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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 1,829 | $267.1K | 0.00% | −71−3.7% | Reduced |
| 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 |
| Marks Group Wealth Management, Inc | 1,807 | $263.9K | 0.02% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,800 | $262.9K | 0.03% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 1,800 | $262.9K | 0.14% | +6+0.3% | Added |
| Archford Capital Strategies, LLC | 1,788 | $261.2K | 0.03% | −243−12.0% | Reduced |
| PCM Encore, LLC | 1,787 | $261.1K | 0.05% | −188−9.5% | Reduced |
| TFB Advisors LLC | 1,767 | $258.1K | 0.11% | −1,878−51.5% | Reduced |
| HighPoint Advisor Group LLC | 1,765 | $257.8K | 0.01% | −18−1.0% | Reduced |
| Basecamp Wealth Advisors LLC | 1,734 | $253.3K | 0.05% | 00.0% | Unchanged |
| J. Team Financial, Inc. | 1,727 | $252.3K | 0.25% | +1,727 | New |
| Caldwell Trust Co | 1,720 | $251.2K | 0.02% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,713 | $250.2K | 0.00% | −29−1.7% | Reduced |
| Clearstead Advisors, LLC | 1,710 | $249.8K | 0.00% | +1,473+621.5% | Added |
| VestGen Advisors, LLC | 1,696 | $247.8K | 0.01% | −5,205−75.4% | Reduced |
| Kovack Advisors, Inc. | 1,712 | $247.4K | 0.01% | −449−20.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,688 | $247.0K | 0.01% | +296+21.3% | Added |
| Umb Bank N A | 1,689 | $246.7K | 0.00% | −39−2.3% | Reduced |
| Resources Investment Advisors, LLC. | 1,679 | $245.2K | 0.00% | −98−5.5% | Reduced |
| Mission Wealth Management, LP | 1,676 | $244.9K | 0.00% | +1,676 | New |
| ORG Wealth Partners, LLC | 1,670 | $243.9K | 0.04% | +1,668+83,400.0% | Added |
| 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 |
| Atomi Financial Group, Inc. | 1,661 | $242.6K | 0.01% | −69−4.0% | Reduced |
| Simplex Trading, LLC | 1,656 | $241.9K | 0.01% | +1,656 | New |
| Zullo Investment Group, Inc. | 1,654 | $241.6K | 0.08% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,647 | $240.6K | 0.00% | −155−8.6% | Reduced |
| Camden Capital, LLC | 1,645 | $240.3K | 0.01% | −360−18.0% | Reduced |
| Advisors Capital Management, LLC | 1,637 | $239.1K | 0.00% | +149+10.0% | Added |
| Tower Research Capital LLC (TRC) | 1,637 | $239.1K | 0.01% | −15,150−90.2% | Reduced |
| Merrion Investment Management Co, LLC | 1,635 | $238.8K | 0.11% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,625 | $237.3K | 0.03% | −25−1.5% | Reduced |
| Parkside Financial Bank & Trust | 1,621 | $236.8K | 0.02% | −51−3.1% | Reduced |
| Samalin Investment Counsel, LLC | 1,613 | $235.6K | 0.08% | +6+0.4% | Added |
| Sterling Capital Management LLC | 1,612 | $235.4K | 0.00% | +143+9.7% | Added |
| Independent Advisor Alliance | 1,610 | $235.1K | 0.01% | −576−26.3% | Reduced |
| Private Trust Co NA | 1,603 | $234.1K | 0.02% | +154+10.6% | Added |
| Sanchez Gaunt Capital Management, LLC | 1,590 | $232.2K | 0.13% | −1,775−52.7% | Reduced |
| Worldquant Millennium Advisors LLC | 1,579 | $230.6K | 0.00% | −149−8.6% | Reduced |
| OneAscent Financial Services LLC | 1,576 | $230.2K | 0.01% | +16+1.0% | Added |
| Costello Asset Management, INC | 1,574 | $229.9K | 0.07% | +66+4.4% | Added |
| Norden Group LLC | 1,570 | $229.3K | 0.02% | +1,570 | New |
| Corps Capital Advisors, LLC | 1,563 | $228.3K | 0.18% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 1,560 | $227.9K | 0.05% | −41−2.6% | Reduced |
| West Family Investments, Inc. | 1,550 | $226.4K | 0.07% | +1,550 | New |
| Covenant Asset Management, LLC | 1,549 | $226.2K | 0.04% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 1,546 | $225.8K | 0.01% | +4+0.3% | Added |
| Mirabella Financial Services LLP | 1,541 | $225.1K | 0.02% | −2,023−56.8% | Reduced |
