This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NRG/capital-change-brief"
Use Arkolith's capital_change_brief for NRG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.6B | 18.0M | ▲+1.7% Added · +299K sh | Q1 2026 | |
| 2 | FMR LLC | $2.5B | 17.4M | ▲+12% Added · +1.8M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $2.0B | 13.8M | ▲New +13.8M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $1.7B | 11.8M | ▲+8.3% Added · +904K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7B | 11.3M | ▲New +11.3M sh | Q1 2026 | |
| 6 | FRANKLIN RESOURCES INC | $1.1B | 7.7M | ▲+10% Added · +702K sh | Q1 2026 | |
| 7 | VICTORY CAPITAL MANAGEMENT INC | $1.0B | 7.2M | ▼−6.7% Reduced · −511K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $869.0M | 6.0M | ▲+5.8% Added · +330K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $683.6M | 4.7M | ▲+4.1% Added · +186K sh | Q1 2026 | |
| 10 | JANE STREET GROUP, LLC | $413.4M | 2.8M | ▲+501% Added · +2.4M sh | Q1 2026 | |
| 11 | BARCLAYS PLC | $367.8M | 2.5M | ▲+434% Added · +2.0M sh | Q1 2026 | |
| 12 | Boston Partners | $329.1M | 2.2M | ▲+24% Added · +439K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $320.4M | 2.2M | ▲+17% Added · +313K sh | Q1 2026 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $320.1M | 2.2M | ▲+1.0% Added · +22K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $298.9M | 2.0M | ▲+2.3% Added · +47K sh | Q1 2026 | |
| 16 | MILLENNIUM MANAGEMENT LLC | $290.2M | 2.0M | ▲+221% Added · +1.4M sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $266.0M | 1.8M | ▲+39% Added · +511K sh | Q1 2026 | |
| 18 | Appaloosa LP | $253.5M | 1.7M | ▲+5.8% Added · +94K sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $209.1M | 1.5M | ▲+3.9% Added · +56K sh | Q1 2026 | |
| 20 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $208.0M | 1.4M | ▼−6.1% Reduced · −93K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $204.0M | 1.4M | ▲+11% Added · +138K sh | Q1 2026 | |
| 22 | UBS Group AG | $200.1M | 1.4M | ▲+84% Added · +625K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $198.5M | 1.4M | ▲+4.4% Added · +57K sh | Q1 2026 | |
| 24 | AMERIPRISE FINANCIAL INC | $184.4M | 1.3M | ▲+0.6% Added · +7K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $178.7M | 1.2M | ▲New +1.2M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | Kinney Virginia | Exec VP, Chief Admin Officer | Sell (S) | 11K | $1.6M |
| Jun 15, 2026 | Kinney Virginia | Exec VP, Chief Admin Officer | Sell (S) | 20K | $2.6M |
| Jun 5, 2026 | Kinney Virginia | Exec VP, Chief Admin Officer | Option exercise (M) | 16K | $0 |
| Jun 5, 2026 | Kinney Virginia | Exec VP, Chief Admin Officer | Option exercise (M) | 1K | $130K |
| Jun 5, 2026 | Kinney Virginia | Exec VP, Chief Admin Officer | Tax withholding (F) | 697 | $90K |
| Jun 5, 2026 | Kinney Virginia | Exec VP, Chief Admin Officer | Tax withholding (F) | 7K | $862K |
| Jun 5, 2026 | Kinney Virginia | Exec VP, Chief Admin Officer | Option exercise (M) | 1K | $130K |
| Jun 5, 2026 | Kinney Virginia | Exec VP, Chief Admin Officer | Option exercise (M) | 16K | $2.1M |
| Jun 5, 2026 | Chung Bruce | EVP & CFO | Option exercise (M) | 22K | $0 |
| Jun 5, 2026 | Chung Bruce | EVP & CFO | Option exercise (M) | 1K | $182K |
| Jun 5, 2026 | Chung Bruce | EVP & CFO | Tax withholding (F) | 1K | $164K |
| Jun 5, 2026 | Chung Bruce | EVP & CFO | Tax withholding (F) | 12K | $1.6M |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 330 funds | $400.5B |
| MICROSOFT CORPMSFT | 329 funds | $275.6B |
| AMAZON.COM INCAMZN | 329 funds | $214.8B |
| META PLATFORMS INC-CLASS AMETA | 327 funds | $121.2B |
| BROADCOM INCAVGO | 326 funds | $151.0B |
| APPLE INCAAPL | 324 funds | $296.2B |
| ALPHABET INC-CL AGOOGL | 322 funds | $176.1B |
| JPMORGAN CHASE & COJPM | 316 funds | $71.7B |
| ELI LILLY & COLLY | 314 funds | $74.9B |
| VISA INC-CLASS A SHARESV | 313 funds | $63.9B |
| ALPHABET INC-CL CGOOG | 312 funds | $122.7B |
| MASTERCARD INC - AMA | 310 funds | $54.3B |
Ranked by how many of NRG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NRG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.