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Nrg Energy Inc. SEC Filings

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Welcome to our dedicated page for Nrg Energy SEC filings (Ticker: NRG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

The NRG Energy, Inc. (NYSE: NRG) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as a public utilities issuer in the other electric power generation industry. NRG’s common stock is registered under Section 12(b) of the Exchange Act and trades on the New York Stock Exchange, so it files a range of documents with the U.S. Securities and Exchange Commission.

Investors can review current reports on Form 8‑K, where NRG reports material events such as leadership succession plans, director resignations, major financing transactions and significant acquisitions. Recent 8‑K filings describe the appointment of Robert Gaudette as President and future Chief Executive Officer, the planned transition of Lawrence Coben and the designation of Antonio Carrillo as future Chair of the Board. Other 8‑Ks detail senior secured first lien notes and senior unsecured notes issued to help fund the LS Power portfolio acquisition and refinance existing debt, as well as Texas Energy Fund loan agreements supporting new combined‑cycle generation projects.

Alongside event‑driven reports, NRG files periodic reports such as Forms 10‑K and 10‑Q (not reproduced here) that typically include audited or interim financial statements, segment information for regions like Texas, East, West/Services/Other and Vivint Smart Home, and discussions of non‑GAAP measures like Adjusted EBITDA, Adjusted Net Income and Free Cash Flow before Growth Investments. These filings also contain risk factor and management discussion sections that elaborate on topics referenced in NRG’s guidance and press releases.

Form 8‑K filings on this page also incorporate Regulation FD disclosures of earnings releases, guidance updates and acquisition‑related information, including pro forma financial statements for the LS Power portfolio and consents from independent auditors. For users tracking NRG’s capital structure, the filings include base and supplemental indentures for note offerings, descriptions of guarantees by U.S. subsidiaries and details on collateral securing the company’s credit agreement.

Stock Titan enhances these filings with AI‑powered summaries that highlight key terms in NRG’s 10‑K annual reports, 10‑Q quarterly reports and 8‑K current reports. The platform also surfaces insider and governance‑related disclosures, helping users quickly identify leadership changes, financing obligations and acquisition milestones without reading every page of the underlying documents. Real‑time updates from EDGAR ensure that new NRG filings, including future Forms 4 or proxy statements, become available for review and AI‑assisted analysis as soon as they are posted.

Rhea-AI Summary

NRG Energy disclosed that investment adviser LS Power Equity Advisors, LLC, through affiliated entities, reported net open‑market sales of 16,129,269 shares of NRG common stock at $164 per share. The shares were sold by Lightning Power Holdings, Thunder Generation and CCS Power Holdings in a secondary offering and a concurrent stock repurchase by NRG that both closed on March 4, 2026.

Following these transactions, LS Power‑affiliated entities reported indirect ownership of 4,820,731 shares, and 3,300,000 NRG shares were placed into a voting trust granting a trustee specified voting rights under a Project Hurricane Consideration Voting Trust 2026 agreement.

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Rhea-AI Summary

NRG ENERGY, INC. disclosed that entities associated with LS Power completed large secondary sales of its common stock. Lightning Power Holdings, LLC, Thunder Generation LLC, and CCS Power Holdings, LLC sold an aggregate 16,129,269 shares of NRG common stock at $164 per share in open‑market transactions, including a secondary offering that closed on March 4, 2026, under an underwriting agreement with Barclays Capital Inc. and Citibank Global Markets Inc. The filing also notes that, on March 4, 2026, these selling stockholders sold additional NRG shares to the company itself at $164 per share under a stock repurchase agreement. The reporting person, David Nanus, is president of LS Power Equity Advisors, LLC and may be deemed to share voting and investment power over these holdings but disclaims beneficial ownership.

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Nine related reporting persons jointly filed an amendment to beneficial ownership reporting for NRG Energy, Inc. The filing shows certain LS Power-related entities and David Nanus report shared voting and dispositive power over 6,371,100 or 8,120,731 shares, representing 3.00% and 3.82% of the class respectively. The percentages are calculated on 212,376,200 shares outstanding after a registered secondary offering and a company share repurchase. On March 4, 2026, Lightning and other holders sold an aggregate 14,300,000 shares at $164 per share in a registered secondary offering; the issuer repurchased 1,829,269 shares at $164. An aggregate of 3,300,000 shares (2,589,007 and 710,993) were deposited in a Voting Trust under an Amended and Restated Voting Trust Agreement, granting the Trustee voting direction subject to exceptions.

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NRG Energy is supporting a secondary public offering of 14,300,000 shares of its common stock by affiliates of LS Power at $164.00 per share, while also agreeing to repurchase $300 million of its own shares in a concurrent private transaction. The selling stockholders, not NRG, will receive the offering’s approximately $2,345,200,000 in gross proceeds, and have granted underwriters a 30-day option to buy up to 2,145,000 additional shares. NRG’s buyback is being executed under its existing share repurchase program and closed concurrently with the upsized offering.

