We are live on ! Find out more
CEG icon

Constellation Energy
CEG

1,822 hedge funds and large institutions have $82.1B invested in Constellation Energy in 2025 Q3 according to their latest regulatory filings, with 213 funds opening new positions, 785 increasing their positions, 516 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 88

52% more repeat investments, than reductions

Existing positions increased: 785 | Existing positions reduced: 516

6% more funds holding

Funds holding: 1,720 → 1,822 (+102)

1% less capital invested

Capital invested by funds: $82.7B → $82.1B (-$643M)

1.98% less ownership

Funds ownership: 81.79% → 79.81% (-2%)

22% less funds holding in top 10

Funds holding in top 10: 36 → 28 (-8)

32% less call options, than puts

Call options by funds: $1.85B | Put options by funds: $2.7B

Holders
1,822
Holders Change
+102
Holders Change %
+5.93%
% of All Funds
23.91%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.37%
New
213
Increased
785
Reduced
516
Closed
88
Calls
$1.85B
Puts
$2.7B
Net Calls
-$856M
Net Calls Change
-$9.71M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$218M
2
Wells Fargo
Wells Fargo
California
+$218M
3
Franklin Resources
Franklin Resources
California
+$203M
4
ClearBridge Investments
ClearBridge Investments
New York
+$197M
5
Goldman Sachs
Goldman Sachs
New York
+$151M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$665M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$565M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$312M
4
CGPCS
Capital Group Private Client Services
California
-$148M
5
UBS Group
UBS Group
Switzerland
-$134M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1776
Valued Wealth Advisors
Utah
$4.28K – – –
CTA
1777
Colonial Trust Advisors
South Carolina
$4.28K – – –
MSG
1778
Main Street Group
Virginia
$4.28K – – –
RWM
1779
Rialto Wealth Management
New York
$4.28K – – –
HWA
1780
HHM Wealth Advisors
Tennessee
$3.95K – – –
KHC
1781
Koesten Hirschmann & Crabtree
Kansas
$3.95K +$3.87K +12 New
VWM
1782
Vermillion Wealth Management
Minnesota
$3.95K +$3.87K +12 New
BCH
1783
Berkshire Capital Holdings
California
$3.29K – – –
STB
1784
S&T Bank
Pennsylvania
$3.29K – – –
CWM
1785
Cedar Wealth Management
California
$2.96K – – –
EPW
1786
Evergreen Private Wealth
Colorado
$2.96K – – –
BT
1787
Banque Transatlantique
France
$2.96K -$13.2K -41 -82%
SFCL
1788
Strengthening Families & Communities LLC
Massachusetts
$2.63K – – –
APM
1789
Advanced Portfolio Management
New York
$2.63K +$2.58K +8 New
FNWA
1790
Financial Network Wealth Advisors
Utah
$2.63K +$2.58K +8 New
WW
1791
Winnow Wealth
Texas
$2.31K +$2.26K +7 New
MSFP
1792
Mark Sheptoff Financial Planning
Connecticut
$2.3K – – –
T
1793
Tidemark
California
$2.3K – – –
RBC
1794
Roble Belko & Company
Pennsylvania
$2K -$19.4K -60 -91%
ACA
1795
American Capital Advisory
Idaho
$1.98K – – –
W
1796
WealthCollab
Washington
$1.98K +$1.94K +6 New
MSWA
1797
Marshall & Sterling Wealth Advisors
New York
$1.97K – – –
QWM
1798
Quaker Wealth Management
New Jersey
$1.65K – – –
TFA
1799
Toth Financial Advisory
Virginia
$1.65K – – –
BAM
1800
Bellevue Asset Management
Washington
$1.65K – – –
70 71
72
73 74

CEG Hedge Fund Activity: Q3 2025 in Review

1,822 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Constellation Energy (CEG) for Q3 2025, worth a combined $82.1B — down 0.78% from $82.7B a quarter earlier.

Buyers outnumbered sellers: 213 funds opened new CEG positions and 88 closed out — a net gain of 125 holders — while 785 added to existing stakes and 516 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $218M. The largest seller was Capital International Investors, cutting an estimated $665M.

  • 1,822 institutional investors held Constellation Energy (CEG) as of Q3 2025, up from 1,720 in Q2 2025.
  • Funds reported $82.1B of Constellation Energy stock for Q3 2025, down 0.78% quarter-over-quarter.
  • 213 funds opened new Constellation Energy positions in Q3 2025 and 88 closed out, a net change of +125 holders.
  • The largest Constellation Energy buyer in Q3 2025 was JP Morgan Chase, an estimated $218M added.
  • The largest Constellation Energy seller in Q3 2025 was Capital International Investors, an estimated $665M sold.

Based on aggregated 13F filings for Q3 2025.