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 985 institutions that hold shares in the stock, with a total of 202 Million shares, which have been reported (via 13F filing form) to have a value of $30.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
7,596
shares
|
$1.15 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
7,530
shares
|
$1.14 Million
0.18% of portfolio
|
Q2 2025
Reduced 29.76%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
7,509
shares
|
$1.13 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
7,464
shares
|
$1.13 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
7,366
shares
|
$1.11 Million
0.06% of portfolio
|
Q4 2024
Added 178.8%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
7,353
shares
|
$1.11 Million
0.1% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
7,179
shares
|
$1.08 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
7,112
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
7,082
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 27.37%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
7,051
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
7,017
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 47.73%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
6,973
shares
|
$1.05 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
6,954
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
6,910
shares
|
$1.04 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
6,903
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.14%
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
6,728
shares
|
$1.02 Million
0.16% of portfolio
|
Q1 2025
Reduced 29.96%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
6,500
shares
|
$981,890
0.0% of portfolio
|
Q4 2023
Reduced 4.66%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,475
shares
|
$978,113
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
6,442
shares
|
$973,128
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,413
shares
|
$968,747
0.04% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
6,312
shares
|
$953,490
0.04% of portfolio
|
Q1 2025
Added 20.97%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
6,282
shares
|
$948,958
0.01% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,249
shares
|
$943,973
0.01% of portfolio
|
Q2 2024
Added 9.59%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,208
shares
|
$937,780
0.07% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
6,140
shares
|
$927,508
0.28% of portfolio
|
Q2 2025
Reduced 0.71%
|