NRG ENERGY, INC. - Common Stock, par value $0.01 per share (NRG) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.01 per share
Symbol
NRG on NYSE
Shares outstanding
214,601,770
Price per share
$149.83
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
178,130,717
Total reported value
$28,382,136,913
% of total 13F portfolios
0.02%
Share change
+1,294,534
Value change
+$199,034,951
Number of holders
1,037
Price from insider filings
$149.83
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of NRG ENERGY, INC. - Common Stock, par value $0.01 per share (NRG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Lightning Power Holdings, LLC 11% $3,861,570,000 24,250,000 LS Power Equity Advisors, LLC 30 Jan 2026
BlackRock, Inc. 7.7% $1,719,172,146 15,695,902 BlackRock, Inc. 31 Mar 2025
FMR LLC 7.6% $2,374,930,658 14,664,592 FMR LLC 30 Sep 2025
FRANKLIN RESOURCES INC 4.3% -22% $1,323,853,552 -$494,671,166 8,342,388 -27% Franklin Resources, Inc. 30 Jun 2025
GOLDMAN SACHS GROUP INC 3.1% -40% $959,250,739 -$695,481,618 6,044,809 -42% THE GOLDMAN SACHS GROUP, INC. 30 Jun 2025

As of 31 Dec 2025, 1,037 institutional investors reported holding 178,130,717 shares of NRG ENERGY, INC. - Common Stock, par value $0.01 per share (NRG). This represents 83% of the company’s total 214,601,770 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of NRG ENERGY, INC. - Common Stock, par value $0.01 per share (NRG) together control 58% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 11% 24,451,352 -3% 0.06% $3,893,633,292
BlackRock, Inc. 8.2% 17,702,034 -0.44% 0.05% $2,818,871,834
FMR LLC 7.3% 15,591,305 +6.2% 0.13% $2,482,759,342
STATE STREET CORP 5.1% 10,868,408 +2.2% 0.06% $1,730,685,290
VICTORY CAPITAL MANAGEMENT INC 3.6% 7,676,513 +178% 0.69% $1,222,409,011
FRANKLIN RESOURCES INC 3.3% 7,000,155 -11% 0.27% $1,114,704,456
GEODE CAPITAL MANAGEMENT, LLC 2.6% 5,637,726 +1.5% 0.06% $910,323,645
Invesco Ltd. 2.2% 4,716,754 -3.4% 0.12% $751,095,847
MORGAN STANLEY 2.1% 4,492,024 -5.3% 0.04% $715,310,193
LYRICAL ASSET MANAGEMENT LP 1.4% 3,007,598 -5.7% 6.8% $478,929,906
DIMENSIONAL FUND ADVISORS LP 1% 2,169,467 -7.7% 0.07% $345,478,571
NORTHERN TRUST CORP 0.93% 1,998,754 -4.9% 0.04% $318,281,586
Capital World Investors 0.89% 1,920,478 0.04% $305,816,917
BANK OF AMERICA CORP /DE/ 0.88% 1,878,984 +3.6% 0.02% $299,209,371
Boston Partners 0.84% 1,808,814 +124% 0.3% $287,468,645
APPALOOSA LP 0.76% 1,640,000 -12% 3.8% $261,153,600
D. E. Shaw & Co., Inc. 0.75% 1,613,298 +25% 0.2% $256,901,574
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.71% 1,515,458 +5.1% 0.05% $241,321,531
JPMORGAN CHASE & CO 0.66% 1,424,403 +6.9% 0.02% $226,822,001
GOLDMAN SACHS GROUP INC 0.61% 1,308,843 -2.9% 0.03% $208,420,167
Bank of New York Mellon Corp 0.61% 1,301,117 -21% 0.04% $207,189,797
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.59% 1,258,296 -2.1% 0.03% $200,371,055
AMERIPRISE FINANCIAL INC 0.58% 1,254,925 -8.3% 0.05% $199,834,978
PRICE T ROWE ASSOCIATES INC /MD/ 0.44% 941,102 -6.5% 0.02% $149,862,000
