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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
DLHL
576
Donald L. Hagan LLC
Florida
$317K +$17.6K +174 +6%
A
577
AlphaQuest
New York
$316K -$125K -1,238 -27%
IA
578
IFP Advisors
Florida
$311K -$175K -1,726 -35%
FFM
579
Forum Financial Management
Illinois
$311K -$207K -2,043 -39%
JIC
580
Johnson Investment Counsel
Ohio
$310K +$30.9K +306 +10%
QCG
581
Quadrant Capital Group
Ohio
$310K +$129K +1,276 +65%
IPWA
582
International Private Wealth Advisors
California
$307K -$52.9K -523 -14%
CWMS
583
Cannon Wealth Management Services
North Carolina
$307K +$708 +7 +0.3%
BPW
584
Bingham Private Wealth
California
$306K +$39.9K +395 +14%
Jones Financial Companies
585
Jones Financial Companies
Missouri
$299K +$134K +1,322 +73%
IA
586
Inspire Advisors
Idaho
$295K -$68.3K -675 -18%
DWT
587
Dorsey & Whitney Trust
South Dakota
$294K +$56.4K +558 +22%
AWA
588
Arete Wealth Advisors
Illinois
$294K -$14.7K -145 -5%
DWM
589
Dynasty Wealth Management
Florida
$293K +$310K +3,069 New
FCI
590
Financial Counselors Inc
Kansas
$292K +$310K +3,064 New
VA
591
VestGen Advisors
Illinois
$290K +$308K +3,042 New
PP
592
Prudential plc
United Kingdom
$287K
WAM
593
Worth Asset Management
Texas
$286K
S
594
SignatureFD
Georgia
$284K +$14.7K +145 +5%
FCP
595
Fidelis Capital Partners
Florida
$283K -$1.62K -16 -0.6%
HI
596
Horizon Investments
North Carolina
$276K +$8.7K +86 +3%
BMCM
597
Burns Matteson Capital Management
New York
$276K +$292K +2,892 New
DWP
598
Daymark Wealth Partners
Ohio
$275K
MCM
599
Manchester Capital Management
Vermont
$272K +$50.7K +501 +21%
LTI
600
Laffer Tengler Investments
Tennessee
$272K -$7.08K -70 -2%

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.