NRG
NRG ENERGY, INC.
$125.47
+1.43%
$26.5B
No data for this timeframe.
Vol
Market Cap$26.5B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (81%)
Inst. Holders50 funds
Inst. Value$19.7B
Inst. Activity32 buys / 18 sells
Insider Activity0B / 2S
Insider Net $-$2.3B
Reddit Sentiment36° Cool
SEC Reports3
Recent Activity
Jun 5, 2026
Insider
Chung Bruce acquired via exercise 1,410 shares
EVP & CFO @ $129.20 ($182.2K)
Jun 5, 2026
Insider
Chung Bruce surrendered for taxes 1,267 shares
EVP & CFO @ $129.20 ($163.7K)
Jun 5, 2026
Insider
Chung Bruce acquired via exercise 22,328 shares
EVP & CFO
May 25, 2026
dark_pool
Dark Pool: NRG — 2.4M shares, 54,725 trades
Week starting 2026-05-25. Total ATS volume: 2,412,506 shares across 54,725 trades.
May 21, 2026
SEC
NRG Energy appointed Glenn Wright as an independent director, effective May 26, 2026, expanding the board to 11 members.
8-K — Impact 2/10
Apr 7, 2026
SEC
NRG Energy, Inc. announced the resignation of Director E. Spencer Abraham, effective April 3, 2026, for personal reasons
8-K — Impact 3/10
Mar 18, 2026
SEC
NRG Energy, Inc. has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, scheduled for April 30, 2
DEFA14A — Impact 3/10
Inst.
Capital World Investors — ADD
2,676,786 shares ($391.2M)
Price Targets
$199.47
+59.0% upside
Strong Buy
Current $125.47
Low $99.00
Median $200.00
High $267.00
17 analysts
$99.00
$267.00
Analyst Ratings
5Strong Buy
12Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| Mar 31, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Mar 18, 2026 | Wolfe Research | UPGRADE | Peer Perform → Outperform |
| Jan 27, 2026 | Jefferies | MAINTAIN | Buy → Buy |
| Jan 20, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.70 ▼ -4.2% | $1.24 — $2.04 | -2% YoY | 5 |
| Next Q | $2.91 ▼ -1.6% | $2.15 — $3.81 | 5% YoY | 5 |
| Current FY | $9.24 | $8.26 — $10.14 | 12% YoY | 10 |
| Next FY | $11.63 | $10.18 — $13.04 | 26% YoY | 11 |
Latest Reports
NEUTRAL
8-K
2/10
NRG Energy appointed Glenn Wright as an independent director, effective May 26, 2026, expanding the board to 11 members.
May 21, 2026
NEUTRAL
8-K
3/10
NRG Energy, Inc. announced the resignation of Director E. Spencer Abraham, effective April 3, 2026, for personal reasons
Apr 7, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $2.6B | — |
| FMR LLC | $2.5B | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.0B | — |
| STATE STREET CORP | $1.7B | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7B | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | Chung Bruce | M | $182.2K |
| Jun 5, 2026 | Chung Bruce | F | $163.7K |
| Jun 5, 2026 | Chung Bruce | M | $0.00 |
| Jun 5, 2026 | Kinney Virginia | M | $0.00 |
| Jun 5, 2026 | Kinney Virginia | F | $90.1K |
Reddit Sentiment
36°
Cool
Bearish
Neutral
Bullish
50 institutional holders with $19.7B total value (134,647,544 shares) as of 2026-Q1. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 18,001,084 | $2.6B | 13.4% | — |
| 2 | FMR LLC | 17,409,072 | $2.5B | 12.9% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 13,799,088 | $2.0B | 10.2% | — |
| 4 | STATE STREET CORP | 11,772,119 | $1.7B | 8.7% | — |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 11,318,103 | $1.7B | 8.4% | — |
| 6 | FRANKLIN RESOURCES INC | 7,702,463 | $1.1B | 5.7% | — |
| 7 | VICTORY CAPITAL MANAGEMENT INC | 7,165,705 | $1.0B | 5.3% | — |
| 8 | Invesco Ltd. | 5,285,629 | $772.4M | 3.9% | — |
| 9 | MORGAN STANLEY | 4,678,032 | $683.6M | 3.5% | — |
| 10 | Capital World Investors | 2,676,786 | $391.2M | 2.0% | ADD +39.4% |
