← Top Holdings

NRGNRG ENERGY INC

CUSIP: 629377508

3

Guru Owners

$322.3M

Total Value Held

2.0M

Total Shares

$261.2M
3.77%
$60.6M
0.22%
$483K
0.00%

📊 Fundamentals

Market Cap$31.8B
P/E Ratio37.4x
Above market avg
Forward P/E13.3x
P/FCF29.2x
EPS (TTM)$4.01
Revenue (TTM)$30.7B
Profit Margin2.81%
Div Yield1.21%
Beta1.34

52-Week Range

$95.09
$189.96

Current: $149.86

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 37.4x trailing earnings → 13.3x forward · 2.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$112.5M$225.1M$337.6M$450.1MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '253 owners · $322.3M
REDUCEDDavid Tepper$261.2M
INCREASEDRay Dalio$60.6M
REDUCEDPolen Capital$483K
Q3 '253 owners · $356.6M
REDUCEDDavid Tepper$302.8M
REDUCEDRay Dalio$52.7M
REDUCEDPolen Capital$973K
Q2 '253 owners · $450.1M
REDUCEDDavid Tepper$317.9M
INCREASEDRay Dalio$131.2M
Q1 '252 owners · $258.1M
INCREASEDDavid Tepper$195.7M
INCREASEDRay Dalio$62.4M
Q4 '242 owners · $270.7M
REDUCEDDavid Tepper$163.7M
REDUCEDRay Dalio$106.9M
Q3 '242 owners · $164.4M
NEWDavid Tepper$91.1M
INCREASEDRay Dalio$73.3M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
4%analyst est. 3.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
3.6%current: 3.6%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

NRG: Held by 3 superinvestors · 2 congress member trades

$1,001 - $15,0002025-05-20
$1,001 - $15,0002025-01-28
NRG Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker