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NRG Energy (NRG) Institutional Ownership

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$151.97 +4.59 (+3.11%)
Closing price 07/18/2025 03:59 PM Eastern
Extended Trading
$153.24 +1.27 (+0.84%)
As of 07/18/2025 07:57 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for NRG Energy (NYSE:NRG)

Current
Institutional Ownership
Percentage
97.72%
Number of
Institutional Buyers
(last 12 months)
592
Total
Institutional Inflows
(last 12 months)
$4.02B
Number of
Institutional Sellers
(last 12 months)
358
Total
Institutional Outflows
(last 12 months)
$4.85B
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NRG Institutional Buying and Selling by Quarter

NRG Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025 Robeco Institutional Asset Management B.V.350,984$56.36M0.1%-9.5%0.180%
7/18/2025 New Wave Wealth Advisors LLC2,157$346K0.1%N/A0.001%
7/18/2025 USA Financial Formulas5,633$905K0.2%N/A0.003%
7/18/2025 Bartlett & CO. Wealth Management LLC9,101$1.46M0.0%-5.2%0.005%
7/18/2025 PFG Investments LLC7,871$1.26M0.1%-6.9%0.004%
7/18/2025 Consolidated Portfolio Review Corp1,554$250K0.0%N/A0.001%
7/18/2025 Cooper Financial Group4,979$799K0.1%-32.3%0.003%
7/18/2025 Truist Financial Corp52,691$8.46M0.0%-21.6%0.027%
7/18/2025 Donald L. Hagan LLC3,384$543K0.3%+2.0%0.002%
7/18/2025 Union Bancaire Privee UBP SA14,274$2.29M0.0%-3.3%0.007%
7/17/2025 Lee Johnson Capital Management LLC30,464$4.89M1.7%-29.7%0.016%
7/17/2025 Park Place Capital Corp300$47K0.0%-49.1%0.000%
7/17/2025 Greenleaf Trust6,411$1.03M0.0%-16.7%0.003%
7/17/2025 HCR Wealth Advisors22,520$3.62M0.4%-6.1%0.012%
7/17/2025 Capital Investment Advisors LLC1,665$267K0.0%N/A0.001%
7/17/2025 Janney Montgomery Scott LLC18,624$2.99M0.0%+10.8%0.010%
7/17/2025 Venture Visionary Partners LLC4,623$742K0.0%-76.3%0.002%
7/17/2025 Invesco LLC11,567$1.86M0.7%-16.7%0.006%
7/17/2025 Covenant Asset Management LLC1,549$249K0.0%N/A0.001%
7/17/2025 GC Wealth Management RIA LLC1,589$255K0.0%N/A0.001%
7/17/2025 V Square Quantitative Management LLC4,137$664K0.1%-13.2%0.002%
7/17/2025 Sound Income Strategies LLC495$79K0.0%+511.1%0.000%
7/17/2025 Forefront Wealth Management Inc.1,520$244K0.2%N/A0.001%
7/17/2025 Moody Lynn & Lieberson LLC2,009$323K0.0%N/A0.001%
7/17/2025 RBA Wealth Management LLC14,517$2.33M0.9%N/A0.007%
7/16/2025 Townsend Asset Management Corp NC ADV1,990$320K0.1%N/A0.001%
7/16/2025 ORG Partners LLC282$44K0.0%+422.2%0.000%
7/16/2025 Augustine Asset Management Inc.3,699$594K0.2%-3.2%0.002%
7/16/2025 State of Alaska Department of Revenue21,938$3.52M0.0%-7.5%0.011%
7/16/2025 Patton Fund Management Inc.21,422$3.44M2.4%-55.6%0.011%
7/16/2025 Kathmere Capital Management LLC1,335$214K0.0%N/A0.001%
7/16/2025 FCG Investment Co13,912$2.23M1.2%-27.8%0.007%
7/16/2025 Five Oceans Advisors1,283$206K0.1%N/A0.001%
7/16/2025 CX Institutional2,083$335K0.0%+20.8%0.001%
7/16/2025 Hartford Investment Management Co.11,804$1.90M0.1%-4.5%0.006%
7/16/2025 Meyer Handelman Co.98,226$15.77M0.5%+4.5%0.050%
7/16/2025 Cadent Capital Advisors LLC1,561$251K0.1%N/A0.001%
7/16/2025 Perigon Wealth Management LLC8,391$1.35M0.0%-7.3%0.004%
7/15/2025 Affinity Wealth Management LLC43,528$6.99M1.1%+0.8%0.022%
7/15/2025 Retireful LLC4,212$676K0.5%N/A0.002%
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7/15/2025 TD Private Client Wealth LLC1,083$174K0.0%-73.2%0.001%
7/15/2025 Public Employees Retirement System of Ohio155,608$24.99M0.1%+6.9%0.080%
7/15/2025 Northside Capital Management LLC2,400$385K0.0%N/A0.001%
7/15/2025 Cigna Investments Inc. New1,956$314K0.1%N/A0.001%