| 11 | BARCLAYS PLC | 2,516,797 | $367.8M | 1.9% | — |
| 12 | BANK OF AMERICA CORP /DE/ | 2,192,394 | $320.4M | 1.6% | — |
| 13 | DIMENSIONAL FUND ADVISORS LP | 2,191,133 | $320.1M | 1.6% | — |
| 14 | GOLDMAN SACHS GROUP INC | 1,820,318 | $266.0M | 1.4% | — |
| 15 | Appaloosa LP | 1,734,442 | $253.5M | 1.3% | — |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,396,003 | $204.0M | 1.0% | — |
| 17 | WELLINGTON MANAGEMENT GROUP LLP | 1,273,727 | $186.1M | 0.9% | ADD +44.8% |
| 18 | AMERIPRISE FINANCIAL INC | 1,262,247 | $184.4M | 0.9% | — |
| 19 | VANGUARD FIDUCIARY TRUST CO | 1,223,032 | $178.7M | 0.9% | — |
| 20 | DEUTSCHE BANK AG\ | 1,166,053 | $170.4M | 0.9% | ADD +35.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Capital World Investors | ADD | 1,920,478 | 2,676,786 | +39.4% | $391.2M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 879,348 | 1,273,727 | +44.8% | $186.1M | 2026-Q1 |
| DEUTSCHE BANK AG\ | ADD | 862,014 | 1,166,053 | +35.3% | $170.4M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 569,805 | 857,186 | +50.4% | $125.3M | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | ADD | 355,175 | 647,365 | +82.3% | $94.6M | 2026-Q1 |
| Amundi | DOUBLED | 235,722 | 636,262 | +169.9% | $93.0M | 2026-Q1 |
| Alyeska Investment Group, L.P. | DOUBLED | 64,249 | 562,312 | +775.2% | $82.2M | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC | DOUBLED | 26,391 | 497,083 | +1783.5% | $72.6M | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB | DOUBLED | 196,798 | 487,595 | +147.8% | $69.2M | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | ADD | 313,052 | 440,252 | +40.6% | $64.3M | 2026-Q1 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | TRIM | 676,770 | 390,760 | -42.3% | $57.1M | 2026-Q1 |
| Clark Capital Management Group, Inc. | NEW | — | 339,247 | — | $49.6M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | TRIM | 648,525 | 321,284 | -50.5% | $47.0M | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | TRIM | 446,040 | 310,113 | -30.5% | $45.3M | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 139,626 | 309,857 | +121.9% | $45.3M | 2026-Q1 |
| Point72 Asset Management, L.P. | DOUBLED | 9,341 | 274,835 | +2842.2% | $40.2M | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD | ADD | 174,249 | 254,834 | +46.2% | $37.2M | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 396,729 | 247,504 | -37.6% | $35.9M | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | ADD | 122,729 | 237,190 | +93.3% | $35.6M | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | TRIM | 929,946 | 235,833 | -74.6% | $34.5M | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | TRIM | 241,139 | 172,721 | -28.4% | $25.2M | 2026-Q1 |
| LOEWS CORP | DOUBLED | 50,000 | 150,000 | +200.0% | $21.9M | 2026-Q1 |
| Hudson Bay Capital Management LP | DOUBLED | 46,505 | 139,595 | +200.2% | $20.4M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | 103,958 | 132,732 | +27.7% | $19.4M | 2026-Q1 |
| Zurich Insurance Group Ltd/FI | TRIM | 421,222 | 125,806 | -70.1% | $18.4M | 2026-Q1 |
20 unique insiders with 50 transactions. Net insider value: -$2.3B ($0.00 bought, $2.3B sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | Chung Bruce | EVP & CFO | EXERCISE | 1,410 | $129.20 | $182.2K |
| Jun 5, 2026 | Chung Bruce | EVP & CFO | TAX W/H | 1,267 | $129.20 | $163.7K |
| Jun 5, 2026 | Chung Bruce | EVP & CFO | EXERCISE | 22,328 | — | — |
| Jun 5, 2026 | Kinney Virginia | Exec VP, Chief Admin Officer | EXERCISE | 15,948 | — | — |
