We are live on ! Find out more
NRG icon

NRG Energy

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: 1725 (+8)

27% more call options, than puts

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

19% more funds holding

Funds holding: 8501,015 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.23B -$131M -995,060 -4%
BlackRock
2
BlackRock
New York
$2.76B +$79.9M +606,085 +4%
State Street
3
State Street
Massachusetts
$1.74B -$42M -318,663 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.52B +$495M +3,753,827 +66%
Franklin Resources
5
Franklin Resources
California
$1.34B -$554M -4,207,173 -34%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$865M +$5.17M +39,253 +0.7%
Invesco
7
Invesco
Georgia
$779M -$141M -1,069,473 -18%
Morgan Stanley
8
Morgan Stanley
New York
$777M -$18.9M -143,106 -3%
Victory Capital Management
9
Victory Capital Management
Texas
$572M +$344M +2,610,662 +263%
Goldman Sachs
10
Goldman Sachs
New York
$511M +$122M +922,332 +41%
LAM
11
Lyrical Asset Management
New York
$505M -$55.8M -423,086 -12%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$436M -$17.5M -132,608 -5%
Jane Street
13
Jane Street
New York
$377M +$233M +1,766,387 +303%
Qube Research & Technologies (QRT)
14
Qube Research & Technologies (QRT)
United Kingdom
$356M +$292M +2,217,517 New
BS
15
Banco Santander
Spain
$354M -$82.9M -629,000 -22%
Northern Trust
16
Northern Trust
Illinois
$351M -$7.67M -58,163 -3%
AL
17
Appaloosa LP
New Jersey
$318M -$9.23M -70,000 -3%
Charles Schwab
18
Charles Schwab
California
$297M -$5.81M -44,085 -2%
Bank of America
19
Bank of America
North Carolina
$292M -$37.2M -282,464 -13%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$264M -$23.1M -175,570 -10%
LSV Asset Management
21
LSV Asset Management
Illinois
$250M -$323M -2,452,860 -61%
UBS AM
22
UBS AM
Illinois
$249M +$69.2M +524,952 +51%
Holocene Advisors
23
Holocene Advisors
New York
$232M +$101M +767,014 +113%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$220M +$161M +1,223,392 +839%
JP Morgan Chase
25
JP Morgan Chase
New York
$207M -$60.6M -460,043 -26%

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.