PQUS0.020%
as of Jul 21
CEG
DefensiveCONSTELLATION ENERGY CORP.
Constellation Energy Corporation produces and sells energy products and services in the United States. The company operates through five segments: Mid-Atlantic, Midwest, New York, ERCOT, and Other Power Regions. It offers electricity, natural gas, energy-related products, and sustainable solutions.
Close · 3M
-21.51%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals16
Win rate0% (0/16)
Avg buy return-13.64%
PQUS · Weight increase · 2d
Constellation Energy, currently at $251.38, sits at 62% of its 52-week high after experiencing declines of 12.2% over 30 days and 22.6% over 90 days. Pictet Asset Management's PQUS, employing an AI ranking system for US large-caps, likely flagged CEG for a re-evaluation within its Utilities sector allocation given this significant price retracement. The AI system likely considered Constellation Energy’s 23.44% revenue growth and 20.01% ROE, recognizing these figures even with the PER at 23.81 and PBR at 7.6. This specific analysis, probably triggered around the July 10th periodic rebalance, led to PQUS increasing its CEG weighting from 0.03% to 0.10%, then 0.11%, while adhering to the fund's sector-balance and concentration rules.
weight 0.030% → 0.110% (+0.080 pp)·stock down 0.1% in the 30 days before
Jul 11·entry $257.57·now $253.50Fresh
-1.58%
since Jul 11
PQUS · New entry · 1d
weight 0 → 0.030% (new)·stock down 7.7% in the 30 days before
Jun 12·entry $253.76·now $253.50Fresh
-0.10%
since Jun 12
PQUS · Exit · 1d
CEG's price has recently fallen to $285.83, placing it at 71% of its 52-week high and reflecting a -14.3% return over the past 90 days. This sustained price weakness, despite a 1-year return of +5.9%, likely signaled a deteriorating outlook within Pictet Asset Management’s AI ranking system for PQUS, a US large-cap fund designed for measured turnover and periodic rebalances. Though CEG reports a revenue growth of 23.44% and a 20.01% ROE, its valuation at a PER of 26.8 and PBR of 7.6 may have been deemed less attractive by the AI when coupled with the recent price trajectory. The observed step-down in portfolio weight from 0.2000% on May 15, 2026, to complete removal by May 22, 2026, suggests the AI determined the stock no longer fit the fund's sector-balance and concentration rules in light of its updated ranking. This systematic reduction indicates a proactive adjustment by the AI, prioritizing adherence to its multi-factor selection criteria over maintaining exposure to a stock experiencing significant recent price pressure.
weight 0.070% → 0 (exited)·stock up 0.4% in the 30 days before
May 22·entry $294.07·now $253.50
-13.80%
since May 22
PQUS · Weight decrease · 3d
The AI likely initiated this consecutive weight decrease for CEG due to its significantly high PER and PBR ratios, which suggest overvaluation for a utility company despite its decent revenue growth and ROE. The AI's rebalancing strategy likely aims to reduce exposure to assets where valuation risk outweighs fundamental strength. For retail investors, this underscores the critical need to consider a stock's valuation multiples relative to its sector, even for strong companies, as AI funds will divest from perceived overvalued positions.
weight 0.480% → 0.370% (-0.110 pp)·stock up 8.3% in the 30 days before
May 10·entry $299.69·now $253.50
-15.41%
since May 10
PQUS · Weight decrease · 2d
The AI ETF likely reduced CEG's weight due to its very high P/E and P/B ratios, indicating potential overvaluation within the Utilities sector despite strong revenue growth and ROE. For retail investors, this trend suggests a need to critically assess whether CEG's future prospects truly justify its premium valuation, rather than solely relying on its profitability, as the AI may be reallocating to better-valued opportunities.
weight 0.480% → 0.460% (-0.020 pp)·stock up 8.3% in the 30 days before
May 9·entry $299.69·now $253.50
-15.41%
since May 9
PQUS · Weight decrease · 2d
The AI ETF is likely reducing CEG's weight due to its high valuation metrics, such as a PER of 49.24 and PBR of 7.6, which suggest the stock might be significantly overvalued relative to its revenue growth in the stable utilities sector. A practical takeaway for retail investors is to be cautious of premium valuations, even for fundamentally sound companies, as high prices can limit future upside potential and increase vulnerability to market corrections.
