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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
AP
701
Aspect Partners
Virginia
$10.5K +$1.51K +19 +20%
JFA
702
JNBA Financial Advisors
Minnesota
$10.4K
HWM
703
HighMark Wealth Management
Minnesota
$10.2K
CWP
704
Concord Wealth Partners
Virginia
$9.84K -$80 -1 -0.9%
MA
705
MCF Advisors
Kentucky
$9.11K +$2.31K +29 +41%
FMTCOCP
706
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K
FMP
707
Financial Management Professionals
Texas
$9K +$3.66K +46 +92%
RWM
708
Reston Wealth Management
Virginia
$8.65K +$7.56K +95 New
PGAM
709
Princeton Global Asset Management
New Jersey
$8.56K
PFG
710
Peterson Financial Group
Iowa
$8.52K +$7.48K +94 New
SWM
711
Spire Wealth Management
Virginia
$8.2K +$1.51K +19 +27%
SIS
712
Sound Income Strategies
Florida
$7.37K +$1.19K +15 +23%
MHR
713
Matthew Hamilton Rosenberg
$7.2K +$6.29K +79 New
EBA
714
Eagle Bay Advisors
New York
$6.92K
IHWM
715
Iron Horse Wealth Management
Iowa
$6.65K
CAM
716
ClariVest Asset Management
California
$6.62K
CPA
717
Capital Performance Advisors
California
$6.56K +$5.73K +72 New
RIL
718
Rothschild Investment LLC
Illinois
$6.38K -$27.1K -340 -83%
SSB
719
Sandy Spring Bank
Maryland
$6.29K
DIP
720
DT Investment Partners
Pennsylvania
$6.01K +$5.25K +66 New
TCA
721
Trifecta Capital Advisors
Illinois
$5.56K
WWM
722
Wolff Wiese Magana
California
$5.56K
AFWM
723
Abich Financial Wealth Management
Virginia
$5.38K +$4.69K +59 New
WTC
724
WhitTier Trust Company
Nevada
$5.37K +$1.43K +18 +44%
SIC
725
SJS Investment Consulting
Ohio
$5.1K -$239 -3 -5%

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.