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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
RF
826
Rossby Financial
Florida
$1.08K +$1.01K +10 New
AW
827
Avion Wealth
Texas
$1K – – –
VNA
828
Valley National Advisers
Pennsylvania
$1K – – –
CWP
829
Clark Wealth Partners
Illinois
$955 – – –
WPA
830
Wealth Preservation Advisors
Tennessee
$955 +$1.01K +10 New
VWA
831
Valued Wealth Advisors
Utah
$860 – – –
PWM
832
Parkworth Wealth Management
California
$859 – – –
PWA
833
Principia Wealth Advisory
Texas
$779 +$405 +4 +100%
CT
834
Colonial Trust
South Carolina
$777 -$202 -2 -22%
CAWM
835
Capital A Wealth Management
Pennsylvania
$764 -$1.31K -13 -62%
LWMI
836
Legacy Wealth Management (Idaho)
Idaho
$764 – – –
BHWM
837
Bay Harbor Wealth Management
Maryland
$763 +$809 +8 New
WOC
838
West Oak Capital
California
$668 – – –
DFA
839
DHJJ Financial Advisors
Illinois
$573 – – –
CFO
840
CVA Family Office
Colorado
$573 +$607 +6 New
HIA
841
HFM Investment Advisors
New Jersey
$478 +$506 +5 New
BWL
842
Bogart Wealth LLC
Virginia
$477 +$506 +5 New
SWP
843
SIMA Wealth Partners
Virginia
$452 – – –
TFM
844
TFC Financial Management
Massachusetts
$287 – – –
ACA
845
American Capital Advisory
Idaho
$287 +$303 +3 New
RWM
846
Ruedi Wealth Management
Illinois
$286 – – –
PWAM
847
Private Wealth Asset Management
Iowa
$286 +$303 +3 New
NWM
848
Nova Wealth Management
Florida
$191 – – –
B
849
Birchbrook
Maine
$96 – – –
CIA
850
Cape Investment Advisory
Georgia
$95 – – –
32 33
34
35 36

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.