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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 607 | $52.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 607 | $52.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 598 | $51.6K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 579 | $50.0K | 0.00% | +111+23.7% | Added |
| Pin Oak Investment Advisors Inc | 564 | $49.0K | 0.06% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 562 | $48.5K | 0.01% | +562 | New |
| Rosenberg Matthew Hamilton | 553 | $47.7K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 548 | $47.2K | 0.01% | +548 | New |
| Webster Bank, N. A. | 540 | $47.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 545 | $47.0K | 0.00% | +545 | New |
| Prestige Wealth Management Group LLC | 538 | $46.4K | 0.01% | +6+1.1% | Added |
| Glassman Wealth Services | 536 | $46.2K | 0.01% | −52−8.8% | Reduced |
| Logan Capital Management Inc | 525 | $45.3K | 0.00% | −253−32.5% | Reduced |
| Montag A & Associates Inc | 524 | $45.2K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 518 | $44.7K | 0.02% | +518 | New |
| Vestor Capital, LLC | 515 | $44.0K | 0.01% | +18+3.6% | Added |
| Zions Bancorporation, N.A. | 496 | $42.8K | 0.00% | +26+5.5% | Added |
| Trustcore Financial Services, LLC | 485 | $41.8K | 0.00% | −145−23.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 479 | $41.3K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 462 | $40.0K | 0.03% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 451 | $38.9K | 0.03% | +451 | New |
| Wolff Wiese Magana LLC | 442 | $38.1K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 439 | $37.8K | 0.00% | +158+56.2% | Added |
| TD Waterhouse Canada Inc. | 461 | $37.8K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 414 | $35.7K | 0.01% | −155−27.2% | Reduced |
| Cornerstone Management, Inc. | 408 | $35.2K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 412 | $35.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 403 | $35.0K | 0.01% | +1+0.2% | Added |
| Boit C F David | 400 | $34.5K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 400 | $34.0K | 0.01% | +400 | New |
| CVA Family Office, LLC | 391 | $33.7K | 0.01% | +15+4.0% | Added |
| West Paces Advisors Inc. | 384 | $33.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 382 | $32.9K | 0.01% | +382 | New |
| Peoples Financial Services Corp. | 382 | $32.9K | 0.02% | −381−49.9% | Reduced |
| Massmutual Trust Co FSB | 369 | $32.0K | 0.00% | −1,048−74.0% | Reduced |
| Tortoise Investment Management, LLC | 356 | $30.7K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 352 | $30.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 342 | $29.5K | 0.00% | +3+0.9% | Added |
| CoreCap Advisors, LLC | 340 | $29.3K | 0.00% | +340 | New |
| Capital Analysts, LLC | 333 | $29.0K | 0.00% | −97−22.6% | Reduced |
| Burleson & Company, LLC | 328 | $28.3K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 312 | $27.0K | 0.00% | −4−1.3% | Reduced |
| JJJ Advisors Inc. | 305 | $25.7K | 0.01% | −2−0.7% | Reduced |
| Bell Investment Advisors, Inc | 284 | $24.5K | 0.01% | −3−1.0% | Reduced |
| Archer Investment Corp | 284 | $24.5K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 282 | $24.3K | 0.00% | −102−26.6% | Reduced |
| NVWM, LLC | 279 | $24.1K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 270 | $23.0K | 0.08% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 252 | $22.0K | 0.00% | −74−22.7% | Reduced |
| Catalyst Capital Advisors LLC | 255 | $22.0K | 0.00% | −5−1.9% | Reduced |
| Affiance Financial, LLC | 249 | $21.5K | 0.01% | +249 | New |
| Sargent Bickham Lagudis LLC | 249 | $21.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 243 | $20.9K | 0.00% | +233+2,330.0% | Added |
| Natixis | 240 | $20.7K | 0.00% | −44,280−99.5% | Reduced |
| Beacon Capital Management, LLC | 235 | $20.3K | 0.01% | −28−10.6% | Reduced |
| Larson Financial Group LLC | 232 | $20.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 224 | $19.3K | 0.01% | +224 | New |
| Princeton Global Asset Management LLC | 219 | $19.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 228 | $19.0K | 0.01% | +1+0.4% | Added |
| Optimum Investment Advisors | 215 | $18.5K | 0.01% | 00.0% | Unchanged |
| Ossiam | 211 | $18.2K | 0.00% | +211 | New |
| Missouri Trust & Investment Co | 208 | $18.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 204 | $18.0K | 0.01% | −4−1.9% | Reduced |
| Silvant Capital Management LLC | 207 | $17.8K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 203 | $17.5K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 200 | $17.2K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 198 | $17.0K | 0.00% | −2,055−91.2% | Reduced |
| ICA Group Wealth Management, LLC | 187 | $16.1K | 0.00% | −7,029−97.4% | Reduced |
| Center for Financial Planning, Inc. | 185 | $15.9K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 178 | $15.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 176 | $15.0K | 0.00% | +176 | New |
| Johnson Financial Group, Inc. | 171 | $14.7K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 167 | $14.4K | 0.01% | +167 | New |
| Madden Securities Corp | 166 | $14.3K | 0.01% | +166 | New |
| First Financial Corp | 166 | $14.3K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 163 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 213 | $13.8K | 0.00% | +213 | New |
| Financial Perspectives, Inc | 160 | $13.8K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 159 | $13.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 150 | $12.9K | 0.00% | −46−23.5% | Reduced |
| Stephens Consulting, LLC | 146 | $12.6K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 141 | $12.2K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 141 | $12.2K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 137 | $12.0K | 0.00% | +1+0.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 136 | $12.0K | 0.00% | +136 | New |
| Carolinas Wealth Consulting LLC | 137 | $11.8K | 0.00% | +1+0.7% | Added |
| Delos Wealth Advisors, LLC | 123 | $10.6K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 121 | $10.5K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 117 | $10.1K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 113 | $10.0K | 0.01% | −111−49.6% | Reduced |
| Clean Yield Group | 116 | $10.0K | 0.00% | +116 | New |
| Dark Forest Capital Management LP | 109 | $9.40K | 0.00% | +109 | New |
| Coastal Capital Group, Inc. | 113 | $9.38K | 0.00% | +1+0.9% | Added |
| FinTrust Capital Advisors, LLC | 108 | $9.31K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 99 | $9.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 101 | $8.67K | 0.01% | +1+1.0% | Added |
| Cribstone Capital Management, LLC | 100 | $8.62K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 93 | $8.02K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 92 | $7.93K | 0.01% | +7+8.2% | Added |
| Sittner & Nelson, LLC | 87 | $7.51K | 0.00% | 00.0% | Unchanged |