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NRG ENERGY INC

NRG

Holders

1

Combined Value

$253.47M

Combined Shares

1,734,442

Current Price

$125.47

52W High

$189.96

vs 52W High

−33.9%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$61.04$100.28$139.53$178.77Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $77.86Q3 2024 · implied price $91.10Q4 2024 · implied price $90.22Q1 2025 · implied price $95.46Q2 2025 · implied price $160.58Q3 2025 · implied price $161.95Q4 2025 · implied price $159.24Q1 2026 · implied price $146.14Andreas Halvorsen - Viking Global Investors · bought 943,457 shares @ ~$77.86 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · bought 620,316 shares @ ~$77.86 · Q2 2024 (new position)David Tepper - Appaloosa Management · bought 999,820 shares @ ~$91.10 · Q3 2024 (new position)Andreas Halvorsen - Viking Global Investors · sold 943,457 shares @ ~$77.86 · Q3 2024 (sold out)Jim Simons - Renaissance Technologies · sold 120,600 shares @ ~$91.10 · Q3 2024David Tepper - Appaloosa Management · bought 815,180 shares @ ~$90.22 · Q4 2024Jim Simons - Renaissance Technologies · sold 268,200 shares @ ~$90.22 · Q4 2024David Tepper - Appaloosa Management · bought 235,000 shares @ ~$95.46 · Q1 2025Jim Simons - Renaissance Technologies · sold 110,700 shares @ ~$95.46 · Q1 2025Jim Simons - Renaissance Technologies · bought 449,500 shares @ ~$160.58 · Q2 2025David Tepper - Appaloosa Management · sold 70,000 shares @ ~$160.58 · Q2 2025Jim Simons - Renaissance Technologies · sold 497,516 shares @ ~$161.95 · Q3 2025David Tepper - Appaloosa Management · sold 110,000 shares @ ~$161.95 · Q3 2025David Tepper - Appaloosa Management · sold 230,000 shares @ ~$159.24 · Q4 2025Jim Simons - Renaissance Technologies · sold 67,400 shares @ ~$159.24 · Q4 2025David Tepper - Appaloosa Management · bought 94,442 shares @ ~$146.14 · Q1 2026Jim Simons - Renaissance Technologies · sold 5,400 shares @ ~$159.24 · Q1 2026 (sold out)BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
David Tepper - Appaloosa Management$253.47M4.27%~$94.24+33.1%BUY Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026David Tepper - Appaloosa ManagementBUY+$13.80M~$146.14
Q1 2026Jim Simons - Renaissance TechnologiesSOLD OUT−$859.9K~$159.24
Q4 2025David Tepper - Appaloosa ManagementSELL−$36.63M~$159.24
Q4 2025Jim Simons - Renaissance TechnologiesSELL−$10.73M~$159.24
Q3 2025Jim Simons - Renaissance TechnologiesSELL−$80.57M~$161.95
Q3 2025David Tepper - Appaloosa ManagementSELL−$17.81M~$161.95
Q2 2025Jim Simons - Renaissance TechnologiesBUY+$72.18M~$160.58
Q2 2025David Tepper - Appaloosa ManagementSELL−$11.24M~$160.58
Q1 2025David Tepper - Appaloosa ManagementBUY+$22.43M~$95.46
Q1 2025Jim Simons - Renaissance TechnologiesSELL−$10.57M~$95.46
Q4 2024David Tepper - Appaloosa ManagementBUY+$73.55M~$90.22
Q4 2024Jim Simons - Renaissance TechnologiesSELL−$24.20M~$90.22
Q3 2024David Tepper - Appaloosa ManagementNEW BUY+$91.08M~$91.10
Q3 2024Andreas Halvorsen - Viking Global InvestorsSOLD OUT−$73.46M~$77.86
Q3 2024Jim Simons - Renaissance TechnologiesSELL−$10.99M~$91.10
Q2 2024Andreas Halvorsen - Viking Global InvestorsNEW BUY+$73.46M~$77.86
Q2 2024Jim Simons - Renaissance TechnologiesNEW BUY+$48.30M~$77.86

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202611,734,442+5.4%$253.47M$146.14
Q4 202521,645,400-15.3%$262.01M$159.24
Q3 202521,942,800-23.8%$314.64M$161.95
Q2 202522,550,316+17.5%$409.53M$160.58
Q1 202522,170,816+6.1%$207.23M$95.46
Q4 202422,046,516+36.5%$184.64M$90.22
Q3 202421,499,536-4.1%$136.61M$91.10
Q2 202421,563,773—$121.76M$77.86