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 979 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 $30.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
373
shares
|
$56,050
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
360
shares
|
$54,097
0.02% of portfolio
|
Q2 2025
Added 239.62%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
358
shares
|
$53,796
0.0% of portfolio
|
Q1 2025
Added 23.02%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
317
shares
|
$47,635
0.02% of portfolio
|
Q1 2025
Added 11.23%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
313
shares
|
$47,034
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
313
shares
|
$47,034
0.0% of portfolio
|
Q2 2022
Reduced 68.45%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
305
shares
|
$45,832
0.01% of portfolio
|
Q1 2025
Reduced 74.83%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
300
shares
|
$45,081
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
261
shares
|
$39,220
0.0% of portfolio
|
Q3 2023
Added 12.99%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
260
shares
|
$39,070
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
240
shares
|
$36,064
0.02% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
235
shares
|
$35,313
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
224
shares
|
$33,660
0.0% of portfolio
|
Q4 2023
Reduced 8.94%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
217
shares
|
$32,608
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
206
shares
|
$30,955
0.0% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
205
shares
|
$30,805
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
200
shares
|
$30,054
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$30,054
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
192
shares
|
$28,851
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
191
shares
|
$28,701
0.01% of portfolio
|
Q1 2024
Added 3.8%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
183
shares
|
$27,499
0.0% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
178
shares
|
$26,748
0.0% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
177
shares
|
$26,597
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
175
shares
|
$26,297
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
174
shares
|
$26,146
0.0% of portfolio
|
Q4 2024
New holding
|