We are live on ! Find out more
CEG icon

Constellation Energy

1,542 hedge funds and large institutions have $57.2B invested in Constellation Energy in 2024 Q4 according to their latest regulatory filings, with 265 funds opening new positions, 641 increasing their positions, 403 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 265 | Existing positions closed: 121

59% more repeat investments, than reductions

Existing positions increased: 641 | Existing positions reduced: 403

8% more funds holding

Funds holding: 1,4231,542 (+119)

1.07% less ownership

Funds ownership: 82.28%81.21% (-1.1%)

14% less capital invested

Capital invested by funds: $66.2B → $57.2B (-$9.04B)

42% less funds holding in top 10

Funds holding in top 10: 5029 (-21)

46% less call options, than puts

Call options by funds: $1.19B | Put options by funds: $2.21B

Holders
1,542
Holders Change
+119
Holders Change %
+8.36%
% of All Funds
20.31%
Holding in Top 10
29
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-42%
% of All Funds
0.38%
New
265
Increased
641
Reduced
403
Closed
121
Calls
$1.19B
Puts
$2.21B
Net Calls
-$1.02B
Net Calls Change
-$684M
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
776
Romano Brothers & Co
Illinois
$701K
AWA
777
Arete Wealth Advisors
Illinois
$701K +$158K +634 +26%
HH
778
Hilltop Holdings
Texas
$696K +$51.6K +207 +7%
IPW
779
Impact Partnership Wealth
Georgia
$695K +$43.6K +175 +6%
TPI
780
Trust Point Inc
Wisconsin
$695K +$88K +353 +13%
AFA
781
AA Financial Advisors
Ohio
$695K
A
782
AustralianSuper
Australia
$691K -$773K -3,102 -50%
OBWG
783
Onyx Bridge Wealth Group
New York
$689K +$536K +2,148 +230%
MWA
784
Midland Wealth Advisors
Illinois
$687K +$14.2K +57 +2%
GRP
785
Global Retirement Partners
California
$686K -$1.03M -4,127 -57%
PFP
786
Paragon Financial Partners
California
$686K
KIG
787
Kennedy Investment Group
New Jersey
$685K -$4.99K -20 -0.6%
VF
788
Virtu Financial
New York
$685K +$312K +1,252 +69%
AF
789
Advisornet Financial
Minnesota
$676K +$12.5K +50 +2%
NWAG
790
Net Worth Advisory Group
Utah
$674K -$44.1K -177 -6%
TWC
791
TD Waterhouse Canada
Ontario, Canada
$672K +$41.1K +165 +6%
BWM
792
Buckley Wealth Management
Nevada
$663K +$16.2K +65 +2%
HI
793
Harbour Investments
Wisconsin
$661K +$80K +321 +12%
UF
794
Univest Financial
Pennsylvania
$660K +$334K +1,341 +83%
KFI
795
Key Financial Inc
Pennsylvania
$657K +$32.7K +131 +5%
AMIM
796
Aull & Monroe Investment Management
Alabama
$655K +$2.49K +10 +0.3%
GIA
797
Gateway Investment Advisers
Ohio
$655K +$413K +1,655 +130%
SCM
798
Sterling Capital Management
North Carolina
$654K -$4.17M -16,734 -85%
CNBT
799
Cornerstone National Bank & Trust
Illinois
$646K
RWM
800
RKL Wealth Management
Pennsylvania
$642K +$716K +2,870 New

CEG Hedge Fund Activity: Q4 2024 in Review

1,542 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Constellation Energy (CEG) for Q4 2024, worth a combined $57.2B — down 14% from $66.2B a quarter earlier.

Buyers outnumbered sellers: 265 funds opened new CEG positions and 121 closed out — a net gain of 144 holders — while 641 added to existing stakes and 403 trimmed.

The largest buyer was Capital International Investors, adding an estimated $666M. The largest seller was Capital World Investors, cutting an estimated $1.72B.

  • 1,542 institutional investors held Constellation Energy (CEG) as of Q4 2024, up from 1,423 in Q3 2024.
  • Funds reported $57.2B of Constellation Energy stock for Q4 2024, down 14% quarter-over-quarter.
  • 265 funds opened new Constellation Energy positions in Q4 2024 and 121 closed out, a net change of +144 holders.
  • The largest Constellation Energy buyer in Q4 2024 was Capital International Investors, an estimated $666M added.
  • The largest Constellation Energy seller in Q4 2024 was Capital World Investors, an estimated $1.72B sold.

Based on aggregated 13F filings for Q4 2024.