NRG
Nrg Energy Inc
2 of the 83 super-investors we track hold NRG, worth a combined $338M per their latest 13F filings. The largest position: David Tepper at 3.4% of their portfolio. No cohort buying or selling was filed on the name this quarter. Conviction score: 40 of 100 (how strongly the cohort backs it) — ranked #120 of 742 stocks. The stock is up 5.8x since a tracked investor first held it at conviction size (Q1 2014 or earlier). Conviction easing: 2 fewer super-investors hold it than in 2026Q1.
Held through it: Richard Pzena (11q straight), David Tepper (7q straight), Howard Marks (7q straight). All multibaggers the cohort held →
Why super-investors own NRG
NRG is held by 2 super-investors in our cohort, with a combined position value of $338M. The highest-conviction owner is David Tepper at 3.4% of their portfolio. Cohort ownership has shrunk from 3 to 2 over the last four quarters — net interest is fading.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | David Tepper | 3.4% | 15q | $257M | 1,760,000 |
| 2 | Joel Greenblatt | <0.1% | 37q | $81M | 552,159 |
Owners of NRG also hold
Congress is trading NRG
Congress tracker →- John Boozmansold$1,001 - $15,000 · 2025-05-20
- John Boozmanbought$1,001 - $15,000 · 2025-01-28
- Susie Leesold$1,001 - $15,000 · 2019-07-18
- Susie Leebought$1,001 - $15,000 · 2019-03-22
- Barbara J Comstockbought$15,001 - $50,000 · 2017-12-26
- Seth Moultonsold$1,001 - $15,000 · 2016-02-29 · late
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Long US equity 13F-HR filings only. CUSIP 629377508. Not investment advice.