Who owns NRG Energy (NRG)?
142 holders named in SEC filings declare between 69.0% and 92.7% of NRG Energy's shares outstanding, as of Jun 30, 2026. The largest are Vanguard (12.7%), BlackRock (8.4%) and Fidelity (FMR) (8.0%); the five largest hold 40.7% together. Another 874 institutions hold small positions worth 5.0%. At least 2.3% of the shares appear in no ownership filing: investors who do not have to report, mostly individuals. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 12.5% and sold 12.1% of the shares, a net purchase of 0.36%; 98 opened a position, 375 added, 384 reduced and 145 sold out. Biggest buyers: Franklin Templeton (+5.3M shares) and Victory Capital Management, Inc. (+2.4M shares). Biggest sellers: Jane Street (-2.8M) and Capital Group (-2.6M). Schedule 13D/G filings since Mar 31, 2026: Franklin Resources, Inc. raised its stake to 6.2% on Jun 30, 2026. Directors and officers, from their latest Form 4: David Nanus (3.9%). Over time, 1,007 managers declared NRG Energy in their 13F for Q2 2026, against 453 for Q4 2019: together at most 93.6% of the shares outstanding, against 97.7%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| Vanguard | 13F | 12.7% | Jun 30, 2026 | Q4 2019 or earlier |
| BlackRock | 13F | 8.4% | Jun 30, 2026 | Q4 2019 or earlier |
| Fidelity (FMR) | 13F | 8.0% | Jun 30, 2026 | Q4 2019 or earlier |
| Franklin Templeton | 13F | 6.2% | Jun 30, 2026 | Q2 2020 |
| State Street | 13F | 5.3% | Jun 30, 2026 | Q4 2019 or earlier |
| Victory Capital Management, Inc. | 13F | 4.5% | Jun 30, 2026 | Q4 2019 or earlier |
| David Nanus | Form 4 | 3.9% | Mar 4, 2026 | — |
| Geode Capital | 13F | 2.8% | Jun 30, 2026 | Q4 2019 or earlier |
| Invesco | 13F | 2.5% | Jun 30, 2026 | Q4 2019 or earlier |
| Millennium | 13F | 2.0% | Jun 30, 2026 | Q4 2019 or earlier |
| Morgan Stanley | 13F | 2.0% | Jun 30, 2026 | Q4 2019 or earlier |
| BNY | 13F | 1.5% | Jun 30, 2026 | Q4 2019 or earlier |
| T. Rowe Price | 13F | 1.4% | Jun 30, 2026 | Q4 2019 or earlier |
| UBS | 13F | 1.4% | Jun 30, 2026 | Q4 2019 or earlier |
| LYRICAL ASSET MANAGEMENT LP | 13F | 1.3% | Jun 30, 2026 | Q2 2020 |
| Boston Partners | 13F | 1.2% | Jun 30, 2026 | Q4 2024 |
| Bank of America | 13F | 1.2% | Jun 30, 2026 | Q4 2019 or earlier |
| Dimensional | 13F | 1.1% | Jun 30, 2026 | Q4 2019 or earlier |
| Northern Trust | 13F | 0.98% | Jun 30, 2026 | Q4 2019 or earlier |
| APPALOOSA LP | 13F | 0.84% | Jun 30, 2026 | Q3 2024 |
| Goldman Sachs | 13F | 0.80% | Jun 30, 2026 | Q4 2019 or earlier |
| PICTET ASSET MANAGEMENT SA | 13F | 0.72% | Jun 30, 2026 | Q3 2023 |
| Charles Schwab | 13F | 0.67% | Jun 30, 2026 | Q4 2019 or earlier |
| Amundi | 13F | 0.63% | Jun 30, 2026 | Q4 2019 or earlier |
| Deutsche Bank | 13F | 0.62% | Jun 30, 2026 | Q4 2019 or earlier |
NRG Energy institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2019 | 453 | 97.7% | $9.5B | 64.2% |
| Q4 2020 | 445 | 92.7% | $8.5B | 62.4% |
| Q4 2021 | 484 | 95.9% | $10.1B | 58.6% |
| Q4 2022 | 564 | 98.6% | $7.3B | 50.0% |
| Q4 2023 | 588 | 95.6% | $11.2B | 49.6% |
| Q4 2024 | 807 | 96.1% | $17.6B | 53.4% |
| Q4 2025 | 1,061 | 93.3% | $28.5B | 53.2% |
| Q2 2026 | 1,007 | 93.6% | $28.8B | 55.8% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.