ClearBridge Global Infrastructure Income Strategy Q1 2024 Portfolio Manager Commentary [Seeking Alpha]
Constellation Energy Corporation (CEG)
Company Research
Source: Seeking Alpha
We have been increasing our cyclical exposure through additions in U.S. rails as a restocking cycle should lift rail volumes while adding selectively to towers and renewables on weakness we believe is transitory. We remain constructive on, and selective with, U.S. utilities, where the energy transition and data center growth remain long-term positive drivers. By Daniel Chu, CFA, Charles Hamieh, Shane Hurst & Nick Langley Select Cyclical Exposure Looking More Interesting - Market Overview Infrastructure assets trailed global equities in the first quarter amid a robust rally for equities, in many ways a continuation of the bull market begun in late 2023 as softening inflation and resilient economic growth have spurred risk-on sentiment. Defensive asset classes such as infrastructure outperformed equities in March, however, as cyclical sectors such as energy infrastructure did well and utilities began to get some credit for some of their long-term drivers, such as surging demand
Show less
Read more
Impact Snapshot
Event Time:
CEG
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
CEG alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
CEG alerts
High impacting Constellation Energy Corporation news events
Weekly update
A roundup of the hottest topics
CEG
News
- Investors Heavily Search Constellation Energy Corporation (CEG): Here is What You Need to Know [Yahoo! Finance]Yahoo! Finance
- Utility stocks are on fire — here are Wall Street analysts' top picks [Yahoo! Finance Canada]Yahoo! Finance Canada
- Utility stocks are on fire — here are Wall Street analysts' top picks [Yahoo! Finance]Yahoo! Finance
- Constellation Energy Corporation Just Beat EPS By 81%: Here's What Analysts Think Will Happen Next [Yahoo! Finance]Yahoo! Finance
- Constellation Energy Corporation (NASDAQ:CEG) Q1 2024 Earnings Call Transcript [Yahoo! Finance]Yahoo! Finance
CEG
Earnings
- 5/9/24 - Beat
CEG
Sec Filings
- 5/10/24 - Form 4
- 5/3/24 - Form 8-K
- 4/2/24 - Form 4
- CEG's page on the SEC website