Public record / Tickers / NRG

NRG — NRG ENERGY, INC.

Both disclosure regimes on one name: who in Congress filed about NRG, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
9
all PTR rows naming NRG
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-14
filed 2025-06-14
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Barbara Comstock · $50.0K–$100K

Sale · traded 2018-03-08 → filed 2018-03-19. Ranked over every NRG row by the provable lower bound, never a point estimate.

No member disclosed NRG in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING NRG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NRG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-14John Boozman R–ARSale · partial · JT (partial sale, jointly owned)Traded 05-20 +25d$1K–$15K
2025-02-08John Boozman R–ARPurchase · JT (jointly owned)Traded 01-28 +11d$1K–$15K
2019-08-29Susie Lee D–NV-3Sale · JT (jointly owned)Traded 07-18 +42d$1K–$15K
2019-04-08Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 03-22 +17d$1K–$15K
2018-03-19Barbara Comstock R–VA-10SaleTraded 03-08 +11d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 9 ↗

Members active in NRG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed NRG in the trailing 12 months.

Congress ↔ notable managers · NRG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Gotham Asset Management $28.5M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · NRG ENERGY INC

Merged timeline of congressional filings and notable-manager moves on NRG
DateWhoChangeSize
2026-05-20Oaktree Capital Management 13Fnew+49,028 sh
2026-05-15Appaloosa 13Fadd+94,442 sh
2026-05-15Bridgewater Associates 13Fadd+207,631 sh
2026-05-15Gotham Asset Management 13Ftrim−17,510 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of NRG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.6B1
2FMR LLC$2.5B1
3VANGUARD CAPITAL MANAGEMENT LLC$2.0B1
4STATE STREET CORP$1.7B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$1.7B1
6FRANKLIN RESOURCES INC$1.1B1
7GEODE CAPITAL MANAGEMENT, LLC$869M1
8Invesco Ltd.$772M1
9MORGAN STANLEY$684M1
10JANE STREET GROUP, LLC$413M1
11Capital World Investors$391M1
12Boston Partners$329M1
13BANK OF AMERICA CORP /DE/$320M1
14DIMENSIONAL FUND ADVISORS LP$320M1
15NORTHERN TRUST CORP$299M1
16MILLENNIUM MANAGEMENT LLC$290M1
17Appaloosa LP$253M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$208M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$204M1
20UBS Group AG$200M1
21WELLINGTON MANAGEMENT GROUP LLP$186M1
22VANGUARD FIDUCIARY TRUST CO$179M1
23DEUTSCHE BANK AG\$170M1
24CITIGROUP INC$144M1
25Nuveen, LLC$142M1
26D. E. Shaw & Co., Inc.$139M1
27Legal & General Group Plc$137M1
28Permian Investment Partners, LP$134M1
29Merewether Investment Management, LP$130M1
30Russell Investments Group, Ltd.$126M1
31SEI INVESTMENTS CO$125M1
32RAYMOND JAMES FINANCIAL INC$110M1
33PRINCIPAL FINANCIAL GROUP INC$108M1
34Janus Henderson Group Ltd.$103M1
35FEDERATED HERMES, INC.$102M1
36LOS ANGELES CAPITAL MANAGEMENT LLC$94.6M1
37Amundi$93.0M1
