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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
DPW
726
DiNuzzo Private Wealth
Pennsylvania
$4.92K +$80 +1 +2%
AF
727
Advisornet Financial
Minnesota
$4.92K +$4.3K +54 New
HPC
728
HM Payson & Co
Maine
$4.74K +$4.14K +52 New
BIA
729
Bell Investment Advisors
California
$4.65K +$955 +12 +31%
MSG
730
Main Street Group
Virginia
$4.55K
HWA
731
Heritage Wealth Advisors
Virginia
$4.46K +$3.9K +49 New
HIA
732
Harbor Investment Advisory
Maryland
$4.37K -$1.35K -17 -26%
CJ
733
Caitlin John
Michigan
$3.98K -$9.71K -122 -74%
NIC
734
Northwest Investment Counselors
Oregon
$3.92K +$3.42K +43 New
AIM
735
Anchor Investment Management
South Carolina
$3.46K
WPA
736
West Paces Advisors
Georgia
$3.46K
NRG
737
Nemes Rush Group
Michigan
$3.45K
CWC
738
Carolinas Wealth Consulting
North Carolina
$3.1K +$398 +5 +17%
RAM
739
Riggs Asset Management
Pennsylvania
$3.01K
DF
740
Dunhill Financial
United Kingdom
$2.92K +$1.67K +21 +191%
AWM
741
Abound Wealth Management
Tennessee
$2.83K
BCMLT
742
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.55K +$2.23K +28 New
Kayne Anderson Rudnick Investment Management
743
Kayne Anderson Rudnick Investment Management
California
$2.51K -$557 -7 -21%
RS
744
Rakuten Securities
Japan
$2.46K -$5.01K -63 -70%
CPG
745
Cornerstone Planning Group
New Jersey
$2.1K
PCTC
746
Perkins Coie Trust Company
Washington
$1.91K
BGAI
747
Bruce G. Allen Investments
Colorado
$1.82K -$159 -2 -9%
TWD
748
True Wealth Design
Ohio
$1.82K +$80 +1 +5%
BWP
749
Baldwin Wealth Partners
Massachusetts
$1.82K +$1.59K +20 New
CMA
750
Cedar Mountain Advisors
Oregon
$1.78K +$80 +1 +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.