Constellation Energy Corp

CEG

Held by 2 specialist biotech funds

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Fund Holdings

Driehaus Capital Eventide Asset Management

AI Signal

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Position Trend

Feb 13, 2026

$26.2M

1 fund

Feb 17, 2026

$360K

1 fund

-99% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 1,019Value: $360K

**Signal Note: Driehaus Capital initiates CEG position** Driehaus's $360K entry into Constellation Energy reflects conviction in nuclear power's role in powering AI infrastructure and data centers—a secular tailwind for clean baseload capacity. While CEG is not a biotech company, this signals how growth-oriented biotech allocators are hedging energy dependency risks for computational biology and AI-driven drug discovery platforms. The position timing aligns with data center power demand accelerating faster than grid capacity.

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Insider Signals

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Also Held by These Funds

AXON2 funds NVDA2 funds VEEV2 funds VCYT2 funds LBRT2 funds RMBS2 funds LITE2 funds UNP

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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**Signal Note:** Eventide's $26.2M entry into CEG signals conviction in nuclear power as essential infrastructure for AI/data center buildout and biotech manufacturing energy demands. This contrasts with traditional energy and reflects positioning for long-term high-power-consumption trends benefiting biotech operations and computational biology platforms. The timing aligns with renewed nuclear policy tailwinds and corporate renewable energy commitments from major life sciences players.