38Luxor Capital Group, LP$86.8M1
39Swiss National Bank$86.5M1
40Bridgewater Associates, LP$86.0M1
41FIL Ltd$83.9M1
42Glendon Capital Management LP$83.7M1
43Alyeska Investment Group, L.P.$82.2M1
44ASSETMARK, INC$82.1M1
45PANAGORA ASSET MANAGEMENT INC$81.5M1
46Pictet Asset Management Holding SA$73.3M1
47Assenagon Asset Management S.A.$72.0M1
48Man Group plc$72.0M1
49Robeco Institutional Asset Management B.V.$71.2M1
50HSBC HOLDINGS PLC$70.6M1
51NORDEA INVESTMENT MANAGEMENT AB$69.2M1
52Mitsubishi UFJ Asset Management Co., Ltd.$68.4M1
53Vanguard Global Advisers, LLC$67.8M1
54Burkehill Global Management, LP$65.8M1
55ROYAL BANK OF CANADA$64.4M1
56ADAGE CAPITAL PARTNERS GP, L.L.C.$64.3M1
57JENNISON ASSOCIATES LLC$62.2M1
58CIBC Bancorp USA Inc.$61.6M1
59ENVESTNET ASSET MANAGEMENT INC$60.9M1
60Electron Capital Partners, LLC$59.5M1
61Holocene Advisors, LP$57.6M1
62CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$57.1M1
63NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$56.5M1
64NewEdge Wealth, LLC$51.9M1
65TODD ASSET MANAGEMENT LLC$50.9M1
66Bluescape Energy Partners LLC$50.0M1
67Clark Capital Management Group, Inc.$49.6M1
68VANGUARD ASSET MANAGEMENT, Ltd$47.3M1
69FIRST TRUST ADVISORS LP$47.0M1
70LPL Financial LLC$45.3M1
71Rockefeller Capital Management L.P.$45.3M1
72WELLS FARGO & COMPANY/MN$44.7M1
73National Pension Service$44.3M1
74TEACHER RETIREMENT SYSTEM OF TEXAS$41.6M1
75Point72 Asset Management, L.P.$40.2M1
76CITADEL ADVISORS LLC$39.6M1
77BANK OF MONTREAL /CAN/$39.4M1
78JUPITER ASSET MANAGEMENT LTD$37.2M1
79Aventail Capital Group, LP$37.1M1
80MASSACHUSETTS FINANCIAL SERVICES CO /MA/$35.9M1
81Allspring Global Investments Holdings, LLC$35.6M1
82SCHRODER INVESTMENT MANAGEMENT GROUP$34.5M1
83CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$34.2M1
84Quantinno Capital Management LP$32.8M1
85ALLIANCEBERNSTEIN L.P.$32.4M1
86SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$32.2M1
87Korea Investment CORP$31.2M1
88Gotham Asset Management, LLC$28.5M1
89Zurcher Kantonalbank (Zurich Cantonalbank)$28.2M1
90PFA Pension, Forsikringsaktieselskab$28.1M1
91AustralianSuper Pty Ltd$26.8M1
92Aware Super Pty Ltd as trustee of Aware Super$26.7M1
93AVIVA PLC$26.7M1
94STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$26.3M1
95Webs Creek Capital Management LP$26.1M1
96SEVEN GRAND MANAGERS, LLC$25.6M1
97RENAISSANCE GROUP LLC$25.3M1
98DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$25.2M1
99WESTWOOD HOLDINGS GROUP INC$24.9M1
100CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$24.9M1
101HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$23.5M1
102AQR CAPITAL MANAGEMENT LLC$23.1M1
103Creative Planning$22.9M1
104Hiddenite Capital Partners LP$22.1M1
105LOEWS CORP$21.9M1
106NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$21.5M1
107NEW YORK STATE COMMON RETIREMENT FUND$21.4M1
108Steward Partners Investment Advisory, LLC$21.4M1
109COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$21.3M1
110Hudson Bay Capital Management LP$20.4M1
