NRG Energy, Inc.'s SEC filings document operating results, capital-structure actions, governance matters, and shareholder voting for a North American energy company that provides electricity, natural gas, smart home solutions, and power generation. Recent Form 8-K reports furnish quarterly results and guidance materials, record senior secured and senior unsecured note issuances, and describe tender offers, consent solicitations, guarantees, collateral terms, and related indenture amendments involving NRG and its subsidiaries.
The company's proxy and governance filings cover director elections, executive compensation and employment arrangements, board succession, annual meeting proposals, and final voting results. Other filings identify NRG common stock registered on the New York Stock Exchange and NYSE Texas and document secondary offering agreements and material definitive agreements affecting ownership and financing.
Pourbaix Alexander J reported acquisition or exercise transactions in this Form 4 filing.
NRG Energy, Inc. reported that director Alexander J. Pourbaix received a grant of 44 dividend equivalent rights in its common stock on August 3, 2026. These rights accrued on his deferred and restricted stock units, are economically equivalent to one NRG share each, and may be settled only in stock. They were granted at a price of $0.00 per share and increase his direct holdings to 19,881 shares, including 327 dividend equivalent rights. The transaction was not reported as made under a Rule 10b5-1 trading plan.
Kapoor Sanjay reported acquisition or exercise transactions in this Form 4 filing.
NRG Energy, Inc. reported that director Sanjay Kapoor received a grant of 13.0000 dividend equivalent rights on 2026-08-03, reported as common stock at a per-share price of $0.00. After this award, his directly held position in this line totals 3,934.0000 shares of NRG common stock. According to the disclosure, these dividend equivalent rights accrue on Kapoor’s deferred stock units and/or restricted stock units, become exercisable proportionately with the related units, may only be settled in NRG common stock, and each right is the economic equivalent of one share of NRG common stock; the position includes 17 such dividend equivalent rights.
Pruner Alexandra reported acquisition or exercise transactions in this Form 4 filing.
NRG Energy director Alexandra Pruner reported a grant of 112 dividend equivalent rights on August 3, 2026, recorded as common stock at $0.00 per share. These rights mirror dividends on deferred or restricted stock units and settle in NRG common stock. After the award she holds 32,792 common shares directly, including 3,482 dividend equivalent rights, plus 64 shares held indirectly by her spouse.
NRG Energy, Inc. director Marcie Zlotnik reported an acquisition of 29 dividend equivalent rights on August 3, 2026, economically equivalent to 29 shares of common stock and issued at $0.0000 per share. After this grant, she directly owns 8,721 shares, and her holdings include 268 dividend equivalent rights.
NRG Energy reported higher Q2 2026 revenue of $7,481 million versus $6,740 million in 2025, helped by the January acquisition of the LSP Portfolio. Net income was $506 million, compared with a $104 million loss, while six‑month revenue was $17,737 million and net income $631 million.
The LSP acquisition added about 13 GW of gas and dual‑fuel capacity and the CPower demand‑response platform for preliminary consideration of $10,583 million ($6,855 million cash plus 24.25 million shares). Goodwill rose to $8,815 million and total assets to $39,940 million.
To fund the deal, NRG issued new senior and secured notes and drew on its revolver, increasing total debt (including current portion) to $23,388 million from $16,565 million and reducing cash and equivalents to $162 million. Operating cash flow for the first half was $948 million, and 210,307,902 common shares were outstanding at June 30, 2026.
Virginia Kinney, associated with NRG Energy Inc., plans to sell up to 11,145 shares of common stock through Raymond James and Associates on or after July 18, 2026, on the NYSE. These shares were acquired as compensation on January 2, 2026.
The notice also reports that 20,000 shares of common stock were sold on June 15, 2026, for aggregate proceeds of $2,550,162.00 during the preceding three months.
NRG Energy, Inc. insider Virginia Kinney filed a notice to sell 20,000 shares of common stock through Raymond James & Associates on or after June 15, 2026 on the NYSE. The proposed sale has an aggregate market value of $3,907,763.15, based on the filing’s stated value.
The shares were acquired as compensation in several grants between January 2025 and January 2026. NRG Energy had 210,986,470 shares outstanding at the time referenced. The filing also reports that Kinney sold 5,000 shares of common stock on March 16, 2026 for proceeds of $783,194.00 during the prior three months.
NRG Energy reported strong second-quarter 2026 results, with GAAP net income of $506 million (vs a $104 million loss a year earlier), GAAP basic EPS of $2.32, and GAAP cash from operations of $1,117 million. Revenue was $7,481 million, and non-GAAP metrics included Adjusted EBITDA of $1,217 million, Adjusted Net Income of $315 million, Adjusted EPS of $1.49, and Free Cash Flow before Growth Investments (FCFbG) of $1,025 million.
Management reaffirmed full-year 2026 guidance, including Adjusted EBITDA of $5,325–$5,825 million, Adjusted EPS of $7.90–$9.90, and FCFbG of $2,800–$3,300 million. The company plans to return $1.0 billion via share repurchases and about $407 million in dividends in 2026 and has already repurchased $932 million of stock and paid $202 million in dividends through July 31. NRG also advanced its Bring Your Own Power data-center strategy with a 1.2 GW CCGT project framework in Texas, achieved commercial operations at the 415 MW T.H. Wharton plant, and reported $5.3 billion of total liquidity as of June 30, 2026.
Franklin Resources, Inc., together with certain investment management subsidiaries, reports beneficial ownership of 13,049,349 shares of NRG Energy, Inc. common stock, representing 6.2% of the class, on a Schedule 13G filing. The securities are held in open- and closed-end funds and other managed accounts for which Franklin affiliates act as investment advisers.
Subsidiaries including Brandywine Global Investment Management, Franklin Advisers, Fiduciary Trust entities, Franklin Templeton International Services, The Putnam Advisory Company, and Putnam Investment Management report sole voting and dispositive power over specific blocks of these shares, while shared voting power is listed as zero and shared dispositive power is limited to 123 shares. Franklin, its principal shareholders, and the investment management subsidiaries state that they may be deemed beneficial owners under Rule 13d-3 but disclaim pecuniary interest and assert they do not form a "group" under Rule 13d-5.
NRG Energy, Inc. executive Virginia Kinney, Executive VP and Chief Administrative Officer, sold 11,145 shares of common stock on July 15, 2026 at a weighted average price of $140.6400 per share in open-market or private transactions. The sales were executed in multiple trades under a Rule 10b5-1 trading plan adopted on August 8, 2025 and left her with 33,966 shares of direct ownership.