NRG Energy, Inc.

NRG

Exchange: NYSE
Industry: Electric Services
SEC CIK: 0001013871

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2026: 1,024 institutions

Value heldQ2 2026: $28.8B

Institutions holding NRG and their total value by quarter
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.

Institutions holding NRG in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Whipplewood Advisors, LLC	85	$12.4K	0.01%	−181−68.0%	Reduced
N.E.W. Advisory Services LLC	85	$12.4K	0.00%	00.0%	Unchanged
Smallwood Wealth Investment Management, LLC	82	$12.0K	0.01%	00.0%	Unchanged
Cornerstone Planning Group LLC	85	$11.9K	0.00%	−11−11.5%	Reduced
Oakworth Capital, Inc.	80	$11.7K	0.00%	00.0%	Unchanged
Rosenberg Matthew Hamilton	79	$11.5K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	74	$10.8K	0.00%	+8+12.1%	Added
Kerr Financial Planning Corp	74	$10.8K	0.01%	00.0%	Unchanged
Kemnay Advisory Services Inc.	73	$10.7K	0.00%	−13−15.1%	Reduced
Compass Financial Management LLC	81	$10.1K	0.00%	+81	New
True Wealth Design, LLC	68	$9.93K	0.00%	−3−4.2%	Reduced
Napier Financial, LLC	67	$9.79K	0.00%	−2−2.9%	Reduced
DT Investment Partners, LLC	66	$9.64K	0.00%	00.0%	Unchanged
Ritter Daniher Financial Advisory LLC	65	$9.54K	0.00%	00.0%	Unchanged
AdvisorNet Financial, Inc	64	$9.35K	0.00%	+2+3.2%	Added
Wolff Wiese Magana LLC	61	$8.91K	0.00%	00.0%	Unchanged
Rialto Wealth Management, LLC	58	$8.47K	0.00%	+7+13.7%	Added
Crewe Advisors LLC	58	$8.47K	0.00%	+44+314.3%	Added
Trust Co	58	$8.47K	0.00%	00.0%	Unchanged
Hollencrest Capital Management	57	$8.32K	0.00%	00.0%	Unchanged
Spectrum Wealth Advisory Group, LLC	57	$8.32K	0.00%	+57	New
Pinnacle Bancorp, Inc.	55	$8.03K	0.00%	00.0%	Unchanged
Accent Capital Management, LLC	55	$8.03K	0.00%	+10+22.2%	Added
Fourth Dimension Wealth, LLC	53	$7.74K	0.00%	+53	New
Stone House Investment Management, LLC	53	$7.74K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	53	$7.74K	0.00%	+3+6.0%	Added
Atlantic Edge Private Wealth Management, LLC	50	$7.30K	0.00%	−50−50.0%	Reduced
Brown, Lisle/Cummings, Inc.	50	$7.30K	0.00%	−15−23.1%	Reduced
Colonial Trust Advisors	50	$7.30K	0.00%	00.0%	Unchanged
Main Street Group, LTD	50	$7.30K	0.00%	00.0%	Unchanged
Clear Street Markets LLC	49	$7.16K	0.00%	+14+40.0%	Added
Bell Investment Advisors, Inc	47	$6.87K	0.00%	−28−37.3%	Reduced
DiNuzzo Private Wealth, Inc.	47	$6.87K	0.00%	−3−6.0%	Reduced
Dunhill Financial, LLC	45	$6.63K	0.00%	+23+104.5%	Added
Financial Consulate, Inc	38	$5.55K	0.00%	−15−28.3%	Reduced
Arlington Trust Co LLC	38	$5.55K	0.00%	00.0%	Unchanged
Mowery & Schoenfeld Wealth Management, LLC	36	$5.28K	0.01%	00.0%	Unchanged
Retirement Wealth Solutions LLC	35	$5.11K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	35	$5.11K	0.00%	−4−10.3%	Reduced
Avion Wealth	40	$5.00K	0.00%	+4+11.1%	Added
Trust Co of Toledo NA	33	$4.82K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	33	$4.82K	0.00%	+33	New
IFG Advisory, LLC	32	$4.70K	0.00%	+14+77.8%	Added
Clark Wealth Partners	30	$4.38K	0.00%	−177−85.5%	Reduced
Quarry LP	30	$4.38K	0.00%	−8−21.1%	Reduced
Bruce G. Allen Investments, LLC	30	$4.38K	0.00%	00.0%	Unchanged