111MANUFACTURERS LIFE INSURANCE COMPANY, THE$19.9M1
112Aberdeen Group plc$19.5M1
113STATE OF WISCONSIN INVESTMENT BOARD$19.4M1
114Chevy Chase Trust Holdings, LLC$19.4M1
115NATIONAL BANK OF CANADA /FI/$18.9M1
116Zurich Insurance Group Ltd/FI$18.4M1
117Freestone Grove Partners LP$17.7M1
118United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$17.7M1
119Cetera Investment Advisers$17.6M1
120MetLife Investment Management, LLC$17.6M1
121MEYER HANDELMAN CO$17.5M1
122TD ASSET MANAGEMENT INC$16.8M1
123Empowered Funds, LLC$16.8M1
124AMERICAN CENTURY COMPANIES INC$16.4M1
125Focus Partners Wealth$16.2M1
126ROYAL LONDON ASSET MANAGEMENT LTD$16.0M1
127CANADA PENSION PLAN INVESTMENT BOARD$16.0M1
128Union Bancaire Privee, UBP SA$15.9M1
129Engineers Gate Manager LP$15.5M1
130DANSKE BANK A/S$15.4M1
131SIR Capital Management, L.P.$14.9M1
132SCOPUS ASSET MANAGEMENT, L.P.$14.6M1
133Sanctuary Advisors, LLC$14.2M1
134Universal- Beteiligungs- und Servicegesellschaft mbH$14.2M1
135Vanguard Investments Australia, Ltd.$13.7M1
136Covalis Capital LLP$13.2M1
137MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$13.0M1
138BW Gestao de Investimentos Ltda.$12.8M1
139Wealth High Governance Capital Ltda$12.8M1
140Mediolanum International Funds Ltd$12.8M1
141Monashee Investment Management LLC$12.4M1
142Ensign Peak Advisors, Inc$12.4M1
143Asset Management One Co., Ltd.$11.8M1
144HighTower Advisors, LLC$11.6M1
145Clearbridge Investments, LLC$11.3M1
146Tredje AP-fonden$11.2M1
147OSAIC HOLDINGS, INC.$11.0M1
148Wealth High Governance Asset Management Ltda.$10.9M1
149STIFEL FINANCIAL CORP$10.7M1
150SUSQUEHANNA INTERNATIONAL GROUP, LLP$10.5M1
151ING GROEP NV$10.4M1
152MUFG Securities EMEA plc$10.3M1
153TORONTO DOMINION BANK$10.2M1
154Lansforsakringar Fondforvaltning AB (publ)$10.0M1
155KWMG, LLC$9.9M1
156NOMURA ASSET MANAGEMENT CO LTD$9.8M1
157State of New Jersey Common Pension Fund D$9.8M1
158Corient Private Wealth LLC$9.7M1
159Allianz Asset Management GmbH$9.6M1
160HITE Hedge Asset Management LLC$9.5M1
161KAYNE ANDERSON CAPITAL ADVISORS LP$9.4M1
162Arvest Bank Trust Division$9.3M1
163Illinois Municipal Retirement Fund$9.2M1
164Resona Asset Management Co.,Ltd.$9.2M1
165NISSAY ASSET MANAGEMENT CORP /JAPAN$9.2M1
166XPONANCE LLC$9.0M1
167PUBLIC SECTOR PENSION INVESTMENT BOARD$8.8M1
168LONESTAR CAPITAL MANAGEMENT LLC$8.8M1
169CastleKnight Management LP$8.8M1
170Czech National Bank$8.5M1
171Hedeker Wealth, LLC$8.4M1
172BALYASNY ASSET MANAGEMENT L.P.$8.2M1
173JONES FINANCIAL COMPANIES LLLP$8.2M1
174Arizona State Retirement System$8.0M1
175Verition Fund Management LLC$7.9M1
176Daiwa Securities Group Inc.$7.8M1
177American Assets Investment Management, LLC$7.8M1
178FIFTH THIRD BANCORP$7.8M1
179PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$7.6M1
180MERCER GLOBAL ADVISORS INC /ADV$7.5M1
181CIBC Asset Management Inc$7.3M1
182OAKTREE CAPITAL MANAGEMENT LP$7.2M1
183Kestra Advisory Services, LLC$7.1M1
184Atom Investors LP$6.9M1
185VOYA INVESTMENT MANAGEMENT LLC$6.8M1
186Procyon Advisors, LLC$6.7M1
