We are live on ! Find out more
NRG icon

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
SI
551
SCP Investment
California
$363K +$384K +3,800 New
BTWM
552
Brass Tax Wealth Management
Ohio
$362K +$3.74K +37 +1%
4WM
553
44 Wealth Management
Oregon
$360K -$23.1K -228 -6%
RG
554
Renaissance Group
Kentucky
$359K -$12.9K -128 -3%
BP
555
Ballentine Partners
Massachusetts
$356K +$19.6K +194 +5%
OIA
556
OneDigital Investment Advisors
Kansas
$355K +$148K +1,468 +65%
WRM
557
Weybosset Research & Management
Rhode Island
$351K
WC
558
Wexford Capital
Florida
$350K +$371K +3,670 New
GEA
559
Glen Eagle Advisors
New Jersey
$350K -$50.6K -500 -12%
SOAMC
560
Spirit of America Management Corp
New York
$348K +$147K +1,450 +66%
MYAM
561
Meiji Yasuda Asset Management
Japan
$348K -$57.4K -568 -13%
HWAM
562
Hennion & Walsh Asset Management
New Jersey
$348K +$369K +3,644 New
WIA
563
World Investment Advisors
California
$347K +$58.5K +578 +19%
CCA
564
Checchi Capital Advisers
California
$345K -$5.56K -55 -1%
WSFS
565
Wilmington Savings Fund Society
Delaware
$345K -$343K -3,391 -48%
IA
566
Integrity Alliance
Iowa
$344K +$365K +3,607 New
MSA
567
MUFG Securities Americas
New York
$342K +$60.2K +595 +20%
MOS
568
MGO One Seven
Ohio
$336K -$240K -2,376 -40%
AWM
569
Accel Wealth Management
Iowa
$333K +$303 +3 +0.1%
4WM
570
49 Wealth Management
Texas
$328K +$348K +3,440 New
RSWM
571
Robertson Stephens Wealth Management
California
$328K +$101 +1 +0%
IWC
572
Integrated Wealth Concepts
Massachusetts
$323K +$342K +3,386 New
BF
573
BOK Financial
Oklahoma
$322K +$304K +3,005 +814%
MPM
574
MBB Public Markets
Illinois
$322K +$341K +3,374 New
SC
575
Syon Capital
California
$321K +$340K +3,364 New

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.