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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
IHWM
776
Iron Horse Wealth Management
Iowa
$6.97K
AF
777
Atala Financial
California
$6.68K
SWIM
778
Smallwood Wealth Investment Management
New Jersey
$6.68K +$7.08K +70 New
SSB
779
Sandy Spring Bank
Maryland
$6.59K
DIP
780
DT Investment Partners
Pennsylvania
$6.3K
TWD
781
True Wealth Design
Ohio
$6.01K +$3.94K +39 +163%
BIA
782
Bell Investment Advisors
California
$5.82K
TCA
783
Trifecta Capital Advisors
Illinois
$5.82K
WWM
784
Wolff Wiese Magana
California
$5.82K
AF
785
Advisornet Financial
Minnesota
$5.73K
WPA
786
West Paces Advisors
Georgia
$5.73K +$2.23K +22 +58%
NRG
787
Nemes Rush Group
Michigan
$5.67K
OP
788
ORG Partners
Indiana
$5.31K +$5.26K +52 +2,600%
CPG
789
Cornerstone Planning Group
New Jersey
$5.31K +$2.43K +24 +86%
DPW
790
DiNuzzo Private Wealth
Pennsylvania
$5.06K -$101 -1 -2%
SHIM
791
Stone House Investment Management
Pennsylvania
$5.06K +$5.36K +53 New
MSG
792
Main Street Group
Virginia
$4.77K
GFPC
793
Global Financial Private Client
Florida
$4.77K +$2.83K +28 +127%
BCMLT
794
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.77K +$5.06K +50 New
HH
795
HWG Holdings
Texas
$4.77K +$5.06K +50 New
SIC
796
SJS Investment Consulting
Ohio
$4.68K
HIA
797
Harbor Investment Advisory
Maryland
$4.58K
HPC
798
HM Payson & Co
Maine
$4.2K
MAS
799
MPWM Advisory Solutions
Georgia
$3.82K
DF
800
Dunhill Financial
United Kingdom
$3.65K +$506 +5 +15%

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.