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 1,142 institutions that hold shares in the stock, with a total of 193 Million shares, which have been reported (via 13F filing form) to have a value of $31.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,514
shares
|
$742,914
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Affinity Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4,488
shares
|
$738,635
0.55% of portfolio
|
Q2 2025
Added 76.35%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
4,437
shares
|
$730,241
0.07% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
4,417
shares
|
$726,949
0.05% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
4,407
shares
|
$725,304
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
4,360
shares
|
$717,568
0.03% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Jul 08, 2025 Q2 2025 |
4,340
shares
|
$714,277
1.26% of portfolio
|
Q2 2025
Reduced 85.61%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
4,333
shares
|
$713,125
0.06% of portfolio
|
Q2 2025
Added 20.83%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
4,229
shares
|
$696,008
0.13% of portfolio
|
Q2 2025
Reduced 16.24%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
4,212
shares
|
$693,210
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
4,211
shares
|
$693,046
0.09% of portfolio
|
Q2 2025
Added 47.6%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
4,163
shares
|
$685,146
0.02% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
4,157
shares
|
$684,159
0.0% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
4,137
shares
|
$680,867
0.09% of portfolio
|
Q2 2025
Reduced 13.2%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
4,130
shares
|
$679,715
0.02% of portfolio
|
Q2 2025
Reduced 75.89%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
4,054
shares
|
$667,207
0.03% of portfolio
|
Q1 2025
Reduced 55.43%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Aug 14, 2025 Q2 2025 |
3,952
shares
|
$650,420
0.0% of portfolio
|
Q1 2025
Reduced 99.83%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,919
shares
|
$644,989
0.01% of portfolio
|
Q3 2024
Added 20.96%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
3,874
shares
|
$637,582
0.12% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
3,849
shares
|
$633,468
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Aug 01, 2025 Q2 2025 |
3,834
shares
|
$630,999
0.22% of portfolio
|
Q2 2025
Added 38.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,812
shares
|
$627,378
0.0% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,807
shares
|
$626,556
0.12% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
3,792
shares
|
$624,087
0.03% of portfolio
|
Q2 2025
Reduced 39.92%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,783
shares
|
$622,606
0.04% of portfolio
|
Q2 2025
Added 12.46%
|