7/15/2025 CHB Investment Group LLC25,453$4.09M2.1%N/A0.013%
7/15/2025 Fifth Third Bancorp16,674$2.68M0.0%-4.7%0.009%
7/15/2025 SJS Investment Consulting Inc.351$56K0.0%+616.3%0.000%
7/15/2025 Financial Partners Group Inc1,325$213K0.0%N/A0.001%
7/15/2025 Kwmg LLC73,575$11.82M1.1%-5.1%0.038%
7/15/2025 Fortitude Family Office LLC562$90K0.0%+194.2%0.000%
7/15/2025 CGN Advisors LLC4,437$712K0.1%-4.1%0.002%
7/14/2025 Counterpoint Mutual Funds LLC16,445$2.64M0.2%N/A0.008%
7/14/2025 Opal Wealth Advisors LLC1,097$176K0.0%-44.4%0.001%
7/14/2025 Golden State Equity Partners1,517$244K0.0%-34.9%0.001%
7/14/2025 Seascape Capital Management57,877$9.29M2.9%-3.8%0.030%
7/14/2025 Chapin Davis Inc.33,781$5.43M1.5%N/A0.017%
7/14/2025 GAMMA Investing LLC7,843$1.26M0.1%+13.2%0.004%
7/14/2025 U.S. Capital Wealth Advisors LLC2,928$470K0.0%-91.8%0.001%
7/14/2025 Kieckhefer Group LLC9,625$1.55M0.8%N/A0.005%
7/14/2025 Toth Financial Advisory Corp170$27K0.0%N/A0.000%
7/14/2025 Park Avenue Securities LLC8,960$1.44M0.0%-23.8%0.005%
7/11/2025 Quantum Financial Advisors LLC1,470$236K0.0%N/A0.001%
7/11/2025 Meriwether Wealth & Planning LLC1,401$225K0.1%N/A0.001%
7/11/2025 Farther Finance Advisors LLC15,184$2.44M0.0%+284.2%0.008%
7/11/2025 Wedge Capital Management L L P NC102,569$16.47M0.3%-22.7%0.052%
7/11/2025 CX Institutional2,083$335K0.0%+20.8%0.001%
7/11/2025 Wright Investors Service Inc.27,740$4.45M1.3%-14.2%0.014%
7/11/2025 Weybosset Research & Management LLC2,772$445K0.2%-24.6%0.001%
7/11/2025 Brendel Financial Advisors LLC17,066$2.74M1.5%-23.4%0.009%
7/11/2025 Viking Fund Management LLC28,000$4.50M0.6%-12.5%0.014%
7/11/2025 SeaCrest Wealth Management LLC1,620$260K0.0%N/A0.001%
7/11/2025 Diversified Trust Co2,638$424K0.0%-7.3%0.001%
7/11/2025 Assenagon Asset Management S.A.1,106,903$177.75M0.3%-23.2%0.566%
7/11/2025 TCV Trust & Wealth Management Inc.6,910$1.11M0.1%N/A0.004%
7/11/2025 IFM Investors Pty Ltd33,577$5.39M0.1%+19.7%0.017%
7/10/2025 Oliver Lagore Vanvalin Investment Group360$58K0.0%N/A0.000%
7/10/2025 Moody National Bank Trust Division8,353$1.34M0.1%-0.9%0.004%
7/10/2025 Global Financial Private Client LLC3,069$493K0.2%+6,038.0%0.002%
7/10/2025 Exchange Traded Concepts LLC5,330$856K0.0%-14.2%0.003%
7/10/2025 Park Capital Management LLC WI2,443$392K0.4%N/A0.001%
7/10/2025 NorthCrest Asset Manangement LLC32,407$5.13M0.1%+0.7%0.017%
7/10/2025 Wedmont Private Capital2,441$367K0.0%+6.6%0.001%
7/10/2025 Secure Asset Management LLC3,390$544K0.1%N/A0.002%
7/10/2025 Baader Bank Aktiengesellschaft2,961$459K0.0%N/A0.002%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd24,004$3.86M0.0%+2.1%0.012%
7/10/2025 Signal Advisors Wealth LLC1,547$248K0.0%N/A0.001%
7/9/2025 Gilman Hill Asset Management LLC1,825$293K0.0%-14.1%0.001%
7/9/2025 Procyon Advisors LLC43,968$7.06M0.7%+23.5%0.022%
7/9/2025 Tounjian Advisory Partners LLC11,144$1.79M0.3%-1.4%0.006%
7/9/2025 Gateway Investment Advisers LLC4,916$789K0.0%N/A0.003%
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7/9/2025 Aaron Wealth Advisors LLC2,569$413K0.0%N/A0.001%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.4,743$762K0.0%N/A0.002%
7/9/2025 Balefire LLC4,969$798K0.2%+28.3%0.003%
7/9/2025 Byrne Asset Management LLC11,877$1.91M1.3%-11.3%0.006%
7/9/2025 Czech National Bank47,789$7.67M0.1%+2.7%0.024%
7/8/2025 Range Financial Group LLC1,862$299K0.1%N/A0.001%
7/8/2025 NBC Securities Inc.5,270$846K0.1%-8.7%0.003%
7/8/2025 Lingohr Asset Management GmbH4,340$697K1.3%-85.6%0.002%
7/7/2025 Greenfield Savings Bank8,655$1.39M0.6%-1.8%0.004%
7/3/2025 Arvest Investments Inc.7,530$1.21M0.2%-29.8%0.004%
(Data available from 1/1/2016 forward)

