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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
GWMI
1501
Guardian Wealth Management (Illinois)
Illinois
$3.68K
IWP
1502
IAG Wealth Partners
Wisconsin
$3.58K +$1.5K +6 +60%
TAM
1503
Tucker Asset Management
Colorado
$3.58K +$3.99K +16 New
TCA
1504
Trifecta Capital Advisors
Illinois
$3.36K
ME
1505
McIlrath & Eck
Washington
$3.36K +$3.74K +15 New
NC
1506
NewSquare Capital
Pennsylvania
$3.36K +$3.74K +15 New
CAC
1507
Core Alternative Capital
Georgia
$3.13K
WTFG
1508
Wood Tarver Financial Group
Idaho
$3K +$3.49K +14 New
FLP
1509
Financial Life Planners
Arizona
$2.93K +$3.24K +13 New
MSG
1510
Main Street Group
Virginia
$2.91K
M
1511
MOTCO
Texas
$2.91K
BHWM
1512
Beaird Harris Wealth Management
Texas
$2.69K -$4.49K -18 -60%
HWA
1513
HHM Wealth Advisors
Tennessee
$2.69K +$2.99K +12 New
T
1514
Transce3nd
Texas
$2.46K +$2.74K +11 New
GCS
1515
Gordian Capital (Singapore)
Singapore
$2.26K
WCM
1516
WealthTrak Capital Management
Virginia
$2.24K +$2.49K +10 New
CIAS
1517
CBIZ Investment Advisory Services
Ohio
$2.24K +$1.75K +7 +233%
BCH
1518
Berkshire Capital Holdings
California
$2.24K +$2.49K +10 New
ACM
1519
Aster Capital Management
United Arab Emirates
$2.01K -$662K -2,653 -100%
CWM
1520
Cedar Wealth Management
California
$2.01K
TLA
1521
Tanglewood Legacy Advisors
Texas
$2.01K
NMG
1522
New Millennium Group
Utah
$2.01K +$2.24K +9 New
HGERS
1523
Householder Group Estate & Retirement Specialist
Arizona
$2K -$16.7K -67 -84%
BFPW
1524
BOK Financial Private Wealth
Colorado
$1.79K +$2K +8 New
PWA
1525
Principia Wealth Advisory
Texas
$1.79K +$2K +8 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.