undamentalytics Newsletter

Constellation Energy: which funds bought and sold

Institutions that bought and sold Constellation Energy shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 984 institutions that filed 13F reports for both quarters added to or opened positions in Constellation Energy, and 784 cut or closed them. Together they sold a net 3.7M shares, −1.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 4.1M shares (−6.3%); index fund managers were net buyers of 3.8M shares (+4.1%). 162 opened a new position and 202 sold out entirely.

Bought, Q2 2026 984 institutions, 162 of them new holders Sold, Q2 2026 784 institutions, 202 of them sold out
Net change, all compared −3.7M shares (−1.3%)
Net change, active managers −4.1M shares (−6.3%), 56 bought, 37 sold

Buyers versus sellers

institutions compared, 2,018
Active managers and hedge funds 56 bought · 37 sold · −4.1M
Index fund managers 10 bought · 2 sold · +3.8M
Other institutions 918 bought · 745 sold · −3.4M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Teacher Retirement System Of Texas +1.4M +2487.7% 1.4M $353M
Capital International Investors Active manager +1.0M +9.0% 12.7M $3.1B
Blackrock, Inc. Index funds +1.0M +4.5% 24.6M $6.1B
Capital Research Global Investors Active manager +962K +20.1% 5.8M $1.4B
Victory Capital Management Inc Active manager +900K +38.6% 3.2M $803M
Vanguard Capital Management LLC Index funds +899K +4.5% 21.0M $5.2B
Assenagon Asset Management S.A. +866K +260.2% 1.2M $298M
UBS Group AG +862K +42.0% 2.9M $724M
Vanguard Portfolio Management LLC Index funds +818K +5.4% 15.8M $3.9B
Amundi +674K +50.9% 2.0M $496M
State Street Corp Index funds +615K +3.3% 19.4M $4.8B
Foxhaven Asset Management, LP Hedge fund +557K New position 557K $138M
Capital World Investors Active manager +461K +11.6% 4.4M $1.1B
Goldman Sachs Group Inc +353K +11.6% 3.4M $843M
Migdal Insurance & Financial Holdings Ltd. +325K +377900.0% 325K $80.7M
California Public Employees Retirement System +296K +52.0% 864K $215M
Neuberger Berman Group LLC Active manager +278K +21.8% 1.6M $386M
Citigroup Inc +252K +51.5% 740K $184M
Freestone Grove Partners LP Hedge fund +250K New position 250K $62.1M
Pictet Asset Management Holding SA +241K +43.4% 795K $198M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Ecp Controlco, LLC −7.7M −34.8% 14.4M $3.6B
FMR LLC Active manager −3.6M −35.8% 6.5M $1.6B
Canada Pension Plan Investment Board −2.7M −34.7% 5.0M $1.2B
Price T Rowe Associates Inc Active manager −1.3M −22.9% 4.2M $1B
Jennison Associates LLC Active manager −1.1M −16.1% 5.5M $1.4B
Franklin Resources Inc Active manager −862K −37.4% 1.4M $358M
59 North Capital Management, LP Hedge fund −813K Sold out 0 —
Rubric Capital Management LP Hedge fund −715K Sold out 0 —
Bank Of America Corp −347K −11.0% 2.8M $698M
Bessemer Group Inc −347K −97.6% 8,357 $2.1M
Barclays PLC −250K −26.9% 680K $169M
American Century Companies Inc Active manager −242K −73.6% 87K $21.6M
Jane Street Group, LLC −217K −91.6% 20K $5M
Citadel Advisors LLC Hedge fund −217K −53.1% 192K $47.6M
Encompass Capital Advisors LLC −200K Sold out 0 —
Healthcare Of Ontario Pension Plan Trust Fund −194K −25.3% 574K $143M
Voya Investment Management LLC −191K −64.9% 104K $25.4M
Bridgewater Associates, LP Hedge fund −183K −88.8% 23K $5.7M
First Trust Advisors LP −162K −73.2% 59K $14.7M
Millennium Management LLC Hedge fund −162K −74.5% 55K $13.7M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Foxhaven Asset Management, LPHedge fund 557K $138M
Freestone Grove Partners LPHedge fund 250K $62.1M
Jain Global LLCHedge fund 85K $21.1M
Capital Innovations LLC 64K $15.9M
Walleye Trading LLC 58K $14.5M
Aventail Capital Group, LP 49K $12.1M
Aquatic Capital Management LLC 47K $11.6M
Greenwood Gearhart LLC 44K $11.1M
Arvest Bank Trust Division 43K $10.7M
Virginia Retirement Systems Et Al 41K $10.1M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
59 North Capital Management, LPHedge fund 813K $227M
Rubric Capital Management LPHedge fund 715K $200M
Encompass Capital Advisors LLC 200K $55.9M
Connor, Clark & Lunn Investment Management Ltd. 143K $40M
Forest Avenue Capital Management LP 134K $37.3M
Holocene Advisors, LPHedge fund 122K $33.9M
Artemis Investment Management LLPActive manager 84K $23.4M
Cinctive Capital Management LPHedge fund 78K $21.7M
Liontrust Investment Partners LLPActive manager 72K $20.2M
Caption Management, LLC 72K $20.1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
1,841
Ten largest holders
49.4%
of 13F-reported shares
Index fund managers
33.6%
of 13F-reported shares
Active managers and hedge funds
21.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 56 37 11 11 −4.1M −6.3%
Index fund managers 10 2 0 0 +3.8M +4.1%
Other institutions 918 745 151 191 −3.4M −2.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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