Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in NRG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 18.0M | $2.63B | +1.7% | 8.532% | 0.05% |
| 2 | FMR LLC | 17.4M | $2.54B | +11.7% | 8.251% | 0.14% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 13.8M | $2.02B | β | 6.540% | 0.05% |
| 4 | STATE STREET CORP | 11.8M | $1.72B | +8.3% | 5.580% | 0.06% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 11.3M | $1.65B | β | 5.364% | 0.09% |
| 6 | FRANKLIN RESOURCES INC | 7.7M | $1.13B | +10.0% | 3.651% | 0.28% |
| 7 | VICTORY CAPITAL MANAGEMENT INC | 7.2M | $1.05B | -6.7% | 3.396% | 0.67% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 6.0M | $869.0M | +5.9% | 2.828% | 0.05% |
| 9 | Invesco Ltd. | 5.3M | $772.4M | +12.1% | 2.505% | 0.12% |
| 10 | MORGAN STANLEY | 4.7M | $683.6M | +4.1% | 2.217% | 0.04% |
| 11 | LYRICAL ASSET MANAGEMENT LP | 2.8M | $406.9M | -7.4% | 1.320% | 6.21% |
| 12 | Capital World Investors | 2.7M | $391.2M | +39.4% | 1.269% | 0.05% |
| 13 | BARCLAYS PLC | 2.5M | $367.8M | +304.1% | 1.193% | 0.15% |
| 14 | Boston Partners | 2.2M | $329.1M | +24.2% | 1.065% | 0.34% |
| 15 | BANK OF AMERICA CORP /DE/ | 2.2M | $320.4M | +16.7% | 1.039% | 0.02% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 2.2M | $320.1M | +1.0% | 1.038% | 0.07% |
| 17 | NORTHERN TRUST CORP | 2.0M | $298.9M | +2.3% | 0.969% | 0.04% |
| 18 | GOLDMAN SACHS GROUP INC | 1.8M | $267.9M | +40.1% | 0.869% | 0.03% |
| 19 | Appaloosa LP | 1.7M | $253.5M | +5.8% | 0.822% | 4.27% |
| 20 | UBS ASSET MANAGEMENT AMERICAS INC | 1.4M | $208.0M | -6.1% | 0.674% | 0.04% |
| 21 | UBS Group AG | 1.4M | $206.7M | +90.2% | 0.670% | 0.03% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4M | $204.0M | +10.9% | 0.662% | 0.03% |
| 23 | Bank of New York Mellon Corp | 1.4M | $198.5M | +4.4% | 0.644% | 0.04% |
| 24 | WELLINGTON MANAGEMENT GROUP LLP | 1.3M | $186.1M | +44.9% | 0.604% | 0.03% |
| 25 | AMERIPRISE FINANCIAL INC | 1.3M | $184.4M | +0.6% | 0.598% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in NRG β a direct measure of their conviction.
Filings activity in NRG during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new NRG position in Q1 2026
Institutions that fully closed their NRG position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,033 | 1.2% | 103.36% | 2.86 pp | $27.36B | 2.7% |
| Q4 2025 | 1,046 | +3.2% | 106.22% | 0.76 pp | $28.12B | 0.7% |
| Q3 2025 | 1,014 | +2.4% | 106.98% | 2.46 pp | $28.32B | 2.2% |
| Q2 2025 | 990 | +20% | 109.44% | +43.28 pp | $28.97B | +65% |
| Q1 2025 | 824 | +4.2% | 66.16% | +3.32 pp | $17.51B | +5.3% |
| Q4 2024 | 791 | +4.6% | 62.84% | 5.52 pp | $16.63B | 8.1% |
| Q3 2024 | 756 | +5.0% | 68.36% | +9.93 pp | $18.10B | +17% |
| Q2 2024 | 720 | β | 58.43% | β | $15.47B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying NRG stock.
Based on Q1 2026 13F filings, institutional ownership of NRG Energy, Inc. stands at 103.4%, held across 1,033 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of NRG, with approximately 18,001,084 shares worth $2.63B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of NRG, including Appaloosa LP.
Our composite Smart Money Score for NRG is 34 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
158 institutions opened new positions in NRG during Q1 2026, while 171 fully exited. 294 added to existing positions and 575 trimmed.
NRG institutional ownership fell by 2.86 percentage points quarter-over-quarter, with a net change of -13 holders.
The top 10 institutions account for 55.1% of all reported 13F value in NRG, and the top 25 account for 70.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
NRG Energy, Inc. (NRG) Institutional Ownership