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NRG Energy

777 hedge funds and large institutions have $18.2B invested in NRG Energy in 2024 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 292 increasing their positions, 263 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 86

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

16% more capital invested

Capital invested by funds: $15.7B → $18.2B (+$2.47B)

11% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 263

5% more funds holding

Funds holding: 741777 (+36)

0.17% less ownership

Funds ownership: 96.89%96.72% (-0.17%)

40% less call options, than puts

Call options by funds: $375M | Put options by funds: $623M

Holders
777
Holders Change
+36
Holders Change %
+4.86%
% of All Funds
11.16%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
125
Increased
292
Reduced
263
Closed
86
Calls
$375M
Puts
$623M
Net Calls
-$247M
Net Calls Change
+$141M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
501
United Capital Financial Advisors
Texas
$416K +$62K +779 +21%
DT
502
Diversified Trust
Tennessee
$413K +$129K +1,616 +55%
QIM
503
Quantitative Investment Management
Virginia
$412K -$857K -10,774 -70%
NFSG
504
Newbridge Financial Services Group
Florida
$410K +$223K +2,801 +165%
AA
505
ALPS Advisors
Colorado
$405K +$354K +4,450 New
ALAM
506
Asahi Life Asset Management
Japan
$403K +$11.9K +150 +4%
BC
507
Bridgefront Capital
Texas
$403K +$352K +4,420 New
CWA
508
Centennial Wealth Advisory
Michigan
$398K +$15.5K +195 +5%
IPW
509
Impact Partnership Wealth
Georgia
$398K +$348K +4,368 New
AAS
510
Avantax Advisory Services
Texas
$395K +$35.4K +445 +11%
MYAM
511
Meiji Yasuda Asset Management
Japan
$394K +$20.3K +255 +6%
TIAA Trust, National Association
512
TIAA Trust, National Association
North Carolina
$389K +$340K +4,270 New
MWA
513
Monograph Wealth Advisors
California
$383K +$335K +4,206 New
NC
514
Napatree Capital
Rhode Island
$380K -$47.3K -594 -12%
AAM
515
Augustine Asset Management
Florida
$379K
GIA
516
Gateway Investment Advisers
Ohio
$369K +$322K +4,047 New
ATC
517
Argent Trust Co
Tennessee
$367K -$39.8K -500 -11%
Wealthfront Advisers
518
Wealthfront Advisers
California
$363K -$5.97K -75 -2%
CWM
519
Congress Wealth Management
Massachusetts
$360K -$14K -176 -4%
RJT
520
Raymond James Trust
Florida
$357K +$54K +679 +21%
IA
521
Inspire Advisors
Idaho
$357K -$8.59K -108 -3%
CRWM
522
Castle Rock Wealth Management
California
$356K +$10K +126 +3%
KI
523
Kapitalo Investimentos
Brazil
$353K -$223K -2,801 -42%
AIA
524
Affinity Investment Advisors
California
$345K -$12.3K -154 -4%
MOS
525
MGO One Seven
Ohio
$345K -$319K -4,011 -51%

NRG Hedge Fund Activity: Q3 2024 in Review

777 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NRG Energy (NRG) for Q3 2024, worth a combined $18.2B — up 16% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new NRG positions and 86 closed out — a net gain of 39 holders — while 292 added to existing stakes and 263 trimmed.

The largest buyer was Los Angeles Capital Management, adding an estimated $83.5M. The largest seller was Two Sigma Advisers, cutting an estimated $119M.

  • 777 institutional investors held NRG Energy (NRG) as of Q3 2024, up from 741 in Q2 2024.
  • Funds reported $18.2B of NRG Energy stock for Q3 2024, up 16% quarter-over-quarter.
  • 125 funds opened new NRG Energy positions in Q3 2024 and 86 closed out, a net change of +39 holders.
  • The largest NRG Energy buyer in Q3 2024 was Los Angeles Capital Management, an estimated $83.5M added.
  • The largest NRG Energy seller in Q3 2024 was Two Sigma Advisers, an estimated $119M sold.

Based on aggregated 13F filings for Q3 2024.