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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
TA
476
TFB Advisors
Kansas
$584K +$2.23K +22 +0.4%
MWC
477
MBM Wealth Consultants
Missouri
$583K +$36.5K +361 +6%
CIA
478
Concurrent Investment Advisors
Florida
$581K +$48.5K +480 +9%
ECM
479
Everence Capital Management
Indiana
$581K
LBC
480
Leigh Baldwin & Co
New York
$580K -$405 -4 -0.1%
QP
481
Quartz Partners
New York
$571K -$193K -1,906 -24%
GWM
482
Geneos Wealth Management
Colorado
$571K +$147K +1,451 +147%
QI
483
Qtron Investments
Massachusetts
$570K +$125K +1,235 +26%
AS
484
Altshuler Shaham
Israel
$567K +$407K +4,021 +210%
EWA
485
EP Wealth Advisors
California
$562K -$6.07K -60 -1%
AWCI
486
Alpine Woods Capital Investors
New York
$560K +$593K +5,863 New
CIM
487
Contravisory Investment Management
Massachusetts
$558K -$5.66K -56 -0.9%
FRM
488
Fox Run Management
Connecticut
$552K -$190K -1,880 -25%
NS
489
NBC Securities
Alabama
$550K +$583K +5,767 +115,340%
CAM
490
Cresset Asset Management
Illinois
$549K +$77.3K +764 +15%
Wealthfront Advisers
491
Wealthfront Advisers
California
$549K +$105K +1,039 +22%
IMCOOI
492
Investment Management Corp of Ontario (IMCO)
Canada
$546K +$578K +5,720 New
RCA
493
Roberts Capital Advisors
Colorado
$544K +$576K +5,698 New
BJL
494
Brighton Jones LLC
Washington
$542K +$49.7K +491 +9%
BEI
495
Benjamin Edwards Inc
Missouri
$542K -$3.44K -34 -0.6%
HIS
496
Horizon Investment Services
Indiana
$540K -$51.7K -511 -8%
OBAM
497
ODDO BHF Asset Management
France
$537K
Lido Advisors
498
Lido Advisors
California
$523K -$274K -2,710 -33%
DI
499
Diligent Investors
California
$515K
CG
500
Caprock Group
Idaho
$515K +$210K +2,078 +63%

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.