NRG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NRG shares?

During the previous two years, 867 institutional investors and hedge funds held shares of NRG Energy. The most heavily invested institutionals were Vanguard Group Inc. ($2.61B), Geode Capital Management LLC ($481.23M), Goldman Sachs Group Inc. ($454.17M), Elliott Investment Management L.P. ($433.06M), Amundi ($406.34M), LSV Asset Management ($382.50M), and Lyrical Asset Management LP ($340.62M).Learn more on NRG Energy's institutional investors.

What percentage of NRG Energy's stock is owned by institutional investors?

97.72% of NRG Energy's stock is owned by institutional investors. Learn more on NRG's institutional investor holdings.

Which institutional investors have been buying NRG Energy's stock?

Of the 734 institutional investors that purchased NRG Energy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Goldman Sachs Group Inc. ($6.05M), Assenagon Asset Management S.A. ($5.40M), Amundi ($4.09M), National Bank of Canada FI ($3.41M), Banco Santander S.A. ($2.84M), Boston Partners ($2.82M), and Natixis ($1.60M).

How much institutional buying is happening at NRG Energy?

Institutional investors have bought a total of 44,104,191 shares in the last 24 months. This purchase volume represents approximately $4.01B in transactions.

Which of NRG Energy's major shareholders have been selling company stock?

Of the 357 institutional investors that sold NRG Energy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($13.33M), Voya Investment Management LLC ($8.31M), Elliott Investment Management L.P. ($4.87M), Jacobs Levy Equity Management Inc. ($2.66M), Two Sigma Advisers LP ($2.45M), Assenagon Asset Management S.A. ($1.91M), and Dimensional Fund Advisors LP ($1.55M).

How much institutional selling is happening at NRG Energy?

Institutional investors have sold a total of 52,864,989 shares in the last 24 months. This volume of shares sold represents approximately $4.85B in transactions.



This page (NYSE:NRG) was last updated on 7/20/2025 by MarketBeat.com Staff
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