ClearBridge Global Infrastructure Value Strategy Q1 2024 Commentary [Seeking Alpha]
Constellation Energy Corporation (CEG)
Company Research
Source: Seeking Alpha
Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Infrastructure assets trailed global equities in the first quarter amid a robust rally for equities, although March saw a reversal as cyclical strength and a slight sentiment shift for utilities helped infrastructure outperform. European utilities are heading into what we believe will be an elevated capex cycle over the next decade to support the energy transition and upgrade aging infrastructure. We have been increasing exposure to U.S. rails, which over the past two years have been in a freight recession as retailers were left with bloated inventory as consumers balanced their goods/services spending after exiting COVID-19 lockdowns. By Charles Hamieh, Shane Hurst, Nick Langley, & Simon Ong Reshoring and Data Centers Support Select Utilities Market Overview Infrastructure assets trailed global equities in the first quarte
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
- 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
- Constellation Energy First Quarter 2024 Earnings: EPS Beats Expectations, Revenues Lag [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