SEC 13F Intelligence

Night Owl Capital Management, LLC / CEG

Night Owl Capital Management, LLC’s Constellation Energy Corp Position

Does Night Owl Capital Management, LLC own Constellation Energy Corp (CEG)? Yes — 36.5K shares worth $10M (+1.19% of its 13F portfolio) as of Q1 2026, up from 36.2K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
36.5K
% of Portfolio
+1.19%
Quarters Held
9
currently held

Position History CEG

Reported value by quarter
Q1 ’24: $27MQ1 ’24Q2 ’24: $36MQ3 ’24: $48MQ3 ’24Q4 ’24: $35MQ1 ’25: $24MQ1 ’25Q2 ’25: $21MQ3 ’25: $22MQ3 ’25Q4 ’25: $13MQ1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202636.5K$10M+1.19%
Q4 202536.2K$13M+1.40%
Q3 202565.8K$22M+2.36%
Q2 202565.1K$21M+2.43%
Q1 2025118.2K$24M+2.98%
Q4 2024156.9K$35M+4.54%
Q3 2024186.2K$48M+6.62%
Q2 2024180.3K$36M+5.40%
Q1 2024144.7K$27M+4.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Night Owl Capital Management, LLC’s full portfolio or all institutional holders of CEG.