Exited position

David Tepper’s Constellation Energy Corp (CEG) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Appaloosa LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2022Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares2.70MHighest verified quarter-end share count
Quarters reported5Verified quarters with shares above zero
What happened?

Appaloosa LP first reported Constellation Energy Corp in Q2 2022. The reported position was reduced across later filings. The latest verified relationship event shows that Appaloosa LP sold the entire position in Q3 2023, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2023
Sold the entire position−500.00K shares · No shares reported at quarter-end
Q2 2023
Sold 76.1% of the position−1.59M shares · 500.00K shares remained
Filing context

Quarter-end price $91.55 · Estimated holding basis $57.26

Q1 2023
Sold 12.9% of the position−308.73K shares · 2.09M shares remained
Filing context

Quarter-end price $78.50 · Estimated holding basis $57.26

Q4 2022
Sold 8.8% of the position−231.27K shares · 2.40M shares remained
Filing context

Quarter-end price $86.21 · Estimated holding basis $57.26

Q3 2022
Sold 2.6% of the position−70.00K shares · 2.63M shares remained
Filing context

Quarter-end price $83.19 · Estimated holding basis $57.26

Q2 2022
New position+2.70M shares · 2.70M shares reported
Filing context

Quarter-end price $57.26 · Estimated holding basis $57.26

Portfolio importance

How important was Constellation Energy Corp in Appaloosa LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.8%Q2 2023
Last reported rank#28of 39 reported positions
Peak portfolio weight16.1%Q3 2022
Best historical rank#1Q3 2022
At peak importanceQ3 2022
CEG
16.1%
Largest holding
16.1%
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$284.752026-09-11

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Appaloosa LP’s Form 13F disclosures—not David Tepper’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.