We are live on ! Find out more
NRG icon

NRG Energy

1,058 hedge funds and large institutions have $28.7B invested in NRG Energy in 2026 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 467 increasing their positions, 304 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 1,0671,058 (-9)

2.06% less ownership

Funds ownership: 93.59%91.53% (-2.1%)

24% less call options, than puts

Call options by funds: $190M | Put options by funds: $251M

Holders
1,058
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$190M
Puts
$251M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
801
Ascent Group
Virginia
$217K
DADC
802
D.A. Davidson & Co
Montana
$215K
SAM
803
Sagewood Asset Management
New York
$215K
PP
804
PDS Planning
Ohio
$215K
QFA
805
Quantum Financial Advisors
California
$215K
SCM
806
Sterling Capital Management
North Carolina
$215K
PPWP
807
Premier Path Wealth Partners
New Jersey
$214K
CCS
808
Concentric Capital Strategies
Connecticut
$213K
EFG
809
Everhart Financial Group
Ohio
$213K
PTC
810
Private Trust Company
Ohio
$212K
HKAM
811
Horizon Kinetics Asset Management
New York
$210K
OR
812
Olympiad Research
Connecticut
$209K
9C
813
9823 Capital
Texas
$208K
LA
814
Lifeworks Advisors
Michigan
$207K
OAM
815
Oxford Asset Management
United Kingdom
$206K
MWP
816
Madison Wealth Partners
Wisconsin
$206K
MWP
817
Meriwether Wealth & Planning
Louisiana
$206K
SSC
818
Syverson Strege & Co
Iowa
$205K
TCWA
819
Turtle Creek Wealth Advisors
Texas
$203K
NFSG
820
Newbridge Financial Services Group
Florida
$197K
CM
821
Castleark Management
Illinois
$191K
IAIM
822
International Assets Investment Management
Florida
$184K
IA
823
IFP Advisors
Florida
$182K
ST
824
Smithfield Trust
Pennsylvania
$166K
Kayne Anderson Rudnick Investment Management
825
Kayne Anderson Rudnick Investment Management
California
$156K