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NRG Energy
NRG

Overview Fund Activity

558 hedge funds and large institutions have $8.64B invested in NRG Energy in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 160 increasing their positions, 208 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
+16
Holders Change %
+2.95%
% of All Funds
8.8%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
95
Increased
160
Reduced
208
Closed
77
Calls
$384M
Puts
$235M
Net Calls
+$149M
Net Calls Change
+$268M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$154M
2
UBS Group
UBS Group
Switzerland
+$125M
3
Citadel Advisors
Citadel Advisors
Florida
+$117M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$114M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$109M

Top Sellers

1
BlackRock
BlackRock
New York
-$281M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$183M
3
IG
ING Group
Netherlands
-$114M
4
Invesco
Invesco
Georgia
-$79M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$71.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
501
Valley National Advisers
Pennsylvania
$3K – – –
CWA
502
Clearview Wealth Advisors
Oregon
$2.82K +$1.17K +31 +70%
BBHC
503
Brown Brothers Harriman & Co
New York
$2.77K – – –
CTC
504
Central Trust Company
Missouri
$2.73K – – –
AF
505
Advisornet Financial
Minnesota
$2.73K -$299 -8 -10%
MA
506
MCF Advisors
Kentucky
$2.66K – – –
GI
507
Gradient Investments
Minnesota
$2.66K +$561 +15 +27%
RI
508
Ridgewood Investments
New Jersey
$2.62K +$2.62K +70 New
BIA
509
Bell Investment Advisors
California
$2.28K -$1.12K -30 -33%
TCA
510
Trifecta Capital Advisors
Illinois
$2.28K – – –
SIC
511
SJS Investment Consulting
Ohio
$2.06K +$673 +18 +49%
SWM
512
Sugarloaf Wealth Management
Georgia
$1.91K – – –
NRG
513
Nemes Rush Group
Michigan
$1.91K +$1.91K +51 New
DI
514
Disciplined Investments
Oklahoma
$1.76K -$299 -8 -15%
EBA
515
Eagle Bay Advisors
New York
$1.42K -$823 -22 -37%
BAAM
516
Baker Avenue Asset Management
California
$1.42K – – –
AIM
517
Anchor Investment Management
South Carolina
$1.42K – – –
SWM
518
Spire Wealth Management
Virginia
$1.42K – – –
WPA
519
West Paces Advisors
Georgia
$1.42K – – –
PA
520
PSI Advisors
Florida
$1.42K +$1.42K +38 New
HCM
521
Hollencrest Capital Management
California
$1.31K – – –
CTA
522
Colonial Trust Advisors
South Carolina
$1.27K – – –
RG
523
Retirement Group
California
$1.23K +$1.23K +33 New
BWA
524
BDO Wealth Advisors
Florida
$1.2K +$935 +25 +357%
FSWA
525
Financial Synergies Wealth Advisors
Texas
$1.16K – – –
19 20
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