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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
MWA
1401
Medallion Wealth Advisors
Connecticut
$25.9K +$31.7K +127 New
MSWM
1402
Mowery & Schoenfeld Wealth Management
Illinois
$25.5K +$28.4K +114 New
SA
1403
SRH Advisors
Kansas
$25.3K
AT
1404
Arlington Trust
Alabama
$25.1K
CT
1405
Clearstead Trust
Maine
$24.6K
ST
1406
Smithfield Trust
Pennsylvania
$24K
TWD
1407
True Wealth Design
Ohio
$23.8K +$997 +4 +4%
GWP
1408
Gen-Wealth Partners
Michigan
$23.3K -$46.1K -185 -64%
MWM
1409
Mascoma Wealth Management
New Hampshire
$23.3K +$10.5K +42 +68%
OC
1410
Oakworth Capital
Alabama
$23K
AWM
1411
Avior Wealth Management
Nebraska
$22.9K -$997 -4 -4%
FMP
1412
Financial Management Professionals
Texas
$22.8K +$3.24K +13 +15%
RCM
1413
Raleigh Capital Management
North Carolina
$22.6K -$748 -3 -3%
API
1414
Asset Planning Inc
California
$22.4K +$24.9K +100 New
FWA
1415
Flagship Wealth Advisors
Massachusetts
$22.4K +$24.9K +100 New
OA
1416
Operose Advisors
Wisconsin
$21K -$25.4K -102 -52%
FIA
1417
FPC Investment Advisory
California
$20.4K +$17K +68 New
WBC
1418
West Branch Capital
Massachusetts
$20.4K +$22.4K +90 +9,000%
HNW
1419
High Note Wealth
Minnesota
$20.1K +$22.4K +90 New
BOJHT
1420
Bank of Jackson Hole Trust
Wyoming
$19.9K +$22.2K +89 New
AG
1421
AmeriFlex Group
Nevada
$19.5K +$16.2K +65 New
NBT
1422
Northwest Bank & Trust
Iowa
$19.5K
SN
1423
Sittner & Nelson
Oregon
$19.5K
PA
1424
PSI Advisors
Florida
$19.5K
LWANC
1425
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.6K

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.