LA
Leopold Aschenbrenner (Situational Awareness) disclosed increased in CONSTELLATION ENERGY CORP
Leopold Aschenbrenner (Situational Awareness) filed a 13F change in CONSTELLATION ENERGY CORP (21037T109) on 2025-08-14, covering period end 2025-06-30.
Action
Increased
Capital
$103,024,992 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
13 changes from Leopold Aschenbrenner (Situational Awareness), filed 2025-08-14 for period end 2025-06-30.
$2.1B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
92189F676 VANECK ETF TRUST | New | $570.1M | $570.1M | 26.85% |
11135F101 BROADCOM INC | Increased | $211.3M | $328.5M | 9.95% |
92840M102 VISTRA CORP | Increased | $185.2M | $246.9M | 8.72% |
21874A106 CORE SCIENTIFIC INC NEW | Increased | $103.7M | $136.5M | 4.89% |
Q4982L109 IREN LIMITED | Increased | $72.8M | $93.3M | 3.43% |
26884L109 EQT CORP | Increased | $72.3M | $125.1M | 3.40% |
683344105 Onto Innovation Inc | Sold out | -$71.2M | $0 | 3.35% |
21037T109 CONSTELLATION ENERGY CORP | Increased | $66.0M | $103.0M | 3.11% |
607828100 MODINE MFG CO | Sold out | -$55.0M | $0 | 2.59% |
21873S108 COREWEAVE INC | Sold out | -$45.4M | $0 | 2.14% |
38169207 APPLIED DIGITAL CORP | Increased | $43.7M | $66.4M | 2.06% |
87422Q109 TALEN ENERGY CORP | Sold out | -$29.6M | $0 | 1.40% |
458140100 INTEL CORP | Reduced | -$6.3M | $453.3M | 0.30% |