Recent discussions on X about NRG Energy, Inc. have been buzzing with interest, particularly following the company's latest earnings report and strategic acquisitions. Many users have highlighted the impressive earnings surprise, with actual earnings per share significantly surpassing forecasts, alongside revenue figures that exceeded expectations by a notable margin. The stock's performance has caught attention as one of the top year-to-date gainers, fueled by its positioning in the high-demand energy sector tied to AI infrastructure.
Additionally, there’s considerable chatter about NRG’s bold moves, such as a multi-billion-dollar acquisition of power generation assets, seen by some as a strategic bet on future energy consumption driven by emerging technologies. Posts on X also reflect curiosity and concern over the company’s volatile earnings and balance sheet, with a few comparing its operations to a commodities hedge fund due to its derivatives trading activities. This mix of optimism and caution paints a complex picture of how the market perceives NRG’s current trajectory.
Note: This discussion summary was generated from an AI condensation of post data.
NRG Energy, Inc. Congressional Stock Trading
Members of Congress have traded $NRG stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $NRG stock by members of Congress over the last 6 months:
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 01/28.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
NRG Energy, Inc. Insider Trading Activity
NRG Energy, Inc. insiders have traded $NRG stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $NRG stock by insiders over the last 6 months:
- ROBERT J GAUDETTE (Exec VP, NRG Business) sold 60,000 shares for an estimated $5,484,600
- BRUCE CHUNG (EVP & CFO) sold 20,000 shares for an estimated $1,952,600
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
NRG Energy, Inc. Hedge Fund Activity
We have seen 471 institutional investors add shares of NRG Energy, Inc. stock to their portfolio, and 427 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ELLIOTT INVESTMENT MANAGEMENT L.P. removed 4,800,000 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $458,207,999
- AMUNDI added 3,876,235 shares (+772.5%) to their portfolio in Q1 2025, for an estimated $370,025,393
- BARCLAYS PLC removed 3,823,713 shares (-89.7%) from their portfolio in Q1 2025, for an estimated $365,011,642
- GOLDMAN SACHS GROUP INC added 3,496,347 shares (+277.2%) to their portfolio in Q1 2025, for an estimated $333,761,284
- BLACKROCK, INC. removed 3,192,759 shares (-16.1%) from their portfolio in Q1 2025, for an estimated $304,780,774
- JACOBS LEVY EQUITY MANAGEMENT, INC removed 2,278,328 shares (-99.8%) from their portfolio in Q1 2025, for an estimated $217,489,190
- BOSTON PARTNERS added 1,771,829 shares (+169.5%) to their portfolio in Q1 2025, for an estimated $169,138,796
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
NRG Energy, Inc. Government Contracts
We have seen $174,000 of award payments to $NRG over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- NATURAL GAS SUPPLY - GRC ATF: $174,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
NRG Energy, Inc. Analyst Ratings
Wall Street analysts have issued reports on $NRG in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Guggenheim issued a "Buy" rating on 05/13/2025
- Wells Fargo issued a "Overweight" rating on 05/13/2025
- Jefferies issued a "Buy" rating on 05/05/2025
To track analyst ratings and price targets for NRG Energy, Inc., check out Quiver Quantitative's $NRG forecast page.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
