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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,866 | $71.4B |
| Q1 2026 | 1,907 | $80.3B |
| Q4 2025 | 2,008 | $91.1B |
| Q3 2025 | 1,824 | $82.1B |
| Q2 2025 | 1,722 | $82.7B |
| Q1 2025 | 1,547 | $51.8B |
| Q4 2024 | 1,545 | $56.9B |
| Q3 2024 | 1,427 | $66.2B |
| Q2 2024 | 1,310 | $51.0B |
| Q1 2024 | 1,175 | $48.0B |
| Q4 2023 | 1,005 | $30.6B |
| Q3 2023 | 905 | $29.3B |
| Q2 2023 | 849 | $24.9B |
| Q1 2023 | 841 | $21.2B |
| Q4 2022 | 877 | $23.2B |
| Q3 2022 | 823 | $22.3B |
| Q2 2022 | 755 | $15.3B |
| Q1 2022 | 645 | $14.4B |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Insight Advisors, LLC | 2,610 | $213.8K | 0.07% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 15,831 | $213.5K | 0.01% | −460−2.8% | Reduced |
| John G Ullman & Associates Inc | 2,465 | $213.0K | 0.03% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,463 | $212.0K | 0.14% | −10−0.4% | Reduced |
| ARGI Investment Services, LLC | 2,457 | $212.0K | 0.01% | +2,457 | New |
| V Wealth Advisors LLC | 2,452 | $211.4K | 0.04% | +2,452 | New |
| Thrive Capital Management, LLC | 2,426 | $209.1K | 0.14% | +2,426 | New |
| Moors & Cabot, Inc. | 2,416 | $208.3K | 0.01% | −196−7.5% | Reduced |
| Change Path, LLC | 2,416 | $208.0K | 0.01% | +2,416 | New |
| Gitterman Wealth Management, LLC | 2,407 | $207.6K | 0.10% | +2,407 | New |
| Synovus Financial Corp | 2,407 | $207.5K | 0.00% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 2,385 | $205.6K | 0.02% | +2,385 | New |
| Cassaday & Co Wealth Management LLC | 2,382 | $205.4K | 0.01% | +2,382 | New |
| Gyon Technologies Capital Management, LP | 2,367 | $204.1K | 0.08% | +2,367 | New |
| Financial Consulate, Inc | 2,360 | $203.5K | 0.07% | +2,360 | New |
| SeaCrest Wealth Management, LLC | 2,357 | $203.2K | 0.03% | −366−13.4% | Reduced |
| Leavell Investment Management, Inc. | 2,350 | $203.0K | 0.02% | −281−10.7% | Reduced |
| Ellenbecker Investment Group | 2,355 | $203.0K | 0.06% | +2,355 | New |
| Connecticut Wealth Management, LLC | 2,352 | $202.8K | 0.02% | +2,352 | New |
| DRW Securities, LLC | 2,342 | $202.0K | 0.04% | +2,342 | New |
| NorthRock Partners, LLC | 2,335 | $201.3K | 0.02% | +2,335 | New |
| River Wealth Advisors LLC | 2,325 | $200.4K | 0.04% | +2,325 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,301 | $198.0K | 0.14% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 2,124 | $183.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,108 | $181.7K | 0.02% | +138+7.0% | Added |
| Earnest Partners LLC | 2,095 | $180.6K | 0.00% | +1,399+201.0% | Added |
| First Command Bank | 2,064 | $178.0K | 0.02% | +255+14.1% | Added |
| First Command Financial Services, Inc. | 2,064 | $178.0K | 0.02% | +255+14.1% | Added |
| Parallel Advisors, LLC | 1,997 | $172.2K | 0.01% | +456+29.6% | Added |
| Global Retirement Partners, LLC | 1,978 | $170.5K | 0.01% | +864+77.6% | Added |
| Parkside Financial Bank & Trust | 1,960 | $169.0K | 0.05% | +28+1.4% | Added |
| Key Financial Inc | 2,001 | $166.5K | 0.08% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,885 | $163.0K | 0.04% | −307−14.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,882 | $162.2K | 0.02% | +7+0.4% | Added |
| Duncker Streett & Co Inc | 1,796 | $154.8K | 0.04% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,793 | $154.6K | 0.06% | −200−10.0% | Reduced |
| Harbour Investments, Inc. | 1,792 | $154.5K | 0.01% | +115+6.9% | Added |
| EverSource Wealth Advisors, LLC | 1,781 | $153.6K | 0.02% | +26+1.5% | Added |
| First Manhattan Co | 1,724 | $148.6K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,710 | $146.0K | 0.00% | +147+9.4% | Added |
| Cullen/Frost Bankers, Inc. | 1,655 | $142.7K | 0.00% | −291−15.0% | Reduced |
| Gradient Investments LLC | 1,655 | $142.7K | 0.00% | +73+4.6% | Added |
| ICICI Prudential Asset Management Co Ltd | 1,642 | $141.6K | 0.02% | +443+36.9% | Added |
| Tyler-Stone Wealth Management | 1,635 | $141.0K | 0.10% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,609 | $138.7K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 1,566 | $135.0K | 0.15% | +1,566 | New |
