We are live on ! Find out more
NRG icon

NRG Energy

820 hedge funds and large institutions have $17.6B invested in NRG Energy in 2024 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 322 increasing their positions, 252 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 83

28% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 252

6% more funds holding

Funds holding: 777820 (+43)

0.57% less ownership

Funds ownership: 96.72%96.15% (-0.57%)

3% less capital invested

Capital invested by funds: $18.2B → $17.6B (-$611M)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

51% less call options, than puts

Call options by funds: $300M | Put options by funds: $616M

Holders
820
Holders Change
+43
Holders Change %
+5.53%
% of All Funds
10.8%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.22%
New
140
Increased
322
Reduced
252
Closed
83
Calls
$300M
Puts
$616M
Net Calls
-$316M
Net Calls Change
-$69M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.55B -$3.44M -37,126 -0.1%
BlackRock
2
BlackRock
New York
$1.78B +$6.77M +73,058 +0.4%
Franklin Resources
3
Franklin Resources
California
$1.1B +$80.7M +871,804 +8%
State Street
4
State Street
Massachusetts
$990M -$10.5M -113,262 -1%
Invesco
5
Invesco
Georgia
$522M -$9.44M -101,881 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$481M -$4.83M -52,175 -1%
Morgan Stanley
7
Morgan Stanley
New York
$451M -$37.6M -405,658 -7%
EIM
8
Elliott Investment Management
Florida
$433M -$451M -4,868,000 -50%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$421M -$45.3M -489,310 -9%
Barclays
10
Barclays
United Kingdom
$385M +$282M +3,045,330 +250%
LSV Asset Management
11
LSV Asset Management
Illinois
$377M -$7.19M -77,602 -2%
LAM
12
Lyrical Asset Management
New York
$328M +$739K +7,976 +0.2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$305M -$19.1M -206,567 -6%
BS
14
Banco Santander
Spain
$255M +$695K +7,500 +0.3%
Millennium Management
15
Millennium Management
New York
$221M -$19.3M -208,836 -8%
Northern Trust
16
Northern Trust
Illinois
$206M +$29.3M +316,445 +16%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$206M -$35.3M -381,161 -14%
Charles Schwab
18
Charles Schwab
California
$174M -$3.61M -38,970 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$164M -$35.7M -385,883 -17%
AL
20
Appaloosa LP
New Jersey
$164M +$75.5M +815,180 +82%
Bank of America
21
Bank of America
North Carolina
$146M -$56.2M -606,464 -27%
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$141M +$131M +1,417,057 +1,010%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$128M +$5.27M +56,944 +4%
PIP
24
Permian Investment Partners
Texas
$127M -$20.8M -224,600 -14%
Prudential Financial
25
Prudential Financial
New Jersey
$124M +$3.81M +41,094 +3%

NRG Hedge Fund Activity: Q4 2024 in Review

820 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NRG Energy (NRG) for Q4 2024, worth a combined $17.6B — down 3.4% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new NRG positions and 83 closed out — a net gain of 57 holders — while 322 added to existing stakes and 252 trimmed.

The largest buyer was Barclays, adding an estimated $282M. The largest seller was Elliott Investment Management, cutting an estimated $451M.

  • 820 institutional investors held NRG Energy (NRG) as of Q4 2024, up from 777 in Q3 2024.
  • Funds reported $17.6B of NRG Energy stock for Q4 2024, down 3.4% quarter-over-quarter.
  • 140 funds opened new NRG Energy positions in Q4 2024 and 83 closed out, a net change of +57 holders.
  • The largest NRG Energy buyer in Q4 2024 was Barclays, an estimated $282M added.
  • The largest NRG Energy seller in Q4 2024 was Elliott Investment Management, an estimated $451M sold.

Based on aggregated 13F filings for Q4 2024.