Sector: energygrid
Conviction from: S&P
NRG Energy is an integrated power company that generates electricity and sells retail electricity, natural gas, and energy services to residential and commercial customers.
3 tracked filer(s) hold this · 1 opened, 2 added, 0 trimmed in 31-MAR-2026
Aggregate 13FScore 73 — mean of 3 scored holder(s) · buyers (new/add) avg 73. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Howard Marks / Oaktree | 70 | New buy | 147,084 | $21,494,853 | 0.1% |
| David Tepper / Appaloosa | 93 | Added +6% | 1,734,442 | $253,471,354 | 4.3% |
| Bridgewater | 55 | Added +55% | 588,502 | $86,003,682 | 0.4% |
Beyond 13F — activists, insiders, politicians & research
7 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $100,001 - $250.000 | PTR |
| Report | Date | Stance |
|---|
| #90 — Market Memo: Insuring Against Insanity | 2025-03-31 | SHORT |