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.
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.
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.
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.
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.
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.
NRG Energy director Sanjay Kapoor filed an initial ownership report stating he holds no company securities. The Form 3 identifies him as a director of NRG Energy, Inc. and explicitly notes that no securities are beneficially owned.
NRG Energy filed an initial ownership report for investor David Nanus showing significant indirect holdings in its common stock. The filing lists 20,950,000 shares of NRG common stock indirectly held through LS Power-related entities and 3,300,000 shares held indirectly by a voting trust.
Entities including Lightning Power Holdings, Thunder Generation, and CCS Power Holdings hold shares for LS Power funds advised by LS Power Equity Advisors, where Nanus serves as President. Through these roles he may be deemed to share voting and investment power over these shares but expressly disclaims beneficial ownership.
LS Power Equity Advisors, LLC filed an initial ownership report as a 10% owner of NRG Energy, Inc. (NRG), disclosing significant indirect holdings of NRG common stock.
The filing shows 20,950,000 shares of common stock indirectly beneficially owned, with the interest tied to entities including Lightning Power Holdings, LLC; Thunder Generation LLC; and CCS Power Holdings, LLC. Lightning holds 16,436,270 shares, Thunder holds 3,473,534 shares, and CCS holds 1,040,196 shares of NRG common stock.
An additional 3,300,000 shares are reported as indirectly owned through a trust arrangement. Under an Amended and Restated Voting Trust Agreement, Lightning and the other seller entities deposited 2,589,007 and 710,993 shares, respectively, into the Project Hurricane Consideration Voting Trust 2026, granting voting rights over those shares to a trustee, subject to certain exceptions. LS Power Equity Advisors, through its advisory roles with LS Power funds, may be deemed to share voting and investment power over these LS Power-related holdings.
LS Power-affiliated investment entities disclosed a significant ownership stake in NRG Energy, Inc. common stock on a Schedule 13G. Lightning Power Holdings, LLC beneficially owns 19,025,277 shares, representing 8.86% of NRG’s common stock, based on 214,677,543 shares outstanding reported in a recent registration statement.
Through a chain of ownership involving Fund III Lightning Holdings, Granite Energy entities, and LS Power private equity funds, these entities may be deemed to share beneficial ownership of the Lightning Power stake. LS Power Equity Advisors, LLC and its president, David Nanus, may be deemed to beneficially own a total of 24,250,000 shares, or 11.30% of the class, including 5,224,723 shares held by other sellers advised by LS Power Equity Advisors.
A Voting Trust Agreement dated January 30, 2026 places 2,589,007 Lightning Power shares and 710,993 shares from other sellers into a trust, giving the trustee voting rights over 3,300,000 shares. The trustee must generally vote these shares in line with recommendations of NRG’s board or a designated board committee. The filing certifies that the securities were not acquired to change or influence control of NRG, other than in connection with director nomination activities permitted under applicable proxy rules.
NRG Energy CEO and director Lawrence S. Coben reported acquiring 759 shares of NRG common stock on February 2, 2026, coded as an "A" transaction at a price of $0. This reflects dividend equivalent rights accruing on his deferred and restricted stock units. After this transaction, he beneficially owns 412,390 shares of NRG common stock, which include 21,159 dividend equivalent rights, each economically equivalent to one share of NRG common stock.