Letters by company
Constellation Energy Corp
12 letters discussing CEG. Everything written about it on this site is on its ticker page.
- Davenport Asset Management The Davenport Funds Quarterly Update: First Quarter Update 2026 Davenport’s funds trimmed energy holdings after the Iran conflict lifted oil prices and redeployed capital into technology, industrials and real assets discounted by AI-disruption and cyclical fears. New purchases included Constellation Energy, Union Pacific, Weyerhaeuser, live-events businesses, REIT specialists, Microsoft, Broadridge and Abbott Laboratories. First Quarter 2026 ABT $189BACN $150BBR $22B
- Andrew Hill Investment Advisors Q4 2025 Client Letter Andrew Hill Investment Advisors harvested stock profits into laddered high-grade bonds, held gold, and positioned portfolios underweight equities relative to targets. It expects AI leadership to shift from infrastructure builders to users, adding First Horizon and Thermo Fisher while restoring Deere and initiating Rivian. fourth quarter 2025 AAPL $5.2TCEG $94BDE $187B
- Andrew Hill Investment Advisors 2024.Q4 Client Letter Andrew Hill Investment Advisors reduced equity exposure after appreciation pushed allocations above client policy targets, directing proceeds into high-quality bond ladders. The firm trimmed core technology and utility holdings, increased financial exposure through Goldman Sachs, and added Johnson & Johnson and United Therapeutics while monitoring tariff, immigration and inflation risks. 2024.Q4 AAPL $5.2TAMZN $2.9TANET $248B
- Andrew Hill Investment Advisors 2024.Q3 Client Letter Andrew Hill Investment Advisors kept portfolios overweight utilities and industrials on rising electricity demand from AI, with Constellation Energy remaining the largest holding. The firm eliminated EQT, increased Chipotle after its selloff, added Axon and United Therapeutics, and continued building high-quality bond ladders while trimming some equities. 2024.Q3 CEG $94BLLY $1.3TMSFT $3.9T
- Andrew Hill Investment Advisors 2024.Q2 Client Letter Andrew Hill Investment Advisors increased Apple exposure ahead of its AI product rollout and added Duke Energy, Highwoods Properties and American Superconductor. The firm argues that AI demand supports Nvidia, Microsoft, Arista Networks and Constellation Energy, while it seeks to expand healthcare exposure through Eli Lilly, Vertex Pharmaceuticals, Intuitive Surgical and Johnson & Johnson. second quarter of 2024 AAPL $5.2TANET $248BCEG $94B
- Sound Shore Management March 31, 2024 Sound Shore Fund attributed its first-quarter advance to adaptable businesses including Vistra, Constellation Energy, Teva Pharmaceutical and Acuity Brands, while emphasizing valuation alongside resilient business models. The fund added Constellation on expectations for improving earnings and sold Boeing after new manufacturing problems threatened to delay its restructuring. first quarter 2024 AYI $10BBA $138BCEG $94B
- Andrew Hill Investment Advisors 2024 Q1 Client Letter Andrew Hill Investment Advisors added to EQT and retained Oneok for a potential commodity rebound, while keeping portfolios overweight equities and concentrating on AI beneficiaries including Nvidia, Microsoft, Dell, Constellation Energy and NextEra. The firm favors investment-grade bond ladders and argues that passive-fund flows can push share prices away from business fundamentals. 1st Quarter of 2024 CEG $94BDELL $238BEQT $33B
- Sound Shore Management September 30, 2023 Sound Shore added to GE Healthcare after its pullback, arguing that spinout-related margin pressure, customer financing concerns and weaker China demand were temporary. The fund cited Vistra and Constellation Energy as beneficiaries of tightening electricity markets, and bought Teva on expectations that improved capital allocation and its branded drug pipeline can restore growth. third quarter of 2023 CEG $94BGEHC $37BTEVA $50B
- Holland Advisors Interim Investor Letter – June 2026 Holland Advisors rotated out of lower-conviction holdings and added to established network businesses, including Amazon, Meta, Netflix, Nu Holdings, Wise and Block, following price weakness. The fund also initiated Constellation and AppFolio during the software sell-off, while retaining a heavily owner-manager-led, unlevered portfolio. six month period 2026 AMZN $2.9TMETA $1.6TNFLX $265B
- Davenport Asset Management The Davenport Funds Quarterly Update Davenport warns that crowded AI infrastructure and semiconductor enthusiasm has displaced value-oriented shares, prompting a more risk-averse stance. Across its funds, the firm trimmed Marvell and UnitedHealth, added Constellation and Berkshire, initiated Stryker, Abbott, IFF and SoFi, and exited impaired Verra Mobility, Caesars and Casey’s. Q2 2026 ABT $189BACN $150BIFF $21B
- Andrew Hill Investment Advisors 2nd Quarter Recap - Ending Up, After A Wild Ride Andrew Hill Investment Advisors emphasizes AI infrastructure holdings, a laddered high-quality bond strategy and a gold allocation as hedges against tariff, inflation and geopolitical risks. The firm removed Visa in favor of Circle and Fiserv, while adding Yeti, Thermo Scientific and HA Sustainable Infrastructure amid political and tariff-related selling pressure. second quarter of 2025 YETI $3.1B
- Sound Shore Management December 31, 2023 Sound Shore added to PVH after its selloff, citing resilient brands, balance-sheet strength and scope for margin-led earnings growth. The fund also added Capital One after banking-sector stress, retained Organon despite near-term weakness, and backed Vistra's expanding nuclear and renewable generation footprint. fourth quarter of 2023 CNC $35BCOF $119BOGN $3.6B