weight 0.520% → 0.450% (-0.070 pp)·stock up 12.1% in the 30 days before
Apr 30·entry $313.00·now $253.50
-19.01%
since Apr 30
QRFT · Exit · 1d
Trading at $272.65, Constellation Energy Corp. is currently 67% of its 52-week high, having delivered negative returns of -1.8% over 30 days and -6.8% over the past year. This sustained downward price trajectory likely triggered negative signals from the momentum and low-volatility components within Qraft AI's methodology, as QRFT integrates these traditional factors with alternative data. While the company exhibits a revenue growth of 23.44% and an ROE of 20.01%, the AI model, which also considers value with a PER of 25.98 and a PBR of 7.6, appears to have prioritized the deteriorating price action. Therefore, QRFT's weekly rebalancing mechanism reduced its holding from 0.2000% on June 1st, 2026, leading to the complete divestment of Constellation Energy Corp. from the portfolio on June 2nd. This decision reflects the AI's broad large-cap core style adjusting to recent market movements specific to CEG at its current valuation and price trends.
weight 0.200% → 0 (exited)·stock down 11.4% in the 30 days before
Jun 2·entry $272.65·now $253.50
-7.02%
since Jun 2
QRFT · New entry · 1d
The AI ETF likely added CEG due to its robust revenue growth and strong Return on Equity, signaling superior operational efficiency and growth prospects for a utility company despite its high valuation multiples. For retail investors, this highlights how AI funds prioritize quality and fundamental strength, often identifying companies with compelling trajectories even if they appear expensive by traditional metrics.
weight 0 → 0.260% (new)·stock up 17.7% in the 30 days before
May 4·entry $321.05·now $253.50Fresh
-21.04%
since May 4
-7.08%
since Apr 2
-9.29%
since Apr 1
AMOM · Exit · 1d
The AI ETF likely removed CEG due to its extremely high PER (50.16) and PBR (7.6) for a utility stock, indicating significant overvaluation despite decent revenue growth and ROE. This suggests the AI algorithm prioritized valuation discipline and risk management over short-term performance. For retail investors, this illustrates that even fundamentally sound companies can become overvalued, and relying solely on growth without considering valuation metrics like PER and PBR can lead to poor outcomes. It emphasizes the need to understand valuation limits, even for apparently strong performers.
weight 1.630% → 0 (exited)·stock up 17.7% in the 30 days before
May 4·entry $321.05·now $253.50
-21.04%
since May 4
AMOM · Accumulation · 5d
The AI ETF likely sees CEG's strong revenue growth and ROE as indicators of a high-quality utility stock with strategic long-term advantages, justifying its higher valuation multiples despite traditional concerns. The gradual accumulation suggests a deliberate strategy to build a position over time, potentially smoothing out entry costs or reacting to evolving market data. For retail investors, this indicates that AI models can identify deeper growth drivers beyond typical valuation metrics, prompting them to research CEG's specific strategic initiatives rather than solely focusing on current high PER/PBR ratios.
weight 1.530% → 1.660% (+0.130 pp)·stock up 12.1% in the 30 days before
Apr 30·entry $313.00·now $253.50Fresh
-19.01%
since Apr 30
AMOM · Weight decrease · 2d
The AI ETF likely initiated a consecutive weight decrease for CEG due to the stock's significantly high valuation metrics, specifically its PER of 49.24 and PBR of 7.6, which might signal overvaluation for a utility company despite good revenue growth. For retail investors, this action highlights that even fundamentally strong companies in stable sectors can become overpriced, leading sophisticated algorithms to de-risk. It underscores the importance of evaluating valuation multiples in context of industry norms and growth prospects, rather than just historical performance. Investors should consider if the premium valuation aligns with future expectations.
weight 1.680% → 1.610% (-0.070 pp)·stock down 0.5% in the 30 days before
Apr 29·entry $297.00·now $253.50
-14.65%
since Apr 29
AMOM · Weight increase · 4d
The AI ETF likely initiated this consecutive weight increase for CEG following a brief dip, identifying the company's robust 16.78% ROE and 8.34% revenue growth as indicators of strong underlying quality. Despite high P/E and P/B ratios, the AI appears to be betting on CEG's continued operational efficiency and growth prospects within the utilities sector. For retail investors, this illustrates that AI funds prioritize fundamental strength and momentum, even for high-valuation stocks, using dips as opportunities to accumulate. It underscores the value of assessing a company's profitability and growth potential beyond just traditional valuation multiples.
