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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.61B -$88.9M -879,180 -3%
BlackRock
2
BlackRock
New York
$1.58B -$323M -3,192,759 -16%
Franklin Resources
3
Franklin Resources
California
$1.2B +$34M +335,895 +3%
State Street
4
State Street
Massachusetts
$1.06B +$19M +187,580 +2%
Invesco
5
Invesco
Georgia
$565M +$13.4M +132,720 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$546M +$107M +1,056,043 +23%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$511M +$2.51M +24,869 +0.5%
Morgan Stanley
8
Morgan Stanley
New York
$476M -$2.24M -22,162 -0.4%
Amundi
9
Amundi
France
$406M +$392M +3,876,235 +772%
LSV Asset Management
10
LSV Asset Management
Illinois
$382M -$17.1M -168,961 -4%
LAM
11
Lyrical Asset Management
New York
$341M -$7.02M -69,380 -2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$272M -$53.9M -533,407 -16%
BS
13
Banco Santander
Spain
$271M +$708K +7,000 +0.2%
Boston Partners
14
Boston Partners
Massachusetts
$269M +$179M +1,771,829 +170%
Goldman Sachs
15
Goldman Sachs
New York
$216M +$101M +996,347 +79%
Northern Trust
16
Northern Trust
Illinois
$214M -$3.74M -36,938 -2%
Bank of America
17
Bank of America
North Carolina
$200M +$48.1M +476,124 +29%
AL
18
Appaloosa LP
New Jersey
$196M +$23.8M +235,000 +13%
Millennium Management
19
Millennium Management
New York
$191M -$44.9M -443,772 -18%
Charles Schwab
20
Charles Schwab
California
$181M -$3.49M -34,507 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$174M -$208K -2,060 -0.1%
JP Morgan Chase
22
JP Morgan Chase
New York
$167M +$54.1M +534,834 +44%
Pacer Advisors
23
Pacer Advisors
Pennsylvania
$157M +$162M +1,605,583 +4,196%
Caisse de Depot et Placement du Quebec (CDPQ)
24
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$141M +$37.7M +372,618 +34%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$138M -$11.8M -116,713 -7%

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.