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NRG Energy, Inc. is registering for resale 14,300,000 shares of its common stock by selling stockholders, with an underwriter option for an additional 2,145,000 shares. The offering is a resale by the Selling Stockholders; NRG will receive no proceeds from the resale.

The prospectus supplement states a public offering price of $164.00 per share and underwriting discounts of $3.3185 per share. Concurrently, NRG has entered a Stock Purchase Agreement to repurchase $300 million of its common stock at the public offering price, subject to customary conditions and conditioned on the completion of the offering. The offering contemplates approximately 212,376,200 shares outstanding immediately after the offering and the Share Repurchase, based on 214,205,469 shares outstanding as of February 27, 2026.

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NRG Energy, Inc. files a prospectus supplement registering the resale of 24,250,000 shares of its common stock by the Selling Stockholders pursuant to a registration rights agreement.

The supplement states all shares are being sold by the Selling Stockholders; NRG will receive no proceeds. The supplement also describes a privately negotiated $300 million share repurchase expected to close concurrently at the public offering price, conditioned on completion of this offering. Shares outstanding were 214,205,469 as of February 27, 2026.

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NRG Energy, Inc. filed an 8‑K to provide detailed historical and pro forma financial information for its acquisition of Lightning Power, Linebacker Power Funding, CCS Power Finance and related entities, a transaction that closed on January 30, 2026.

The filing adds audited 2025 financial statements for the acquired businesses and unaudited pro forma combined financial information for NRG as of and for the year ended December 31, 2025, reflecting the Transaction’s impact. Lightning Power, LLC reported 2025 total revenues of $2,114,727 thousand and net income of $207,725 thousand, with operating cash flow of $640,173 thousand and significant long‑term debt and derivative positions.

The new exhibits supersede and supplement earlier acquisition financials previously furnished, giving investors a fuller view of the acquired power generation portfolio’s scale, leverage and risk‑management activity before consolidation into NRG.

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NRG Energy, Inc. filed its Form 10-K outlining a large, integrated retail power, gas and smart-home business serving about 8 million residential customers and major commercial clients across North America. As of December 31, 2025, NRG owned roughly 12 GW of competitive generation and sold 154 TWh of power and about 1.9 MMDth of natural gas.

On January 30, 2026, NRG completed the acquisition of the LSP Portfolio, adding 18 natural gas and dual-fuel plants totaling about 13 GW plus the CPower demand response platform. The company is also building three new ERCOT gas projects financed with low-interest Texas Energy Fund loans totaling roughly $1.15 billion.

The filing highlights NRG’s strategy to pair retail energy with owned generation, demand response and Vivint Smart Home’s 37 million connected devices to deepen customer relationships and support virtual power plants. It also details extensive U.S. regulatory, market design and environmental developments that could affect future capacity revenues, project economics and compliance costs.

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Rhea-AI Summary

NRG Energy reported strong full-year 2025 results while transforming its power portfolio. Revenue was $30.7 billion and GAAP net income was $864 million, down from $1.1 billion mainly due to non-cash mark-to-market hedge losses. Adjusted EBITDA rose to $4.1 billion and Adjusted EPS increased to $8.24 from $6.83, and Free Cash Flow before Growth reached $2.2 billion.

The company completed the acquisition of 13 GW of gas and dual-fuel generation assets plus CPower from LS Power, effectively doubling its generation capacity and expanding demand response capabilities. It closed $1.15 billion of low-interest Texas Energy Fund financing to support 1.5 GW of new Texas projects, with the first unit expected online in June 2026.

NRG returned $1.6 billion to shareholders in 2025 through $1.3 billion of share repurchases and $344 million of dividends, funded in part by issuing $4.9 billion of new notes and other debt activity. Total liquidity increased to $9.6 billion at year-end. For 2026, NRG reaffirmed guidance with Adjusted EBITDA of $5.3–$5.8 billion, Adjusted EPS of $7.90–$9.90, and Free Cash Flow before Growth of $2.8–$3.3 billion.

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NRG Energy director Sanjay Kapoor reported receiving 1,453 Deferred Stock Units on 02/09/2026 under NRG Energy, Inc.'s Amended and Long Term Incentive Plan. The transaction is coded as an acquisition at a price of $0.0000 per unit.

Each Deferred Stock Unit is equal in value to one share of NRG Energy common stock. Kapoor will receive one share of common stock for each unit he owns when his service on NRG Energy's Board of Directors ends. After this grant, he beneficially owns 1,453 shares directly.

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FAQ

What is the current stock price of Nrg Energy (NRG)?

The current stock price of Nrg Energy (NRG) is $152.87 as of March 13, 2026.

What is the market cap of Nrg Energy (NRG)?

The market cap of Nrg Energy (NRG) is approximately 32.3B.

NRG Rankings

NRG Stock Data

32.30B
188.29M
Utilities - Independent Power Producers
Electric Services
Link
United States
HOUSTON

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