Ray Dalio’s NRG Holdings & Trades

First Buy
Q4 2013
Duration Held
48 Quarters
Largest Add
Q4 2015
+945,751 Shares
Current Position
325,652 Shares
$52.74 M Value

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 48 quarters.

Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in NRG, representing a significant commitment to this investment thesis. 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

Period 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 28,208 $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 315,200 $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 20,587 $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 545,769 $0.00
Q4 2020 +7,309 New Buy 7,309 $37.49
Q1 2021 -7,309 Sold Out 7,309 $0.00
Q2 2021 +11,484 New Buy 11,484 $40.32
Q3 2021 -11,484 Sold Out 11,484 $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 48 quarters since Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio's largest addition to NRG Energy, Inc. (NRG) was in Q4 2015, adding 1,327,634 shares worth $15.63 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio's peak holding in NRG Energy, Inc. (NRG) was 1,327,634 shares, as reported at the end of Q4 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.