NRG

NRG Energy Inc
UtilitiesUSCUSIP 629377508◍ Confluence graph
Tracked 13F Holders
904
-327 QoQ
13F Value (tracked)
$25.6B
Insider Net · 180d
-$4.9M
0↑ 1↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)35 adding · 16 trimming
Insider net (180d)-$4.9M

Who owns NRG?

904 tracked 13F filers

904 tracked 13F filers disclose a position in NRG as of the latest SEC 13F filings, a combined $25.6B in reported value. 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
4 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$2.6B
18.0M
+1.7%
Added · +299K sh
Q1 2026
2FMR LLC
$2.5B
17.4M
+12%
Added · +1.8M sh
Q1 2026
3VANGUARD CAPITAL MANAGEMENT LLC
$2.0B
13.8M
First observed position
No prior filed position
Q1 2026
4VANGUARD PORTFOLIO MANAGEMENT LLC
$1.7B
11.3M
First observed position
No prior filed position
Q1 2026
5STATE STREET CORP
$1.6B
11.2M
−4.6%
Reduced · −538K sh
Q2 2026
6FRANKLIN RESOURCES INC
$1.1B
7.7M
+10%
Added · +702K sh
Q1 2026
7VICTORY CAPITAL MANAGEMENT INC
$1.0B
7.2M
−6.7%
Reduced · −511K sh
Q1 2026
8GEODE CAPITAL MANAGEMENT, LLC
$869.7M
6.0M
+0.1%
Added · +9K sh
Q2 2026
9MORGAN STANLEY
$683.6M
4.7M
+4.1%
Added · +186K sh
Q1 2026
10JANE STREET GROUP, LLC
$413.4M
2.8M
+501%
Added · +2.4M sh
Q1 2026
11BARCLAYS PLC
$367.8M
2.5M
+434%
Added · +2.0M sh
Q1 2026
12Boston Partners
$329.1M
2.2M
+24%
Added · +439K sh
Q1 2026
13BANK OF AMERICA CORP /DE/
$320.4M
2.2M
+17%
Added · +313K sh
Q1 2026
14DIMENSIONAL FUND ADVISORS LP
$320.1M
2.2M
+1.0%
Added · +22K sh
Q1 2026
15NORTHERN TRUST CORP
$298.9M
2.0M
+2.3%
Added · +47K sh
Q1 2026
16MILLENNIUM MANAGEMENT LLC
$290.2M
2.0M
+221%
Added · +1.4M sh
Q1 2026
17GOLDMAN SACHS GROUP INC
$266.0M
1.8M
+39%
Added · +511K sh
Q1 2026
18Appaloosa LP
$253.5M
1.7M
+5.8%
Added · +94K sh
Q1 2026
19JPMORGAN CHASE & CO
$209.1M
1.5M
+3.9%
Added · +56K sh
Q1 2026
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$208.0M
1.4M
−6.1%
Reduced · −93K sh
Q1 2026
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$204.0M
1.4M
+11%
Added · +138K sh
Q1 2026
22UBS Group AG
$200.1M
1.4M
+84%
Added · +625K sh
Q1 2026
23Bank of New York Mellon Corp
$198.5M
1.4M
+4.4%
Added · +57K sh
Q1 2026
24AMERIPRISE FINANCIAL INC
$184.4M
1.3M
+0.6%
Added · +7K sh
Q1 2026
25VANGUARD FIDUCIARY TRUST CO
$178.7M
1.2M
First observed position
No prior filed position
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.

Is NRG being bought or sold by institutions?

Last quarter, 1 fund opened a new position in NRG and 34 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
34
funds
Reduced
16
funds
Exited
0
funds

Funds that own NRG also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA538 funds$476.7B
MICROSOFT CORPMSFT535 funds$321.4B
AMAZON.COM INCAMZN535 funds$248.1B
APPLE INCAAPL526 funds$359.4B
META PLATFORMS INC-CLASS AMETA521 funds$140.0B
ALPHABET INC-CL AGOOGL520 funds$207.9B
BROADCOM INCAVGO519 funds$183.1B
JPMORGAN CHASE & COJPM510 funds$82.4B
ALPHABET INC-CL CGOOG506 funds$146.8B
ELI LILLY & COLLY503 funds$90.4B
VISA INC-CLASS A SHARESV496 funds$78.5B
MICRON TECHNOLOGY INCMU493 funds$52.2B

Ranked by how many of NRG's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$4.9M
1 insiders
Net
-$4.9M
3 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jul 15, 2026Kinney VirginiaExec VP, Chief Admin OfficerSell (S)11K$1.6M
Jun 15, 2026Kinney VirginiaExec VP, Chief Admin OfficerSell (S)20K$2.6M
Mar 16, 2026Kinney VirginiaExec VP, Chief Admin OfficerSell (S)5K$783K
Mar 4, 2026LS Power Equity Advisors, LLC10% OwnerSell (S)14.3M$2.3B
Mar 4, 2026LS Power Equity Advisors, LLC10% OwnerSell (S)1.8M$300.0M
Mar 4, 2026Nanus David10% OwnerSell (S)14.3M$2.3B
Mar 4, 2026Nanus David10% OwnerSell (S)1.8M$300.0M
Jan 7, 2026Chung BruceEVP & CFOSell (S)5K$766K
Jan 7, 2026Chung BruceEVP & CFOSell (S)7K$1.2M
Jan 6, 2026Gaudette Robert JExec VP, NRG BusinessSell (S)45K$7.1M
Jan 6, 2026Chung BruceEVP & CFOSell (S)8K$1.2M
Jan 6, 2026Curci BrianExec VP & General CounselSell (S)47K$7.5M

Institutional ownership over time

573 funds+27 since Q3 2024
0450900Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $4.2B · 3 values withheld

Recent filings

15 shown

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Connected entities for NRG

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Ask your agent what changed in NRG

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NRG/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for NRG.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

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.