| Jun 5, 2026 | Kinney Virginia | Exec VP, Chief Admin Officer | TAX W/H | 697 | $129.20 | $90.1K |
| Jun 5, 2026 | Kinney Virginia | Exec VP, Chief Admin Officer | EXERCISE | 1,007 | $129.20 | $130.1K |
| Jun 1, 2026 | Carter Matthew Jr | Director | AWARD | 1,499 | — | — |
| Jun 1, 2026 | Carrillo Antonio | Director | AWARD | 2,318 | — | — |
| Jun 1, 2026 | Fawaz Marwan | Director | AWARD | 1,422 | — | — |
| Jun 1, 2026 | Cox Heather | Director | AWARD | 1,422 | — | — |
| Jun 1, 2026 | Kapoor Sanjay | Director | AWARD | 2,464 | — | — |
| Jun 1, 2026 | Donohue Elisabeth B | Director | AWARD | 1,499 | — | — |
| Jun 1, 2026 | Pruner Alexandra | Director | AWARD | 1,557 | — | — |
| Jun 1, 2026 | Pourbaix Alexander J | Director | AWARD | 2,619 | — | — |
| Jun 1, 2026 | ZLOTNIK MARCIE | Director | AWARD | 1,422 | — | — |
| Jun 1, 2026 | Wright Glenn Tracy | Director | AWARD | 1,422 | — | — |
| May 1, 2026 | Kapoor Sanjay | Director | AWARD | 4 | — | — |
| May 1, 2026 | ZLOTNIK MARCIE | Director | AWARD | 22 | — | — |
| May 1, 2026 | Pruner Alexandra | Director | AWARD | 96 | — | — |
| May 1, 2026 | Pourbaix Alexander J | Director | AWARD | 31 | — | — |
| May 1, 2026 | Donohue Elisabeth B | Director | AWARD | 73 | — | — |
| May 1, 2026 | Carter Matthew Jr | Director | AWARD | 129 | — | — |
| May 1, 2026 | Cox Heather | Director | AWARD | 79 | — | — |
| May 1, 2026 | Carrillo Antonio | Director | AWARD | 58 | — | — |
| May 1, 2026 | Liyanearachchi Dak | Exec VP, Chief Technology Ofc. | AWARD | 22 | — | — |
| May 1, 2026 | Kinney Virginia | Exec VP, Chief Admin Officer | AWARD | 30 | — | — |
| May 1, 2026 | Curci Brian | Exec VP & General Counsel | AWARD | 40 | — | — |
| May 1, 2026 | Spencer Gerald Alfred | SVP & Chief Accounting Officer | AWARD | 13 | — | — |
| May 1, 2026 | Bentley Brad | Exec VP, Pres NRG Consumer | AWARD | 100 | — | — |
| May 1, 2026 | Chung Bruce | EVP & CFO | AWARD | 57 | — | — |
| May 1, 2026 | Gaudette Robert J | President & CEO | AWARD | 47 | — | — |
| Apr 30, 2026 | Gaudette Robert J | President & CEO | AWARD | 32,602 | — | — |
| Apr 30, 2026 | Chung Bruce | EVP & CFO | AWARD | 13,423 | — | — |
| Mar 16, 2026 | Kinney Virginia | Exec VP, Chief Admin Officer | SELL | 5,000 | $156.65 | $783.3K |
| Mar 4, 2026 | LS Power Equity Advisors, LLC | 10%+ Owner | SELL | 14,300,000 | $164.00 | $2.3B |
| Feb 9, 2026 | Kapoor Sanjay | Director | AWARD | 1,453 | — | — |
| Feb 2, 2026 | Donohue Elisabeth B | Director | AWARD | 75 | — | — |
| Feb 2, 2026 | Curci Brian | Exec VP & General Counsel | AWARD | 41 | — | — |
| Feb 2, 2026 | Pruner Alexandra | Director | AWARD | 98 | — | — |
| Feb 2, 2026 | Bentley Brad | Exec VP, Pres NRG Consumer | AWARD | 103 | — | — |
| Feb 2, 2026 | ZLOTNIK MARCIE | Director | AWARD | 23 | — | — |
| Feb 2, 2026 | Chung Bruce | EVP & CFO | AWARD | 59 | — | — |
| Feb 2, 2026 | Cox Heather | Director | AWARD | 81 | — | — |
| Feb 2, 2026 | COBEN LAWRENCE S | CEO | AWARD | 759 | — | — |
| Feb 2, 2026 | Spencer Gerald Alfred | SVP & Chief Accounting Officer | AWARD | 13 | — | — |
| Feb 2, 2026 | Gaudette Robert J | President | AWARD | 49 | — | — |
| Feb 2, 2026 | Abraham Spencer | Director | AWARD | 248 | — | — |
| Feb 2, 2026 | Liyanearachchi Dak | Exec VP, Chief Technology Ofc. | AWARD | 22 | — | — |
| Feb 2, 2026 | Carrillo Antonio | Director | AWARD | 60 | — | — |
| Feb 2, 2026 | Pourbaix Alexander J | Director | AWARD | 32 | — | — |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 2.7/10.
