Value Aligned Research Advisors, LLC CEG — CONSTELLATION ENERGY CORP

Ownership history in Value Aligned Research Advisors, LLC  ·  13 quarters on record

AI Ownership Summary

Value Aligned Research Advisors, LLC reported CONSTELLATION ENERGY CORP (CEG) in 13 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 9.32% in 2025 Q1. The latest visible filing shows CEG at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CEG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Value Aligned Research Advisors, LLC's position in CONSTELLATION ENERGY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CEG was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.32% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CEG stock page Value Aligned Research Advisors, LLC fund profile Value Aligned Research Advisors, LLC full holdings
How Value Aligned Research Advisors, LLC held CEG — position size vs. price
% of Fund (quarterly)    CEG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 13 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 38,500 +25,300 +191.7% 0.14% $13.6M 2026-02-14 (Est.) $288.04
2025 Q4 REDUCED 95.6% -20.9% ✅ 13,200 -283,677 -95.6% 0.05% $4.7M 2026-02-14 (Est.) $288.04
2025 Q4 ADDED — — — 296,877 +296,745 +224806.8% 1.05% $104.9M 2026-02-14 (Est.) $288.04
2025 Q3 REDUCED 100.0% +9.0% ❌ 132 -578,482 -100.0% 0.06% $4.3M 2025-11-14 $337.68
2025 Q3 ADDED — — — 578,614 +578,329 +202922.5% 2.79% $190.4M 2025-11-14 $337.68
2025 Q3 REDUCED 97.8% +9.0% ❌ 285 -12,915 -97.8% 0.14% $9.4M 2025-11-14 $337.68
2025 Q2 REDUCED 53.7% +3.7% ❌ 13,200 -15,300 -53.7% 0.09% $4.3M 2025-08-14 $325.01
2025 Q2 REDUCED 96.0% +3.7% ❌ 28,500 -686,263 -96.0% 0.19% $9.2M 2025-08-14 $325.01
2025 Q2 ADDED — — — 714,763 +676,963 +1790.9% 4.87% $230.7M 2025-08-14 $325.01
2025 Q1 REDUCED 94.0% +60.3% ❌ 37,800 -596,687 -94.0% 0.56% $7.6M 2025-05-15 $282.97
2025 Q1 ADDED — — — 634,487 +620,087 +4306.2% 9.32% $127.9M 2025-05-15 $282.97
2024 Q4 REDUCED 73.2% -9.7% ✅ 14,400 -39,383 -73.2% 0.04% $140K 2025-02-13 $309.34
2024 Q4 INITIATED — — — 53,783 — — 3.29% $12.0M 2025-02-13 $309.34

🏢 Other funds also holding CEG

As of 2026 Q1 — sorted by position size

Mountain Hill Investment Partners Corp. 4.26% TORRAY INVESTMENT PARTNERS LLC 3Y 7Y 3.77% Ausbil Investment Management Ltd 3Y 2.95% Stillwater Capital Advisors, LLC 3Y 7Y 2.59% CAPITAL MANAGEMENT ASSOCIATES /NY/ 3Y 7Y 2.55% LaFleur & Godfrey LLC 3Y 7Y 2.17% Andrew Hill Investment Advisors, Inc. 3Y 2.03% EVEXIA WEALTH LLC 1.89% Kassira Wealth Management LLC 1.79% BARLOW WEALTH PARTNERS, LLC 1.71%

FAQ About Value Aligned Research Advisors, LLC and CEG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Value Aligned Research Advisors, LLC reported owning CEG?

Value Aligned Research Advisors, LLC reported CEG across 13 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CEG position in Value Aligned Research Advisors, LLC's portfolio?

The largest reported portfolio weight for CEG was 9.32% in 2025 Q1.

What is the latest reported CEG position on this page?

The most recent filing on this page is 2025 Q4, when Value Aligned Research Advisors, LLC reported 38,500 shares, equal to 0.14% of portfolio, with an estimated market value of $13.6M.

What does the chart on this CEG ownership page compare?

The chart compares Value Aligned Research Advisors, LLC's quarterly CEG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Value Aligned Research Advisors, LLC time their CEG position?

Based on 13F filing dates vs. subsequent CEG price moves, Value Aligned Research Advisors, LLC correctly timed 5 out of 12 reported position changes (42%). The annualised alpha on CEG relative to SPY over the holding period was -17.7%.

← Back to Value Aligned Research Advisors, LLC Holdings