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NRG

NRG Energy, Inc.

Sector: energyIndependent Power ProducersNYSEMarket Cap: $34.34B

NRG Energy is a major integrated power company with $34.3B market cap, whose primary political signal is a direct equity holding by former President Donald J. Trump valued between $16,002 and $65,000.

Govt Dependence
0/100
Regulatory Density
85/100
Lobbying Intensity
0/100
Political Signal
NEUTRAL

BusinessWhat NRG does

NRG Energy operates as an integrated power generation and retail electricity company in the United States. Its business model involves electricity generation from a diverse portfolio (natural gas, coal, nuclear, oil, and renewables) and the sale of electricity and related products directly to end-use customers, including residential, commercial, and industrial clients. Revenue is derived from wholesale power markets, retail electricity sales, and capacity payments.

12 months past · 3 months futureNRG activity timeline

$190$163$137 JunJulAugSepOctNovDecJan '26FebMarAprMayJunJulAug ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · May 18 $184.03 hi $141.23 lo $153.37 CONGRESS 30 INSIDERS 0 13F FUNDS 30 BILLS 39 John Boozman (R) · sale · 2025-05-20John Boozman (R) · Sale (Partial) · 2025-05-20 D.E. Shaw & Co. · OPENED $401M · 2025-06-30Appaloosa Management · OPENED $318M · 2025-06-30Appaloosa Management · OPENED $303M · 2025-09-30Appaloosa Management · OPENED $261M · 2025-12-31D.E. Shaw & Co. · OPENED $235M · 2025-12-31D.E. Shaw & Co. · OPENED $197M · 2025-06-30D.E. Shaw & Co. · OPENED $177M · 2025-09-30Bridgewater Associates · OPENED $131M · 2025-06-30Citadel Advisors · OPENED $117M · 2025-12-31Citadel Advisors · OPENED $109M · 2025-09-30Renaissance Technologies · OPENED $92M · 2025-06-30Citadel Advisors · OPENED $70M · 2025-06-30Bridgewater Associates · OPENED $61M · 2025-12-31 S.1020 · enacted · 2026-05-11HR.2504 · markup · 2026-03-26S.881 · committee · 2025-09-10 MARKUP · House Foreign Affairs Subcommittee on Europe · 2026-05-19MARKUP · House Foreign Affairs Oversight and Intelligence Subcommitte · 2026-05-19MARKUP · House Foreign Affairs East Asia and Pacific Subcommittee · 2026-05-19MARKUP · House Science, Space, and Technology · 2026-05-20MARKUP · Senate Foreign Relations · 2026-05-20MARKUP · Senate Environment and Public Works Subcommittee on Clean Ai · 2026-05-20MARKUP · House Foreign Affairs · 2026-05-20MARKUP · · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Oversight and Inve · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Health · 2026-05-20MARKUP · House Foreign Affairs Subcommittee on Western Hemisphere · 2026-05-20MARKUP · House Natural Resources Subcommittee on Federal Lands · 2026-05-21MARKUP · House Science, Space, and Technology Subcommittee on Environ · 2026-05-21MARKUP · House Natural Resources Subcommittee on Indian and Insular A · 2026-05-21
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
240 trading days · 2 congressional trades shown · 0 insider buys · 13 13F filings · 3 past bill actions · 14 upcoming markups

Executive Branch ConflictsNRG held by Trump-administration officials

Lifetime Government AwardsNRG federal contracts

NRG doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding NRG

$4.69B
Total NRG held by tracked 13F funds
40
Funds with NRG positions
+40
Funds opened this quarter
D.E. Shaw & Co. $401M opened 2025-06-30
Appaloosa Management $318M opened 2025-06-30
Appaloosa Management $303M opened 2025-09-30
Appaloosa Management $261M opened 2025-12-31
D.E. Shaw & Co. $235M opened 2025-12-31
Two Sigma Investments $220M opened 2024-03-31
D.E. Shaw & Co. $197M opened 2025-06-30
Appaloosa Management $196M opened 2025-03-31
32 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading NRGMembers of Congress with recent NRG positions

1 politicians traded NRG across 4 disclosed transactions totaling $32K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just NRG). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading NRG

2025-05-20 John Boozman R-Arkansas · senate sale $1,001 - $15,000
2025-05-20 John Boozman R-Arkansas · senate Sale (Partial) $1,001 - $15,000
2025-01-28 John Boozman R-Arkansas · senate Purchase $1,001 - $15,000
2025-01-28 John Boozman R-Arkansas · senate purchase $1,001 - $15,000
2021-06-16 (unknown) Purchase $1,001 - $15,000
2021-06-16 (unknown) purchase $1,001 - $15,000
2020-11-03 Ro Khanna D-California · house purchase $1,001 - $15,000
2020-11-03 Ro Khanna D-California · house Purchase $1,001 - $15,000
2020-03-05 Ro Khanna D-California · house sale $1,001 - $15,000 46d late
2020-03-05 Ro Khanna D-California · house Sale $1,001 - $15,000 46d late
2020-01-08 Ro Khanna D-California · house sale $1,001 - $15,000
2020-01-08 Ro Khanna D-California · house Sale $1,001 - $15,000
30+ trades on file · most recent 2025-06-14

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

Stock awards & option exercises

33
stock awards · $1.7M market value
2026-02-09 Kapoor Sanjay Director AWARD 1,453 sh $226K
2026-02-09 Kapoor Sanjay Director AWARD 1,453 sh $226K
2026-02-02 COBEN LAWRENCE S CEO AWARD 759 sh $113K
2026-02-02 COBEN LAWRENCE S CEO AWARD 759 sh $113K
2026-02-02 Abraham Spencer Director AWARD 248 sh $37K
2026-02-02 Abraham Spencer Director AWARD 248 sh $37K
2026-02-02 Carter Matthew Jr Director AWARD 133 sh $20K
2026-02-02 Bentley Brad Exec VP, Pres NRG Consumer AWARD 103 sh $15K
For NRG, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.

Bills Affecting NRGLive legislation impacting this stock

Political ProfileWhere NRG sits in Washington

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STRUCTURAL: High regulatory density (85) from 8 pending energy bills with material revenue impact. EVIDENTIARY: Direct equity holding by a high-profile former executive branch official (`get_executive_branch_exposure.by_ticker[0].holdings`), countered by recent congressional sales (`Top congressional traders` shows two sales by Rep. B001236) and zero corporate insider buys in 180 days (`get_corporate_insider_signal.total_buys` = 0). Net: High-stakes regulatory exposure with mixed, low-volume transactional signals.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Exposure to federal energy and environmental policy shifts via multiple pending bills.
    Multiple (Congress, DOE, EPA)
    "`Recent bill_impacts` lists 8 energy sector bills with material estimated revenue impacts."

Regulatory opportunities

  • Potential beneficiary of energy sector legislation currently in Congress.
    Multiple (Congress, DOE)
    "`Recent bill_impacts` shows 8 bills with positive estimated revenue impacts, totaling over $95M."
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Frequently AskedAbout NRG & political exposure

Does NRG Energy, Inc. (NRG) hold federal contracts?
No direct prime contracts reported in USASpending.gov for NRG Energy, Inc.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Which Trump cabinet officials own NRG stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in NRG on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded NRG stock?
36 congressional trades by 6 unique members of Congress, most recently on 2025-05-20. See the Congressional Trading panel for politician-by-politician breakdown.
What is NRG political risk profile?
Government dependence: 0/100. Lobbying intensity: 0/100. Political signal: neutral. Donor party split: R 0% / D 0%.
How does GovGreed track NRG political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. NRG data is updated daily from these official federal sources.