E. Ohman J:or Asset Management 13F: Adds $2.9M to CEG Stake

E. Ohman J:or Asset Management increased its investment in Constellation Energy Corporation (NasdaqGS: CEG) during the period, according to a Form 13F filing with the U.S. Securities and Exchange Commission on October 22, 2026. Constellation Energy closed at $253.77 on the day of the filing.

CEG Constellation Energy Corporation

$253.57 ▼ -30.46% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in E. Ohman J:or Asset Management's Constellation Energy Position

The firm added 11,466 shares to grow its position by 9.9% compared to the previous period. That brought its total holding to 126,989 shares. The reported value of the stake reached $32.26 million at the time of the report.

Other Institutional Activity in Constellation Energy

Coatue Management reduced its holdings by 1,274,699 shares, ending with 4,632,475 shares worth about $1.15 billion. Integrated Advisors Network grew its holdings by 6,222 shares, ending with 8,017 shares worth about $2.04 million. Generate Investment Management grew its holdings by 109,499 shares, ending with 134,499 shares worth about $34.17 million. ECP ControlCo, LLC reduced its holdings by 7,673,379 shares, ending with 14,370,227 shares worth about $3.65 billion. Capital International Investors grew its holdings by 1,048,281 shares, ending with 12,657,149 shares worth about $3.21 billion.

Constellation Energy Corporation Stock Up 1.9%

The stock recently traded around $263.77 as of October 22, 2026, which is up about 3.9% since the filing date. Shares sit below both the 50-day moving average of $275.17 and the 200-day moving average of $282.80.

Recent Earnings

Constellation Energy posted trailing twelve-month revenue of $31.27 billion alongside trailing twelve-month earnings of $10.23 per share. The company reports its next financial results on November 9, 2026.

Dividend

The company pays an annual dividend rate of $1.71 per share with a dividend yield of 0.63%.

Insider Buying and Selling at Constellation Energy Corporation

Director Roger W. Crandall purchased 1,500 shares on August 11, 2026, at an average price of $278.62 for a total value of $417,931.

Analysts Set New Price Targets

On September 18, 2026, Morgan Stanley maintained its Overweight rating and raised its price target from $364.00 to $369.00. Bernstein reiterated its Outperform rating with a $296.00 price target on October 6, 2026. CIBC initiated coverage with an Outperformer rating and a $358.00 price target on October 16, 2026. Morgan Stanley maintained its Overweight rating and raised its target from $369.00 to $378.00 on October 21, 2026. HSBC initiated coverage with a Buy rating and a $335.00 price target on October 22, 2026. Across Wall Street, the stock carries a consensus buy recommendation from 22 analysts with a mean price target of $338.21.

About Constellation Energy

Constellation Energy Corporation operates as an independent power producer and energy supplier in the United States. It generates electricity through nuclear, wind, solar, natural gas, and hydroelectric assets, serving residential and business customers across multiple regional power markets.

Bottom Line

Investors are keeping an eye on the upcoming earnings release on November 9, 2026, to gauge operational momentum. Filings show institutional managers continue to adjust positions as broader energy market conditions evolve.