We are live on ! Find out more
NRG icon

NRG Energy
NRG

1,015 hedge funds and large institutions have $29.5B invested in NRG Energy in 2025 Q2 according to their latest regulatory filings, with 244 funds opening new positions, 289 increasing their positions, 376 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 69

63% more capital invested

Capital invested by funds: $18.1B → $29.5B (+$11.4B)

47% more funds holding in top 10

Funds holding in top 10: 17 → 25 (+8)

27% more call options, than puts

Call options by funds: $536M | Put options by funds: $421M

19% more funds holding

Funds holding: 850 → 1,015 (+165)

0.91% more ownership

Funds ownership: 93.24% → 94.15% (+0.91%)

23% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 376

Holders
1,015
Holders Change
+165
Holders Change %
+19.41%
% of All Funds
13.36%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.33%
New
244
Increased
289
Reduced
376
Closed
69
Calls
$536M
Puts
$421M
Net Calls
+$115M
Net Calls Change
+$391M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$495M
2
Victory Capital Management
Victory Capital Management
Texas
+$344M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$292M
4
Jane Street
Jane Street
New York
+$233M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$161M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$554M
2
Amundi
Amundi
France
-$488M
3
LSV Asset Management
LSV Asset Management
Illinois
-$323M
4
Boston Partners
Boston Partners
Massachusetts
-$214M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
-$210M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
976
Activest Wealth Management
Florida
$3.37K +$264 +2 +11%
CWP
977
Clark Wealth Partners
Illinois
$3.21K +$1.32K +10 +100%
SC
978
Stephens Consulting
Michigan
$2.89K +$2.37K +18 New
AFG
979
Albion Financial Group
Utah
$2.73K – – –
BHWM
980
Beaird Harris Wealth Management
Texas
$2.73K +$2.24K +17 New
WOSD
981
WFA of San Diego
California
$2.73K +$2.24K +17 New
TCM
982
Tradewinds Capital Management
Washington
$2.72K – – –
MWA
983
Medallion Wealth Advisors
Connecticut
$2.65K – – –
HIA
984
HFM Investment Advisors
New Jersey
$2.41K +$1.32K +10 +200%
MAWAG
985
Mid-American Wealth Advisory Group
Missouri
$2.41K +$1.98K +15 New
BHWM
986
Bay Harbor Wealth Management
Maryland
$2.41K +$923 +7 +88%
CA
987
Crewe Advisors
Utah
$2.25K – – –
BGA
988
Battery Global Advisors
Massachusetts
$2.09K – – –
PWA
989
Physician Wealth Advisors
Utah
$2.09K +$1.71K +13 New
WB
990
Webster Bank
Connecticut
$2.09K +$1.71K +13 New
VNA
991
Valley National Advisers
Pennsylvania
$2K – – –
HWP
992
Highline Wealth Partners
California
$1.93K – – –
VWA
993
Valued Wealth Advisors
Utah
$1.45K – – –
PWM
994
Parkworth Wealth Management
California
$1.45K – – –
CFO
995
CVA Family Office
Colorado
$1.45K +$395 +3 +50%
DF
996
Dunhill Financial
United Kingdom
$1.37K -$3.95K -30 -79%
APW
997
Atlantic Private Wealth
North Carolina
$1.37K +$1.19K +9 New
LWMI
998
Legacy Wealth Management (Idaho)
Idaho
$1.28K – – –
LIS
999
Legacy Investment Solutions
Idaho
$1.28K +$1.05K +8 New
TIM
1000
Tortoise Investment Management
New York
$1.28K +$1.05K +8 New
38 39
40
41 42

NRG Hedge Fund Activity: Q2 2025 in Review

1,015 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in NRG Energy (NRG) for Q2 2025, worth a combined $29.5B — up 63% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new NRG positions and 69 closed out — a net gain of 175 holders — while 289 added to existing stakes and 376 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $495M. The largest seller was Franklin Resources, cutting an estimated $554M.

  • 1,015 institutional investors held NRG Energy (NRG) as of Q2 2025, up from 850 in Q1 2025.
  • Funds reported $29.5B of NRG Energy stock for Q2 2025, up 63% quarter-over-quarter.
  • 244 funds opened new NRG Energy positions in Q2 2025 and 69 closed out, a net change of +175 holders.
  • The largest NRG Energy buyer in Q2 2025 was Fidelity Investments, an estimated $495M added.
  • The largest NRG Energy seller in Q2 2025 was Franklin Resources, an estimated $554M sold.

Based on aggregated 13F filings for Q2 2025.