At Holdings Channel, we have reviewed the latest batch of the 48 most recent 13F filings for the 06/30/2025 reporting period, and noticed that Constellation Energy Corp (Symbol: CEG) was held by 17 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let’s take a look at the change in CEG positions, for this latest batch of 13F filers:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000’s) |
|---|---|---|---|
| Park Square Financial Group LLC | Existing | +4 | +$8 |
| Tokio Marine Asset Management Co. Ltd. | Existing | +529 | +$2,022 |
| Bedel Financial Consulting Inc. | Existing | +1 | +$136 |
| one8zero8 LLC | Existing | –225 | +$308 |
| Covington Investment Advisors Inc. | Existing | –2 | +$1,496 |
| LPL Financial LLC | Existing | +16,711 | +$43,164 |
| Choate Investment Advisors | Existing | +430 | +$380 |
| Atlas Capital Advisors Inc. | Existing | UNCH | +$13 |
| OneAscent Financial Services LLC | Existing | –370 | +$79 |
| CI Investments Inc. | Existing | –12,382 | +$30,215 |
| Nuveen LLC | Existing | –151,932 | +$166,364 |
| Jacobi Capital Management LLC | Existing | +1,750 | +$1,075 |
| Heritage Trust Co | Existing | UNCH | +$187 |
| Dimensional Fund Advisors LP | Existing | –3,708 | +$97,644 |
| Charles Schwab Investment Management Inc. | Existing | +49,494 | +$265,915 |
| Soundwatch Capital LLC | NEW | +4,480 | +$14 |
| Enterprise Financial Services Corp | Existing | +57 | +$261 |
| Aggregate Change: | –95,163 | +$609,281 | |
In terms of shares owned, we count 8 of the above funds having increased existing CEG positions from 03/31/2025 to 06/30/2025, with 6 having decreased their positions and 1 new position. Worth noting is that PSI Advisors LLC, Boundary Creek Advisors LP, and Wayfinding Financial LLC, included in this recent batch of 13F filers, exited CEG common stock as of 06/30/2025.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the CEG share count in the aggregate among all of the funds which held CEG at the 06/30/2025 reporting period (out of the 4,846 we looked at in total). We then compared that number to the sum total of CEG shares those same funds held back at the 03/31/2025 period, to see how the aggregate share count held by hedge funds has moved for CEG. We found that between these two periods, funds increased their holdings by 3,423,433 shares in the aggregate, from 73,813,913 up to 77,237,346 for a share count increase of approximately 4.64%. The overall top three funds holding CEG on 06/30/2025 were:
We’ll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Constellation Energy Corp (Symbol: CEG).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.