David Nanus - 30 Jan 2026 Form 3 Insider Report for NRG ENERGY, INC. (NRG)

Role
10%+ Owner
Signature
/s/ David Nanus by Jeffrey Wade, as Attorney-in-Fact
Issuer symbol
NRG
Transactions as of
30 Jan 2026
Net transactions value
$0
Form type
3
Filing time
06 Feb 2026, 16:26:37 UTC
Previous filing
20 Dec 2024
Next filing
04 Mar 2026

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Nanus David 10%+ Owner 250 W 55TH STREET, 31ST FLOOR, NEW YORK /s/ David Nanus by Jeffrey Wade, as Attorney-in-Fact 06 Feb 2026 0001870860

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding NRG Common Stock 20,950,000 30 Jan 2026 See footnote F1, F3
holding NRG Common Stock 3,300,000 30 Jan 2026 By trust F2, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 16,436,270, 3,473,534 and 1,040,196 shares of Common Stock of NRG Energy, Inc. (the Issuer) are held directly by Lightning Power Holdings, LLC, a Delaware limited liability company (Lightning); Thunder Generation LLC, a Delaware limited liability company (Thunder); and CCS Power Holdings, LLC, a Delaware limited liability company (CCS and together with Thunder, the Sellers), respectively. The investment advisor of LS Power Equity Partners III, L.P., a Delaware limited partnership (LSPEP III), who may be deemed to beneficially own the securities held by Lightning is LS Power Equity Advisors, LLC, a Delaware limited liability company (LSP Advisors). The investment advisor of LS Power Equity Partners IV, L.P., a Delaware limited partnership (LSPEP IV and together with Lightning, the Sellers, LSPEP III, and LSP Advisors, the LSP Entities), who may be deemed to beneficially own the securities held by the Sellers is LSP Advisors. The reporting person is the President of LSP Advisors.
F2 The Issuer and Lightning and the Sellers entered into an Amended and Restated Voting Trust Agreement with Wilmington Savings Fund Society, FSB (the Trustee), pursuant to which Lightning and the Sellers deposited 2,589,007 and 710,993 shares of Common Stock, respectively, in the Project Hurricane Consideration Voting Trust 2026 (the Trust) and granted to the Trustee, subject to certain exceptions, voting rights with respect to such shares.
F3 The reporting person, through his position, relationship and/or affiliation with the LS Power Entities, may have shared voting and investment power with respect to the shares beneficially owned by the LS Power Entities. As such, the reporting person may be deemed to have or share beneficial ownership of the shares beneficially owned by the LS Power Entities. The reporting person disclaims beneficial ownership of such shares.

Remarks:

Exhibit 24 - Power of Attorney.