HOTCHKIS & WILEY’s NRG Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q4 2015
+17.5 M Shares
Current Position
17,600 Shares
$2.85 M Value

HOTCHKIS & WILEY's NRG Position Overview

HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 17,600 shares of NRG Energy, Inc. (NRG) worth $2.85 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, HOTCHKIS & WILEY has maintained a long-term strategic position in NRG, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 17.5 M shares. Largest reduction occurred in Q1 2017, reducing 17.93 M shares.

Analysis based on 13F filings available since 2013 Q2

HOTCHKIS & WILEY's NRG Energy (NRG) Holding Value Over Time

Track share changes against reported price movement

Quarterly NRG Energy (NRG) Trades by HOTCHKIS & WILEY

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +14.25 M Add 0.00% 14.25 M $26.70
Q3 2013 +1.16 M Add 8.17% 15.41 M $27.33
Q4 2013 -45,432 Reduce 0.29% 15.37 M $28.72
Q1 2014 +2.63 M Add 17.09% 17.99 M $31.80
Q2 2014 -5.03 M Reduce 27.96% 12.96 M $37.20
Q3 2014 -456,488 Reduce 3.52% 12.5 M $30.48
Q4 2014 -2.8 M Reduce 22.42% 9.7 M $26.95
Q1 2015 +159,657 Add 1.65% 9.86 M $25.19
Q2 2015 +3.1 M Add 31.45% 12.96 M $22.88
Q3 2015 +4.08 M Add 31.46% 17.04 M $14.85
Q4 2015 +17.5 M Add 102.71% 34.54 M $11.77
Q1 2016 -4.74 M Reduce 13.74% 29.79 M $13.01
Q2 2016 -3.2 M Reduce 10.76% 26.59 M $14.99
Q3 2016 +1.18 M Add 4.44% 27.77 M $11.21
Q4 2016 -303,845 Reduce 1.09% 27.47 M $12.26
Q1 2017 -17.93 M Reduce 65.29% 9.53 M $18.70
Q2 2017 -5.39 M Reduce 56.54% 4.14 M $17.22
Q3 2017 -832,546 Reduce 20.09% 3.31 M $25.59
Q4 2017 -901,100 Reduce 27.22% 2.41 M $28.48
Q1 2018 -17,900 Reduce 0.74% 2.39 M $30.53
Q2 2018 -75,800 Reduce 3.17% 2.32 M $30.70
Q3 2018 -416,294 Reduce 17.98% 1.9 M $37.40
Q4 2018 -1.62 M Reduce 85.43% 276,700 $39.60
Q1 2019 -22,700 Reduce 8.20% 254,000 $42.48
Q2 2019 +483,900 Add 190.51% 737,900 $35.12
Q3 2019 +242,000 Add 32.80% 979,900 $39.60
Q4 2019 -140,900 Reduce 14.38% 839,000 $39.75
Q1 2020 -253,000 Reduce 30.15% 586,000 $27.26
Q2 2020 -66,250 Reduce 11.31% 519,750 $32.56
Q3 2020 +40,730 Add 7.84% 560,480 $30.74
Q4 2020 -58,880 Reduce 10.51% 501,600 $37.55
Q1 2021 +34,000 Add 6.78% 535,600 $37.73
Q3 2021 -125,500 Reduce 23.43% 410,100 $40.83
Q1 2022 +10,600 Add 2.58% 420,700 $38.36
Q2 2022 -259,600 Reduce 61.71% 161,100 $38.17
Q3 2022 -35,000 Reduce 21.73% 126,100 $38.27
Q4 2022 +190 Add 0.15% 126,290 $31.82
Q3 2023 -190 Reduce 0.15% 126,100 $38.52
Q4 2023 -28,400 Reduce 22.52% 97,700 $51.70
Q1 2024 -62,100 Reduce 63.56% 35,600 $67.69
Q2 2024 -8,500 Reduce 23.88% 27,100 $77.86
Q2 2025 -9,500 Reduce 35.06% 17,600 $160.58

HOTCHKIS & WILEY's NRG Energy Investment FAQs

HOTCHKIS & WILEY first purchased NRG Energy, Inc. (NRG) in Q2 2013, acquiring 14,246,987 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

HOTCHKIS & WILEY has held NRG Energy, Inc. (NRG) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

HOTCHKIS & WILEY's largest addition to NRG Energy, Inc. (NRG) was in Q4 2015, adding 34,539,407 shares worth $406.53 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 17,600 shares of NRG Energy, Inc. (NRG), valued at approximately $2.85 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, NRG Energy, Inc. (NRG) represents approximately 0.01% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

HOTCHKIS & WILEY's peak holding in NRG Energy, Inc. (NRG) was 34,539,407 shares, as reported at the end of Q4 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.