We are live on ! Find out more
CEG icon

Constellation Energy
CEG

1,544 hedge funds and large institutions have $51.9B invested in Constellation Energy in 2025 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 644 increasing their positions, 485 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 644 | Existing positions reduced: 485

15% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 168

0.91% more ownership

Funds ownership: 81.21% → 82.13% (+0.91%)

0% more funds holding

Funds holding: 1,542 → 1,544 (+2)

9% less capital invested

Capital invested by funds: $57.2B → $51.9B (-$5.32B)

21% less funds holding in top 10

Funds holding in top 10: 29 → 23 (-6)

54% less call options, than puts

Call options by funds: $1.11B | Put options by funds: $2.4B

Holders
1,544
Holders Change
+2
Holders Change %
+0.13%
% of All Funds
20.7%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.31%
New
194
Increased
644
Reduced
485
Closed
168
Calls
$1.11B
Puts
$2.4B
Net Calls
-$1.29B
Net Calls Change
-$276M

Top Buyers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
+$924M
2
Wells Fargo
Wells Fargo
California
+$602M
3
Bank of America
Bank of America
North Carolina
+$359M
4
UBS Group
UBS Group
Switzerland
+$319M
5
JP Morgan Chase
JP Morgan Chase
New York
+$293M

Top Sellers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$433M
2
LPC
Lone Pine Capital
Connecticut
-$389M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$357M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$268M
5
AM
AGF Management
Ontario, Canada
-$239M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1501
PFG Private Wealth Management
Florida
$3.43K +$4.56K +17 New
GWMI
1502
Guardian Wealth Management (Illinois)
Illinois
$3.32K – – –
IWP
1503
IAG Wealth Partners
Wisconsin
$3.23K – – –
MIM
1504
Marshall Investment Management
Colorado
$3.03K +$4.02K +15 New
TCA
1505
Trifecta Capital Advisors
Illinois
$3.02K – – –
CAC
1506
Core Alternative Capital
Georgia
$2.82K – – –
WTFG
1507
Wood Tarver Financial Group
Idaho
$2.82K – – –
M
1508
MOTCO
Texas
$2.82K +$268 +1 +8%
PWA
1509
Principia Wealth Advisory
Texas
$2.8K +$1.34K +5 +63%
HHGA
1510
Halbert Hargrove Global Advisors
California
$2.64K +$3.48K +13 New
MSG
1511
Main Street Group
Virginia
$2.62K – – –
BHWM
1512
Beaird Harris Wealth Management
Texas
$2.42K – – –
HWA
1513
HHM Wealth Advisors
Tennessee
$2.42K – – –
T
1514
Transce3nd
Texas
$2.22K – – –
BCH
1515
Berkshire Capital Holdings
California
$2.02K – – –
PS
1516
PayPay Securities
Japan
$1.98K -$2.14K -8 -47%
WCM
1517
WealthTrak Capital Management
Virginia
$1.81K -$268 -1 -10%
CWM
1518
Cedar Wealth Management
California
$1.81K – – –
BI
1519
Binnacle Investments
Iowa
$1.61K +$2.14K +8 New
GP
1520
Greenline Partners
New York
$1.61K +$2.14K +8 New
TFA
1521
Toth Financial Advisory
Virginia
$1.41K – – –
BHWM
1522
Bay Harbor Wealth Management
Maryland
$1.41K +$1.88K +7 New
SC
1523
Swan Capital
Florida
$1.41K +$1.88K +7 New
WW
1524
Winnow Wealth
Texas
$1.38K +$536 +2 +40%
SFCL
1525
Strengthening Families & Communities LLC
Massachusetts
$1.21K – – –
59 60
61
62 63

CEG Hedge Fund Activity: Q1 2025 in Review

1,544 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Constellation Energy (CEG) for Q1 2025, worth a combined $51.9B — down 9.3% from $57.2B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new CEG positions and 168 closed out — a net gain of 26 holders — while 644 added to existing stakes and 485 trimmed.

The largest buyer was Jennison Associates, adding an estimated $924M. The largest seller was D.E. Shaw & Co, cutting an estimated $433M.

  • 1,544 institutional investors held Constellation Energy (CEG) as of Q1 2025, up from 1,542 in Q4 2024.
  • Funds reported $51.9B of Constellation Energy stock for Q1 2025, down 9.3% quarter-over-quarter.
  • 194 funds opened new Constellation Energy positions in Q1 2025 and 168 closed out, a net change of +26 holders.
  • The largest Constellation Energy buyer in Q1 2025 was Jennison Associates, an estimated $924M added.
  • The largest Constellation Energy seller in Q1 2025 was D.E. Shaw & Co, an estimated $433M sold.

Based on aggregated 13F filings for Q1 2025.