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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 158 | $12.4K | 0.00% | −13−7.6% | Reduced |
| Institutional & Family Asset Management, LLC | 159 | $12.5K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 159 | $12.5K | 0.01% | +159 | New |
| Financial Perspectives, Inc | 160 | $12.6K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 163 | $13.0K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 168 | $13.0K | 0.00% | +32+23.5% | Added |
| First Financial Corp | 166 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 166 | $13.0K | 0.01% | +166 | New |
| Boyd Watterson Asset Management LLC | 167 | $13.1K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 178 | $13.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 183 | $14.4K | 0.00% | +173+1,730.0% | Added |
| WR Wealth Planners, LLC | 184 | $14.4K | 0.01% | +148+411.1% | Added |
| Center for Financial Planning, Inc. | 185 | $14.5K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 187 | $14.6K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 191 | $15.0K | 0.00% | −61−24.2% | Reduced |
| WealthPlan Investment Management, LLC | 192 | $15.1K | 0.00% | +192 | New |
| Catalyst Capital Advisors LLC | 196 | $15.4K | 0.00% | −59−23.1% | Reduced |
| Dark Forest Capital Management LP | 197 | $15.5K | 0.00% | +88+80.7% | Added |
| Concord Wealth Partners | 200 | $15.7K | 0.00% | −24−10.7% | Reduced |
| Albion Financial Group | 200 | $15.7K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 200 | $15.7K | 0.00% | +186+1,328.6% | Added |
| Covestor Ltd | 205 | $16.0K | 0.01% | +1+0.5% | Added |
| Optimum Investment Advisors | 207 | $16.3K | 0.01% | −8−3.7% | Reduced |
| Silvant Capital Management LLC | 207 | $16.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 208 | $16.3K | 0.00% | −76−26.8% | Reduced |
| Missouri Trust & Investment Co | 208 | $16.3K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 213 | $16.7K | 0.00% | +37+21.0% | Added |
| Evolution Advisers, Inc. | 229 | $17.0K | 0.01% | +1+0.4% | Added |
| Princeton Global Asset Management LLC | 219 | $17.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 235 | $18.4K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 265 | $20.8K | 0.00% | +62+30.5% | Added |
| Cambridge Trust Co | 267 | $21.0K | 0.00% | −45−14.4% | Reduced |
| Johnson Midwest Financial, LLC | 270 | $21.2K | 0.03% | 00.0% | Unchanged |
| NVWM, LLC | 279 | $21.9K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 284 | $22.3K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 305 | $23.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 298 | $23.4K | 0.00% | −250−45.6% | Reduced |
| GHP Investment Advisors, Inc. | 305 | $23.9K | 0.00% | −134−30.5% | Reduced |
| Peoples Financial Services Corp. | 332 | $26.1K | 0.01% | −50−13.1% | Reduced |
| Larson Financial Group LLC | 333 | $26.1K | 0.00% | +101+43.5% | Added |
| MV Capital Management, Inc. | 342 | $26.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 334 | $27.0K | 0.00% | +1+0.3% | Added |
| City State Bank | 349 | $27.0K | 0.02% | +349 | New |
| Tortoise Investment Management, LLC | 356 | $27.9K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 378 | $29.0K | 0.00% | −378−50.0% | Reduced |
| Boit C F David | 400 | $29.9K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 384 | $30.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 391 | $30.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 394 | $30.9K | 0.01% | +12+3.1% | Added |
| Vigilant Capital Management, LLC | 398 | $31.0K | 0.00% | +398 | New |
| Atlantic Trust, LLC | 404 | $31.7K | 0.01% | +1+0.2% | Added |
| Baker Avenue Asset Management, LP | 407 | $31.9K | 0.00% | +350+614.0% | Added |
| PrairieView Partners, LLC | 412 | $32.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 408 | $32.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 408 | $32.0K | 0.02% | +408 | New |
| Manchester Capital Management LLC | 414 | $32.5K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 415 | $32.6K | 0.00% | −335−44.7% | Reduced |
| Piershale Financial Group, Inc. | 418 | $32.8K | 0.03% | −33−7.3% | Reduced |
| Sutton Wealth Advisors Inc. | 419 | $32.9K | 0.02% | −541−56.4% | Reduced |
| Wolff Wiese Magana LLC | 437 | $34.3K | 0.03% | −5−1.1% | Reduced |
| TD Waterhouse Canada Inc. | 461 | $35.3K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 450 | $35.3K | 0.00% | −75−14.3% | Reduced |
| Stephenson National Bank & Trust | 462 | $36.3K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 470 | $36.9K | 0.00% | −26−5.2% | Reduced |
| Lindbrook Capital, LLC | 476 | $37.4K | 0.00% | −440−48.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 479 | $37.6K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 482 | $37.8K | 0.01% | +200+70.9% | Added |
| Cary Street Partner Investment Advisory LLC | 495 | $38.9K | 0.00% | −50−9.2% | Reduced |
| Vestor Capital, LLC | 515 | $40.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 510 | $40.0K | 0.01% | −26−4.9% | Reduced |
| Pathway Financial Advisers, LLC | 519 | $40.8K | 0.02% | +1+0.2% | Added |
| Montag A & Associates Inc | 524 | $41.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 534 | $41.9K | 0.01% | −4−0.7% | Reduced |
| Webster Bank, N. A. | 540 | $42.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 550 | $43.2K | 0.00% | −97−15.0% | Reduced |
| Rosenberg Matthew Hamilton | 553 | $43.4K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 564 | $44.0K | 0.05% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 598 | $46.9K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 607 | $47.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 607 | $48.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 616 | $48.4K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 619 | $48.6K | 0.00% | −186−23.1% | Reduced |
| Delta Asset Management LLC | 623 | $48.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 624 | $49.0K | 0.05% | 00.0% | Unchanged |
| First PREMIER Bank | 627 | $49.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 619 | $49.0K | 0.00% | +40+6.9% | Added |
| Hexagon Capital Partners LLC | 657 | $51.6K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 660 | $51.8K | 0.01% | −164−19.9% | Reduced |
| Massmutual Trust Co FSB | 662 | $52.0K | 0.00% | +293+79.4% | Added |
| McClarren Financial Advisors, Inc. | 672 | $52.0K | 0.05% | +3+0.4% | Added |
| Norwood Financial Corp | 702 | $55.1K | 0.09% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 783 | $61.5K | 0.00% | +34+4.5% | Added |
| TFC Financial Management | 783 | $61.5K | 0.02% | +776+11,085.7% | Added |
| Assetmark, Inc | 795 | $62.4K | 0.00% | +2+0.3% | Added |
| Focused Wealth Management, Inc | 803 | $63.0K | 0.01% | +1+0.1% | Added |
| C M Bidwell & Associates Ltd | 811 | $63.7K | 0.05% | 00.0% | Unchanged |
| JNBA Financial Advisors | 880 | $69.1K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 881 | $69.2K | 0.01% | +881 | New |
| MCF Advisors LLC | 885 | $69.5K | 0.01% | +138+18.5% | Added |
| Old Second National Bank of Aurora | 891 | $69.9K | 0.02% | −26−2.8% | Reduced |