Warren Buffett's Berkshire Hathaway has added a new stake in NRG Energy , according to a just-released portfolio 'snapshot' of its holdings in U.S. publicly-traded stocks as of June 30.
At today's closing price of $35.22, the 3.2 million shares are worth about $113 million. NRG shares are down from a near-term high of about $44 in mid-June, so Buffett may have taken a short-term hit on his new holding in the Texas energy provider.
The Berkshire filing also says that some "confidential information" has been omitted from the portfolio listing, including information regarding Berkshire's position in ConocoPhillips . I assume that means Berkshire is adding to its position in Conoco, listed at 17.5 million shares worth $1.33 billion as of March 31, but there's no way to know for sure.
We also don't know if Conoco is the only stock included in the secret part of Berkshire's filing with the SEC. Buffett oftens gets permission to temporarily hold back information on some holdings to thwart 'copycats.'