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Constellation Energy
CEG

Overview Fund Activity

1,298 hedge funds and large institutions have $50.8B invested in Constellation Energy in 2024 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 494 increasing their positions, 356 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+135
Holders Change %
+11.61%
% of All Funds
18.88%
Holding in Top 10
29
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+107.14%
% of All Funds
0.42%
New
218
Increased
494
Reduced
356
Closed
65
Calls
$637M
Puts
$658M
Net Calls
-$21M
Net Calls Change
-$134M

Top Buyers

1
Coatue Management
Coatue Management
New York
+$572M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$330M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$286M
4
Capital World Investors
Capital World Investors
California
+$195M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$193M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.9B
2
Capital International Investors
Capital International Investors
California
-$1.22B
3
Franklin Resources
Franklin Resources
California
-$416M
4
GQG Partners
GQG Partners
Florida
-$328M
5
BlackRock
BlackRock
New York
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
901
Relative Value Partners Group
$299K +$299K +1,495 New
BFA
902
Beaumont Financial Advisors
Massachusetts
$299K +$6.01K +30 +2%
DWT
903
Dorsey & Whitney Trust
South Dakota
$299K +$4.61K +23 +2%
CB
904
Cadence Bank
Mississippi
$299K – – –
RPCONE
905
Retirement Planning Company of New England
Rhode Island
$298K -$5.21K -26 -2%
BTWM
906
Brass Tax Wealth Management
Ohio
$298K +$298K +1,486 New
PD
907
Planning Directions
Pennsylvania
$295K +$7.81K +39 +3%
CWM
908
Cornerstone Wealth Management
Missouri
$294K -$4.61K -23 -2%
USCWA
909
U.S. Capital Wealth Advisors
Texas
$294K +$55.9K +279 +24%
UAML
910
US Asset Management LLC
Pennsylvania
$293K -$15.2K -76 -5%
LWA
911
Lineweaver Wealth Advisors
Ohio
$292K +$1.8K +9 +0.6%
Financial Engines Advisors
912
Financial Engines Advisors
California
$291K +$291K +1,454 New
SIA
913
Sit Investment Associates
Minnesota
$291K -$62K -310 -18%
WTFG
914
Wells Trecaso Financial Group
Ohio
$291K – – –
EBWM
915
Eagle Bluffs Wealth Management
Missouri
$291K – – –
VCA
916
Verdence Capital Advisors
Maryland
$291K +$1.8K +9 +0.6%
TIA
917
Traphagen Investment Advisors
New Jersey
$289K – – –
GC
918
Grimes & Company
Massachusetts
$287K +$3.41K +17 +1%
FFS
919
Founders Financial Securities
Maryland
$287K +$47.5K +237 +20%
KCIC
920
Kuhn & Co Investment Counsel
Illinois
$287K +$287K +1,433 New
ESB
921
Essex Savings Bank
Connecticut
$287K +$287K +1,433 New
AFT
922
Alpha Family Trust
California
$286K – – –
GL
923
Graypoint LLC
New York
$285K -$13K -65 -4%
AWA
924
Arkadios Wealth Advisors
Georgia
$282K -$19K -95 -6%
MWM
925
Marion Wealth Management
Pennsylvania
$282K -$42.1K -210 -13%
35 36
37
38 39