187Hartree Partners, LP$6.7M1
188Pine Valley Investments Ltd Liability Co$6.7M1
189Retirement Systems of Alabama$6.6M1
190Vident Advisory, LLC$6.6M1
191AFFINITY WEALTH MANAGEMENT LLC$6.6M1
192Mirae Asset Global Investments Co., Ltd.$6.6M1
193Inspire Investing, LLC$6.5M1
194Community Bank of Raymore$6.4M1
195Solidarity Wealth, LLC$6.2M1
196ProShare Advisors LLC$6.0M1
197Woodline Partners LP$6.0M1
198Walleye Capital LLC$5.7M1
199GLENMEDE TRUST CO NA$5.7M1
200Frank, Rimerman Advisors LLC$5.6M1
201Machina Capital S.A.S.$5.6M1
202CREDIT AGRICOLE S A$5.3M1
203Linden Thomas Advisory Services, LLC$5.3M1
204Pathstone Holdings, LLC$5.2M1
205OP Asset Management Ltd$5.2M1
206Elo Mutual Pension Insurance Co$5.1M1
207IFM Investors Pty Ltd$5.1M1
208DIVERSIFY WEALTH MANAGEMENT, LLC$5.1M1
209NatWest Group plc$5.1M1
210Swiss Life Asset Management Ltd$5.0M1
211Vanguard Personalized Indexing Management, LLC$5.0M1
212TRUIST FINANCIAL CORP$5.0M1
213MACQUARIE GROUP LTD$5.0M1
214M&T BANK CORP$4.9M1
215Utah Retirement Systems$4.9M1
216BANK OF NOVA SCOTIA$4.8M1
217Squarepoint Ops LLC$4.7M1
218WRIGHT INVESTORS SERVICE INC$4.7M1
219XTX Topco Ltd$4.7M1
220Atria Investments, Inc$4.7M1
221Silvant Capital Management LLC$4.7M1
222Bank Julius Baer & Co. Ltd, Zurich$4.6M1
223Cerity Partners LLC$4.6M1
224COMMONWEALTH EQUITY SERVICES, LLC$4.5M1
225NEOS Investment Management LLC$4.5M1
226Tidal Investments LLC$4.4M1
227Vise Technologies, Inc.$4.4M1
228Aperture Investors, LLC$4.4M1
229Rakuten Investment Management, Inc.$4.4M1
230NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.3M1
231CWM, LLC$4.3M1
232US BANCORP \DE\$4.2M1
233ASR Vermogensbeheer N.V.$4.2M1
234SummitTX Capital, L.P.$4.2M1
235APG Asset Management N.V.$4.2M1
236O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.2M1
237Vinva Investment Management Ltd$4.1M1
238BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.1M1
239GUGGENHEIM CAPITAL LLC$4.0M1
240NewEdge Advisors, LLC$4.0M1
241United Capital Management of KS, Inc.$3.9M1
242HANCOCK WHITNEY CORP$3.9M1
243VIKING FUND MANAGEMENT LLC$3.8M1
244Sumitomo Mitsui DS Asset Management Company, Ltd$3.7M1
245MML INVESTORS SERVICES, LLC$3.7M1
246Kestra Investment Management, LLC$3.7M1
247Eurizon Capital SGR S.p.A.$3.7M1
248MACKENZIE FINANCIAL CORP$3.6M1
249MARSHALL WACE, LLP$3.6M1
250BRIDGEWAY CAPITAL MANAGEMENT, LLC$3.6M1
2511832 Asset Management L.P.$3.6M1
252OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.6M1
253GROUP ONE TRADING LLC$3.5M1
254NorthCrest Asset Manangement, LLC$3.4M1
255Altshuler Shaham Ltd$3.4M1
256HCR Wealth Advisors$3.3M1
257EXCHANGE TRADED CONCEPTS, LLC$3.2M1
258Axecap Investments, LLC$3.2M1
259CASPIAN CAPITAL LP$3.2M1
260EVOLVE PRIVATE WEALTH, LLC$3.2M1
261FORTEM FINANCIAL GROUP, LLC$3.1M1
262Merit Financial Group, LLC$3.1M1
263SCOTIA CAPITAL INC.$3.1M1
264AXQ CAPITAL, LP$3.1M1
265Farrow Financial, Inc.$3.1M1
266Brevan Howard Capital Management LP$3.1M1
267PDT Partners, LLC$3.1M1
268Aft, Forsyth & Sober, LLC$3.1M1
269UniSuper Management Pty Ltd$3.0M1
