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NRG Energy
NRG

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: 821 → 851 (+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: 17 → 17 (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

Top Buyers

Rank Fund Capital Flow
1
Amundi
Amundi
France
+$392M
2
Boston Partners
Boston Partners
Massachusetts
+$179M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$162M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$107M
5
Goldman Sachs
Goldman Sachs
New York
+$101M

Top Sellers

Rank Fund Capital Flow
1
EIM
Elliott Investment Management
Florida
-$433M
2
Barclays
Barclays
United Kingdom
-$387M
3
BlackRock
BlackRock
New York
-$323M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$230M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$88.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
801
Anchor Investment Management
South Carolina
$3.63K – – –
MSWM
802
Mowery & Schoenfeld Wealth Management
Illinois
$3.45K -$405 -4 -10%
CFD
803
Creative Financial Designs
Indiana
$3.34K -$1.58M -15,576 -100%
CWC
804
Carolinas Wealth Consulting
North Carolina
$3.25K – – –
RAM
805
Riggs Asset Management
Pennsylvania
$3.15K – – –
RWML
806
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$3.15K -$1.21K -12 -27%
OAJ
807
Ogorek Anthony Joseph
New York
$3K +$3.34K +33 New
MA
808
MCF Advisors
Kentucky
$2.77K -$7.18K -71 -71%
Kayne Anderson Rudnick Investment Management
809
Kayne Anderson Rudnick Investment Management
California
$2.63K – – –
AWM
810
Abound Wealth Management
Tennessee
$2.58K -$1.52K -15 -36%
CT
811
Clearstead Trust
Maine
$2.48K +$2.63K +26 New
HWA
812
Heritage Wealth Advisors
Virginia
$2.29K -$3.54K -35 -59%
PCTC
813
Perkins Coie Trust Company
Washington
$2K – – –
HFS
814
Hantz Financial Services
Michigan
$2K +$1.62K +16 New
BGAI
815
Bruce G. Allen Investments
Colorado
$1.91K – – –
CMA
816
Cedar Mountain Advisors
Oregon
$1.88K – – –
AWM
817
Activest Wealth Management
Florida
$1.81K +$1.92K +19 New
MWA
818
Medallion Wealth Advisors
Connecticut
$1.68K – – –
AFG
819
Albion Financial Group
Utah
$1.62K – – –
TCM
820
Tradewinds Capital Management
Washington
$1.62K +$1.72K +17 New
GP
821
Greenline Partners
New York
$1.53K +$1.62K +16 New
RWM
822
Rialto Wealth Management
New York
$1.43K +$1.52K +15 New
CA
823
Crewe Advisors
Utah
$1.34K -$405 -4 -22%
BGA
824
Battery Global Advisors
Massachusetts
$1.24K +$1.31K +13 New
HWP
825
Highline Wealth Partners
California
$1.15K +$1.21K +12 New
31 32
33
34 35

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.