NRG icon

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 %
CMA
526
Cedar Mountain Advisors
Oregon
$736 – – –
ECM
527
Everence Capital Management
Indiana
$711 +$711 +18,460 New
CFD
528
Creative Financial Designs
Indiana
$655 – – –
WOSD
529
WFA of San Diego
California
$655 – – –
CA
530
Crewe Advisors
Utah
$655 +$116 +3 +21%
LFA
531
LGT Financial Advisors
Texas
$578 +$578 +15 New
NSIM
532
North Star Investment Management
Illinois
$539 – – –
BSB
533
Bangor Savings Bank
Maine
$539 – – –
HIA
534
Harbor Investment Advisory
Maryland
$501 – – –
TWP
535
TFO Wealth Partners
Ohio
$449 – – –
UB
536
UMB Bank
Missouri
$424 – – –
TWD
537
True Wealth Design
Ohio
$386 – – –
TCM
538
Tradewinds Capital Management
Washington
$386 – – –
CFGS
539
Concourse Financial Group Securities
Alabama
$385 +$77 +2 +25%
FGAM
540
Financial Gravity Asset Management
Texas
$350 -$1.09K -28 -76%
ANBT
541
American National Bank & Trust
Texas
$347 -$116 -3 -25%
DFA
542
DHJJ Financial Advisors
Illinois
$232 +$232 +6 New
WA
543
WestEnd Advisors
North Carolina
$231 +$231 +6 New
BWS
544
Buck Wealth Strategies
Colorado
$156 – – –
SHIM
545
Stone House Investment Management
Pennsylvania
$116 – – –
PMFA
546
Plante Moran Financial Advisors
Michigan
$116 – – –
OP
547
ORG Partners
Indiana
$77 +$77 +2 New
HGERS
548
Householder Group Estate & Retirement Specialist
Arizona
$48 +$48 +1 New
OC
549
Oakworth Capital
Alabama
$39 – – –
RA
550
Rise Advisors
New York
$9 -$12.9K -344 Closed
20 21
22
23 24