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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, Q1 2023

Institutional positions in Constellation Energy Corp as of Mar 31, 2023. 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
841
−22 vs. Q4 2022
Shares held
269.5M
+385.2K (+0.1%) vs. Q4 2022
Total value
$21.2B
−$2.02B (−8.7%) vs. Q4 2022
New holders
91
291 more added
Sold out
113
301 more reduced

14 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 841 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 heldQ1 2023: $21.2B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q4 2022.

Institutions holding CEG in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
GW&K Investment Management, LLC3$00.00%+3New
SkyView Investment Advisors, LLC6$00.00%+6New
Fred Alger Management, LLC0$310.00%−440,704−100.0%Reduced
Intact Investment Management Inc.2$1570.00%00.0%Unchanged
Tfo-TDC, LLC4$3140.00%−209−98.1%Reduced
Delos Wealth Advisors, LLC5$3930.00%−118−95.9%Reduced
True Wealth Design, LLC5$3930.00%00.0%Unchanged
West Oak Capital, LLC5$3930.00%+5New
Financial Synergies Wealth Advisors, Inc.6$4710.00%00.0%Unchanged
Horan Securities, Inc.6$4730.00%00.0%Unchanged
WestEnd Advisors, LLC–$5500.00%––
Kayne Anderson Rudnick Investment Management LLC7$5500.00%+7New
Arlington Partners LLC8$6280.00%+8New
Cedar Wealth Management, LLC9$7070.00%00.0%Unchanged
Anchor Investment Management, LLC10$7850.00%−233−95.9%Reduced
Acadian Asset Management LLC21$1.00K0.00%−48,712−100.0%Reduced
Smithfield Trust Co13$1.00K0.00%+13New
Centerpoint Advisors, LLC16$1.00K0.00%+16New
Psagot Value Holdings Ltd. / (Israel)7$1.00K0.00%+7New
Motco13$1.02K0.00%00.0%Unchanged
Private Ocean, LLC13$1.02K0.00%+13New
Trifecta Capital Advisors, LLC15$1.18K0.00%00.0%Unchanged
Lee Financial Co16$1.26K0.00%00.0%Unchanged
USA Financial Portformulas Corp16$1.26K0.00%+16New
Guardian Wealth Management, Inc.16$1.27K0.00%00.0%Unchanged
Versant Capital Management, Inc17$1.33K0.00%00.0%Unchanged
SJS Investment Consulting Inc.20$1.57K0.00%−13−39.4%Reduced
Addison Advisors LLC21$1.65K0.00%00.0%Unchanged
Eagle Bay Advisors LLC22$1.73K0.00%00.0%Unchanged
HM Payson & Co24$1.88K0.00%+24New
Coston, McIsaac & Partners31$2.00K0.00%00.0%Unchanged
Disciplined Investments, LLC26$2.04K0.00%−2−7.1%Reduced
Highline Wealth Partners LLC26$2.04K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.28$2.20K0.00%+28New
Paladin Advisory Group, LLC29$2.28K0.00%+29New
Colonial Trust Advisors30$2.35K0.00%−4−11.8%Reduced
Graves-Light Private Wealth Management, Inc.30$2.38K0.00%+30New
Sunbelt Securities, Inc.32$2.46K0.00%+32New
Arrow Financial Corp33$2.59K0.00%00.0%Unchanged
Bangor Savings Bank33$2.59K0.00%00.0%Unchanged
Truvestments Capital LLC33$2.59K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.34$2.67K0.00%00.0%Unchanged
Syverson Strege & Co36$2.83K0.00%+36New
GPS Wealth Strategies Group, LLC36$2.83K0.00%+36New
Abound Wealth Management36$2.83K0.00%+14+63.6%Added
Tower View Investment Management & Research LLC44$3.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.41$3.22K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.42$3.30K0.00%00.0%Unchanged
Stone House Investment Management, LLC45$3.53K0.00%+45New
Creative Financial Designs Inc46$3.61K0.00%00.0%Unchanged
Baldwin Brothers Inc50$3.92K0.00%00.0%Unchanged
CNB Bank50$3.92K0.00%00.0%Unchanged
Resources Management Corp47$4.00K0.00%−353−88.3%Reduced
KB Financial Partners, LLC50$4.00K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC52$4.00K0.00%00.0%Unchanged
Barrett & Company, Inc.55$4.32K0.00%00.0%Unchanged
Clean Yield Group58$4.55K0.00%−58−50.0%Reduced
JDM Financial Group LLC58$4.55K0.00%00.0%Unchanged
Proffitt & Goodson Inc61$4.79K0.00%−3−4.7%Reduced
Creative Capital Management Investments LLC63$4.95K0.00%+63New
Ulland Investment Advisors, LLC66$5.00K0.01%00.0%Unchanged
Tradition Wealth Management, LLC69$5.00K0.00%+39+130.0%Added
Atwood & Palmer Inc66$5.18K0.00%00.0%Unchanged
Piscataqua Savings Bank66$5.18K0.00%00.0%Unchanged
Schubert & Co70$5.50K0.00%−22−23.9%Reduced
Caldwell Sutter Capital, Inc.72$5.65K0.00%+72New
City Holding Co73$5.73K0.00%+73New
Western Pacific Wealth Management, LP75$5.89K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC75$5.89K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC75$5.89K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC70$6.00K0.00%−15−17.6%Reduced
Financial Management Professionals, Inc.72$6.00K0.00%+4+5.9%Added
Clear Perspectives Financial Planning, LLC77$6.04K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators77$6.04K0.00%+77New
DB Wealth Management Group, LLC82$6.44K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC83$6.52K0.00%00.0%Unchanged
Operose Advisors LLC84$6.59K0.00%00.0%Unchanged
Sittner & Nelson, LLC87$6.84K0.00%00.0%Unchanged
Annapolis Financial Services, LLC93$7.30K0.00%00.0%Unchanged
China Universal Asset Management Co., Ltd.99$7.77K0.00%+99New
Steward Financial Group LLC105$8.00K0.00%+46+78.0%Added
Venturi Wealth Management, LLC107$8.40K0.00%+107New
Core Alternative Capital108$8.49K0.00%+86+390.9%Added
Coastal Capital Group, Inc.113$8.90K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC113$9.00K0.00%00.0%Unchanged
Dividend Assets Capital, LLC99$9.00K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC108$9.31K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC121$9.57K0.00%00.0%Unchanged
Loomis Sayles & Co L P126$10.0K0.00%+126New
TCTC Holdings, LLC130$10.2K0.00%+130New
Rock Creek Group, LP130$10.2K0.00%+130New
Independence Bank of Kentucky133$10.4K0.00%+133New
Carolinas Wealth Consulting LLC137$10.7K0.00%00.0%Unchanged
Baystate Wealth Management LLC138$10.9K0.00%+1+0.7%Added
Contravisory Investment Management, Inc.141$11.1K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC141$11.1K0.00%00.0%Unchanged
Raffa Wealth Management, LLC142$11.1K0.00%+60+73.2%Added
Stephens Consulting, LLC146$11.5K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC150$11.8K0.00%00.0%Unchanged
Worth Asset Management, LLC151$11.9K0.01%+50+49.5%Added