We are live on ! Find out more
NRG icon

NRG Energy

851 hedge funds and large institutions have $18.1B invested in NRG Energy in 2025 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 336 increasing their positions, 268 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 95

25% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 268

4% more funds holding

Funds holding: 821851 (+30)

3% more capital invested

Capital invested by funds: $17.6B → $18.1B (+$529M)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

2.91% less ownership

Funds ownership: 96.15%93.24% (-2.9%)

53% less call options, than puts

Call options by funds: $243M | Put options by funds: $518M

Holders
851
Holders Change
+30
Holders Change %
+3.65%
% of All Funds
11.41%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
138
Increased
336
Reduced
268
Closed
95
Calls
$243M
Puts
$518M
Net Calls
-$275M
Net Calls Change
+$41M
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
401
Mount Yale Investment Advisors
Colorado
$968K +$734K +7,255 +252%
JWCA
402
J.W. Cole Advisors
Florida
$962K +$251K +2,484 +33%
AFS
403
Aft Forsyth & Sober
Florida
$955K +$1.01M +10,000 New
TWC
404
TD Waterhouse Canada
Ontario, Canada
$925K +$149K +1,477 +19%
MSRPS
405
Maryland State Retirement & Pension System
Maryland
$917K -$138K -1,366 -12%
SC
406
SummitTX Capital
Texas
$917K +$971K +9,602 New
BCWM
407
Bartlett & Co Wealth Management
Ohio
$917K -$30.2K -299 -3%
SRL
408
Scientech Research LLC
New Jersey
$913K +$967K +9,566 New
AP
409
Advisors Preferred
Maryland
$912K -$4.98M -49,196 -84%
MFG
410
Merit Financial Group
Georgia
$909K +$963K +9,526 New
AA
411
ALPS Advisors
Colorado
$909K +$212K +2,093 +28%
NMERB
412
New Mexico Educational Retirement Board
New Mexico
$908K -$30.3K -300 -3%
KPWS
413
Kestra Private Wealth Services
Texas
$904K -$289K -2,853 -23%
AR
414
Advisory Research
Illinois
$899K +$2.63K +26 +0.3%
TNBTD
415
Trustmark National Bank Trust Department
Mississippi
$893K -$17.6K -174 -2%
CAPTRUST Financial Advisors
416
CAPTRUST Financial Advisors
North Carolina
$886K +$141K +1,394 +18%
BBVA
417
Banco Bilbao Vizcaya Argentaria
Spain
$885K +$287K +2,841 +44%
P
418
&Partners
Tennessee
$880K +$69.7K +689 +8%
SW
419
Solidarity Wealth
Utah
$879K
PFS
420
Prospera Financial Services
Texas
$876K -$260K -2,575 -22%
Fayez Sarofim & Co
421
Fayez Sarofim & Co
Texas
$873K
AWA
422
Arkadios Wealth Advisors
Georgia
$866K +$328K +3,242 +56%
PWM
423
Perigon Wealth Management
California
$864K +$67.3K +666 +8%
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$861K +$108K +1,071 +13%
Luther King Capital Management (LKCM)
425
Luther King Capital Management (LKCM)
Texas
$859K

NRG Hedge Fund Activity: Q1 2025 in Review

851 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NRG Energy (NRG) for Q1 2025, worth a combined $18.1B — up 3% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new NRG positions and 95 closed out — a net gain of 43 holders — while 336 added to existing stakes and 268 trimmed.

The largest buyer was Amundi, adding an estimated $392M. The largest seller was Elliott Investment Management, exiting entirely with an estimated $433M sold.

  • 851 institutional investors held NRG Energy (NRG) as of Q1 2025, up from 821 in Q4 2024.
  • Funds reported $18.1B of NRG Energy stock for Q1 2025, up 3% quarter-over-quarter.
  • 138 funds opened new NRG Energy positions in Q1 2025 and 95 closed out, a net change of +43 holders.
  • The largest NRG Energy buyer in Q1 2025 was Amundi, an estimated $392M added.
  • The largest NRG Energy seller in Q1 2025 was Elliott Investment Management, an estimated $433M sold.

Based on aggregated 13F filings for Q1 2025.