weight 1.530% → 1.680% (+0.150 pp)·stock up 6.8% in the 30 days before
Apr 27·entry $315.17·now $253.50Fresh
-19.57%
since Apr 27
AMOM · Weight increase · 3d
The AI ETF likely increased CEG's weight due to its robust ROE and revenue growth, suggesting the algorithm prioritized fundamental strength and a favorable sector outlook for this clean energy utility despite its high valuation. For retail investors, this indicates that AI models can identify and capitalize on specific quality and growth factors, even when traditional P/E or P/B ratios appear stretched, prompting investors to understand the underlying drivers beyond simple valuation metrics.
weight 1.530% → 1.670% (+0.140 pp)·stock up 3.4% in the 30 days before
Apr 24·entry $313.53·now $253.50Fresh
-19.15%
since Apr 24
AMOM · Weight increase · 2d
weight 1.530% → 1.590% (+0.060 pp)·stock down 0.7% in the 30 days before
Apr 23·entry $292.77·now $253.50Fresh
-13.41%
since Apr 23
AMOM · Weight decrease · 3d
weight 1.650% → 1.530% (-0.120 pp)·stock down 1.5% in the 30 days before
Apr 21·entry $277.70·now $253.50
-8.71%
since Apr 21
AMOM · Weight decrease · 2d
weight 1.650% → 1.570% (-0.080 pp)·stock down 9.1% in the 30 days before
Apr 20·entry $287.56·now $253.50
-11.84%
since Apr 20
AMOM · Weight increase · 2d
weight 1.610% → 1.650% (+0.040 pp)·stock down 3.6% in the 30 days before
Apr 15·entry $294.73·now $253.50Fresh
-13.99%
since Apr 15
AMOM · Weight decrease · 3d
weight 1.680% → 1.610% (-0.070 pp)·stock down 11.6% in the 30 days before
Apr 9·entry $280.25·now $253.50
-9.55%
since Apr 9
AMOM · Weight decrease · 2d
weight 1.680% → 1.640% (-0.040 pp)·stock down 12.0% in the 30 days before
Apr 8·entry $284.27·now $253.50
-10.82%
since Apr 8
AMOM · Accumulation · 5d
weight 1.600% → 1.680% (+0.080 pp)·stock down 17.1% in the 30 days before
Apr 6·entry $275.16·now $253.50Fresh
-7.87%
since Apr 6
-7.08%
since Apr 2
-9.29%
since Apr 1
-15.11%
since Mar 30
-15.92%
since Mar 27
-14.12%
since Mar 26
-16.42%
since Mar 25
-14.02%
since Mar 24
-19.90%
since Mar 19
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Apr 29
The AI ETFs, particularly AMOM, show a trend of increasing their weight in Constellation Energy, indicating a positive outlook or momentum-driven buying. This contrasts sharply with a Buffett-style framework, which finds the company trading at a price offering no margin of safety, leading to a 'Fail' verdict based on valuation.
- Circle of CompetenceThe stable, regulated nature and long-lived assets, particularly in nuclear power generation, allow for reasonably predictable long-term unit economics and cash flows.
- Economic MoatHigh capital intensity, strict regulatory requirements for nuclear power, and the company's significant scale in clean energy production create substantial barriers to entry and a durable cost advantage.
- ManagementAssessing management's candor, capital allocation discipline, and skin in the game requires information beyond the provided financial data snippets.
- Financial HealthWhile recent ROE is strong at 16.78%, a full assessment of 10-year ROE consistency, operating margin trends, debt manageability, and consistent owner earnings requires more comprehensive historical financial statements.
- Margin of SafetyWith a PER of 49.24, PBR of 7.6, and EV/EBITDA of 92.81, the current market price offers no discernible margin of safety relative to a conservative estimate of intrinsic value.
Constellation Energy passes the Circle of Competence and Economic Moat stages due to its predictable, high-barrier nuclear energy business. However, a comprehensive assessment of management and financial health is not possible with the limited data provided, resulting in null scores for these stages. The company ultimately fails the framework because its current market valuation metrics suggest a significant overpricing, leaving no margin of safety for a long-term value investor.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.