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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
CFO
451
Callan Family Office
Pennsylvania
$725K -$20.2K -200 -3%
CAM
452
Carret Asset Management
New York
$717K -$4.55K -45 -0.6%
WA
453
WESPAC Advisors
California
$713K +$755K +7,464 New
CFG
454
Cooper Financial Group
California
$702K +$41.1K +406 +6%
I
455
INVST
Indiana
$685K +$726K +7,179 New
LCGC
456
Legacy Capital Group California
California
$684K +$391K +3,863 +117%
CI Investments Inc
457
CI Investments Inc
Ontario, Canada
$679K +$44.6K +441 +7%
HWM
458
HB Wealth Management
Georgia
$676K +$154K +1,522 +27%
LCM
459
LVM Capital Management
Michigan
$674K +$23.8K +235 +3%
SB
460
Strategic Blueprint
Georgia
$673K -$22.3K -221 -3%
AAS
461
Avantax Advisory Services
Texas
$670K +$229K +2,267 +48%
SPA
462
Sherbrooke Park Advisers
New York
$666K +$705K +6,973 New
PCIA
463
Prime Capital Investment Advisors
Kansas
$664K +$32.9K +325 +5%
GI
464
GAMMA Investing
California
$661K +$68.7K +679 +11%
SCM
465
Sterling Capital Management
North Carolina
$659K -$176K -1,741 -20%
SCM
466
Stevens Capital Management
Pennsylvania
$642K -$291K -2,878 -30%
BPAMU
467
BTG Pactual Asset Management US
New York
$618K +$655K +6,475 New
Bank Julius Baer & Co
468
Bank Julius Baer & Co
Switzerland
$617K
NMIMC
469
Northwestern Mutual Investment Management Company
Wisconsin
$615K +$1.01K +10 +0.2%
TCA
470
Transcend Capital Advisors
New Jersey
$612K +$31.6K +312 +5%
BAM
471
Belpointe Asset Management
Nevada
$603K +$111K +1,094 +21%
EH
472
Equitable Holdings
New York
$600K -$22.3K -221 -3%
ETC
473
Exchange Traded Concepts
Oklahoma
$593K +$221K +2,190 +54%
FPCP
474
Fort Point Capital Partners
California
$593K +$1.92K +19 +0.3%
VIP
475
Vista Investment Partners
Oklahoma
$590K +$625K +6,184 New

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.