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NRG Energy
NRG

Overview Fund Activity

550 hedge funds and large institutions have $8.94B invested in NRG Energy in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 176 increasing their positions, 198 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
-8
Holders Change %
-1.43%
% of All Funds
8.77%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
73
Increased
176
Reduced
198
Closed
71
Calls
$294M
Puts
$186M
Net Calls
+$109M
Net Calls Change
-$40.3M

Top Buyers

1
EIM
Elliott Investment Management
Florida
$399M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$162M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$159M
4
Invesco
Invesco
Georgia
$294M
5
Amundi
Amundi
France
$56.5M

Top Sellers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$43.8M
2
Citadel Advisors
Citadel Advisors
Florida
$71.6M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$90.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.1B
5
N
Natixis
France
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGWCA
501
Annis Gardner Whiting Capital Advisors
Florida
$2.35K +$2.35K +61 New
SWM
502
Spire Wealth Management
Virginia
$2.2K +$732 +19 +50%
VNA
503
Valley National Advisers
Pennsylvania
$2K – – –
NRG
504
Nemes Rush Group
Michigan
$1.97K – – –
BAAM
505
Baker Avenue Asset Management
California
$1.93K +$462 +12 +32%
VWM
506
Venturi Wealth Management
Texas
$1.73K +$1.08K +28 +165%
PCTC
507
Perkins Coie Trust Company
Washington
$1.73K +$1.73K +45 New
WPA
508
West Paces Advisors
Georgia
$1.46K – – –
AIM
509
Anchor Investment Management
South Carolina
$1.46K – – –
EBA
510
Eagle Bay Advisors
New York
$1.46K – – –
SWM
511
Sugarloaf Wealth Management
Georgia
$1.43K -$539 -14 -27%
BIA
512
Bell Investment Advisors
California
$1.39K -$963 -25 -41%
HCM
513
Hollencrest Capital Management
California
$1.35K – – –
CTA
514
Colonial Trust Advisors
South Carolina
$1.31K – – –
RG
515
Retirement Group
California
$1.27K – – –
CWC
516
Carolinas Wealth Consulting
North Carolina
$1.23K – – –
FSWA
517
Financial Synergies Wealth Advisors
Texas
$1.2K – – –
AWM
518
Abound Wealth Management
Tennessee
$1.2K – – –
FCAS
519
First Command Advisory Services
Texas
$1.16K +$1.16K +30 New
SIA
520
SkyView Investment Advisors
New Jersey
$1K – – –
ADL
521
Asset Dedication LLC
California
$1K – – –
TFA
522
Transamerica Financial Advisors
Florida
$1K – – –
TAM
523
Tucker Asset Management
Colorado
$963 – – –
DWMG
524
DB Wealth Management Group
California
$924 – – –
CPG
525
Cornerstone Planning Group
New Jersey
$895 +$895 +23 New
19 20
21
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