We are live on ! Find out more
NRG icon

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
C
726
Covestor
United Kingdom
$31K +$3.24K +32 +11%
OWP
727
ORG Wealth Partners
Texas
$30.1K -$91.7K -907 -75%
KFI
728
Key Financial Inc
Pennsylvania
$29.9K +$31.7K +313 New
KFGG
729
Keystone Financial Group (Georgia)
Georgia
$28.2K +$101 +1 +0.4%
ZBNA
730
Zions Bancorporation, National Association
Utah
$27.7K +$29.3K +290 New
EDRH
731
Edmond de Rothschild Holding
Switzerland
$24.8K
JWA
732
JFS Wealth Advisors
Pennsylvania
$22.4K +$101 +1 +0.4%
PWMG
733
Prestige Wealth Management Group
New Jersey
$21.4K
TFIPS
734
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21K +$22.2K +220 New
PMFA
735
Plante Moran Financial Advisors
Michigan
$19.7K -$607 -6 -3%
SC
736
SouthState Corp
Florida
$19.6K +$20.7K +205 New
CWM
737
Crowley Wealth Management
Delaware
$19.1K
FFO
738
Fortitude Family Office
Arizona
$18.2K
FMII
739
Farmers & Merchants Investments Inc
Nebraska
$17.5K
MTC
740
Matrix Trust Company
Colorado
$17K +$1.72K +17 +11%
SO
741
Sierra Ocean
California
$16.9K
KIM
742
Kestra Investment Management
Texas
$16.8K +$1.72K +17 +11%
CWM
743
Cranbrook Wealth Management
Michigan
$16.7K
SFGP
744
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$16.6K
MCM
745
MV Capital Management
Maryland
$16.3K +$101 +1 +0.6%
SL
746
Salomon & Ludwin
Virginia
$15.9K
BCV
747
Banque Cantonale Vaudoise
Switzerland
$15K +$15.7K +155 New
PWMG
748
Private Wealth Management Group
New Jersey
$14.8K -$506 -5 -3%
QC
749
Quent Capital
New York
$14.3K -$10.8K -107 -42%
RA
750
Rise Advisors
New York
$14K +$14.9K +147 New

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.