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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
RTL
751
Red Tortoise LLC
Georgia
$13.9K
AGWCA
752
Annis Gardner Whiting Capital Advisors
Florida
$13.4K -$9K -89 -39%
MAFA
753
MJT & Associates Financial Advisory
Minnesota
$12.9K +$13.7K +135 New
LI
754
LRI Investments
Florida
$12.3K +$13K +129 New
VFM
755
Vision Financial Markets
Connecticut
$12.1K
Q1WB
756
Quest 10 Wealth Builders
Virginia
$11.5K -$14.6K -144 -55%
WBWA
757
William B. Walkup & Associates
South Carolina
$11.4K
AP
758
Aspect Partners
Virginia
$11K
JFA
759
JNBA Financial Advisors
Minnesota
$10.9K
HWM
760
HighMark Wealth Management
Minnesota
$10.8K
HFS
761
Hughes Financial Services
Virginia
$10.4K +$10.7K +106 New
CWP
762
Concord Wealth Partners
Virginia
$10.2K
FMTCOCP
763
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K
NEWAS
764
N.E.W. Advisory Services
Wisconsin
$9.63K +$10.2K +101 New
FCMT
765
Founders Capital Management (Texas)
Texas
$9.55K +$10.1K +100 New
MBFW
766
Morton Brown Family Wealth
Pennsylvania
$9.55K +$10.1K +100 New
FMP
767
Financial Management Professionals
Texas
$9.45K +$101 +1 +1%
RS
768
Rakuten Securities
Japan
$8.69K -$2.02K -20 -18%
RIL
769
Rothschild Investment LLC
Illinois
$8.11K +$1.42K +14 +20%
NC
770
NewSquare Capital
Pennsylvania
$8.02K +$8.29K +82 +4,100%
WTC
771
WhitTier Trust Company
Nevada
$7.92K +$809 +8 +11%
SIS
772
Sound Income Strategies
Florida
$7.74K
SCB
773
Saudi Central Bank
Saudi Arabia
$7.64K +$8.09K +80 New
OC
774
Oakworth Capital
Alabama
$7.64K +$7.99K +79 +7,900%
MHR
775
Matthew Hamilton Rosenberg
$7.54K

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.