NRG Energy
About: NRG Energy is one of the largest retail energy providers in the us, with 6 million customers. Vivint Smart Home, which NRG acquired in 2023, has 2 million home services customers. NRG also is one of the largest us independent power producers, with 13 gigawatts of coal, gas, and oil power generation capacity primarily in Texas. NRG exited Chapter 11 bankruptcy as a stand-alone entity in December 2003.
Employees: 18,131
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
50% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 78
28% more repeat investments, than reductions
Existing positions increased: 310 | Existing positions reduced: 243
1% more funds holding
Funds holding: 770 [Q3] → 775 (+5) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 18 [Q3] → 18 (+0) [Q4]
5% less capital invested
Capital invested by funds: $18.4B [Q3] → $17.5B (-$904M) [Q4]
1.11% less ownership
Funds ownership: 97.03% [Q3] → 95.91% (-1.11%) [Q4]
51% less call options, than puts
Call options by funds: $300M | Put options by funds: $616M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Morgan Stanley Stephen Byrd 58% 1-year accuracy 64 / 111 met price target | 7%downside $99 | Equal-Weight Maintained | 19 Feb 2025 |
Evercore ISI Group Durgesh Chopra 71% 1-year accuracy 17 / 24 met price target | 19%upside $126 | Outperform Upgraded | 21 Jan 2025 |
Jefferies Julien Dumoulin-Smith 55% 1-year accuracy 87 / 158 met price target | 7%upside $113 | Buy Upgraded | 26 Nov 2024 |
Financial journalist opinion
Based on 14 articles about NRG published over the past 30 days









