1 tracked superinvestor hold NRG ENERGY INC (NRG), worth $257M combined, led by David Tepper. Smart money is holding NRG as of the latest 13F filings.
Current price
$119.02
-18.8%
1Y
NRG Energy, Inc., together with its affiliated entities, operates as a comprehensive power utility spanning the United States. Its operations are divided into three main geographical divisions: Texas, East, and West. The company plays a crucial role in generating, distributing, and selling electricity and various related services, serving approximately six million customers across residential,…
Market cap
$32.9B
P/E
38.25
Div yield
1.6%
Revenue YoY
9.2%
Analyst target
$202
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$257M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
0
0 buying · 0 selling
Smart money is holding NRG steady this quarter — buys and sells are balanced.
NRG ENERGY INC (NRG) is held by 1 tracked funds worth $257M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to David Tepper at 3.3% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
Tracked holders were largely static this quarter — no new opens, adds or trims of size — suggesting the position is being held rather than actively traded.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 3.3% | $257M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
1 insider filed SEC Form 144 for $5M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Kinney Virginia | Officer | 11,145 | $2M | 2026-07-15 |
| Kinney Virginia | Officer | 20,000 | $4M | 2026-06-15 |
Which superinvestors own NRG?
1 tracked funds hold NRG ENERGY INC (NRG), the largest being David Tepper (Appaloosa) at 3.3% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling NRG?
In the most recent 13F quarter, 0 tracked funds added or opened NRG and 0 trimmed it.
How much NRG do tracked funds hold?
Combined disclosed long exposure to NRG across tracked superinvestors is $257M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.