3 tracked superinvestors hold NRG ENERGY INC (NRG), worth $361M combined, led by David Tepper. Smart money is accumulating NRG as of the latest 13F filings.
Current price
$140.48
-6.2%
1Y
NRG Energy, Inc., together with its subsidiaries, operates as an integrated power company in the United States. It operates through Texas, East, and West. The company is involved in the producing, selling, and delivering electricity and related products and services to approximately 6 million residential, commercial, industrial, and wholesale customers. It generates electricity using natural gas,…
Market cap
$32.9B
P/E
38.25
Div yield
1.3%
Revenue YoY
9.2%
Analyst target
$191
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$361M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+3
3 buying · 0 selling
Smart money is net accumulating NRG: 3 funds added or opened versus 0 trimming. 1 opened a brand-new position.
NRG ENERGY INC (NRG) is held by 3 tracked funds worth $361M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to David Tepper at 4.3% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Howard Marks), with 2 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 4.3% | $253M | |
| Added | 0.4% | $86M | |
| New buy | 0.2% | $21M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own NRG?
3 tracked funds hold NRG ENERGY INC (NRG), the largest being David Tepper (Appaloosa) at 4.3% 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, 3 tracked funds added or opened NRG and 0 trimmed it, including 1 brand-new position.
How much NRG do tracked funds hold?
Combined disclosed long exposure to NRG across tracked superinvestors is $361M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.