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 1,178 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 |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
17
shares
|
$2,808
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
17
shares
|
$2,808
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
16
shares
|
$2,643
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
16
shares
|
$2,643
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
16
shares
|
$2,643
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
15
shares
|
$2,477
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
15
shares
|
$2,477
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
14
shares
|
$2,312
0.0% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
14
shares
|
$2,312
0.0% of portfolio
|
Q3 2025
Reduced 69.57%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
14
shares
|
$2,312
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
13
shares
|
$2,147
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
13
shares
|
$2,147
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
13
shares
|
$2,147
0.0% of portfolio
|
Q3 2025
Reduced 13.33%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
12
shares
|
$1,982
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
12
shares
|
$1,982
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
10
shares
|
$1,651
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
9
shares
|
$1,486
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
9
shares
|
$1,486
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
9
shares
|
$1,486
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
9
shares
|
$1,486
0.0% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
9
shares
|
$1,486
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
9
shares
|
$1,486
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
8
shares
|
$1,321
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
8
shares
|
$1,321
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
8
shares
|
$1,321
0.0% of portfolio
|
Q3 2024
New holding
|
|