Atlantic Trust, LLC	30	$4.38K	0.00%	+1+3.4%	Added
MCF Advisors LLC	29	$4.24K	0.00%	00.0%	Unchanged
Manning & Napier Advisors LLC	28	$4.17K	0.00%	+19+211.1%	Added
CBIZ Investment Advisory Services, LLC	28	$4.09K	0.00%	00.0%	Unchanged
Webster Bank, N. A.	28	$4.09K	0.00%	+15+115.4%	Added
JPL Wealth Management, LLC	27	$3.94K	0.00%	−8−22.9%	Reduced
IMA Wealth, Inc.	27	$3.94K	0.00%	+27	New
Elequin Capital LP	27	$3.94K	0.00%	+27	New
Creative Capital Management Investments LLC	26	$3.80K	0.00%	+26	New
Park Square Financial Group, LLC	25	$3.65K	0.03%	−35−58.3%	Reduced
Godfrey Financial Associates, Inc.	25	$3.65K	0.00%	00.0%	Unchanged
Westside Investment Management, Inc.	24	$3.51K	0.00%	00.0%	Unchanged
Friedenthal Financial	23	$3.36K	0.00%	00.0%	Unchanged
Torren Management, LLC	23	$3.29K	0.00%	+1+4.5%	Added
Cape Investment Advisory, Inc.	22	$3.21K	0.00%	+22	New
Foster Dykema Cabot & Partners, LLC	21	$3.07K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	21	$3.07K	0.00%	+9+75.0%	Added
Pier Capital, LLC	19	$2.77K	0.00%	00.0%	Unchanged
Medallion Wealth Advisors, LLC	18	$2.63K	0.00%	+1+5.9%	Added
Dogwood Wealth Management LLC	18	$2.63K	0.00%	+14+350.0%	Added
Valley National Advisers Inc	18	$2.60K	0.00%	−12−40.0%	Reduced
Albion Financial Group	17	$2.48K	0.00%	−6−26.1%	Reduced
UMA Financial Services, Inc.	17	$2.48K	0.00%	−5−22.7%	Reduced
Kilter Group LLC	17	$2.48K	0.00%	+8+88.9%	Added
FWL Investment Management, LLC	17	$2.48K	0.00%	+17	New
Gables Capital Management Inc.	16	$2.34K	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	16	$2.34K	0.00%	+5+45.5%	Added
JDM Financial Group LLC	15	$2.19K	0.00%	00.0%	Unchanged
Buck Wealth Strategies, LLC	14	$2.04K	0.00%	+14	New
Penserra Capital Management LLC	18	$2.00K	0.00%	−8,432−99.8%	Reduced
Ogorek Anthony Joseph	17	$2.00K	0.00%	−1−5.6%	Reduced
Lloyd Advisory Services, LLC.	13	$1.90K	0.00%	+13	New
Highline Wealth Partners LLC	13	$1.90K	0.00%	−46−78.0%	Reduced
Activest Wealth Management	13	$1.90K	0.00%	−8−38.1%	Reduced
Battery Global Advisors, LLC	13	$1.90K	0.00%	00.0%	Unchanged
1015 Capital Partners, LLC	13	$1.90K	0.00%	00.0%	Unchanged
Abound Wealth Management	12	$1.75K	0.00%	−43−78.2%	Reduced
JNBA Financial Advisors	12	$1.75K	0.00%	00.0%	Unchanged
Birchwood Financial Partners, Inc.	12	$1.75K	0.00%	00.0%	Unchanged
Planning Strategies Inc.	12	$1.75K	0.00%	+12	New
Strengthening Families & Communities, LLC	11	$1.62K	0.00%	+3+37.5%	Added
Adkins Seale Capital Management LLC	11	$1.61K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	10	$1.46K	0.00%	−7−41.2%	Reduced
Legacy Bridge, LLC	10	$1.46K	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	10	$1.46K	0.00%	+1+11.1%	Added
Valued Wealth Advisors LLC	9	$1.31K	0.00%	00.0%	Unchanged
Cornerstone Financial Management LLC	9	$1.31K	0.00%	+4+80.0%	Added
BOK Financial Private Wealth, Inc.	8	$1.17K	0.00%	+8	New
Colonial Trust Co	7	$1.02K	0.00%	00.0%	Unchanged
Sunrise Financial Services, LLC	7	$1.02K	0.00%	00.0%	Unchanged
Davis Capital Management	7	$1.02K	0.00%	+7	New
Navigoe, LLC	7	$1.00K	0.00%	+7	New
DHJJ Financial Advisors, Ltd.	6	$877	0.00%	00.0%	Unchanged
Seneschal Advisors, LLC	6	$877	0.00%	00.0%	Unchanged