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NRG Energy

851 hedge funds and large institutions have $18.1B invested in NRG Energy in 2025 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 336 increasing their positions, 268 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 95

25% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 268

4% more funds holding

Funds holding: 821851 (+30)

3% more capital invested

Capital invested by funds: $17.6B → $18.1B (+$529M)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

2.91% less ownership

Funds ownership: 96.15%93.24% (-2.9%)

53% less call options, than puts

Call options by funds: $243M | Put options by funds: $518M

Holders
851
Holders Change
+30
Holders Change %
+3.65%
% of All Funds
11.41%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
138
Increased
336
Reduced
268
Closed
95
Calls
$243M
Puts
$518M
Net Calls
-$275M
Net Calls Change
+$41M
Name Holding Trade Value Shares
Change
Change in
Stake
CCS
526
Concentric Capital Strategies
Connecticut
$420K +$445K +4,396 New
SWM
527
Spire Wealth Management
Virginia
$419K +$158K +1,560 +55%
CTA
528
Chesley Taft & Associates
Illinois
$416K -$38.9K -385 -8%
LIM
529
Leavell Investment Management
Alabama
$416K +$20.6K +204 +5%
CW
530
CreativeOne Wealth
Kansas
$414K +$92K +910 +27%
AWM
531
Apollon Wealth Management
South Carolina
$413K +$143K +1,413 +49%
SFS
532
Stiles Financial Services
Minnesota
$406K -$18.8K -186 -4%
SFA
533
Sequoia Financial Advisors
Ohio
$406K -$11.9K -118 -3%
QWM
534
Quadcap Wealth Management
Texas
$402K +$426K +4,216 New
AC
535
Aristeia Capital
Connecticut
$393K +$417K +4,120 New
FFA
536
Farther Finance Advisors
California
$389K +$213K +2,109 +114%
LI
537
LifeWealth Investments
Florida
$388K +$85.1K +842 +26%
WPW
538
Waldron Private Wealth
Pennsylvania
$387K -$510K -5,041 -55%
TPCW
539
TD Private Client Wealth
New York
$386K +$262K +2,593 +179%
HBT
540
Heartland Bank & Trust
Illinois
$385K +$408K +4,032 New
UCFA
541
United Capital Financial Advisors
Texas
$381K +$29.7K +294 +8%
HA
542
Huntleigh Advisors
Missouri
$379K +$101 +1 +0%
Jacobs Levy Equity Management
543
Jacobs Levy Equity Management
New Jersey
$377K -$230M -2,278,328 -100%
William Blair & Company
544
William Blair & Company
Illinois
$374K +$92.8K +918 +31%
Northwestern Mutual Wealth Management
545
Northwestern Mutual Wealth Management
Wisconsin
$373K +$138K +1,369 +54%
CAS
546
CTC Alternative Strategies
Illinois
$372K +$394K +3,900 New
VAG
547
VisionPoint Advisory Group
Texas
$370K -$194K -1,920 -33%
CRWM
548
Castle Rock Wealth Management
California
$367K +$1.42K +14 +0.4%
AC
549
Allstate Corporation
Illinois
$367K -$224K -2,212 -37%
AAM
550
Augustine Asset Management
Florida
$365K -$3.24K -32 -0.8%

NRG Hedge Fund Activity: Q1 2025 in Review

851 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NRG Energy (NRG) for Q1 2025, worth a combined $18.1B — up 3% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new NRG positions and 95 closed out — a net gain of 43 holders — while 336 added to existing stakes and 268 trimmed.

The largest buyer was Amundi, adding an estimated $392M. The largest seller was Elliott Investment Management, exiting entirely with an estimated $433M sold.

  • 851 institutional investors held NRG Energy (NRG) as of Q1 2025, up from 821 in Q4 2024.
  • Funds reported $18.1B of NRG Energy stock for Q1 2025, up 3% quarter-over-quarter.
  • 138 funds opened new NRG Energy positions in Q1 2025 and 95 closed out, a net change of +43 holders.
  • The largest NRG Energy buyer in Q1 2025 was Amundi, an estimated $392M added.
  • The largest NRG Energy seller in Q1 2025 was Elliott Investment Management, an estimated $433M sold.

Based on aggregated 13F filings for Q1 2025.