,554 | $373.0K | 0.00% | +259+11.3% | Added |
| TD Private Client Wealth LLC | 2,558 | $373.6K | 0.01% | −351−12.1% | Reduced |
| Smartleaf Asset Management LLC | 2,515 | $375.0K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 2,576 | $376.3K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,577 | $376.4K | 0.02% | −356−12.1% | Reduced |