Who owns NRG Energy (NRG)
Which tracked institutional funds hold NRG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NRG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
202 tracked funds added or opened NRG while 275 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
NRG’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes NRG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in NRG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 961 tracked filers holding NRG, 477 increased or opened the position and 581 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in NRG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 34
- Jupiter Topco LLC$100M
- Capricorn Fund Managers Ltd$22M
- SEGRA CAPITAL MANAGEMENT, LLC$19M
- Walleye Trading LLC$16M
- TREMBLANT CAPITAL GROUP$15M
- Fideuram Asset Management (Ireland) dac$14M
Full exits 110
- Merewether Investment Management, LP$130M
- JANUS HENDERSON GROUP PLC$103M
- Amundi$93M
- BESSEMER GROUP INC$89M
- SG Americas Securities, LLC$73M
- Burkehill Global Management, LP$66M
Largest adds
- FRANKLIN RESOURCES INC$780M
- BlackRock, Inc.$407M
- VICTORY CAPITAL MANAGEMENT INC$344M
- MILLENNIUM MANAGEMENT LLC$332M
- Bank of New York Mellon Corp$275M
- Pictet Asset Management Holding SA$148M
Largest trims
- JANE STREET GROUP, LLC$407M
- Capital World Investors$375M
- BARCLAYS PLC$319M
- AMERIPRISE FINANCIAL INC$129M
- CITIGROUP INC$111M
- FEDERATED HERMES, INC.$97M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 17,658,104 | $2.6B | 10.1% | 2026-Q2 |
| FMR LLC trimmed | 16,880,449 | $2.5B | 9.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 13,783,144 | $2.0B | 7.8% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 13,049,349 | $1.9B | 7.4% | 2026-Q2 |
| STATE STREET CORP trimmed | 11,234,607 | $1.6B | 6.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 10,898,737 | $1.6B | 6.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 9,524,776 | $1.4B | 5.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,976,441 | $870M | 3.4% | 2026-Q2 |
| Invesco Ltd. added | 5,275,085 | $770M | 3.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 4,257,712 | $622M | 2.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 4,104,900 | $600M | 2.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 3,241,068 | $473M | 1.8% | 2026-Q2 |
| LYRICAL ASSET MANAGEMENT LP trimmed | 2,689,623 | $393M | 1.5% | 2026-Q2 |
| Boston Partners added | 2,530,275 | $369M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,442,631 | $357M | 1.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,268,957 | $331M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 2,057,241 | $300M | 1.2% | 2026-Q2 |
| Appaloosa LP added | 1,760,000 | $257M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,673,718 | $244M | 1.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,573,054 | $230M | 0.9% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 1,513,789 | $221M | 0.9% | 2026-Q2 |
| UBS Group AG added | 1,436,314 | $210M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,408,213 | $206M | 0.8% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 1,296,233 | $189M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 1,210,771 | $177M | 0.7% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 1,177,251 | $172M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,009,231 | $147M | 0.6% | 2026-Q2 |
| Nuveen, LLC trimmed | 971,888 | $142M | 0.6% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 967,264 | $141M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 965,135 | $141M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 942,637 | $138M | 0.5% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 935,041 | $137M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 924,860 | $135M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 914,737 | $134M | 0.5% | 2026-Q2 |
| Legal & General Group Plc trimmed | 816,238 | $119M | 0.5% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 794,552 | $116M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 778,042 | $116M | 0.5% | 2026-Q2 |
| Glendon Capital Management LP added | 712,345 | $104M | 0.4% | 2026-Q2 |
| Luxor Capital Group, LP added | 707,775 | $103M | 0.4% | 2026-Q2 |
| Jupiter Topco LLC new | 684,994 | $100M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 665,013 | $97M | 0.4% | 2026-Q2 |
| REAVES W H & CO INC trimmed | 640,357 | $94M | 0.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 638,978 | $93M | 0.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 628,478 | $92M | 0.4% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 608,431 | $89M | 0.3% | 2026-Q2 |
| Permian Investment Partners, LP trimmed | 590,431 | $86M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 574,900 | $84M | 0.3% | 2026-Q2 |
| JENNISON ASSOCIATES LLC added | 556,033 | $81M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 552,159 | $81M | 0.3% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 545,009 | $81M | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 536,238 | $78M | 0.3% | 2026-Q2 |
| TimesSquare Capital Management, LLC added | 515,735 | $75M | 0.3% | 2026-Q2 |
| FIL Ltd trimmed | 500,456 | $73M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 500,104 | $73M | 0.3% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 457,878 | $67M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 453,354 | $66M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 449,613 | $66M | 0.3% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 440,766 | $64M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 435,954 | $64M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 433,103 | $63M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 425,328 | $62M | 0.2% | 2026-Q2 |
| TORTOISE CAPITAL ADVISORS, L.L.C. added | 405,440 | $59M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 400,539 | $59M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 400,507 | $58M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 396,442 | $58M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 379,762 | $55M | 0.2% | 2026-Q2 |
| NewEdge Wealth, LLC added | 377,841 | $55M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 375,691 | $55M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 364,713 | $53M | 0.2% | 2026-Q2 |
| Electron Capital Partners, LLC trimmed | 357,635 | $52M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 349,287 | $51M | 0.2% | 2026-Q2 |
| TODD ASSET MANAGEMENT LLC trimmed | 346,154 | $51M | 0.2% | 2026-Q2 |
| National Pension Service added | 345,477 | $50M | 0.2% | 2026-Q2 |
| Bluescape Energy Partners LLC | 342,250 | $50M | 0.2% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI added | 342,196 | $50M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 336,720 | $49M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 318,229 | $46M | 0.2% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 316,499 | $46M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 305,931 | $45M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 304,826 | $45M | 0.2% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC trimmed | 280,322 | $41M | 0.2% | 2026-Q2 |
| Bridgewater Associates, LP trimmed | 277,935 | $41M | 0.2% | 2026-Q2 |
| Eurizon Capital SGR S.p.A. added | 264,719 | $39M | 0.2% | 2026-Q2 |
| ASSETMARK, INC trimmed | 262,927 | $38M | 0.1% | 2026-Q2 |
| Hood River Capital Management LLC added | 259,678 | $38M | 0.1% | 2026-Q2 |
| TD Asset Management Inc added | 257,754 | $38M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 248,774 | $36M | 0.1% | 2026-Q2 |
| Aventail Capital Group, LP trimmed | 241,067 | $35M | 0.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 239,410 | $34M | 0.1% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 237,022 | $35M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 236,772 | $35M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 225,089 | $33M | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 223,893 | $33M | 0.1% | 2026-Q2 |
| Webs Creek Capital Management LP added | 215,518 | $31M | 0.1% | 2026-Q2 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT added | 212,700 | $31M | 0.1% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC added | 206,669 | $30M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 201,651 | $29M | 0.1% | 2026-Q2 |
| RENAISSANCE GROUP LLC added | 199,447 | $29M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 198,578 | $29M | 0.1% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 191,588 | $28M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.