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Constellation Energy

1,308 hedge funds and large institutions have $51B invested in Constellation Energy in 2024 Q2 according to their latest regulatory filings, with 217 funds opening new positions, 501 increasing their positions, 357 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 217 | Existing positions closed: 66

100% more funds holding in top 10

Funds holding in top 10: 1530 (+15)

40% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 357

11% more funds holding

Funds holding: 1,1741,308 (+134)

7% more capital invested

Capital invested by funds: $47.9B → $51B (+$3.13B)

3% less call options, than puts

Call options by funds: $637M | Put options by funds: $658M

1.16% less ownership

Funds ownership: 82%80.84% (-1.2%)

Holders
1,308
Holders Change
+134
Holders Change %
+11.41%
% of All Funds
18.89%
Holding in Top 10
30
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+100%
% of All Funds
0.43%
New
217
Increased
501
Reduced
357
Closed
66
Calls
$637M
Puts
$658M
Net Calls
-$21M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
851
Balboa Wealth Partners
Arizona
$353K +$359K +1,762 New
WDG
852
Wealth Dimensions Group
Ohio
$352K -$10K -49 -3%
WP
853
WealthPLAN Partners
Nebraska
$351K
PPWP
854
Premier Path Wealth Partners
New Jersey
$346K +$5.51K +27 +2%
TCOT
855
Trust Company of Toledo
Ohio
$346K -$3.67K -18 -1%
MWM
856
Modera Wealth Management
New Jersey
$345K +$612 +3 +0.2%
FMTCOCP
857
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$345K -$15.5K -76 -4%
GP
858
Girard Partners
Pennsylvania
$345K
CA
859
Calton & Associates
Florida
$341K +$204 +1 +0.1%
MGIA
860
Moneta Group Investment Advisors
Missouri
$339K +$31.8K +156 +10%
ICP
861
Interchange Capital Partners
Pennsylvania
$339K +$345K +1,691 New
SWA
862
Stratos Wealth Advisors
Ohio
$337K -$139K -681 -29%
SW
863
SteelPeak Wealth
California
$337K +$343K +1,681 New
GCS
864
Gordian Capital (Singapore)
Singapore
$336K +$343K +1,680 New
APW
865
Aurora Private Wealth
New Jersey
$335K +$3.06K +15 +0.9%
MWM
866
Marietta Wealth Management
Georgia
$334K +$340K +1,666 New
EFG
867
Embree Financial Group
Illinois
$333K +$4.08K +20 +1%
NRG
868
Nemes Rush Group
Michigan
$332K
FAB
869
First American Bank
Illinois
$332K +$338K +1,657 New
PP
870
PDS Planning
Ohio
$330K -$15.1K -74 -4%
VFA
871
Valeo Financial Advisors
Indiana
$330K +$8.98K +44 +3%
HNWAG
872
High Net Worth Advisory Group
Florida
$329K
SAM
873
Seelaus Asset Management
New Jersey
$327K -$10.2K -50 -3%
AWAG
874
ARS Wealth Advisors Group
Florida
$326K
OFS
875
OneAscent Financial Services
Alabama
$326K +$49.4K +242 +17%