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Livermore
ZHEN

Constellation Energy Corp

CEG
Exchange
Nasdaq
Industry
Electric Services
SEC CIK
0001868275

In the last 90 days, Constellation Energy Corp insiders filed 1 open-market purchase and 0 sales; 1,866 institutions reported holding it in 13F filings for Q2 2026, worth $71.4B in total; superinvestors Coatue Management and Soros Fund Management hold it.

13F holders, Q4 2022

Institutional positions in Constellation Energy Corp as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
877
+69 vs. Q3 2022
Shares held
269.2M
+2.16M (+0.8%) vs. Q3 2022
Total value
$23.2B
+$997.4M (+4.5%) vs. Q3 2022
New holders
138
274 more added
Sold out
69
299 more reduced

15 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CEG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 877 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 645 institutionsQ2 2022: 755 institutionsQ3 2022: 823 institutionsQ4 2022: 877 institutionsQ1 2023: 841 institutionsQ2 2023: 849 institutionsQ3 2023: 905 institutionsQ4 2023: 1,005 institutionsQ1 2024: 1,175 institutionsQ2 2024: 1,310 institutionsQ3 2024: 1,427 institutionsQ4 2024: 1,545 institutionsQ1 2025: 1,547 institutionsQ2 2025: 1,722 institutionsQ3 2025: 1,824 institutionsQ4 2025: 2,008 institutionsQ1 2026: 1,907 institutionsQ2 2026: 1,866 institutions
Value heldQ4 2022: $23.2B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $14.4BQ2 2022: $15.3BQ3 2022: $22.3BQ4 2022: $23.2BQ1 2023: $21.2BQ2 2023: $24.9BQ3 2023: $29.3BQ4 2023: $30.6BQ1 2024: $48.0BQ2 2024: $51.0BQ3 2024: $66.2BQ4 2024: $56.9BQ1 2025: $51.8BQ2 2025: $82.7BQ3 2025: $82.1BQ4 2025: $91.1BQ1 2026: $80.3BQ2 2026: $71.4B
Institutions holding CEG and their total value by quarter
QuarterHoldersValue
Q2 20261,866$71.4B
Q1 20261,907$80.3B
Q4 20252,008$91.1B
Q3 20251,824$82.1B
Q2 20251,722$82.7B
Q1 20251,547$51.8B
Q4 20241,545$56.9B
Q3 20241,427$66.2B
Q2 20241,310$51.0B
Q1 20241,175$48.0B
Q4 20231,005$30.6B
Q3 2023905$29.3B
Q2 2023849$24.9B
Q1 2023841$21.2B
Q4 2022877$23.2B
Q3 2022823$22.3B
Q2 2022755$15.3B
Q1 2022645$14.4B
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q3 2022.

