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Frank Value Fund's investment thesis on NRG Energy, Inc. ($NRG) — Q2 2025 | Buyside Digest

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$NRGNYSENRG Energy, Inc.

BULL

Frank Value Fund—NRG

Fund Letter

Q2 2025

Published July 3, 2025

View Fund Profile

$95.65USD

-19.6% vs last month

$158.39Pitched

-39.6% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Frank Value Fund Institutional class delivered an 8.36% YTD return as of June 30, 2025, significantly outperforming the Russell Midcap Value Index's 3.12%. Key performance drivers...

— Brian Frank

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What other investors think about $NRG, and what else Frank Value Fund is buying.

Other pitches on $NRG

Other investors who've written on NRG Energy, Inc.

Reaves Long Term Value Wrap CompositeBULL

Pitched Mar 31, 2026

NRG Energy underperformed alongside other independent power producers due to broad concerns regarding cost allocation and grid connection frameworks. However, it continues...

View all $NRG pitches →