270FLPUTNAM INVESTMENT MANAGEMENT CO$3.0M1
271Lombard Odier Asset Management (Switzerland) SA$3.0M1
272MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.9M1
273Ashton Thomas Private Wealth, LLC$2.9M1
274Integras Partners LLC$2.9M1
275Rafferty Asset Management, LLC$2.8M1
276Baird Financial Group, Inc.$2.8M1
277CIBC WORLD MARKET INC.$2.7M1
278Lavaca Capital LLC$2.7M1
279L2 Asset Management, LLC$2.7M1
280QRG CAPITAL MANAGEMENT, INC.$2.7M1
281AE Wealth Management LLC$2.7M1
282OPPENHEIMER ASSET MANAGEMENT INC.$2.6M1
283J. Safra Sarasin Holding AG$2.6M1
284OPPENHEIMER & CO INC$2.6M1
285ExodusPoint Capital Management, LP$2.6M1
286Summit Trail Advisors, LLC$2.5M1
287Federation des caisses Desjardins du Quebec$2.5M1
288COMMERCE BANK$2.5M1
289LMR Partners LLP$2.5M1
290Advisors Asset Management, Inc.$2.5M1
291Laird Norton Wetherby Trust Company, LLC$2.5M1
292Vontobel Holding Ltd.$2.5M1
293Tower Research Capital LLC (TRC)$2.5M1
294SHELTON CAPITAL MANAGEMENT$2.3M1
295HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$2.3M1
296WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.2M1
297FOX RUN MANAGEMENT, L.L.C.$2.2M1
298HBK INVESTMENTS L P$2.2M1
299LuminArx Capital Management LP$2.2M1
300GUIDANCE CAPITAL, INC$2.2M1
301NICOLET BANKSHARES INC$2.1M1
302Investment Management Corp of Ontario$2.1M1
303Arax Advisory Partners$2.1M1
304Convergence Investment Partners, LLC$2.1M1
305PATTON FUND MANAGEMENT, INC.$2.0M1
306CLOUGH CAPITAL PARTNERS L P$2.0M1
307Beacon Pointe Advisors, LLC$2.0M1
308GATEWAY INVESTMENT ADVISERS LLC$2.0M1
309Norinchukin Bank, The$2.0M1
310Family Manage LLC$2.0M1
311BNP Paribas Asset Management Holding S.A.$1.9M1
312CenterBook Partners LP$1.9M1
313MIZUHO SECURITIES USA LLC$1.9M1
314CENTRAL TRUST Co$1.9M1
315IMC-Chicago, LLC$1.8M1
316OMERS ADMINISTRATION Corp$1.8M1
317Callan Family Office, LLC$1.8M1
318CI INVESTMENTS INC.$1.8M1
319ADVISORY RESEARCH INC$1.7M1
320Mariner, LLC$1.7M1
321&PARTNERS$1.7M1
322Kenora Financial, LLC$1.7M1
323Y-Intercept (Hong Kong) Ltd$1.7M1
324Donoghue Forlines LLC$1.6M1
325KIECKHEFER GROUP LLC$1.6M1
326ABN AMRO INVESTMENT SOLUTIONS$1.6M1
327STRATEGY ASSET MANAGERS LLC$1.6M1
328MAVERICK CAPITAL LTD$1.5M1
329OCCUDO QUANTITATIVE STRATEGIES LP$1.5M1
330Jain Global LLC$1.5M1
331Sequoia Financial Advisors, LLC$1.5M1
332Maryland State Retirement & Pension System$1.5M1
333Blackstone Inc.$1.5M1
334EAGLE GLOBAL ADVISORS LLC$1.5M1
335Capula Management Ltd$1.5M1
336Union Square Park Capital Management, LLC$1.5M1
337ALPS ADVISORS INC$1.4M1
338Johnson Financial Group, Inc.$1.4M1
339KESTRA PRIVATE WEALTH SERVICES, LLC$1.4M1
340Caprock Group, LLC$1.4M1
341Total Wealth Planning & Management, Inc.$1.3M1
342FAYEZ SAROFIM & CO$1.3M1
343BANK OF HAWAII$1.3M1
344State of Wyoming$1.3M1
345COLDSTREAM CAPITAL MANAGEMENT INC$1.3M1
346ODDO BHF ASSET MANAGEMENT SAS$1.3M1
347New Age Alpha Advisors, LLC$1.3M1
348Board of the Pension Protection Fund$1.2M1
349PFG Investments, LLC$1.2M1
350ALPINE WOODS CAPITAL INVESTORS, LLC$1.2M1
