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Constellation Energy
CEG

Overview Fund Activity

896 hedge funds and large institutions have $29.2B invested in Constellation Energy in 2023 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 283 increasing their positions, 290 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
896
Holders Change
+54
Holders Change %
+6.41%
% of All Funds
14.29%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
131
Increased
283
Reduced
290
Closed
64
Calls
$135M
Puts
$141M
Net Calls
-$6.73M
Net Calls Change
-$11.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.91B
2
Capital World Investors
2
Capital World Investors
California
$1.3B
3
Capital International Investors
3
Capital International Investors
California
$3.21B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$160M
5
OAG
5
Orbis Allan Gray
Bermuda
$671M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.05B
2
SCM
2
Steadfast Capital Management
New York
$0
3
SCA
3
Southpoint Capital Advisors
New York
$218M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
876
Avion Wealth
Texas
$2K +$2K +23 New
GWM
877
Guardian Wealth Management
Illinois
$1.78K – – –
LF
878
Lee Financial
Texas
$1.75K – – –
TFM
879
TFC Financial Management
Massachusetts
$1.64K – – –
TCA
880
Trifecta Capital Advisors
Illinois
$1.64K – – –
UFF
881
USA Financial Formulas
Michigan
$1.53K -$218 -2 -13%
PO
882
Private Ocean
California
$1.42K – – –
LFA
883
LGT Financial Advisors
Texas
$1.31K +$1.31K +12 New
CPG
884
Cornerstone Planning Group
New Jersey
$1.2K +$1.2K +11 New
RCM
885
Raleigh Capital Management
North Carolina
$1.09K +$1.09K +10 New
WOC
886
West Oak Capital
California
$1K – – –
Lazard Asset Management
887
Lazard Asset Management
New York
$1K +$1K +13 New
CWM
888
Cedar Wealth Management
California
$982 – – –
WA
889
WestEnd Advisors
North Carolina
$873 +$873 +8 New
FSWA
890
Financial Synergies Wealth Advisors
Texas
$655 – – –
TWD
891
True Wealth Design
Ohio
$546 – – –
DWA
892
Delos Wealth Advisors
Texas
$521 – – –
PCTC
893
Perkins Coie Trust Company
Washington
$436 +$436 +4 New
TWP
894
TFO Wealth Partners
Ohio
$366 – – –
WSC
895
Wellington Shields & Co
New York
$327 – – –
IIM
896
Intact Investment Management
Quebec, Canada
$218 – – –
DFA
897
DHJJ Financial Advisors
Illinois
$110 +$110 +1 New
SCM
898
Steadfast Capital Management
New York
– -$117M -1,279,514 Closed
Viking Global Investors
899
Viking Global Investors
Connecticut
– -$95.3M -1,041,072 Closed
Artisan Partners
900
Artisan Partners
Wisconsin
– -$76.3M -833,282 Closed
34 35
36
37 38