SCHRODER INVESTMENT MANAGEMENT GROUP 0.43% 929,946 -24% 0.11% $148,084,601

Institutional Holders of NRG ENERGY, INC. - Common Stock, par value $0.01 per share (NRG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 178,130,717 $28,382,136,913 +$199,034,951 $159.24 1,037
2025 Q3 176,853,377 $28,657,591,405 -$1,153,572,334 $161.95 1,037
2025 Q2 183,981,035 $29,523,868,957 -$816,794,607 $160.58 1,004
2025 Q1 189,694,793 $18,096,385,944 -$422,311,148 $95.46 838
2024 Q4 194,752,128 $17,582,476,883 -$435,609,405 $90.22 809
2024 Q3 199,251,525 $18,188,615,007 -$74,244,157 $91.10 770
2024 Q2 201,991,390 $15,729,342,711 -$455,226,572 $77.86 735
2024 Q1 207,850,189 $14,069,277,839 +$533,398,789 $67.69 628
2023 Q4 215,984,925 $11,166,005,260 -$876,704,509 $51.70 591
2023 Q3 232,074,001 $8,941,137,322 +$66,335,438 $38.52 548
2023 Q2 230,969,971 $8,631,211,777 +$97,550,859 $37.39 552
2023 Q1 229,032,859 $7,846,792,109 +$101,613,137 $34.29 538
2022 Q4 222,805,045 $7,091,062,964 -$285,360,320 $31.82 567
2022 Q3 235,404,309 $9,013,941,300 -$153,523,237 $38.27 532
2022 Q2 239,601,312 $9,145,561,069 +$361,657,799 $38.17 529
2022 Q1 231,829,770 $8,890,337,809 -$197,808,761 $38.36 514
2021 Q4 236,358,725 $10,175,075,946 -$133,912,151 $43.08 493
2021 Q3 237,359,801 $9,688,975,734 -$79,023,714 $40.83 494
2021 Q2 239,498,055 $9,648,100,304 +$92,829,881 $40.30 475
2021 Q1 237,146,822 $8,944,353,716 +$330,884,006 $37.73 461
2020 Q4 229,392,268 $8,611,424,126 -$169,165,978 $37.55 455
2020 Q3 234,284,462 $7,198,044,768 -$93,536,197 $30.74 437
2020 Q2 237,017,545 $7,715,919,492 -$41,888,874 $32.56 444
2020 Q1 238,974,149 $6,516,926,936 -$111,193,288 $27.26 416
2019 Q4 240,803,514 $9,568,727,836 -$148,749,794 $39.75 464
2019 Q3 244,136,085 $9,666,199,422 -$497,309,700 $39.60 445
2019 Q2 256,936,043 $9,017,810,609 -$305,437,696 $35.12 454
2019 Q1 266,546,005 $11,321,785,098 -$633,980,094 $42.48 504
2018 Q4 282,149,040 $11,170,418,180 -$25,681,947 $39.60 478
2018 Q3 282,914,440 $10,579,172,900 -$473,645,524 $37.40 454
2018 Q2 296,562,983 $9,104,570,391 -$721,377,573 $30.70 430
2018 Q1 319,658,113 $9,758,609,066 -$713,599,762 $30.53 417
2017 Q4 343,534,256 $9,783,544,598 +$760,137,559 $28.48 409
2017 Q3 307,957,467 $7,877,972,127 +$522,535,436 $25.59 347
2017 Q2 289,663,510 $4,987,703,499 +$75,463,056 $17.22 335
2017 Q1 290,220,959 $5,427,408,991 +$300,557,368 $18.70 340
2016 Q4 295,621,387 $3,624,501,591 -$41,006,636 $12.26 328
2016 Q3 300,091,698 $3,362,453,495 -$93,711,258 $11.21 352
2016 Q2 306,157,349 $4,589,053,452 -$159,342,217 $14.99 356
2016 Q1 317,523,186 $4,130,857,255 -$142,621,990 $13.01 341
2015 Q4 331,685,604 $3,901,897,580 -$136,786,704 $11.77 334
2015 Q3 334,724,632 $4,970,233,311 -$118,638,115 $14.85 337
2015 Q2 335,490,712 $7,674,258,138 +$70,087,125 $22.88 344
2015 Q1 332,098,442 $8,365,357,122 -$133,993,438 $25.19 370
2014 Q4 336,757,703 $9,074,275,812 -$62,716,717 $26.95 376
2014 Q3 337,959,482 $10,298,475,512 -$33,545,742 $30.48 372
2014 Q2 336,488,326 $12,514,642,225 -$8,101,650 $37.20 398
2014 Q1 332,520,961 $10,574,988,777 +$71,037,474 $31.80 339