| Capital Advisors, Ltd. LLC | 1,543 | $225.0K | 0.02% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 1,537 | $224.5K | 0.02% | −292−16.0% | Reduced |
| SeaBridge Investment Advisors LLC | 1,532 | $223.8K | 0.03% | −148−8.8% | Reduced |
| Twin Tree Management, LP | 1,532 | $223.8K | 0.03% | +1,078+237.4% | Added |
| Quantum Financial Advisors, LLC | 1,470 | $214.6K | 0.02% | −1−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 1,467 | $214.0K | 0.00% | +1,467 | New |
| WT Wealth Management | 1,464 | $213.8K | 0.06% | +1,464 | New |
| 71 West Capital Partners | 1,460 | $213.2K | 0.01% | +1,460 | New |
| Summit Wealth Group LLC | 1,459 | $213.1K | 0.02% | −37−2.5% | Reduced |
| Premier Path Wealth Partners, LLC | 1,454 | $212.4K | 0.02% | −7−0.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,452 | $212.1K | 0.01% | +1,452 | New |
| Schonfeld Strategic Advisors LLC | 1,444 | $210.9K | 0.00% | −4,221−74.5% | Reduced |
| Prospera Financial Services Inc | 1,430 | $209.0K | 0.00% | −1,102−43.5% | Reduced |
| Kingsview Wealth Management, LLC | 1,429 | $208.8K | 0.00% | −613−30.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,426 | $208.3K | 0.00% | −9−0.6% | Reduced |
| R2 Capital Strategies, LLC | 1,425 | $208.1K | 0.09% | +1,425 | New |
| DRW Securities, LLC | 1,429 | $207.9K | 0.01% | −5,442−79.2% | Reduced |
| NatWest Group plc | 1,421 | $207.6K | 0.04% | −33,222−95.9% | Reduced |
| Wedbush Securities Inc | 1,419 | $207.0K | 0.01% | +1,419 | New |
| Madison Wealth Partners, Inc | 1,404 | $205.1K | 0.03% | −4−0.3% | Reduced |
| Capstone Wealth Management, LLC | 1,395 | $203.8K | 0.09% | +1,395 | New |
| Brady Martz Wealth Solutions, LLC | 1,385 | $202.3K | 0.03% | +1,385 | New |
| Lifeworks Advisors, LLC | 1,380 | $201.6K | 0.02% | −38−2.7% | Reduced |
| Optas, LLC | 1,378 | $201.3K | 0.03% | −1,802−56.7% | Reduced |
| Volterra Technologies LP | 1,368 | $199.8K | 0.13% | +1,368 | New |
| Teacher Retirement System of Texas | 1,367 | $199.7K | 0.00% | −283,600−99.5% | Reduced |
| Fulcrum Asset Management LLP | 1,306 | $194.7K | 0.02% | +1,306 | New |
| Newbridge Financial Services Group, Inc. | 1,259 | $183.8K | 0.02% | −89−6.6% | Reduced |
| LRI Investments, LLC | 1,255 | $183.3K | 0.01% | +1,089+656.0% | Added |
| Harbour Investments, Inc. | 1,205 | $176.0K | 0.00% | +420+53.5% | Added |
| Smithfield Trust Co | 1,135 | $166.0K | 0.01% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 1,132 | $165.3K | 0.11% | +135+13.5% | Added |
| IFP Advisors, Inc | 1,095 | $159.9K | 0.00% | −152−12.2% | Reduced |
| Index Technologies Group LLC | 1,080 | $157.7K | 0.13% | +1,080 | New |
| Lam Group, Inc. | 1,009 | $147.4K | 0.07% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $146.1K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 983 | $143.6K | 0.00% | +42+4.5% | Added |
| Princeton Global Asset Management LLC | 980 | $143.1K | 0.02% | −11−1.1% | Reduced |
| Creative Financial Designs Inc | 969 | $141.5K | 0.01% | +595+159.1% | Added |
| Whittier Trust Co | 978 | $137.9K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 916 | $134.0K | 0.01% | +26+2.9% | Added |
| Trust Co of Vermont | 915 | $133.6K | 0.00% | +915 | New |
| Neo Ivy Capital Management | 903 | $131.9K | 0.03% | +381+73.0% | Added |
| Bryn Mawr Trust Co | 858 | $125.3K | 0.00% | −27−3.1% | Reduced |
| Massmutual Trust Co FSB | 847 | $123.7K | 0.00% | −29−3.3% | Reduced |
| Bank of New Hampshire | 790 | $115.4K | 0.02% | +120+17.9% | Added |
| Pin Oak Investment Advisors Inc | 782 | $114.0K | 0.08% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 760 | $111.0K | 0.03% | +600+375.0% | Added |
| Triumph Capital Management | 753 | $110.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 740 | $108.0K | 0.00% | +29+4.1% | Added |
| Cromwell Holdings LLC | 731 | $106.8K | 0.05% | +18+2.5% | Added |