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NRG Energy
NRG

741 hedge funds and large institutions have $15.7B invested in NRG Energy in 2024 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 229 increasing their positions, 260 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 56

15% more funds holding

Funds holding: 644 → 741 (+97)

12% more capital invested

Capital invested by funds: $14.1B → $15.7B (+$1.63B)

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

3.3% less ownership

Funds ownership: 100.18% → 96.89% (-3.3%)

12% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 260

44% less call options, than puts

Call options by funds: $500M | Put options by funds: $888M

Holders
741
Holders Change
+97
Holders Change %
+15.06%
% of All Funds
10.7%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
163
Increased
229
Reduced
260
Closed
56
Calls
$500M
Puts
$888M
Net Calls
-$388M
Net Calls Change
-$545M

Top Buyers

Rank Fund Capital Flow
1
BS
Banco Santander
Spain
+$217M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$189M
3
Jennison Associates
Jennison Associates
New York
+$99.7M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$73.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$64.1M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$237M
2
Franklin Resources
Franklin Resources
California
-$203M
3
Two Sigma Investments
Two Sigma Investments
New York
-$136M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$128M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
701
Anchor Investment Management
South Carolina
$2.96K – – –
WPA
702
West Paces Advisors
Georgia
$2.96K – – –
SWM
703
Sugarloaf Wealth Management
Georgia
$2.9K – – –
CT
704
Colonial Trust
South Carolina
$2.8K +$2.79K +36 New
HCM
705
Hollencrest Capital Management
California
$2.73K – – –
Kayne Anderson Rudnick Investment Management
706
Kayne Anderson Rudnick Investment Management
California
$2.69K +$542 +7 +26%
RAM
707
Riggs Asset Management
Pennsylvania
$2.57K – – –
CA
708
Continuum Advisory
Idaho
$2.57K -$77 -1 -3%
Capstone Investment Advisors
709
Capstone Investment Advisors
New York
$2.57K +$2.56K +33 New
AWM
710
Abound Wealth Management
Tennessee
$2.41K – – –
CWC
711
Carolinas Wealth Consulting
North Carolina
$2.26K – – –
ADL
712
Asset Dedication LLC
California
$2.18K – – –
LIA
713
Lynx Investment Advisory
District of Columbia
$2.18K +$2.17K +28 New
TAM
714
Tucker Asset Management
Colorado
$1.95K – – –
BGAI
715
Bruce G. Allen Investments
Colorado
$1.71K +$155 +2 +10%
PCTC
716
Perkins Coie Trust Company
Washington
$1.64K – – –
CPG
717
Cornerstone Planning Group
New Jersey
$1.63K – – –
GWM
718
Geneos Wealth Management
Colorado
$1.56K – – –
CMA
719
Cedar Mountain Advisors
Oregon
$1.51K – – –
TWD
720
True Wealth Design
Ohio
$1.48K +$232 +3 +19%
PA
721
Pineridge Advisors
Missouri
$1.48K – – –
WOSD
722
WFA of San Diego
California
$1.32K +$1.32K +17 New
AW
723
Avion Wealth
Texas
$1K – – –
TFA
724
Transamerica Financial Advisors
Florida
$1K – – –
Lazard Asset Management
725
Lazard Asset Management
New York
$1K +$1.01K +13 New
27 28
29
30 31

NRG Hedge Fund Activity: Q2 2024 in Review

741 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NRG Energy (NRG) for Q2 2024, worth a combined $15.7B — up 12% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new NRG positions and 56 closed out — a net gain of 107 holders — while 229 added to existing stakes and 260 trimmed.

The largest buyer was Banco Santander, opening a new position worth an estimated $217M. The largest seller was UBS Group, cutting an estimated $237M.

  • 741 institutional investors held NRG Energy (NRG) as of Q2 2024, up from 644 in Q1 2024.
  • Funds reported $15.7B of NRG Energy stock for Q2 2024, up 12% quarter-over-quarter.
  • 163 funds opened new NRG Energy positions in Q2 2024 and 56 closed out, a net change of +107 holders.
  • The largest NRG Energy buyer in Q2 2024 was Banco Santander, an estimated $217M added.
  • The largest NRG Energy seller in Q2 2024 was UBS Group, an estimated $237M sold.

Based on aggregated 13F filings for Q2 2024.