We are live on ! Find out more
NRG icon

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
CWMS
576
Cannon Wealth Management Services
North Carolina
$235K +$205K +2,576 New
AO
577
Advisor OS
Illinois
$232K +$203K +2,550 New
SAM
578
Smartleaf Asset Management
Massachusetts
$232K +$61.5K +773 +44%
CAM
579
Cidel Asset Management
Ontario, Canada
$232K -$24.7K -310 -11%
MIS
580
Morningstar Investment Services
Illinois
$231K +$202K +2,535 New
TAM
581
Tocqueville Asset Management
New York
$228K +$199K +2,500 New
VF
582
VitalStone Financial
Texas
$227K -$146K -1,839 -42%
IAA
583
Independent Advisor Alliance
North Carolina
$225K +$197K +2,473 New
NWAG
584
Net Worth Advisory Group
Utah
$224K +$195K +2,457 New
DWT
585
Dorsey & Whitney Trust
South Dakota
$222K +$194K +2,436 New
AWM
586
Accurate Wealth Management
Florida
$222K +$198K +2,487 New
SWP
587
Stratos Wealth Partners
Ohio
$221K -$190K -2,391 -50%
BTI
588
Blue Trust Inc
Georgia
$221K +$87.1K +1,095 +63%
BIC
589
Beach Investment Counsel
Pennsylvania
$219K
PWPS
590
Pinnacle Wealth Planning Services
Ohio
$216K +$189K +2,372 New
FCP
591
Fidelis Capital Partners
Florida
$216K +$196K +2,460 New
Northwestern Mutual Wealth Management
592
Northwestern Mutual Wealth Management
Wisconsin
$216K +$84.5K +1,062 +81%
MCM
593
Manchester Capital Management
Vermont
$214K +$155K +1,954 +491%
FTWA
594
Fifth Third Wealth Advisors
Ohio
$211K +$184K +2,313 New
BCM
595
Brookstone Capital Management
Illinois
$211K +$184K +2,313 New
UCB
596
United Community Bank
South Carolina
$209K -$55.9K -702 -23%
SCA
597
Snowden Capital Advisors
New York
$209K -$87.8K -1,103 -32%
CM
598
Cercano Management
Washington
$209K +$183K +2,295 New
MIM
599
Morningstar Investment Management
Illinois
$209K +$184K +2,318 New
GS
600
GTS Securities
New York
$207K -$412K -5,183 -69%

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.