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NRG Energy

1,046 hedge funds and large institutions have $28.7B invested in NRG Energy in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 381 increasing their positions, 387 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 99

3% more funds holding

Funds holding: 1,0151,046 (+31)

3% more call options, than puts

Call options by funds: $518M | Put options by funds: $501M

2% less repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 387

3% less capital invested

Capital invested by funds: $29.5B → $28.7B (-$879M)

2.69% less ownership

Funds ownership: 94.15%91.47% (-2.7%)

28% less funds holding in top 10

Funds holding in top 10: 2518 (-7)

Holders
1,046
Holders Change
+31
Holders Change %
+3.05%
% of All Funds
13.73%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.24%
New
146
Increased
381
Reduced
387
Closed
99
Calls
$518M
Puts
$501M
Net Calls
+$17.2M
Net Calls Change
-$98.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.08B -$182M -1,167,489 -4%
BlackRock
2
BlackRock
New York
$2.88B +$92.8M +595,591 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.38B +$811M +5,202,627 +55%
State Street
4
State Street
Massachusetts
$1.72B -$31.7M -203,410 -2%
Franklin Resources
5
Franklin Resources
California
$1.27B -$73.8M -473,622 -6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$910M +$22.5M +144,519 +3%
Invesco
7
Invesco
Georgia
$790M +$4.87M +31,238 +0.6%
Morgan Stanley
8
Morgan Stanley
New York
$768M -$15.2M -97,825 -2%
LAM
9
Lyrical Asset Management
New York
$517M +$7.02M +45,028 +1%
Victory Capital Management
10
Victory Capital Management
Texas
$447M -$131M -843,613 -23%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$381M -$56.4M -362,288 -13%
Northern Trust
12
Northern Trust
Illinois
$340M -$13.4M -86,089 -4%
AL
13
Appaloosa LP
New Jersey
$303M -$17.1M -110,000 -6%
Bank of America
14
Bank of America
North Carolina
$294M -$557K -3,572 -0.2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$266M -$74.2K -476 -0%
UBS AM
16
UBS AM
Illinois
$234M -$17.2M -110,171 -7%
Ameriprise
17
Ameriprise
Minnesota
$222M +$66.5M +426,776 +45%
Goldman Sachs
18
Goldman Sachs
New York
$218M -$286M -1,832,544 -58%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$217M -$137M -880,167 -40%
JP Morgan Chase
20
JP Morgan Chase
New York
$216M +$6.7M +43,017 +3%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$209M -$12M -76,764 -6%
Charles Schwab
22
Charles Schwab
California
$208M -$87.6M -562,415 -30%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$198M +$13.5M +86,528 +8%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$163M +$17.5M +112,113 +13%
Deutsche Bank
25
Deutsche Bank
Germany
$161M +$2.37M +15,204 +2%

NRG Hedge Fund Activity: Q3 2025 in Review

1,046 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NRG Energy (NRG) for Q3 2025, worth a combined $28.7B — down 3% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new NRG positions and 99 closed out — a net gain of 47 holders — while 381 added to existing stakes and 387 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $811M. The largest seller was Banco Santander, exiting entirely with an estimated $354M sold.

  • 1,046 institutional investors held NRG Energy (NRG) as of Q3 2025, up from 1,015 in Q2 2025.
  • Funds reported $28.7B of NRG Energy stock for Q3 2025, down 3% quarter-over-quarter.
  • 146 funds opened new NRG Energy positions in Q3 2025 and 99 closed out, a net change of +47 holders.
  • The largest NRG Energy buyer in Q3 2025 was Fidelity Investments, an estimated $811M added.
  • The largest NRG Energy seller in Q3 2025 was Banco Santander, an estimated $354M sold.

Based on aggregated 13F filings for Q3 2025.