Institutions holding CEG in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC8$00.00%−21−72.4%Reduced
STRS Ohio1$00.00%00.0%Unchanged
Alaska Permanent Fund Corp5$00.00%00.0%Unchanged
Bogart Wealth, LLC0$150.00%0New
Intact Investment Management Inc.2$1720.00%+2New
Sofos Investments, Inc.86$3420.00%+86New
Column Capital Advisors, LLC5$4310.00%+5New
True Wealth Design, LLC5$4310.00%+5New
Fiduciary Alliance LLC6$5170.00%+6New
Financial Synergies Wealth Advisors, Inc.6$5180.00%00.0%Unchanged
Horan Securities, Inc.6$5180.00%00.0%Unchanged
WestEnd Advisors, LLC7$6030.00%+2+40.0%Added
TFC Financial Management7$6040.00%00.0%Unchanged
Cedar Wealth Management, LLC9$7760.00%00.0%Unchanged
Ellevest, Inc.10$8620.00%00.0%Unchanged
Bourgeon Capital Management LLC11$9480.00%00.0%Unchanged
American National Bank10$1.00K0.00%00.0%Unchanged
Sierra Capital LLC13$1.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP10$1.00K0.00%+10New
My Personal CFO, LLC12$1.03K0.00%+12New
Motco13$1.12K0.00%−126−90.6%Reduced
BerganKDV Wealth Management, LLC14$1.21K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC15$1.29K0.00%+15New
Lee Financial Co16$1.38K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.16$1.39K0.00%00.0%Unchanged
Crewe Advisors LLC17$1.47K0.00%−183−91.5%Reduced
Versant Capital Management, Inc17$1.47K0.00%00.0%Unchanged
Addison Advisors LLC21$1.81K0.00%00.0%Unchanged
Eagle Bay Advisors LLC22$1.90K0.00%00.0%Unchanged
Abound Wealth Management22$1.90K0.00%−15−40.5%Reduced
Core Alternative Capital22$1.91K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.27$2.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners31$2.00K0.00%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC25$2.15K0.00%+25New
Highline Wealth Partners LLC26$2.24K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC26$2.24K0.00%+26New
Disciplined Investments, LLC28$2.41K0.00%−2−6.7%Reduced
Salem Investment Counselors Inc29$2.50K0.00%+8+38.1%Added
FIL Ltd30$2.59K0.00%+15+100.0%Added
Truvestments Capital LLC33$2.85K0.00%00.0%Unchanged
SJS Investment Consulting Inc.33$2.85K0.00%+15+83.3%Added
Newbridge Financial Services Group, Inc.34$2.93K0.00%00.0%Unchanged
Godsey & Gibb Associates34$2.93K0.00%+34New
Colonial Trust Advisors34$2.93K0.00%+34New
Bangor Savings Bank33$3.00K0.00%−166−83.4%Reduced
Arrow Financial Corp33$3.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC30$3.00K0.00%+30New
WR Wealth Planners, LLC36$3.10K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.41$3.54K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.42$3.62K0.00%+42New
Creative Financial Designs Inc46$3.97K0.00%−95−67.4%Reduced
Tower View Investment Management & Research LLC44$4.00K0.00%00.0%Unchanged
KB Financial Partners, LLC50$4.00K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC52$4.00K0.01%00.0%Unchanged
CNB Bank50$4.31K0.00%−348−87.4%Reduced
Baldwin Brothers Inc50$4.31K0.00%00.0%Unchanged
Studio Investment Management LLC53$4.57K0.00%+53New
Barrett & Company, Inc.55$4.74K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP57$4.91K0.00%+57New
Steward Financial Group LLC59$5.00K0.00%+59New
JDM Financial Group LLC58$5.00K0.00%+58New
Proffitt & Goodson Inc64$5.52K0.00%00.0%Unchanged
Piscataqua Savings Bank66$5.69K0.00%00.0%Unchanged
Atwood & Palmer Inc66$5.69K0.00%00.0%Unchanged
Financial Management Professionals, Inc.68$6.00K0.00%+7+11.5%Added
Ulland Investment Advisors, LLC66$6.00K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC75$6.00K0.00%+75New
Western Pacific Wealth Management, LP75$6.46K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC75$6.47K0.00%00.0%Unchanged
Clear Perspectives Financial Planning, LLC77$6.64K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC85$7.00K0.00%−24−22.0%Reduced
Raffa Wealth Management, LLC82$7.07K0.00%+9+12.3%Added
DB Wealth Management Group, LLC82$7.07K0.00%+82New
Phocas Financial Corp.83$7.16K0.00%+83New
Laurel Wealth Advisors LLC83$7.16K0.00%00.0%Unchanged
Operose Advisors LLC84$7.24K0.00%00.0%Unchanged
Sittner & Nelson, LLC87$7.51K0.00%00.0%Unchanged
Schubert & Co92$7.93K0.01%+7+8.2%Added
Annapolis Financial Services, LLC93$8.02K0.00%00.0%Unchanged
Cribstone Capital Management, LLC100$8.62K0.01%00.0%Unchanged
Worth Asset Management, LLC101$8.67K0.01%+1+1.0%Added
Dividend Assets Capital, LLC99$9.00K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC108$9.31K0.00%00.0%Unchanged
Coastal Capital Group, Inc.113$9.38K0.00%+1+0.9%Added
Dark Forest Capital Management LP109$9.40K0.00%+109New
Rocky Mountain Advisers, LLC113$10.0K0.01%−111−49.6%Reduced
Clean Yield Group116$10.0K0.00%+116New
Zullo Investment Group, Inc.117$10.1K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC121$10.5K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC123$10.6K0.02%00.0%Unchanged
Carolinas Wealth Consulting LLC137$11.8K0.00%+1+0.7%Added
Baystate Wealth Management LLC137$12.0K0.00%+1+0.7%Added
Skandinaviska Enskilda Banken AB (publ)136$12.0K0.00%+136New
Contravisory Investment Management, Inc.141$12.2K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC141$12.2K0.00%00.0%Unchanged
Stephens Consulting, LLC146$12.6K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC150$12.9K0.00%−46−23.5%Reduced
Institutional & Family Asset Management, LLC159$13.7K0.00%00.0%Unchanged
Financial Perspectives, Inc160$13.8K0.01%00.0%Unchanged
Tfo-TDC, LLC213$13.8K0.00%+213New