Institutional Ownership Nrg Energy, Inc. (NRG)
This table provides information about the institutional ownership of Nrg Energy, Inc. (NRG). We have compiled data on the 1,180 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $29.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
1,444
shares
|
$238,534
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
1,440
shares
|
$237,873
0.0% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
1,430
shares
|
$236,221
0.0% of portfolio
|
Q3 2025
Reduced 9.49%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
1,429
shares
|
$236,056
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,417
shares
|
$234,074
0.02% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
1,416
shares
|
$233,909
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
1,410
shares
|
$232,917
0.03% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
1,401
shares
|
$231,431
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
1,398
shares
|
$230,935
0.02% of portfolio
|
Q3 2025
Reduced 8.63%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,391
shares
|
$229,779
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
1,391
shares
|
$229,779
0.13% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
1,389
shares
|
$229,448
0.05% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
1,361
shares
|
$224,823
0.07% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
1,343
shares
|
$221,850
0.0% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,341
shares
|
$221,519
0.0% of portfolio
|
Q3 2025
Reduced 89.23%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
1,326
shares
|
$219,041
0.02% of portfolio
|
Q3 2025
Reduced 18.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,323
shares
|
$218,546
0.0% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
1,321
shares
|
$218,215
0.03% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
1,320
shares
|
$218,050
0.04% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
1,319
shares
|
$217,885
0.08% of portfolio
|
Q3 2025
Reduced 73.08%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,316
shares
|
$217,390
0.0% of portfolio
|
Q3 2025
Reduced 89.79%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
1,315
shares
|
$217,224
0.03% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
1,311
shares
|
$216,564
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,309
shares
|
$216,233
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
1,308
shares
|
$216,068
0.03% of portfolio
|
Q3 2025
New holding
|
|