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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
AC
1626
Apella Capital
Connecticut
-$216K -814 Closed
JWM
1627
JGP Wealth Management
Oregon
-$211K -812 Closed
TWM
1628
Thrive Wealth Management
Pennsylvania
-$209K -804 Closed
FTC
1629
Farmers Trust Company
Ohio
-$209K -803 Closed
TMWM
1630
Taylor & Morgan Wealth Management
Michigan
-$209K -803 Closed
CFM
1631
Catalyst Funds Management
Australia
-$208K -800 Closed
CCA
1632
Cobblestone Capital Advisors
New York
-$206K -792 Closed
SCP
1633
Sivia Capital Partners
California
-$206K -791 Closed
FMWA
1634
Forvis Mazars Wealth Advisors
Missouri
-$205K -788 Closed
WEG
1635
World Equity Group
Illinois
-$205K -788 Closed
FWM
1636
Focused Wealth Management
New York
-$204K -785 Closed
DDC
1637
DF Dent & Co
Maryland
-$202K -778 Closed
BWP
1638
Baldwin Wealth Partners
Massachusetts
-$157K -604 Closed
PS
1639
Planned Solutions
California
-$157K -604 Closed
ATS
1640
Ashton Thomas Securities
New York
-$65.5K -447 Closed
IWA
1641
Icon Wealth Advisors
Texas
-$115K -443 Closed
DWS
1642
Dynamic Wealth Strategies
California
-$83K -321 Closed
APW
1643
Austin Private Wealth
Texas
-$60.6K -233 Closed
CPA
1644
Capital Performance Advisors
California
-$46.9K -180 Closed
SHIM
1645
Stone House Investment Management
Pennsylvania
-$45K -173 Closed
BIC
1646
Beach Investment Counsel
Pennsylvania
-$33K -125 Closed
WI
1647
Wintrust Investments
Illinois
-$22K -86 Closed
CA
1648
Claris Advisors
Missouri
-$21.3K -82 Closed
QL
1649
Quarry LP
New York
-$15.1K -58 Closed
DWA
1650
Delos Wealth Advisors
Texas
-$13K -50 Closed

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.