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NRG Energy

542 hedge funds and large institutions have $7.85B invested in NRG Energy in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 191 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-34
Holders Change %
-5.9%
% of All Funds
8.67%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.18%
New
64
Increased
203
Reduced
191
Closed
85
Calls
$151M
Puts
$270M
Net Calls
-$119M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
501
Pointe Capital Management
Michigan
$1.75K +$1.75K +51 New
CA
502
Clearstead Advisors
Ohio
$1.65K +$1.65K +48 New
CWA
503
Clearview Wealth Advisors
Oregon
$1.54K
CAC
504
Core Alternative Capital
Georgia
$1.51K +$1.51K +44 New
SWM
505
Spire Wealth Management
Virginia
$1.3K -$1.71K -50 -57%
BAAM
506
Baker Avenue Asset Management
California
$1.3K -$1.47K -43 -53%
WPA
507
West Paces Advisors
Georgia
$1.3K
AIM
508
Anchor Investment Management
South Carolina
$1.3K
SIC
509
SJS Investment Consulting
Ohio
$1.27K -$1.06K -31 -46%
VCM
510
Versant Capital Management
Arizona
$1.23K +$891 +26 +260%
HCM
511
Hollencrest Capital Management
California
$1.2K
CTA
512
Colonial Trust Advisors
South Carolina
$1.17K -$583 -17 -33%
FSWA
513
Financial Synergies Wealth Advisors
Texas
$1.06K
AWM
514
Abound Wealth Management
Tennessee
$1.06K
FCFS
515
First Command Financial Services
Texas
$1.03K +$1.03K +30 New
FCB
516
First Command Bank
Texas
$1.03K +$1.03K +30 New
ADL
517
Asset Dedication LLC
California
$1K
TFA
518
Transamerica Financial Advisors
Florida
$1K
CWC
519
Carolinas Wealth Consulting
North Carolina
$994
TWD
520
True Wealth Design
Ohio
$892 -$684K -19,951 -100%
TAM
521
Tucker Asset Management
Colorado
$857
DWMG
522
DB Wealth Management Group
California
$823
TCM
523
Tradewinds Capital Management
Washington
$789 +$446 +13 +130%
CFB
524
Cullen/Frost Bankers
Texas
$652
CMA
525
Cedar Mountain Advisors
Oregon
$643