Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
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 195,353 0.09 Reduce 8.23% 0.01 $139.89–189.96 · VW $159.54i $28,548,887 SEC
2025   Q4 212,863 0.12 Reduce 1.64% <0.01 $147.98–180.54 · VW $166.30i $33,896,304 SEC
2025   Q3 216,402 0.15 Reduce 32.43% 0.10 $140.77–175.96 · VW $157.70i $35,046,304 SEC
2025   Q2 320,245 0.31 Add 6.58% 0.02 $79.57–168.57 · VW $136.07i $51,424,942 SEC
2025   Q1 300,465 0.24 Reduce 16.24% 0.05 $80.90–117.26 · VW $100.83i $28,682,389 SEC
2024   Q4 358,712 0.31 Reduce 25.17% 0.11 $84.09–103.14 · VW $93.53i $32,362,997 SEC
2024   Q3 479,340 0.45 Add 36.06% 0.12 $65.11–93.17 · VW $80.24i $43,667,874 SEC
2024   Q2 352,310 0.36 Reduce 5.88% 0.02 $66.90–87.58 · VW $77.21i $27,430,857 SEC
2024   Q1 374,339 0.38 Add 4.68% 0.02 $50.23–68.57 · VW $57.94i $25,339,007 SEC
2023   Q4 357,618 0.34 Add 93.08% 0.17 $36.61–52.16 · VW $45.63i $18,488,851 SEC
2023   Q3 185,218 0.15 Add 170.38% 0.09 $35.98–40.12 · VW $37.81i $7,134,597 SEC
2023   Q2 68,502 0.06 Reduce 7.23% <0.01 $30.52–37.52 · VW $34.32i $2,561,290 SEC
2023   Q1 73,840 0.06 Reduce 43.87% 0.05 $30.25–35.87 · VW $33.30i $2,531,974 SEC
2022   Q4 131,544 0.12 Reduce 39.43% 0.10 $30.64–45.80 · VW $38.84i $4,185,730 SEC
2022   Q3 217,161 0.25 Reduce 35.58% 0.15 $34.91–44.91 · VW $39.34i $8,311,000 SEC
2022   Q2 337,102 0.41 Add 26.68% 0.09 $35.66–47.82 · VW $41.10i $12,867,000 SEC
2022   Q1 266,115 0.32 Reduce 2.01% <0.01 $35.96–43.36 · VW $38.86i $10,208,000 SEC
2021   Q4 271,587 0.38 Add 5.15% 0.02 $34.70–43.30 · VW $39.27i $11,700,000 SEC
2021   Q3 258,294 0.43 Add 76.64% 0.19 $38.48–46.10 · VW $42.34i $10,546,000 SEC
2021   Q2 146,227 0.25 Reduce 33.32% 0.12 $31.94–41.13 · VW $36.05i $5,893,000 SEC
2021   Q1 219,281 0.37 Reduce 41.44% 0.19 $34.96–44.08 · VW $39.08i $8,273,000 SEC
2020   Q4 374,480 0.47 Reduce 14.21% 0.06 $29.95–37.64 · VW $33.33i $14,062,000 SEC
2020   Q3 436,523 0.43 Add 0.50% <0.01 $28.22–36.35 · VW $33.24i $13,419,000 SEC
2020   Q2 434,372 0.42 Reduce 14.13% 0.05 $25.30–38.27 · VW $33.24i $14,143,000 SEC
2020   Q1 505,825 0.38 Add 130.22% 0.22 $19.54–40.25 · VW $32.02i $13,789,000 SEC
2019   Q4 219,716 0.16 Reduce 8.98% 0.02 $37.80–41.78 · VW $39.80i $8,734,000 SEC
2019   Q3 241,397 0.17 Reduce 9.20% 0.01 $32.63–40.02 · VW $35.99i $9,559,000 SEC
2019   Q2 265,856 0.15 Add 90.82% 0.07 $33.01–43.02 · VW $36.95i $9,337,000 SEC
2019   Q1 139,323 0.09 Add 32.50% 0.02 $37.55–43.66 · VW $41.39i $5,918,000 SEC
2018   Q4 105,150 0.07 Add 20.64% 0.01 $35.08–43.08 · VW $38.21i $4,164,000 SEC
2018   Q3 87,161 0.05 Add 25.69% <0.01 $29.90–37.42 · VW $33.83i $3,260,000 SEC
2018   Q2 69,345 0.03 Reduce 1.84% <0.01 $29.82–35.17 · VW $32.13i $2,129,000 SEC
2018   Q1 70,648 0.03 Add 55.78% 0.01 $23.75–31.15 · VW $27.40i $2,157,000 SEC
2017   Q4 45,352 0.02 Add 243.81% 0.01 $24.55–29.78 · VW $26.95i $1,292,000 SEC
2017   Q3 13,191 <0.01 Add 12.28% <0.01 $15.95–26.25 · VW $23.46i $338,000 SEC
2017   Q2 11,748 <0.01 Reduce 73.90% <0.01 $14.52–19.07 · VW $16.68i $202,000 SEC
2017   Q1 45,005 0.01 Reduce 20.22% <0.01 $12.19–18.95 · VW $16.65i $842,000 SEC
2016   Q4 56,409 <0.01 Add 51.35% <0.01 $9.84–13.06 · VW $11.42i $692,000 SEC
2016   Q3 37,271 <0.01 Add 108.32% <0.01 $10.70–16.02 · VW $12.79i $418,000 SEC
2016   Q2 17,891 <0.01 Reduce 96.54% 0.07 $11.69–18.32 · VW $15.04i $268,000 SEC
2016   Q1 517,402 0.08 Reduce 45.32% 0.06 $8.92–14.47 · VW $11.32i $6,731,000 SEC
2015   Q4 946,173 0.12 Buy 0.12 $8.80–16.11 · VW $12.38i $11,136,000 SEC
2015   Q3 0 0.00 Sell 100.00% 0.04 $14.43–23.22 · VW $19.00i SEC
2015   Q2 178,483 0.04 Buy 0.04 $22.83–26.93 · VW $24.79i $4,084,000 SEC
Price snapshot:
Current price$139.48
Avg. buy price$63.88
+/- since buy118.33%
52-week low$120.11
52-week high$189.38