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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
EI
651
Ethic Inc
New York
$216K +$221K +2,189 New
CAG
652
Csenge Advisory Group
Florida
$215K -$33.5K -331 -13%
UCB
653
United Community Bank
South Carolina
$213K -$6.78K -67 -3%
GGS
654
Galvin Gaustad & Stein
Arizona
$213K -$607 -6 -0.3%
NAAA
655
New Age Alpha Advisors
New York
$212K -$14.6K -144 -6%
OC
656
Opinicus Capital
Florida
$212K +$225K +2,223 New
RIP
657
Reliant Investment Partners
North Carolina
$209K +$222K +2,192 New
PHS
658
Pekin Hardy Strauss
Illinois
$205K -$8.6K -85 -4%
BBA
659
BLB&B Advisors
Pennsylvania
$204K +$216K +2,133 New
GHAM
660
Gilman Hill Asset Management
Connecticut
$203K +$215K +2,125 New
HCM
661
Hollencrest Capital Management
California
$196K -$2.23M -22,010 -91%
CLOS
662
Compagnie Lombard Odier SCmA
Switzerland
$191K
OWA
663
Opal Wealth Advisors
New York
$188K +$200K +1,974 New
AIP
664
Ameritas Investment Partners
Nebraska
$188K
VEA
665
Virtus ETF Advisers
New York
$180K +$190K +1,881 New
CAM
666
Costello Asset Management
Pennsylvania
$166K +$176K +1,737 New
CI
667
CX Institutional
Indiana
$165K +$174K +1,724 New
IBOK
668
Independence Bank of Kentucky
Kentucky
$164K
BTI
669
Blue Trust Inc
Georgia
$153K -$5.97K -59 -4%
CT
670
Caldwell Trust
Florida
$153K
MCM
671
MAI Capital Management
Ohio
$150K +$5.16K +51 +3%
CAL
672
Capital Advisors Ltd
Ohio
$147K
CAL
673
Capital Analysts LLC
Pennsylvania
$145K -$303 -3 -0.2%
EB
674
Eastern Bank
Massachusetts
$143K +$152K +1,500 New
PTC
675
Private Trust Company
Ohio
$141K +$12K +119 +9%

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.