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sellNotable cluster of 3

LS Power Equity Advisors, LLC sold $2.6B of NRG

owner at NRG ENERGY, INC.. 16,129,269 shares at an average of $164.00, traded Mar 4, 2026, filed Mar 4, 2026.

Warning score
72
Value
$2.6B
16,129,269 shares
Holdings after
4,820,731
-77% from before
From 52-week low
+98%
low $82.04, close $162.46
From 52-week high
-11%
high $182.82, as of Mar 4, 2026

Score components

  • Role
    10% owner
    +12
  • Trade size
    $2645.2M at market
    +25
  • Share of holdings sold
    Sold 77% of holdings
    +20
  • Cluster
    3 insiders selling within 14 days
    +15

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m -6.6%, 3m -18.0%, 6m -31.6%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

NRGOct 12, 2026 · close 106.37
Since filing Mar 4, 2026: -34.5%SPY +14.4% · excess -49.0%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001104659-26-023625, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Mar 4, 2026SOpen-market sale
Common stock, par value $0.01 per shareindirect: See Footnotes
-14,300,000$164.00$2.3B6,650,000Mar 4, 2026
Mar 4, 2026SOpen-market sale
Common stock, par value $0.01 per shareindirect: See Footnotes
-1,829,269$164.00$300M4,820,731Mar 4, 2026

Related signals

Other insiders at NRG ENERGY, INC. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
12Weak
NRGsell10b5-1
NRG ENERGY, INC.
Gerald Alfred Spencer
SVP & Chief Accounting Officer
$191k
1,580 shares
-20%
25Weak
NRGsell10b5-1
NRG ENERGY, INC.
Virginia Kinney
Exec VP, Chief Admin Officer
$1.6M
11,145 shares
-25%
30Weak
NRGsell10b5-1
NRG ENERGY, INC.
Virginia Kinney
Exec VP, Chief Admin Officer
$2.6M
20,000 shares
-31%
32Weak
NRGsell 310b5-1
NRG ENERGY, INC.
Virginia Kinney
Exec VP, Chief Admin Officer
$783k
5,000 shares
-8%
72Notable
NRGsell 3
NRG ENERGY, INC.
David Nanus
owner
$2.6B
16,129,269 shares
-77%
47Moderate
NRGsell 310b5-1
NRG ENERGY, INC.
Bruce Chung
EVP & CFO
$1.9M
12,383 shares
-14%
27Weak
NRGsell 310b5-1
NRG ENERGY, INC.
Bruce Chung
EVP & CFO
$1.2M
7,617 shares
-8%
40Moderate
NRGsell 310b5-1
NRG ENERGY, INC.
Brian Curci
Exec VP & General Counsel
$17M
107,556 shares
-70%
30Weak
NRGsell 310b5-1
NRG ENERGY, INC.
Robert J Gaudette
Exec VP, NRG Business
$7.1M
45,000 shares
-41%
30Weak
NRGsell10b5-1
NRG ENERGY, INC.
Virginia Kinney
Exec VP, Chief Admin Officer
$3.3M
20,000 shares
-32%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

LS Power Equity Advisors, LLC sold $2.6B of NRG | InsiderTell