# NRG Energy (NRG): value investors who own it | moatshark

2 value investors held NRG Energy in their Q3 2026 13F, led by Appaloosa, Horizon Kinetics. See who bought, sold and how ownership has changed by quarter.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Appaloosa | 3.3% | $257m | Added +1.5% | 8 |
| Horizon Kinetics | 0.0% | $208k | Trimmed -0.6% | 2 |
| Oaktree Capital Management | 0.0% | $0k | Sold out | 1 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-08 | Spencer Gerald Alfred | SVP & Chief Accounting Officer | Sold | 1580 | $191k |
| 2026-07-15 | Kinney Virginia | Exec VP, Chief Admin Officer | Sold | 11145 | $1.6m |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/nrg). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.