
Insider and congress filings
NRG Energy, Inc. (NRG)
NYSE · Utilities · 358 insider transactions · 16 congress trades · last filed 2 months agoS&P 500
About NRG Energy, Inc.
from the company's filings and listing, as of Oct 25, 2026- Exchange
- NYSE
- Sector
- Utilities
- Industry
- Independent Power Producers
- Chief executive
- Robert J. Gaudette
- Employees
- 16,702
- Listed since
- Dec 2, 2003
- Market value
- $19.4B
- Price to earnings (12 mo)
- 24.3
- Net income per share, as reported (12 mo)
- $4.02
- Dividend yield
- 2.02%
Earnings
6 reported quarters · next on Nov 5, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 4, 2026 | $1.49 | $1.69 | $7.5B | $7.3B | EPS missRevenue beat |
| Q1 FY2026reported May 6, 2026 | $1.48 | $1.77 | $10.3B | $8.4B | EPS missRevenue beat |
| Q4 FY2025reported Feb 24, 2026 | $1.03 | $0.97 | $7.8B | $6.7B | EPS beatRevenue beat |
| Q3 FY2025reported Nov 6, 2025 | $2.75 | $2.14 | $7.6B | $7.5B | EPS beatRevenue beat |
| Q2 FY2025reported Aug 6, 2025 | $1.68 | $1.74 | $6.7B | $6.5B | EPS missRevenue beat |
| Q1 FY2025reported May 12, 2025 | $2.68 | $1.75 | $8.6B | $7.9B | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Mar 18, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Lawrence S. CobenPresident, Chief Executive Officer and Chair of the Board | $1.5M | $16.8M | $3.6M | $21.8M |
| Bruce ChungExecutive Vice President and Chief Financial Officer | $737K | $12.4M | $1.4M | $14.5M |
| Robert J. GaudetteExecutive Vice President, President of NRG Business & Wholesale Operations | $728K | $10.7M | $1.4M | $12.9M |
| Brad BentleyExecutive Vice President, President of NRG Consumer | $303K | $8.7M | $3.1M | $12.1M |
| Brian CurciExecutive Vice President and General Counsel | $610K | $9.3M | $1.1M | $11.1M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $2.6B | 17,658,104 | -1.9% | 8.45% |
| FMR LLC | $2.5B | 16,880,449 | -3.0% | 8.08% |
| Vanguard Capital Management LLC | $2.0B | 13,783,144 | -0.1% | 6.59% |
| Franklin Templeton Inc | $1.9B | 13,049,349 | +69.4% | 6.24% |
| State Street Corp | $1.6B | 11,234,607 | -4.6% | 5.43% |
| Vanguard Portfolio Management LLC | $1.6B | 10,898,737 | -3.7% | 5.21% |
| Victory Capital Management Inc | $1.4B | 9,524,776 | +32.9% | 4.56% |
| Geode Capital Management, LLC | $869.7M | 5,976,441 | +0.1% | 2.86% |
| Invesco Ltd. | $770.5M | 5,275,085 | -0.2% | 2.52% |
| Millennium Management LLC | $621.9M | 4,257,712 | +114.4% | 2.04% |
| Morgan Stanley | $599.6M | 4,104,900 | -12.3% | 1.96% |
| Bank of New York Mellon Corp | $473.4M | 3,241,068 | +138.6% | 1.55% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Open-market insider trades
6 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Gerald Alfred SpencerSVP & Chief Accounting Officer | Sold · scheduled | 1,580 | $120.93 | $191K | Sep 8, 2026filed Sep 9, 2026 | 1d |
| Virginia KinneyExec VP, Chief Admin Officer | Sold · scheduled | 11,145 | $140.64 | $1.6M | Jul 15, 2026filed Jul 17, 2026 | 2d |
| Virginia KinneyExec VP, Chief Admin Officer | Sold · scheduled | 20,000 | $127.52 | $2.6M | Jun 15, 2026filed Jun 17, 2026 | 2d |
| Virginia KinneyExec VP, Chief Admin Officer | Sold · scheduled | 5,000 | $156.65 | $783K | Mar 16, 2026filed Mar 17, 2026 | 1d |
| David Nanus10% owner | Sold · 2 lines | 16,129,269 | $164.00 | $2.6B | Mar 4, 2026filed Mar 4, 2026 | 0d |
| LS Power Equity Advisors, LLC10% owner | Sold · 2 lines | 16,129,269 | $164.00 | $2.6B | Mar 4, 2026filed Mar 4, 2026 | 0d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. Scheduled: set up in advance under a Rule 10b5-1 trading plan. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Marcie ZlotnikDirector | Stock award | 29 | Aug 3, 2026 |
| Alexandra PrunerDirector | Stock award | 112 | Aug 3, 2026 |
| Sanjay KapoorDirector | Stock award | 13 | Aug 3, 2026 |
| Alexander J. PourbaixDirector | Stock award | 44 | Aug 3, 2026 |
| Brad BentleyExec VP, Pres NRG Consumer | Tax withholding | 4,971 | Aug 4, 2026 |
| Brad BentleyExec VP, Pres NRG Consumer | Stock award | 112 | Aug 3, 2026 |
| Bruce ChungEVP & CFO | Stock award | 55 | Aug 3, 2026 |
| Brian CurciExec VP & General Counsel | Stock award | 44 | Aug 3, 2026 |
| Robert J. GaudettePresident & CEO | Stock award | 53 | Aug 3, 2026 |
| Virginia KinneyExec VP, Chief Admin Officer | Stock award | 27 | Aug 3, 2026 |
| Dak LiyanearachchiExec VP, Chief Technology Ofc. | Stock award | 24 | Aug 3, 2026 |
| Gerald Alfred SpencerSVP & Chief Accounting Officer | Stock award | 14 | Aug 3, 2026 |