| Spire Wealth Management | 1,552 | $134.0K | 0.01% | +207+15.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,533 | $133.0K | 0.00% | −168−9.9% | Reduced |
| Quent Capital, LLC | 1,535 | $132.3K | 0.02% | +117+8.3% | Added |
| Quadrant Capital Group LLC | 1,528 | $131.7K | 0.01% | +215+16.4% | Added |
| Newton One Investments LLC | 1,525 | $131.5K | 0.08% | 00.0% | Unchanged |
| Comerica Securities,inc. | 1,522 | $131.2K | 0.01% | +1,522 | New |
| Brown Brothers Harriman & Co | 1,454 | $125.3K | 0.00% | −39−2.6% | Reduced |
| Advisors Asset Management, Inc. | 1,362 | $117.4K | 0.00% | −5−0.4% | Reduced |
| Washington Trust Advisors, Inc. | 1,267 | $109.2K | 0.01% | −66−5.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,272 | $105.0K | 0.00% | +108+9.3% | Added |
| Centaurus Financial, Inc. | 1,207 | $104.0K | 0.01% | −223−15.6% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,184 | $102.1K | 0.04% | −49−4.0% | Reduced |
| First Horizon Advisors, Inc. | 1,165 | $100.4K | 0.00% | −280−19.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,156 | $99.7K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,199 | $99.6K | 0.04% | +1,199 | New |
| Accel Wealth Management | 1,151 | $99.3K | 0.05% | −7−0.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,142 | $98.4K | 0.00% | +363+46.6% | Added |
| Tompkins Financial Corp | 1,116 | $96.0K | 0.02% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 1,089 | $93.9K | 0.10% | +1,089 | New |
| CoreFirst Bank & Trust | 1,060 | $91.4K | 0.07% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,040 | $89.7K | 0.04% | +1,040 | New |
| Glen Eagle Advisors, LLC | 1,034 | $89.1K | 0.02% | −230−18.2% | Reduced |
| TD Private Client Wealth LLC | 1,023 | $88.2K | 0.00% | −49−4.6% | Reduced |
| Cutler Group LP | 1,025 | $88.0K | 0.01% | −17,135−94.4% | Reduced |
| Alta Advisers Ltd | 1,000 | $86.0K | 0.05% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 997 | $86.0K | 0.05% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,022 | $85.0K | 0.02% | −77−7.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 981 | $84.6K | 0.00% | +981 | New |
| Proequities, Inc. | 963 | $83.0K | 0.01% | +184+23.6% | Added |
| Sutton Wealth Advisors Inc. | 960 | $82.8K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 939 | $82.0K | 0.07% | +1+0.1% | Added |
| Old Second National Bank of Aurora | 917 | $79.1K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 916 | $79.0K | 0.01% | +675+280.1% | Added |
| JNBA Financial Advisors | 880 | $75.9K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 824 | $71.0K | 0.02% | +514+165.8% | Added |
| C M Bidwell & Associates Ltd | 811 | $69.9K | 0.06% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 805 | $69.4K | 0.00% | −1,768−68.7% | Reduced |
| Focused Wealth Management, Inc | 802 | $69.1K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 793 | $68.4K | 0.00% | −10−1.2% | Reduced |
| Sandy Spring Bank | 750 | $64.7K | 0.00% | +46+6.5% | Added |
| Farmers & Merchants Investments Inc | 749 | $64.6K | 0.00% | −248−24.9% | Reduced |
| MCF Advisors LLC | 747 | $64.4K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 746 | $64.3K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 756 | $61.0K | 0.00% | +378+100.0% | Added |
| Norwood Financial Corp | 702 | $60.5K | 0.10% | −33−4.5% | Reduced |
| McClarren Financial Advisors, Inc. | 669 | $57.0K | 0.05% | +1+0.1% | Added |
| Hexagon Capital Partners LLC | 657 | $56.6K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 653 | $56.3K | 0.00% | +320+96.1% | Added |
| James Investment Research Inc | 653 | $56.0K | 0.01% | +653 | New |
| Washington Trust Co | 647 | $55.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 624 | $54.0K | 0.05% | 00.0% | Unchanged |
| First PREMIER Bank | 627 | $54.0K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 623 | $53.7K | 0.01% | +623 | New |
| Citizens National Bank Trust Department | 616 | $53.0K | 0.01% | 00.0% | Unchanged |