Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NRG ENERGY INC (NRG)

1K + Investors. Track Smart Money conviction in NRG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +27
Streak
11Q ▲
Buyers last Q
53%

Smart Money Signals — NRG

Based on 1013 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added NRG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,013 hedge funds hold NRG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +31% more funds vs a year ago

fund count last 6Q
+242 new funds entered over the past year (+31% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

545 buying486 selling
Last quarter: 545 funds bought or added vs 486 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new NRG position: 141 → 234 → 144 → 154. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 24% medium ■ 22% new
541 out of 1,013 hedge funds have held NRG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

113 → 141 → 234 → 144 → 154 new funds/Q
New funds entering each quarter: 141 → 234 → 144 → 154. NRG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 12% 1-2yr ■ 29% new
Of 1,052 current holders: 619 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
45 of 1013 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in NRG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: NRG

How many hedge funds hold NRG — quarterly history vs. share price
Quarterly hedge fund ownership of NRG vs. share price

Market Analysis: NRG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NRG

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

120 top-rated funds 16 high-conviction
Consensus
9.0
/ 10
breadth
×
Elite
6.8
/ 10
conviction
Hedge Fund Positioning: NRG
2026 Q1 Stats Unlock in 23 days 1K + Investors

Track Smart Money conviction in NRG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1052 1027 2.43%
13F Shares 181M 180M 0.5%
Total Value $28.55B $28.89B -1.18%
New Positions 156 144 +12
Increased Positions 421 432 -11
Closed Positions 134 115 +19
Reduced Positions 436 432 +4
Total Calls 22 24 -8.33%
Total Puts 19 22 -13.64%
PUT/CALL Ratio 0.86 0.92 Neutral

Statistics: NRG

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NRG. Verified SEC 13F-HR filings.

Top 25 institutional holders of NRG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Community Bank of Raymore 4.31% 44,000 $6.4M
2 Axecap Investments, LLC 2.22% 22,122 $3.2M
3 Board of the Pension Protection Fund 1.14% 8,500 $1.2M
4 Fairfield Financial Advisors, LTD 1.02% 20,327 $3.0M
5 AFFINITY WEALTH MANAGEMENT LLC 0.99% 44,891 $6.6M
6 Byrne Asset Management LLC 0.93% 10,835 $1.6M
7 Border to Coast Pensions Partnership Ltd 0.92% 372,371 $55K
8 KWMG, LLC 0.82% 67,586 $9.9M
9 KW WEALTH MANAGEMENT LLC 0.79% 3,280 $522K
10 FORTEM FINANCIAL GROUP, LLC 0.79% 21,527 $3.1M
11 KIECKHEFER GROUP LLC 0.77% 11,125 $1.6M
12 Kenora Financial, LLC 0.59% 11,459 $1.7M
13 MEYER HANDELMAN CO 0.55% 120,089 $17.5M
14 GoalVest Advisory LLC 0.53% 18,650 $2.7M
15 Greenfield Savings Bank 0.52% 8,297 $1.2M
16 Linden Thomas Advisory Services, LLC 0.51% 35,928 $5.3M
17 Inspire Investing, LLC 0.44% 36,607 $5.3M
18 VIKING FUND MANAGEMENT LLC 0.39% 26,000 $3.8M
19 PATTON FUND MANAGEMENT, INC. 0.35% 13,948 $2.0M
20 HCR Wealth Advisors 0.34% 22,578 $3.3M
21 Athena Wealth Management, LLC 0.31% 2,026 $323K
22 Sanchez Gaunt Capital Management, LLC 0.31% 3,365 $492K
23 Financial Life Planners 0.29% 2,593 $379K
24 WEDGE CAPITAL MANAGEMENT L L P/NC 0.28% 104,046 $15.2M
25 TFB Advisors LLC 0.28% 3,645 $533K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NRG ENERGY INC (NRG)

What does the Smart Money Trend signal show for NRG?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added NRG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NRG?

Slight buying edge — 53% buying: Last quarter: 545 funds bought or added vs 486 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NRG holders?

Elite ownership — 60% AUM from top-100 funds: 45 of 1013 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in NRG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NRG?

53% of holders stayed for 2+ years: 541 out of 1,013 hedge funds have held NRG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.