351Wealthfront Advisers LLC$1.2M1
352Greenfield Savings Bank$1.2M1
353TOKIO MARINE ASSET MANAGEMENT CO LTD$1.2M1
354B. Metzler seel. Sohn & Co. AG$1.2M1
355KING LUTHER CAPITAL MANAGEMENT CORP$1.2M1
356HB Wealth Management, LLC$1.2M1
357Empirical Finance, LLC$1.1M1
358Savant Capital, LLC$1.1M1
359Perigon Wealth Management, LLC$1.1M1
360PRINCIPAL SECURITIES, INC.$1.1M1
361TD Waterhouse Canada Inc.$1.1M1
362Vestmark Advisory Solutions, Inc.$1.1M1
363Lido Advisors, LLC$1.1M1
364NOMURA HOLDINGS INC$1.1M1
365Saudi Central Bank$1.1M1
366PROFUND ADVISORS LLC$1.1M1
367Capital Planning Advisors, LLC$1.1M1
368Chesley Taft & Associates LLC$1.1M1
369Stratos Wealth Partners, LTD.$1.1M1
370Equitable Holdings, Inc.$1.0M1
371IHT Wealth Management, LLC$1.0M1
372Asset One Wealth Management LLC$1.0M1
373Measured Wealth Private Client Group, LLC$1.0M1
374CHOREO, LLC$1.0M1
375Sowell Financial Services LLC$1.0M1
376DRW Securities, LLC$1.0M1
377TCV Trust & Wealth Management, Inc.$995K1
378Private Advisor Group, LLC$995K1
379WOLVERINE ASSET MANAGEMENT LLC$993K1
380NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$993K1
381BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$992K1
382BIP Wealth, LLC$978K1
383UNITED CAPITAL FINANCIAL ADVISORS, LLC$974K1
384ARVEST INVESTMENTS, INC.$965K1
385Formidable Asset Management, LLC$954K1
386VestGen Advisors, LLC$948K1
387Concurrent Investment Advisors, LLC$945K1
388MEEDER ASSET MANAGEMENT INC$939K1
389Crossmark Global Holdings, Inc.$924K1
390INCEPTIONR LLC$918K1
391Fort Point Capital Partners LLC$906K1
392Hennion & Walsh Asset Management, Inc.$894K1
393Virtue Capital Management, LLC$880K1
394Fortitude Advisory Group L.L.C.$873K1
395Metis Global Partners, LLC$871K1
396ELEVATION POINT WEALTH PARTNERS, LLC$865K1
397LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$856K1
398SECURIAN ASSET MANAGEMENT, INC$845K1
399VISTA INVESTMENT PARTNERS LLC$841K1
400Garrett Wealth Advisory Group, LLC$838K1
401Venture Visionary Partners LLC$835K1
402Schonfeld Strategic Advisors LLC$828K1
403TWO SIGMA INVESTMENTS, LP$819K1
404Jump Financial, LLC$805K1
405North Dakota State Investment Board$795K1
406Qtron Investments LLC$791K1
407MGO ONE SEVEN LLC$779K1
408Bridgefront Capital, LLC$772K1
409EntryPoint Capital, LLC$770K1
410VestGen Investment Management$761K1
411Allworth Financial LP$756K1
412Gateway Wealth Partners, LLC$754K1
413Orion Porfolio Solutions, LLC$752K1
414Ethic Inc.$751K1
415Paragon Private Wealth Management, LLC$740K1
416Balefire, LLC$740K1
417Integrated Wealth Concepts LLC$739K1
418World Investment Advisors$737K1
419Global Financial Private Client, LLC$731K1
420Cooper Financial Group$727K1
421SIGNATUREFD, LLC$723K1
422Dai-ichi Life Insurance Company, Ltd$719K1
423Quantum Private Wealth, LLC$711K1
424Meeder Advisory Services, Inc.$708K1
425BLAIR WILLIAM & CO/IL$707K1
426SCP Investment, LP$701K1
427E. Ohman J:or Asset Management AB$700K1
428Integrated Quantitative Investments LLC$698K1
429Financiere des Professionnels - Fonds d'investissement inc.$693K1
