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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
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$35.6M +$26.2M +259,575 +228%
Federated Hermes
77
Federated Hermes
Pennsylvania
$34.3M +$34M +336,161 +1,430%
Wells Fargo
78
Wells Fargo
California
$33.8M -$1.09M -10,791 -3%
Mitsubishi UFJ Asset Management
79
Mitsubishi UFJ Asset Management
Japan
$33.7M +$2.91M +28,813 +9%
Massachusetts Financial Services
80
Massachusetts Financial Services
Massachusetts
$33.6M +$1.68M +16,635 +5%
Allianz Asset Management
81
Allianz Asset Management
Germany
$31.6M +$4.08M +40,322 +14%
GAM
82
Gotham Asset Management
New York
$28.7M -$5.89M -58,247 -16%
SCM
83
Shelton Capital Management
Colorado
$28.5M +$15.9M +157,025 +111%
ZIG
84
Zurich Insurance Group
Switzerland
$28.2M +$13.1M +129,676 +78%
Macquarie Group
85
Macquarie Group
Australia
$28.1M +$450K +4,447 +2%
Fidelity International
86
Fidelity International
Bermuda
$27.5M +$6.55M +64,730 +29%
Wellington Management Group
87
Wellington Management Group
Massachusetts
$27.1M +$4.25M +41,987 +17%
Jennison Associates
88
Jennison Associates
New York
$27M +$28.6M +282,815 New
TRSOTSOK
89
Teachers Retirement System of the State of Kentucky
Kentucky
$26.3M +$1.06M +10,491 +4%
Mackenzie Financial
90
Mackenzie Financial
Ontario, Canada
$26.2M -$4.67M -46,144 -14%
TAM
91
Todd Asset Management
Kentucky
$25M +$1.03M +10,193 +4%
EF
92
Empowered Funds
Pennsylvania
$23.8M -$154K -1,525 -0.6%
AS
93
Aware Super
Australia
$23.7M +$23.2M +229,097 +1,209%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$23.5M +$264K +2,606 +1%
Korea Investment Corp
95
Korea Investment Corp
South Korea
$23.5M -$598K -5,909 -2%
California State Teachers Retirement System (CalSTRS)
96
California State Teachers Retirement System (CalSTRS)
California
$23.2M -$340K -3,360 -1%
LPL Financial
97
LPL Financial
California
$23.1M +$2.08M +20,557 +9%
NW
98
NewEdge Wealth
Pennsylvania
$22.9M +$24.3M +240,028 New
Verition Fund Management
99
Verition Fund Management
Connecticut
$21.2M +$9.49M +93,810 +73%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$20.8M -$476K -4,710 -2%

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.