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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
DT
601
Diversified Trust
Tennessee
$272K +$17.3K +171 +6%
DO
602
denkapparat Operations
Germany
$271K +$287K +2,840 New
SWP
603
Stratos Wealth Partners
Ohio
$271K +$13K +129 +5%
GM
604
GeoWealth Management
Illinois
$270K -$111K -1,094 -28%
PS
605
Principal Securities
Iowa
$269K
FFA
606
Fairfield Financial Advisors
Massachusetts
$264K +$186K +1,836 +198%
PCM
607
Prelude Capital Management
New York
$263K +$279K +2,754 New
SAM
608
Smartleaf Asset Management
Massachusetts
$263K -$1.82K -18 -0.6%
VCM
609
Versant Capital Management
Arizona
$258K +$117K +1,159 +75%
GD
610
Grandfield & Dodd
New York
$258K -$30.3K -300 -10%
CWMK
611
Caliber Wealth Management (Kansas)
Kansas
$257K +$273K +2,695 New
OF
612
Optimize Financial
California
$257K +$272K +2,689 New
P
613
Pitcairn
Pennsylvania
$257K +$1.31K +13 +0.5%
AWM
614
Avior Wealth Management
Nebraska
$254K -$1.11K -11 -0.4%
FC
615
Farringdon Capital
United Kingdom
$253K -$40.8K -403 -13%
RA
616
RFG Advisory
Alabama
$253K -$49.5K -489 -16%
AC
617
Avestar Capital
New York
$252K -$40.7K -402 -13%
FB
618
Fulton Bank
Pennsylvania
$250K +$265K +2,623 New
SCA
619
Snowden Capital Advisors
New York
$249K +$28K +277 +12%
ICA
620
Infrastructure Capital Advisors
New York
$248K +$263K +2,600 New
Brown Advisory
621
Brown Advisory
Maryland
$243K -$21.6K -214 -8%
AIA
622
Affinity Investment Advisors
California
$243K -$202 -2 -0.1%
FHA
623
First Horizon Advisors
Tennessee
$242K +$182K +1,798 +242%
EWA
624
EverSource Wealth Advisors
Alabama
$242K -$60.8K -601 -19%
MWA
625
Monograph Wealth Advisors
California
$239K -$174K -1,718 -41%

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.