David Tepper - Appaloosa
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    31
Portfolio value:    $5,933,477,986
Holdings Activity Buys Sells    History
Holding/activity history for  NRG Energy, Inc. (NRG)
← All NRG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,734,442 4.27 Add 5.76% 0.23 $139.89–189.96 · VW $159.54i $253,471,354 SEC
2025   Q4 1,640,000 3.81 Reduce 12.30% 0.50 $147.98–180.54 · VW $166.30i $261,153,600 SEC
2025   Q3 1,870,000 4.10 Reduce 5.56% 0.27 $140.77–175.96 · VW $157.70i $302,846,500 SEC
2025   Q2 1,980,000 4.93 Reduce 3.41% 0.12 $79.57–168.57 · VW $136.07i $317,948,400 SEC
2025   Q1 2,050,000 3.52 Add 12.95% 0.40 $80.90–117.26 · VW $100.83i $195,693,000 SEC
2024   Q4 1,815,000 2.53 Add 81.53% 1.14 $84.09–103.14 · VW $93.53i $163,749,300 SEC
2024   Q3 999,820 1.35 Buy 1.35 $65.11–93.17 · VW $80.24i $91,083,602 SEC
2019   Q1 0 0.00 Sell 100.00% 0.92 $37.55–43.66 · VW $41.39i SEC
2018   Q4 460,969 0.92 Reduce 82.39% 1.44 $35.08–43.08 · VW $38.21i $18,254,000 SEC
2018   Q3 2,616,982 1.75 Add 1.73% 0.03 $29.90–37.42 · VW $33.83i $97,875,000 SEC
2018   Q2 2,572,442 0.92 Reduce 61.80% 1.32 $29.82–35.17 · VW $32.13i $78,974,000 SEC
2018   Q1 6,734,603 2.14 Reduce 31.00% 0.83 $23.75–31.15 · VW $27.40i $205,607,000 SEC
2017   Q4 9,759,777 2.68 Add 15.62% 0.36 $24.55–29.78 · VW $26.95i $277,958,000 SEC
2017   Q3 8,441,193 3.16 Add 575.30% 2.69 $15.95–26.25 · VW $23.46i $216,010,000 SEC
2017   Q2 1,250,000 0.32 Buy 0.32 $14.52–19.07 · VW $16.68i $21,525,000 SEC
Price snapshot:
Current price$139.48
Avg. buy price$94.24
+/- since buy48.01%
52-week low$120.11
52-week high$189.38