$NRG

$96.62 +$1.35 (1.41%) Live

$NRG Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 210.2M shares outstanding

Who owns NRG?

By type of holder

Institutions 93.9% Insiders 6.1% Everyone else 0.0%

Concentration Top 10 holders own 70.2%

Nanus David 11.5% · LS Power Equity Advisors, LLC 11.5%

Institutional ownership

93.9%

+0.4 pts vs last qtr

Institutional holders

1,021

-47 vs last qtr

Net shares bought

+826.5K

by institutions in Q2 2026

New / sold out

119 / 166

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Franklin Resources Inc +5.3M
T. Rowe Price Investment Management, Inc. NEW +2.4M

Biggest sellers in Q2 2026

Jane Street Group, LLC −2.8M
Capital World Investors −2.6M

Who is planning to sell?

Notices of proposed sale, last 12 months

$46.5M

11 notices from 6 people

Shares covered

286.9K

0.14% of the company

Arranged in advance

81%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Brian E Curci Officer 10b5-1 $17.7M
Kinney Virginia Officer 10b5-1 $9.56M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−37.0%

−5.01% a year

Each share's claim on the business

+58.8%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$6.96B vs $498M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years81% 3–5 years3% 1–3 years10% Under 1 year6%

Quarterly turnover

13.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting NRG on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	17.7M	8.40%	−343.0K (−1.9%)	≤2021	0.0%
Shares held by quarter Peak holding19.8M (Q4'24) Change over 8 quarters−2.0M Share of the company8.400% BlackRock, Inc.'s full portfolio →
F FMR LLC	16.9M	8.03%	−528.6K (−3.0%)	≤2021	0.1%
Shares held by quarter Peak holding17.4M (Q1'26) Change over 8 quarters+11.7M Share of the company8.030% FMR LLC's full portfolio →

BlackRock, Inc.

17.7M

% of company

8.40%

Change vs last qtr

−343.0K (−1.9%)

Held since

≤2021

FMR LLC

16.9M

% of company

8.03%

Change vs last qtr

−528.6K (−3.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding NRG Energy Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting NRG on Form N-PORT; together they hold 47.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$979M	6.7M	3.19%	0.04%	June 30, 2026
V5 Vanguard 500 Index Fund Vanguard Index Funds	$799M	5.5M	2.60%	0.05%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$979M

% of company

3.19%

% of the fund

0.04%

As of

June 30, 2026

Vanguard 500 Index Fund

Vanguard Index Funds

Position value

$799M

% of company

2.60%

% of the fund

0.05%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding NRG Energy Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
ND Nanus David Insider	24.3M	11.54%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company11.540% Nanus David's insider activity →
LP LS Power Equity Advisors, LLC Insider	24.3M	11.54%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company11.540% LS Power Equity Advisors, LLC's insider activity →

Nanus David

Insider

24.3M

% of company

11.54%

Change vs last qtr

—

Held since

—

LS Power Equity Advisors, LLC

Insider

24.3M

% of company

11.54%

Change vs last qtr

—

Held since

—

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