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NRG Energy

1,014 hedge funds and large institutions have $28.8B invested in NRG Energy in 2026 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 385 increasing their positions, 387 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $602M | Put options by funds: $440M

1.91% more ownership

Funds ownership: 91.58%93.49% (+1.9%)

0% more capital invested

Capital invested by funds: $28.7B → $28.8B (+$102M)

1% less repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 387

5% less funds holding

Funds holding: 1,0641,014 (-50)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

22% less first-time investments, than exits

New positions opened: 118 | Existing positions closed: 151

Holders
1,014
Holders Change
-50
Holders Change %
-4.7%
% of All Funds
12.25%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.19%
New
118
Increased
385
Reduced
387
Closed
151
Calls
$602M
Puts
$440M
Net Calls
+$161M
Net Calls Change
+$221M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.58B -$49.4M -342,980 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.47B -$76.1M -528,623 -3%
Vanguard Capital Management
3
Vanguard Capital Management
Pennsylvania
$2.01B -$2.3M -15,944 -0.1%
Franklin Resources
4
Franklin Resources
California
$1.91B +$770M +5,346,886 +69%
State Street
5
State Street
Massachusetts
$1.64B -$77.4M -537,512 -5%
Vanguard Portfolio Management
6
Vanguard Portfolio Management
Pennsylvania
$1.59B -$60.4M -419,366 -4%
Victory Capital Management
7
Victory Capital Management
Texas
$1.39B +$340M +2,359,071 +33%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$870M +$1.27M +8,801 +0.1%
Invesco
9
Invesco
Georgia
$770M -$1.52M -10,544 -0.2%
Millennium Management
10
Millennium Management
New York
$622M +$327M +2,271,751 +114%
Morgan Stanley
11
Morgan Stanley
New York
$600M -$82.5M -573,132 -12%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$473M +$271M +1,882,573 +139%
LAM
13
Lyrical Asset Management
New York
$393M -$13.6M -94,645 -3%
Boston Partners
14
Boston Partners
Massachusetts
$369M +$40.7M +282,949 +13%
Bank of America
15
Bank of America
North Carolina
$357M +$36M +250,237 +11%
T. Rowe Price Investment Management
16
T. Rowe Price Investment Management
Maryland
$351M +$346M +2,401,856 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$331M +$11.2M +77,824 +4%
Northern Trust
18
Northern Trust
Illinois
$300M +$1.72M +11,974 +0.6%
AL
19
Appaloosa LP
New Jersey
$257M +$3.68M +25,558 +1%
Goldman Sachs
20
Goldman Sachs
New York
$244M -$21.1M -146,600 -8%
UBS AM
21
UBS AM
Illinois
$230M +$21.6M +150,096 +11%
Pictet Asset Management
22
Pictet Asset Management
Switzerland
$221M +$146M +1,012,023 +202%
UBS Group
23
UBS Group
Switzerland
$210M +$9.68M +67,232 +5%
Charles Schwab
24
Charles Schwab
California
$206M +$1.76M +12,210 +0.9%
Amundi
25
Amundi
France
$195M +$100M +695,747 +109%

NRG Hedge Fund Activity: Q2 2026 in Review

1,014 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in NRG Energy (NRG) for Q2 2026, worth a combined $28.8B — up 0.35% from $28.7B a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of NRG and 118 opened new positions — a net loss of 33 holders — while 387 trimmed existing stakes and 385 added.

The largest buyer was Franklin Resources, adding an estimated $770M. The largest seller was Jane Street, cutting an estimated $401M.

  • 1,014 institutional investors held NRG Energy (NRG) as of Q2 2026, down from 1,064 in Q1 2026.
  • Funds reported $28.8B of NRG Energy stock for Q2 2026, up 0.35% quarter-over-quarter.
  • 118 funds opened new NRG Energy positions in Q2 2026 and 151 closed out, a net change of -33 holders.
  • The largest NRG Energy buyer in Q2 2026 was Franklin Resources, an estimated $770M added.
  • The largest NRG Energy seller in Q2 2026 was Jane Street, an estimated $401M sold.

Based on aggregated 13F filings for Q2 2026.