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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
PA
751
Pineridge Advisors
Missouri
$1.73K
IAIM
752
International Assets Investment Management
Florida
$1.61K +$11.6M +146,233 +27,231%
WOSD
753
WFA of San Diego
California
$1.55K
SFCL
754
Strengthening Families & Communities LLC
Massachusetts
$1.27K
CA
755
Claris Advisors
Missouri
$1.09K +$955 +12 New
CTWM
756
Cherry Tree Wealth Management
Minnesota
$1K +$875 +11 New
GFPC
757
Global Financial Private Client
Florida
$1K +$875 +11 New
VNA
758
Valley National Advisers
Pennsylvania
$1K -$4.3K -54 -79%
AW
759
Avion Wealth
Texas
$1K
Lazard Asset Management
760
Lazard Asset Management
New York
$1K
VWA
761
Valued Wealth Advisors
Utah
$820
LIS
762
Legacy Investment Solutions
Idaho
$740 +$636 +8 New
LWMI
763
Legacy Wealth Management (Idaho)
Idaho
$740 +$636 +8 New
WOC
764
West Oak Capital
California
$638
RTC
765
Riverview Trust Company
Washington
$638 +$557 +7 New
VAMG
766
Voisard Asset Management Group
Michigan
$638 +$557 +7 New
DFA
767
DHJJ Financial Advisors
Illinois
$547
CT
768
Colonial Trust
South Carolina
$274 -$2.63K -33 -92%
TFM
769
TFC Financial Management
Massachusetts
$274 -$80 -1 -25%
RWM
770
Ruedi Wealth Management
Illinois
$273 -$239 -3 -50%
SHIM
771
Stone House Investment Management
Pennsylvania
$273
WA
772
WestEnd Advisors
North Carolina
$273
FPFS
773
First Personal Financial Services
North Carolina
$183 +$159 +2 New
OP
774
ORG Partners
Indiana
$182 -$113K -1,423 -100%
MFG
775
Mendota Financial Group
Wisconsin
$92 +$80 +1 New

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.