CEG β€” CONSTELLATION ENERGY CORP

Ownership history in Chronos Wealth Management, LLC  Β·  5 quarters on record

This page tracks every 13F SEC filing in which Chronos Wealth Management, LLC reported a position in CONSTELLATION ENERGY CORP (CEG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.18% (2025 Q4)
πŸ“Š Avg. % of fund
0.57%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
5

Position Intelligence

Chronos Wealth Management, LLC Γ— CEG AI Analytics

πŸ“ˆ Chronos Wealth Management, LLC outperformed the S&P 500 by +42.9% annually on this CEG position. Timing score: 50% (2/4 decisions correct). Average cost basis: $305.56. Maximum drawdown during holding period: –9.7%.

πŸ“ˆ Position Alpha vs SPY
+42.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 42.9% per year on this position.
4 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct

πŸ’° Entry Quality
$305.56
+15.5% vs current ($352.80)

Best entry: $200.61 (2025 Q1)  Β·  Worst: $352.80 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–9.7%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
80%
buy-side decisions

4 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Chronos Wealth Management, LLC has been actively increasing its CEG allocation β€” a bullish signal from insiders.
Currently 1.18% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    CEG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,208 +29 +0.4% 1.18% $2.5M $352.80
2025 Q3 ADDED 7,179 +5,749 +402.0% 1.16% $2.4M $328.25
2025 Q2 REDUCED 1,430 -25 -1.7% 0.24% $462K $321.57
2025 Q1 ADDED 1,455 +485 +50.0% 0.16% $293K $200.61
2024 Q4 INITIATED 970 β€” β€” 0.11% $217K $222.17
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