| Matthew Carter Jr.Director | Stock award | 149 | Aug 3, 2026 |
| Antonio CarrilloDirector | Stock award | 65 | Aug 3, 2026 |
| Heather CoxDirector | Stock award | 68 | Aug 3, 2026 |
| Elisabeth B. DonohueDirector | Stock award | 81 | Aug 3, 2026 |
| Bruce ChungEVP & CFO | Tax withholding | 13,409 | Jun 5, 2026 |
| Bruce ChungEVP & CFO | Option exercise | 23,738 | Jun 5, 2026 |
| Virginia KinneyExec VP, Chief Admin Officer | Tax withholding | 7,369 | Jun 5, 2026 |
| Virginia KinneyExec VP, Chief Admin Officer | Option exercise | 16,955 | Jun 5, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in NRG
16 disclosures of 16 on record · median 31d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -29.3%After the saleS&P 500 +2.4% · -31.7 pts vs S&P 500 | Jul 20, 2026 | Aug 7, 2026 | 18d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -30.1%S&P 500 +1.3% · -31.4 pts vs S&P 500 | Jun 16, 2026 | Jul 6, 2026 | 20d |
| John BoozmanJoint | Stock | Sale (Partial) | $1,001 - $15,000 | -42.2%After the saleS&P 500 +28.2% · -70.4 pts vs S&P 500 | May 20, 2025 | Jun 14, 2025 | 25d |
| John BoozmanJoint | Stock | Purchase | $1,001 - $15,000 | -8.5%S&P 500 +25.7% · -34.2 pts vs S&P 500 | Jan 28, 2025 | Feb 8, 2025 | 11d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +182.0%S&P 500 +126.3% · +55.7 pts vs S&P 500 | Nov 3, 2020 | Dec 16, 2020 | 43d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +168.7%After the saleS&P 500 +151.4% · +17.3 pts vs S&P 500 | Mar 5, 2020 | Apr 20, 2020 | 46d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +150.4%After the saleS&P 500 +134.4% · +16.1 pts vs S&P 500 | Jan 8, 2020 | Feb 10, 2020 | 33d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +143.0%S&P 500 +155.1% · -12.1 pts vs S&P 500 | Sep 10, 2019 | Oct 16, 2019 | 36d |
| Susie LeeJoint | Stock | Sale | $1,001 - $15,000 | +163.0%After the saleS&P 500 +154.6% · +8.4 pts vs S&P 500 | Jul 18, 2019 | Aug 29, 2019 | 42d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +158.5%S&P 500 +156.3% · +2.2 pts vs S&P 500 | Jul 8, 2019 | Aug 6, 2019 | 29d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +169.3%After the saleS&P 500 +177.1% · -7.8 pts vs S&P 500 | Jun 3, 2019 | Jul 11, 2019 | 38d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +112.9%S&P 500 +170.7% · -57.8 pts vs S&P 500 | Mar 26, 2019 | Apr 11, 2019 | 16d |
| Susie LeeJoint | Stock | Purchase | $1,001 - $15,000 | +117.3%S&P 500 +172.4% · -55.1 pts vs S&P 500 | Mar 22, 2019 | Apr 8, 2019 | 17d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +128.8%After the saleS&P 500 +185.2% · -56.4 pts vs S&P 500 | Jan 18, 2019 | Feb 12, 2019 | 25d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +219.4%S&P 500 +182.7% · +36.7 pts vs S&P 500 | Jan 2, 2018 | Feb 11, 2018 | 40d |
| Seth Moulton | Stock | Sale | $1,001 - $15,000 | +756.3%After the saleS&P 500 +293.8% · +462.5 pts vs S&P 500 | Feb 29, 2016 | Jul 5, 2016 | 127d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in NRG, filterable by party, chamber, type and account.
Members of Congress reporting a position
5 members · estimate, as of Oct 24, 20265 members report a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Mark Harris | Republican · House | $1,001 - $15,000 | 0.7% |
| Gilbert Ray Cisneros, Jr. | Democrat · House | $1,001 - $15,000 | <0.1% |
| Julie Johnson | Democrat · House | $1,001 - $15,000 | <0.1% |
| Robert Bresnahan | Republican · House | $1,001 - $15,000 | <0.1% |
| John Boozman | Republican · Senate | $1,001 - $15,000 | 0.1% |
Estimate, as of Oct 24, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling NRG?
Across the 6 most recent open-market filings shown here, 0 were purchases and 6 were sales. 4 were scheduled in advance under a Rule 10b5-1 plan.
Which members of Congress have traded NRG?
Ro Khanna, John Boozman, Susie Lee and Seth Moulton disclosed NRG transactions in the filings shown here.
Which members of Congress hold NRG?
5 members of Congress report a position in NRG in the estimate we hold as of Oct 24, 2026. The largest estimated positions, in the $1,001 - $15,000 band, include Mark Harris, Gilbert Ray Cisneros, Jr. and Julie Johnson. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is NRG in the S&P 500 or the Nasdaq 100?
NRG Energy, Inc. is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.
How quickly are NRG trades disclosed?
Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 31 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
