Monitor for any future conversion to a Schedule 13D, which would signal a shift from passive to activist intent. The negligible increase in stake is routine and does not suggest any change in the investor's view of NRG.
Price Chart
Executive Summary
Franklin Templeton Inc. filed an amended Schedule 13G disclosing beneficial ownership of 15,516,801 shares of NRG Energy common stock, representing 7.4% of shares outstanding as of September 30, 2026. This is an increase from the prior filing by Franklin Resources Inc. (now renamed Franklin Templeton) which reported 15,486,489 shares (7.4% at that time). The filing is a routine passive stake update by a large asset manager with no change in investment intent.
Key Financial Metrics
Key Facts
- Franklin Templeton Inc. (formerly Franklin Resources Inc.) reported beneficial ownership of 15,516,801 NRG shares as of September 30, 2026.
- The stake represents 7.4% of NRG's outstanding common stock.
- The filing is an amendment to a Schedule 13G, indicating passive investment intent.
- The prior filing (July 28, 2026) by Franklin Resources Inc. reported 15,486,489 shares, also 7.4%.
- The increase is approximately 30,312 shares, a negligible change.
- The filing is made jointly by Franklin Templeton, Charles B. Johnson, and Rupert H. Johnson, Jr.
Financial Impact
No material financial impact. Stake increased by approximately 30,312 shares, representing less than 0.2% of the prior stake.
Risk Factors
- No material risks identified from this filing.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000038777-26-000278 |
| Document: 0000038777-26-000278-index.html | 0000038777-26-000278 |
| Document: 0000038777-26-000278.txt | 0000038777-26-000278 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 28, 2026 1d ago | SC 13G/A | $96.97 | awaiting T+5 | awaiting T+5 | $97.54 (+0.59%) |
Oct 21, 2026 8d ago | Institutional Cluster | $94.38 $97.54 | ▼ −3.35% | ▼ −2.64% | $97.54 (−3.35%) |
Aug 4, 2026 12w ago | 8-K | $117.04 $119.79 | ▲ +2.35% | ▲ +2.45% | $97.54 (−16.66%) |
Jul 15, 2026 15w ago | 8-K | $137.90 $139.98 | ▲ +1.51% | ▲ +2.49% | $97.54 (−29.27%) |
May 21, 2026 23w ago | 8-K | $136.91 $133.98 | ▼ −2.14% | ▼ −3.99% | $97.54 (−28.75%) |
Apr 7, 2026 29w ago | 8-K | $160.29 $168.27 | ▲ +4.98% | ▲ +1.46% | $97.54 (−39.15%) |
Mar 18, 2026 32w ago | DEFA14A | $161.39 $146.01 | ▼ −9.53% | ▼ −7.32% | $97.54 (−39.56%) |
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