NEUTRAL
8-K
2/10
NRG Energy appointed Glenn Wright as an independent director, effective May 26, 2026, expanding the
May 21, 2026
NEUTRAL
8-K
3/10
NRG Energy, Inc. announced the resignation of Director E. Spencer Abraham, effective April 3, 2026,
Apr 7, 2026
NEUTRAL
DEFA14A
3/10
NRG Energy, Inc. has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, sched
Mar 18, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (81% buy). Based on 21 analysts: 5 strong buy, 12 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$199.47 mean target
+59.0% upside
Strong Buy (1.59)
$99.00 Low
$267.00 High
| Metric | Value |
|---|---|
| Current Price | $125.47 |
| Target Low | $99.00 |
| Target Mean | $199.47 |
| Target Median | $200.00 |
| Target High | $267.00 |
| # Analysts | 17 |
| Recommendation | Strong Buy (1.59) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.70 | $1.24 | $2.04 | -1.7% | -4.2% | 2↑ 1↓ | $7.5B | 11.3% | 5 |
| Next Q 2026-09-30 |
$2.91 | $2.15 | $3.81 | 4.7% | -1.6% | 1↑ 1↓ | $8.8B | 14.9% | 5 |
| Current FY 2026-12-31 |
$9.24 | $8.26 | $10.14 | 12.2% | — | 2↑ 3↓ | $34.9B | 13.8% | 10 |
| Next FY 2027-12-31 |
$11.63 | $10.18 | $13.04 | 25.8% | — | 2↑ 2↓ | $36.4B | 4.2% | 11 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.700 | |
| 7d ago | $1.636 | +0.064 |
| 30d ago | $1.775 | -0.075 |
| 60d ago | $1.673 | +0.027 |
| 90d ago | $1.575 | +0.125 |
5 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 31, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Mar 18, 2026 | Wolfe Research | UPGRADE | Peer Perform | Outperform |
| Jan 27, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| Jan 20, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 12 | 4 | 0 | 0 | 81% | |
| May 1, 2026 | 5 | 12 | 4 | 0 | 0 | 81% | |
| Apr 1, 2026 | 5 | 12 | 4 | 0 | 0 | 81% | |
| Mar 1, 2026 | 4 | 10 | 6 | 0 | 0 | 70% | |
| Feb 1, 2026 | 4 | 9 | 6 | 0 | 0 | 68% | |
| Jan 1, 2026 | 4 | 9 | 6 | 0 | 0 | 68% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
36°
Cool
Bearish
Neutral
Bullish
3 mentions
0 bullish
2 bearish
3 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 3, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 3, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Feb 17, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
May 25, 2026
dark_pool
Dark Pool: NRG — 2.4M shares, 54,725 trades
Week starting 2026-05-25. Total ATS volume: 2,412,506 shares across 54,725 trades.
May 21, 2026
short_volume
Short Volume: NRG — 58.8% short (0.6M / 0.9M)
Short: 553,092 | Exempt: 219 | TRF Vol: 941,276 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: NRG — 3.9M shares, 91,415 trades
Week starting 2026-05-18. Total ATS volume: 3,878,169 shares across 91,415 trades.
May 11, 2026
dark_pool
Dark Pool: NRG — 4.5M shares, 88,814 trades
Week starting 2026-05-11. Total ATS volume: 4,493,461 shares across 88,814 trades.
May 6, 2026
earnings_calendar
NRG Q1 2026 Earnings Scheduled — 2026-05-06
May 6, 2026
short_volume
Short Volume: NRG — 56.6% short (0.8M / 1.4M)
Short: 778,648 | Exempt: 89 | TRF Vol: 1,376,408 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: NRG — 4.0M shares, 81,911 trades
Week starting 2026-05-04. Total ATS volume: 3,971,502 shares across 81,911 trades.
Apr 27, 2026
dark_pool
Dark Pool: NRG — 2.7M shares, 60,308 trades
Week starting 2026-04-27. Total ATS volume: 2,737,420 shares across 60,308 trades.
Apr 20, 2026
dark_pool
Dark Pool: NRG — 4.7M shares, 78,655 trades
Week starting 2026-04-20. Total ATS volume: 4,737,629 shares across 78,655 trades.
Apr 17, 2026
short_interest
FTD: NRG — 15,767 shares ($2.7M) failed to deliver
Settlement: 20260417, Price: $168.50, FTD Value: $2,656,739.5, NRG ENERGY INC
Apr 13, 2026
short_interest
FTD: NRG — 8,156 shares ($1.3M) failed to deliver
Settlement: 20260413, Price: $164.07, FTD Value: $1,338,154.92, NRG ENERGY INC
Apr 13, 2026
dark_pool
Dark Pool: NRG — 4.5M shares, 75,415 trades
Week starting 2026-04-13. Total ATS volume: 4,515,048 shares across 75,415 trades.
Apr 13, 2026
short_volume
Short Volume: NRG — 60.7% short (0.6M / 1.1M)
Short: 647,613 | Exempt: 0 | TRF Vol: 1,066,991 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
dark_pool
Dark Pool: NRG — 2.4M shares, 51,525 trades
Week starting 2026-04-06. Total ATS volume: 2,369,179 shares across 51,525 trades.
Mar 30, 2026
dark_pool
Dark Pool: NRG — 2.7M shares, 58,505 trades
Week starting 2026-03-30. Total ATS volume: 2,654,343 shares across 58,505 trades.