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$CEG:NASDAQ · CONSTELLATION ENERGY CORP

Sector: energygrid

Conviction from: NASDAQS&P

52-week range: 228.63412.70

The largest U.S. producer of carbon-free electricity, operating a fleet of nuclear plants along with other generation and competitive energy supply.

5 tracked filer(s) hold this · 1 opened, 2 added, 2 trimmed in 30-JUN-2026

Aggregate 13FScore 54 — mean of 5 scored holder(s) · buyers (new/add) avg 57. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
George Soros / Soros Fund Mgmt33New buy3,259$809,4380.0%
Paul Tudor Jones / Tudor63Added +62%203,900$50,642,6430.1%
Steve Cohen / Point7276Added +37%204,000$50,667,4800.1%
Ancora40Trimmed -11%1,351$335,4340.0%
Bridgewater56Trimmed -89%23,123$5,743,0600.0%

Beyond 13F — activists, insiders, politicians & research

Insider open-market buys daily digest →

FiledInsiderRoleSharesValue
2026-08-13CRANDALL ROGER Wdirector1,500$417,931Form 4

Congressional trades all politician trades →

2 disclosed trade(s) by 2 filer(s).

Trade dateWhoTypeAmount
2026-04-17Shelley M Capito senateSELL$1,001 - $15,000PTR
2026-04-02John Boozman senateBUY$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

21 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-09-22Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-09-22Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-08-22Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-08-22Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-08-22Trump, Donald J PresidentSELL$50,001 - $100,000PTR
2026-08-22Trump, Donald J PresidentSELL$100,001 - $250,000PTR
2026-08-22Trump, Donald J PresidentSELL$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentSELL$15,001 - $50,000PTR
2026-07-01Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-07-01Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-07-01Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$250,001 - $500,000PTR
… 1 older trade(s) on the full page

Serenity (@aleabitoreddit) full tracker →

Watching · 4 mention(s), 0 personal-position post(s) · first 2026-02-19 · last 2026-02-21

“This is a riskier option for maximum returns using OTM options in an extremely low volatility ETF in $XLU for US power/grid exposure. You won't get the same returns from $VST, $CEG, or $TLN, even if they double. Don't need to pick individual winners with ETFs, sector as a whole should benefit.” post →

All 4 tweet(s) mentioning this ticker
DateTweet
2026-02-21This is a riskier option for maximum returns using OTM options in an extremely low volatility ETF in $XLU for US power/grid exposure. You won't get the same returns from $VST, $CEG, or $TLN, even if they double. Don't need to pick individual winners with ETFs, sector as a whole should benefit. → · 66 likes · 32,602 views
2026-02-19@adenois few things, $CEG, $VVST and others are independent so they have more pricing power. they're also a large % of $XLU concentration + power capacity prices are skyrocking. And with AI, yes demand > supply and mag7 is largely funding this new historic grid expansion. → · 11 likes · 6,641 views
2026-02-19@SnakePoops Risk is largely overstated. they still go directly to $CEG or others in $XLU to pull power directly for "off-grid". Lot of regulatory problems too. → · 17 likes · 9,012 views
2026-02-19Trade Idea: Long OTM $XLU leaps (2 years, Dec 2027/Jan 2028). This feels like once-a-generation long due to AI. XLU has concentration in $VST / $CEG power companies. Two reasons: 1. Paradigm shift due to AI DC electricity usage. 2. Low option IV (~14%) based on historical averages (flat since… → · 686 likes · 371,927 views

Citrini Research coverage report library →

ReportDateStance
#90 — Market Memo: Insuring Against Insanity2025-03-31SHORT

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-09-24.