InvestorLens

CEG — CONSTELLATION ENERGY CORP

Utilities

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying CEG?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
80
Institutional Conviction
Net accumulation · 4 buying vs 1 selling last quarter
60
Macro Tailwind
Macro conditions are mixed for this sector
50
Congressional Activity
1 congressional purchase, 1 sale disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 5 tracked investors who changed their CEG position last quarter, 4 bought and 1 sold (80% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 50/100 in a Overheat regime). 1 congressional purchase, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +4 tracked investors added or increased positions last quarter (Izzy Englander, George Soros, Steve Cohen, …)
  • +5 tracked investors reported holding CEG at their latest filing
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About CONSTELLATION ENERGY CORP (CEG)

CONSTELLATION ENERGY CORP (CEG) appears in the most recent 13F filings of 5 tracked institutional investors. CONSTELLATION ENERGY CORP is classified in the Utilities sector. The largest disclosed position is held by Philippe Laffont (Coatue Management), valued at $2.1B. Across recent filings, tracked investors recorded 17 new positions, 16 increased, 14 reduced, and 9 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CEG

59
/100
Mixed Activity
Added / Increased33
Reduced14
Exited9
BearishBullish
Crowded Trade Score™

How many top investors track CEG

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

CEG Ownership Composition

How CONSTELLATION ENERGY CORP is held across tracked investor types, based on reported 13F positions.

Dominant Type
Growth & Innovation
55% of tracked value
Institutions
5
tracked investors
Total Reported
$2.1B
combined 13F value
Types3
  • Growth & Innovation55.4%
  • Multi-Strategy / Quant42.1%
  • Macro2.4%
Growth & Innovation(1)
55.4%
Multi-Strategy / Quant(3)
42.1%
Macro(1)
2.4%

Tracked investors currently reporting CEG

5 tracked investors have since exited this position — listed separately below.

  • Philippe LaffontJun 30, 2026
    Coatue Management
    Shares
    4.6M
    Value
    $1.2B
    % Portfolio
    2.37%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    2.9M
    Value
    $715.8M
    % Portfolio
    0.08%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    434.9K
    Value
    $108M
    % Portfolio
    0.04%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    204K
    Value
    $50.7M
    % Portfolio
    0.06%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    203.9K
    Value
    $50.6M
    % Portfolio
    0.07%

Previously held CEG

These investors reported CEG in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Steve MandelLone Pine Capital1.7M$388.7MDec 31, 2024
Ray DalioBridgewater Associates206.3K$57.6MMar 31, 2026
Daniel LoebThird Point LLC475K$167.8MDec 31, 2025
Leopold AschenbrennerSituational Awareness LP319.2K$103MJun 30, 2025
Howard MarksOaktree Capital Management180K$36MJun 30, 2024

Recent activity

Frequently asked questions

How many institutional investors hold CEG?
5 tracked institutional investors disclosed a position in CEG (CONSTELLATION ENERGY CORP) in their most recent 13F filing.
Who is the largest institutional holder of CEG?
Philippe Laffont, Coatue Management, holds the largest disclosed position in CEG, valued at $2.1B.
Did institutional ownership of CEG increase or decrease?
Across recent 13F filings, tracked investors recorded 17 new positions, 16 increased, 14 reduced, and 9 fully exited CEG.
What sector is CEG in?
CONSTELLATION ENERGY CORP is classified in the Utilities GICS sector.
Where does this CEG ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
CEG (CONSTELLATION ENERGY CORP) — Institutional Holders & — InvestorLens