Ray Dalio's NRG Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 325,652 shares of NRG Energy, Inc. (NRG) worth $52.74 M, representing 0.21% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in NRG, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2015, adding 945,751 shares. Largest reduction occurred in Q1 2016, reducing 808,584 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's NRG Energy (NRG) Holding Value Over Time
Track share changes against reported price movement
Quarterly NRG Energy (NRG) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +28,208 | New Buy | 28,208 | $28.72 |
| Q1 2014 | -28,208 | Sold Out | 0 | $0.00 |
| Q2 2014 | +15,027 | New Buy | 15,027 | $37.20 |
| Q3 2014 | +108,686 | Add 723.27% | 123,713 | $30.48 |
| Q4 2014 | +191,487 | Add 154.78% | 315,200 | $26.95 |
| Q1 2015 | -315,200 | Sold Out | 0 | $0.00 |
| Q3 2015 | +381,883 | New Buy | 381,883 | $14.85 |
| Q4 2015 | +945,751 | Add 247.65% | 1.33 M | $11.77 |
| Q1 2016 | -808,584 | Reduce 60.90% | 519,050 | $13.01 |
| Q2 2016 | -398,901 | Reduce 76.85% | 120,149 | $14.99 |
| Q3 2016 | +292,125 | Add 243.14% | 412,274 | $11.21 |
| Q4 2016 | -316,750 | Reduce 76.83% | 95,524 | $12.26 |
| Q1 2017 | -76,453 | Reduce 80.04% | 19,071 | $18.72 |
| Q2 2017 | +1,516 | Add 7.95% | 20,587 | $17.24 |
| Q3 2017 | -20,587 | Sold Out | 0 | $0.00 |
| Q3 2018 | +140,157 | New Buy | 140,157 | $37.40 |
| Q4 2018 | -74,989 | Reduce 53.50% | 65,168 | $39.61 |
| Q1 2019 | +157,339 | Add 241.44% | 222,507 | $42.48 |
| Q2 2019 | +75,190 | Add 33.79% | 297,697 | $35.12 |
| Q3 2019 | +248,072 | Add 83.33% | 545,769 | $39.60 |
| Q4 2019 | -545,769 | Sold Out | 0 | $0.00 |
| Q4 2020 | +7,309 | New Buy | 7,309 | $37.49 |
| Q1 2021 | -7,309 | Sold Out | 0 | $0.00 |
| Q2 2021 | +11,484 | New Buy | 11,484 | $40.32 |
| Q3 2021 | -11,484 | Sold Out | 0 | $0.00 |
| Q1 2022 | +13,862 | New Buy | 13,862 | $38.38 |
| Q2 2022 | +92,734 | Add 668.98% | 106,596 | $38.17 |
| Q3 2022 | +4,130 | Add 3.87% | 110,726 | $38.27 |
| Q4 2022 | +249,991 | Add 225.77% | 360,717 | $31.82 |
| Q1 2023 | -221,291 | Reduce 61.35% | 139,426 | $34.29 |
| Q2 2023 | -365 | Reduce 0.26% | 139,061 | $37.39 |
| Q3 2023 | +165,265 | Add 118.84% | 304,326 | $38.52 |
| Q4 2023 | +53,603 | Add 17.61% | 357,929 | $51.70 |
| Q1 2024 | +16,699 | Add 4.67% | 374,628 | $67.69 |
| Q2 2024 | -196,948 | Reduce 52.57% | 177,680 | $77.86 |
| Q3 2024 | +627,121 | Add 352.95% | 804,801 | $91.10 |
| Q4 2024 | +380,564 | Add 47.29% | 1.19 M | $90.22 |
| Q1 2025 | -531,172 | Reduce 44.81% | 654,193 | $95.46 |
| Q2 2025 | +162,889 | Add 24.90% | 817,082 | $160.58 |
| Q3 2025 | -491,430 | Reduce 60.14% | 325,652 | $161.95 |
Ray Dalio's NRG Energy Investment FAQs
Ray Dalio first purchased NRG Energy, Inc. (NRG) in Q4 2013, acquiring 28,208 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held NRG Energy, Inc. (NRG) for 40 quarters since Q4 2013.
Ray Dalio's largest addition to NRG Energy, Inc. (NRG) was in Q4 2015, adding 1,327,634 shares worth $15.63 M.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 325,652 shares of NRG Energy, Inc. (NRG), valued at approximately $52.74 M.
As of the Q3 2025 filing, NRG Energy, Inc. (NRG) represents approximately 0.21% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in NRG Energy, Inc. (NRG) was 1,327,634 shares, as reported at the end of Q4 2015.