Follow-The-Filings

Security · featured owners

NRG Nrg Energy Inc.

COM NEW Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 5.0%
  • $672M
  • 1 add 2 reduce 2 exits

Who owns this now

Largest portfolio weights among featured holders · max 5.0% (Lyrical Asset Management) · not free-float ownership

  1. Lyrical Asset Management reduce 5.0%
  2. David Tepper add 3.3%
  3. Ryan Packard 1.9%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Lyrical Asset Management 2026 Q2 5.0% Reduce −3.4% 2,689,623 $393M history
David Tepper - Appaloosa 2026 Q2 3.3% Add +1.5% 1,760,000 $257M history
Ryan Packard - Hiddenite Capital Partners 2026 Q2 1.9% Hold 151,000 $22M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 <0.01% Reduce −0.6% 1,426 $208K history
Howard Marks - Oaktree Capital Management exited 2026 Q2 last 2026 Q1 0.11% Exit −0.11 pp 49,028 $7M history
Lee Ainslie - Maverick Capital exited 2026 Q2 last 2026 Q1 0.02% Exit −0.02 pp 10,537 $2M history

4 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $28.26B $27.75B $30.35B
Net income -$0.202B $1.12B $0.864B
Net margin * -0.7% 4.1% 2.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $9.73B $8.96B $13.15B
Total non-current assets * $16.31B $15.06B $15.99B
Total assets $26.04B $24.02B $29.14B
Total current liabilities $9.5B $8.81B $8.03B
Total non-current liabilities $13.63B $12.73B $19.43B
Total equity $2.91B $2.48B $1.68B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$0.221B $2.31B $1.91B
Cash from investing -$0.91B -$0.024B -$1.64B
Cash from financing -$0.4B -$1.76B $3.55B
Net change in cash -$1.53B $0.524B $3.82B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders