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
↓ -2
Streak
1Q ▼
Buyers last Q
57%

Smart Money Signals — NRG

Based on 1062 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their NRG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,062 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 — +25% more funds vs a year ago

fund count last 6Q
+214 new funds entered over the past year (+25% 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 — 57% buying

627 buying470 selling
Last quarter: 627 funds bought or added vs 470 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.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 244 → 150 → 163 → 157. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 25% medium ■ 19% new
585 out of 1,062 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

149 → 244 → 150 → 163 → 157 new funds/Q
New funds entering each quarter: 244 → 150 → 163 → 157. 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.
🏛️

Veteran-anchored — 60% veterans vs 28% newcomers

■ 60% veterans ■ 12% 1-2yr ■ 28% new
Entry-cohort mix of 1,093 holders: 661 (60%) are 2+ year veterans, 130 entered 1–2 years ago, and 302 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
63 of 1055 holders are among the 100 largest funds by AUM, controlling 54% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — NRG

In 2026 Q1, 627 hedge funds were net buyers of NRG (157 opened a new position, 470 added to an existing one), while 470 reduced or exited (311 trimmed, 159 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 54% of total institutional value in NRG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 1062.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Nrg Energy Inc (NRG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NRG has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
NRG
-14.1%
XLU
-3.0%

NRG outperformed XLU by -11.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
NRG
-1.8%
XLU
+1.5%

Since the filing became public, NRG outperformed XLU by -3.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

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

74 top-rated funds 17 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
6.9
/ 10
conviction
Hedge Fund Positioning: NRG
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1053 1064 -1.03%
13F Shares 196M 183M 7.01%
Total Value $28.09B $28.86B -2.68%
New Positions 153 163 -10
Increased Positions 454 392 +62
Closed Positions 164 131 +33
Reduced Positions 307 375 -68
Total Calls 19 22 -13.64%
Total Puts 19 19 -
PUT/CALL Ratio 1.0 0.86 Neutral

Statistics: NRG

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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.

QUARTER:
Top 25 NRG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bluescape Energy Partners LLC 15.53% 342,250 $50.0M
2 Permian Investment Partners, LP 14.86% 920,000 $134.4M
3 Glendon Capital Management LP 10.40% 572,985 $83.7M
4 Monashee Investment Management LLC 6.76% 85,000 $12.4M
5 Lyrical Asset Management LP 6.21% 2,784,268 $406.9M
6 Luxor Capital Group, LP 6.06% 594,225 $86.8M
7 Hiddenite Capital Partners LP 5.79% 151,000 $22.1M
8 Webs Creek Capital Management LP 4.52% 178,722 $26.1M
9 Community Bank of Raymore 4.31% 44,000 $6.4M
10 Appaloosa LP 4.27% 1,734,442 $253.5M
11 Resolute Capital Asset Partners LLC 3.46% 45,000 $6.6M
12 Anthracite Investment Company, Inc. 3.33% 41,200 $6.6M
13 Burkehill Global Management, LP 3.26% 450,000 $65.8M
14 Caspian Capital LP 3.13% 22,000 $3.2M
15 Merewether Investment Management, LP 2.52% 890,906 $130.2M
16 Electron Capital Partners, LLC 2.33% 406,835 $59.5M
17 Axecap Investments, LLC 2.22% 22,122 $3.2M
18 Capstone Capital Management Ltd 1.97% 13,355 $2.0M
19 Integras Partners LLC 1.88% 19,551 $2.9M
20 Hedeker Wealth, LLC 1.78% 57,791 $8.4M
21 Reaves W H & Co Inc 1.78% 734,285 $107.3M
22 Aventail Capital Group, LP 1.78% 254,063 $37.1M
23 Farrow Financial, Inc. 1.77% 21,353 $3.1M
24 Seven Grand Managers, LLC 1.71% 175,000 $25.6M
25 LuminArx Capital Management LP 1.61% 15,000 $2.2M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their NRG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for NRG?

Slight buying edge — 57% buying: Last quarter: 627 funds bought or added vs 470 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 — 54% AUM from top-100 funds: 63 of 1055 holders are among the 100 largest funds by AUM, controlling 54% 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?

55% of holders stayed for 2+ years: 585 out of 1,062 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.

Is it too late to buy Nrg Energy Inc (NRG) following the 2026 Q1 hedge fund 13F filings?

As of today, NRG has moved -1.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the XLU sector ETF — an outperformance of -3.3%. Since the quarter end (March 31, 2026), NRG has gained -14.1% vs -3.0% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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