NRG Energy Value Stock - Dividend - Research Selection

STORY: In Chicago’s working-class Pilsen neighborhood, an oil-fired power plant built in the 1960s rises up from an industrial lot behind Dvorak Park, which, in warmer weather is packed with children.The rarely used Fisk power plant was scheduled to retire next year. But then came electricity demands from artificial intelligence. Fisk, owned by Houston-based NRG Energy, is among a growing number of electric plants being pressed back into duty across the U.S. They are classified as "peakers," because they are meant to run only in short bursts during periods of peak electrical demand.They're intended to stave off blackouts by supplying power on a moment’s notice. But there’s a trade-off: these often decades-old, fossil-fueled facilities emit more pollution when they are running and cost more to produce electricity than continuous power plants.And the country's roughly 1,000 peaker plants are disproportionately located in low-income communities of color, according to academic and federal government research.“People can say, 'Well, the peakers, they only operate occasionally, they're not nearly as big a pollution source as the big, coal-fired power plant was when it was operating..."Jerry Mead Lucero is a longtime advocate for closing the Fisk plant.“And I'm very cognizant of the fact that communities like Pilsen, immigrant communities, working class communities, communities of color, are the ones that are, you know, unduly impacted all over the country. This is something that we see all over the United States. And you have to understand the race and class dimensions when you're addressing an issue like this.”:: February 14, 2025"We have more energy than any other country. And now, we're unleashing it, to put it nicely."U.S. President Donald Trump’s administration says it's exploring ways to tap into existing power sources. :: September 25, 2025"So how many gigawatts of coal do you, do you want to, stop from saving?""All of it that's viable."In an interview with Reuters in September, U.S. Energy Secretary Chris Wright said “there are a ton of peaker plants that could operate more,” but said clean air regulations have prevented them doing so.While peaker plants contribute about 3% of the country’s power, a report by the U.S. Government Accountability Office said they have the total capacity to produce 19%.Keeping them running, or ramping up their use, has some worried about environmental and social costs. Byron Sigcho-Lopez is a Chicago city council member."They have to be good neighbors and responsible. So, it's my hope that they actually discuss with the community in good faith and openly what are the community benefits because we bear all the costs and barely, rarely see any benefits.”A spokesperson for NRG Energy told Reuters, “during its run times, the power plant consistently operates within federal and state environmental regulations — and we are proud of its record."Fisk is part of the nation’s largest electrical grid, PJM Interconnection, which stretches across 13 states and covers the world’s biggest concentration of data centers. Letters reviewed by Reuters show about 23 oil, gas and coal power plants in PJM territory were scheduled to retire starting in 2025 or shortly after.But, since January, the letters show U.S. power companies, the grid operator, and the federal government have delayed or canceled the retirements of 13 of those power plants. Of those plants that averted closure, 11 were peakers.A PGM spokesperson told Reuters, “it is clear today, nationally, that electricity demand is outstripping supply – the market reflects this, and generators are responding.”In the meantime, as AI power demand rises, communities like Pilsen, which have successfully fought to close some pollution sources in recent history, may find peaker plants more difficult to fight.

NRG Energy Inc. stock outperforms competitors on strong trading day

NRG teams up with Sunrun to link Texas home batteries to the grid to form a large virtual power plant (VPP).

We came across a bullish thesis on NRG Energy, Inc. on X.com by @TheValueist. In this article, we will summarize the bulls’ thesis on NRG. NRG Energy, Inc.’s share was trading at $149.48 as of December 17th. NRG’s trailing and forward P/E were 22.34 and 16.89 respectively according to Yahoo Finance. NRG Energy, Inc., together with its subsidiaries, […]

NRG Energy Inc. (NYSE:NRG) is one of billionaire David Tepper’s top stock picks heading into 2026. On December 9, UBS initiated coverage of NRG Energy Inc. (NYSE:NRG) with a Buy rating and a $211 price target. The research firm remains confident about the company’s prospects owing to its compelling free cash flow, strategic positioning, and […]

California’s Stranded Solar Assets

NRG Energy Inc. stock underperforms Wednesday when compared to competitors

NRG Energy (NRG) has quietly become one of this year’s stronger utility names, with the stock up roughly 73% year to date, even after a modest pullback over the past month. See our latest analysis for NRG Energy. The latest pullback looks more like a breather than a reversal, with the share price at $160.15 after a strong year to date share price return and a standout multi year total shareholder return. This signals that investors are steadily repricing NRG’s growth and risk profile. If...

Wondering if NRG Energy is still a smart buy after its huge run up, or if the easy money has already been made? Let us break down what the current price really implies about its value. Despite a recent pullback of around 4% over the last week and 3.1% over the last month, NRG is still up an impressive 72.7% year to date and 77.6% over the past year, with a staggering 446.9% gain over three years. Those kinds of returns have been fueled by NRG’s strategic pivot toward higher margin retail and...

Earlier in December, Sunrun and NRG Energy announced a multi-year partnership in Texas to expand distributed solar-plus-storage and build a 1 GW virtual power plant by 2035, allowing aggregated home batteries to supply the grid during periods of peak demand. This collaboration reinforces NRG’s push into distributed, flexible power solutions, positioning the company at the intersection of grid reliability, residential energy, and utility-scale needs. Now we’ll examine how NRG’s push into a 1...