430Ameritas Advisory Services, LLC$685K1
431Brooklyn Investment Group$679K1
432Quartz Partners, LLC$678K1
433TRUSTMARK BANK TRUST DEPARTMENT$678K1
434Legacy Capital Group California, Inc.$675K1
435F/m Investments LLC$674K1
436BENJAMIN EDWARDS INC$672K1
437BOOTHBAY FUND MANAGEMENT, LLC$663K1
438LEAVELL INVESTMENT MANAGEMENT, INC.$651K1
439CONTRAVISORY INVESTMENT MANAGEMENT, INC.$651K1
440Signal Advisors Wealth, LLC$647K1
441Strategic Investment Advisors / MI$643K1
442Savvy Advisors, Inc.$637K1
443ASPIRIANT, LLC$627K1
444EP Wealth Advisors, LLC$625K1
445FOUNDATIONS INVESTMENT ADVISORS, LLC$619K1
446Argent Trust Co$612K1
447Sunpointe, LLC$605K1
448U.S. Capital Wealth Advisors, LLC$601K1
449Emerald Investment Advisers, LLC$598K1
450Clare Market Investments LLC$592K1
451CloudAlpha Capital Management Limited/Hong Kong$585K1
452QUADRANT CAPITAL GROUP LLC$583K1
453BROWN BROTHERS HARRIMAN & CO$581K1
454Apollon Wealth Management, LLC$578K1
455JACOBS LEVY EQUITY MANAGEMENT, INC$578K1
456Mutual Advisors, LLC$574K1
457TWO SIGMA SECURITIES, LLC$573K1
458Bristlecone Value Partners, LLC$568K1
459Advisory Alpha, LLC$565K1
460EVERGREEN CAPITAL MANAGEMENT LLC$563K1
461Dynamic Technology Lab Private Ltd$554K1
462TEMA ETFS LLC$552K1
463Huntleigh Advisors, Inc.$552K1
464FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$548K1
465Dynasty Wealth Management, LLC$548K1
466Private Advisory Group LLC$542K1
467Storen Legacy Partners, LLC$540K1
468Aprio Wealth Management, LLC$538K1
469Elite Wealth Management, Inc.$534K1
470TFB Advisors LLC$533K1
471DAYMARK WEALTH PARTNERS, LLC$528K1
472Astoria Portfolio Advisors LLC.$526K1
473Waldron Private Wealth LLC$524K1
474Waverly Advisors, LLC$521K1
475MIRABELLA FINANCIAL SERVICES LLP$521K1
476Inscription Capital, LLC$520K1
477MANGROVE PARTNERS IM, LLC$517K1
478Ballentine Partners, LLC$512K1
479AFFINITY INVESTMENT ADVISORS, LLC$505K1
480Colonial River Investments, LLC$504K1
481MOODY NATIONAL BANK TRUST DIVISION$498K1
482Glen Eagle Advisors, LLC$497K1
483BankChampaign, National Association$484K1
484Samara Investment Management, LLC$481K1
485LEIGH BALDWIN & CO., LLC$480K1
486JOHNSON INVESTMENT COUNSEL INC$479K1
487HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$477K1
488BROWN ADVISORY INC$469K1
489Dorsey & Whitney Trust CO LLC$468K1
490Optas, LLC$465K1
491EVENTIDE ASSET MANAGEMENT, LLC$464K1
492Accel Wealth Management$460K1
493United Community Bank$456K1
494GTS SECURITIES LLC$450K1
495KCM INVESTMENT ADVISORS LLC$445K1
496PRUDENTIAL PLC$439K1
497Seelaus Asset Management LLC$438K1
498Athena Wealth Management, LLC$434K1
499Fortune Financial Advisors, LLC$431K1
500Cresset Asset Management, LLC$430K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on NRG

RETAINED WINDOW · ACTIVE HITS

Zero hits on NRG in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for NRG · financials and macro

Financials — as filed PLANNED

NRG's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: NRG on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing