We are live on ! Find out more
NRG icon

NRG Energy

777 hedge funds and large institutions have $18.2B invested in NRG Energy in 2024 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 292 increasing their positions, 263 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 86

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

16% more capital invested

Capital invested by funds: $15.7B → $18.2B (+$2.47B)

11% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 263

5% more funds holding

Funds holding: 741777 (+36)

0.17% less ownership

Funds ownership: 96.89%96.72% (-0.17%)

40% less call options, than puts

Call options by funds: $375M | Put options by funds: $623M

Holders
777
Holders Change
+36
Holders Change %
+4.86%
% of All Funds
11.16%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
125
Increased
292
Reduced
263
Closed
86
Calls
$375M
Puts
$623M
Net Calls
-$247M
Net Calls Change
+$141M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
101
LPL Financial
California
$16.8M +$2.29M +28,794 +18%
AIM
102
Achmea Investment Management
Netherlands
$16.6M +$14.5M +182,511 New
GLA
103
Great Lakes Advisors
Illinois
$15.8M -$674K -8,472 -5%
BAM
104
BOCHK Asset Management
Hong Kong
$15.8M +$13.8M +173,700 New
American Century Companies
105
American Century Companies
Missouri
$15.8M +$170K +2,135 +1%
WCM
106
Wedge Capital Management
North Carolina
$15.8M -$708K -8,897 -5%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.5M -$2.43M -30,527 -15%
Arrowstreet Capital
108
Arrowstreet Capital
Massachusetts
$15.3M -$7.71M -96,905 -37%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$15.1M +$4.44M +55,777 +51%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$14.9M +$596K +7,492 +5%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$14.5M +$1.34M +16,854 +12%
EF
112
Empowered Funds
Pennsylvania
$14.5M +$753K +9,459 +6%
WorldQuant Millennium Advisors
113
WorldQuant Millennium Advisors
New York
$14.3M -$41.7M -524,021 -77%
Squarepoint
114
Squarepoint
New York
$14.2M -$23.5M -295,741 -66%
AWM
115
AE Wealth Management
Kansas
$13.5M +$151K +1,901 +1%
Twin Tree Management
116
Twin Tree Management
Texas
$13.2M -$32.1M -404,030 -74%
New York State Common Retirement Fund
117
New York State Common Retirement Fund
New York
$13M -$4.65M -58,400 -29%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.9M -$173K -2,173 -2%
Assenagon Asset Management
119
Assenagon Asset Management
Luxembourg
$12.8M -$116M -1,456,391 -91%
Creative Planning
120
Creative Planning
Kansas
$12.6M +$3.82K +48 +0%
BAMF
121
BI Asset Management Fondsmaeglerselskab
Denmark
$12.5M +$1.62M +20,326 +17%
EGM
122
Engineers Gate Manager
New York
$12.4M -$2.25M -28,264 -17%
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$12.4M -$5.33M -66,942 -33%
State of Wisconsin Investment Board
124
State of Wisconsin Investment Board
Wisconsin
$12.2M -$333K -4,189 -3%
SCM
125
Shelton Capital Management
Colorado
$11.9M +$823K +10,344 +9%

NRG Hedge Fund Activity: Q3 2024 in Review

777 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NRG Energy (NRG) for Q3 2024, worth a combined $18.2B — up 16% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new NRG positions and 86 closed out — a net gain of 39 holders — while 292 added to existing stakes and 263 trimmed.

The largest buyer was Los Angeles Capital Management, adding an estimated $83.5M. The largest seller was Two Sigma Advisers, cutting an estimated $119M.

  • 777 institutional investors held NRG Energy (NRG) as of Q3 2024, up from 741 in Q2 2024.
  • Funds reported $18.2B of NRG Energy stock for Q3 2024, up 16% quarter-over-quarter.
  • 125 funds opened new NRG Energy positions in Q3 2024 and 86 closed out, a net change of +39 holders.
  • The largest NRG Energy buyer in Q3 2024 was Los Angeles Capital Management, an estimated $83.5M added.
  • The largest NRG Energy seller in Q3 2024 was Two Sigma Advisers, an estimated $119M sold.

Based on aggregated 13F filings for Q3 2024.