NewEdge Advisors LLC Trims Stake in NRG Energy, Inc. $NRG

Posted by Brian Himes on Aug 13th, 2026

NewEdge Advisors LLC cut its stake in NRG Energy, Inc. (NYSE:NRG – Free Report) by 40.2% in the first quarter, HoldingsChannel reports. The fund owned 27,188 shares of the utilities provider’s stock after selling 18,247 shares during the period. NewEdge Advisors LLC’s holdings in NRG Energy were worth $3,973,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Alpine Woods Capital Investors LLC grew its position in NRG Energy by 19.3% during the first quarter. Alpine Woods Capital Investors LLC now owns 8,380 shares of the utilities provider’s stock valued at $1,225,000 after buying an additional 1,357 shares during the period. Glenmede Trust Co. NA raised its position in shares of NRG Energy by 1.3% in the first quarter. Glenmede Trust Co. NA now owns 38,736 shares of the utilities provider’s stock worth $5,661,000 after acquiring an additional 489 shares during the period. Argent Capital Management LLC boosted its stake in shares of NRG Energy by 80.9% during the 1st quarter. Argent Capital Management LLC now owns 54,506 shares of the utilities provider’s stock worth $7,966,000 after acquiring an additional 24,379 shares in the last quarter. BankChampaign National Association acquired a new stake in shares of NRG Energy during the 1st quarter valued at about $484,000. Finally, Oaktree Capital Management LP purchased a new position in shares of NRG Energy in the 1st quarter valued at about $7,165,000. Institutional investors and hedge funds own 97.72% of the company’s stock.

NRG Energy Stock Up 0.6%

NRG stock opened at $120.51 on Thursday. The company has a market cap of $25.43 billion, a price-to-earnings ratio of 31.88 and a beta of 1.22. The company has a current ratio of 0.97, a quick ratio of 0.89 and a debt-to-equity ratio of 5.17. NRG Energy, Inc. has a 12 month low of $112.50 and a 12 month high of $189.96. The firm has a 50-day moving average of $133.39 and a two-hundred day moving average of $146.38.

NRG Energy (NYSE:NRG – Get Free Report) last issued its earnings results on Tuesday, August 4th. The utilities provider reported $1.49 earnings per share for the quarter, missing the consensus estimate of $1.69 by ($0.20). NRG Energy had a return on equity of 52.95% and a net margin of 2.56%.The company had revenue of $7.48 billion for the quarter, compared to analyst estimates of $7.31 billion. During the same quarter in the prior year, the firm earned $1.73 earnings per share. The company’s revenue for the quarter was up 11.0% on a year-over-year basis. NRG Energy has set its FY 2026 guidance at 7.900-9.900 EPS. As a group, analysts forecast that NRG Energy, Inc. will post 8.42 earnings per share for the current fiscal year.

NRG Energy Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, August 17th. Shareholders of record on Monday, August 3rd will be paid a $0.475 dividend. The ex-dividend date of this dividend is Monday, August 3rd. This represents a $1.90 dividend on an annualized basis and a dividend yield of 1.6%. NRG Energy’s dividend payout ratio (DPR) is 50.26%.

Analyst Ratings Changes

A number of brokerages have issued reports on NRG. UBS Group lowered their price target on NRG Energy from $221.00 to $216.00 and set a “buy” rating on the stock in a research report on Tuesday, July 28th. Siebert Williams Shank started coverage on shares of NRG Energy in a report on Monday, July 6th. They issued a “buy” rating and a $184.00 price target for the company. Raymond James Financial set a $210.00 price objective on shares of NRG Energy in a report on Monday, April 27th. Scotiabank cut their target price on shares of NRG Energy from $226.00 to $211.00 and set a “sector outperform” rating for the company in a research note on Wednesday, August 5th. Finally, Wells Fargo & Company raised their price target on shares of NRG Energy from $203.00 to $209.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, NRG Energy currently has a consensus rating of “Moderate Buy” and an average target price of $199.43.

Read Our Latest Stock Analysis on NRG Energy

Insider Activity at NRG Energy

In other news, VP Virginia Kinney sold 20,000 shares of NRG Energy stock in a transaction on Monday, June 15th. The stock was sold at an average price of $127.52, for a total transaction of $2,550,400.00. Following the transaction, the vice president owned 45,111 shares in the company, valued at $5,752,554.72. The trade was a 30.72% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.43% of the stock is currently owned by corporate insiders.

About NRG Energy

(Free Report)

NRG Energy (NYSE: NRG) is a U.S.-based integrated power company headquartered in Houston, Texas. The company develops, owns and operates a diversified portfolio of power generation assets and participates in wholesale and retail energy markets. NRG supplies electricity to utilities, commercial and industrial customers, and retail consumers, while also providing energy-related products and services designed to manage consumption and support reliability.

NRG’s generation mix includes conventional thermal plants as well as renewable and distributed energy resources.