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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 918 | $72.1K | 0.01% | −45−4.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 941 | $73.0K | 0.06% | +2+0.2% | Added |
| Alta Advisers Ltd | 1,000 | $78.5K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,003 | $78.7K | 0.01% | +350+53.6% | Added |
| Valley National Advisers Inc | 1,022 | $79.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,023 | $80.3K | 0.01% | +277+37.1% | Added |
| CoreFirst Bank & Trust | 1,060 | $83.2K | 0.06% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,064 | $83.5K | 0.04% | +67+6.7% | Added |
| Whittier Trust Co of Nevada Inc | 1,078 | $84.6K | 0.00% | −64−5.6% | Reduced |
| First Horizon Advisors, Inc. | 1,109 | $87.1K | 0.00% | −56−4.8% | Reduced |
| Tompkins Financial Corp | 1,116 | $87.6K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 1,146 | $89.9K | 0.04% | −5−0.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,156 | $90.7K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,184 | $92.9K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,235 | $96.9K | 0.00% | +212+20.7% | Added |
| Washington Trust Advisors, Inc. | 1,267 | $99.5K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,308 | $103.0K | 0.02% | −1,923−59.5% | Reduced |
| Quadrant Capital Group LLC | 1,323 | $103.9K | 0.01% | −205−13.4% | Reduced |
| Advisors Asset Management, Inc. | 1,345 | $105.6K | 0.00% | −17−1.2% | Reduced |
| First Command Bank | 1,355 | $106.4K | 0.01% | −709−34.4% | Reduced |
| First Command Financial Services, Inc. | 1,355 | $106.4K | 0.01% | −709−34.4% | Reduced |
| Geneos Wealth Management Inc. | 1,382 | $108.5K | 0.01% | −227−14.1% | Reduced |
| First Manhattan Co | 1,391 | $109.2K | 0.00% | −333−19.3% | Reduced |
| Brown Brothers Harriman & Co | 1,456 | $114.3K | 0.00% | +2+0.1% | Added |
| Spirit of America Management Corp | 1,500 | $117.8K | 0.03% | +1,500 | New |
| Newton One Investments LLC | 1,525 | $119.7K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,535 | $120.4K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,558 | $122.3K | 0.02% | −223−12.5% | Reduced |
| US Asset Management LLC | 1,566 | $123.0K | 0.13% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,582 | $124.2K | 0.00% | −73−4.4% | Reduced |
| Centaurus Financial, Inc. | 1,639 | $129.0K | 0.01% | +432+35.8% | Added |
| Parallel Advisors, LLC | 1,651 | $129.6K | 0.00% | −346−17.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,655 | $129.9K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,710 | $133.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,796 | $141.0K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,827 | $143.4K | 0.04% | +793+76.7% | Added |
| World Equity Group, Inc. | 22,249 | $143.7K | 0.02% | +22,249 | New |
| WealthPLAN Partners, LLC | 1,840 | $144.4K | 0.02% | +1,840 | New |
| Ronald Blue Trust, Inc. | 1,687 | $145.0K | 0.00% | +415+32.6% | Added |
| Harbour Investments, Inc. | 1,904 | $149.5K | 0.01% | +112+6.3% | Added |
| JFS Wealth Advisors, LLC | 1,925 | $151.1K | 0.01% | +43+2.3% | Added |
| Benjamin Edwards Inc | 2,005 | $157.0K | 0.04% | +120+6.4% | Added |
| Key Financial Inc | 2,001 | $157.1K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,023 | $158.8K | 0.04% | +63+3.2% | Added |
| Asset Dedication, LLC | 2,013 | $159.0K | 0.01% | −2,217−52.4% | Reduced |
| Cutler Group LP | 2,094 | $164.0K | 0.03% | +1,069+104.3% | Added |
| ICICI Prudential Asset Management Co Ltd | 2,094 | $164.4K | 0.02% | +452+27.5% | Added |
| Earnest Partners LLC | 2,095 | $164.5K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,108 | $165.5K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,125 | $166.8K | 0.00% | −1,945−47.8% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,300 | $180.6K | 0.19% | +2,300 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,301 | $181.0K | 0.12% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,308 | $181.2K | 0.03% | −192−7.7% | Reduced |
| Spire Wealth Management | 2,346 | $184.2K | 0.01% | +794+51.2% | Added |
| Grove Bank & Trust | 2,440 | $191.5K | 0.04% | −192−7.3% | Reduced |
| Hollencrest Capital Management | 2,513 | $197.3K | 0.02% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 2,548 | $200.0K | 0.03% | +83+3.4% | Added |
| PFG Advisors | 2,555 | $200.5K | 0.02% | +2,555 | New |
| Resolution Capital Ltd | 2,555 | $200.6K | 0.00% | +2,555 | New |
| Sit Investment Associates Inc | 2,560 | $201.0K | 0.01% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,566 | $201.4K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,638 | $201.8K | 0.01% | +660+33.4% | Added |
| StoneX Group Inc. | 2,572 | $201.9K | 0.02% | −2,671−50.9% | Reduced |
| Insight Advisors, LLC | 2,610 | $204.9K | 0.05% | 00.0% | Unchanged |
| Laurion Capital Management LP | 2,617 | $205.4K | 0.01% | +2,617 | New |
| Level Four Advisory Services, LLC | 2,633 | $206.7K | 0.01% | +2,633 | New |
| Financial Consulate, Inc | 2,643 | $207.5K | 0.07% | +283+12.0% | Added |
| Cassaday & Co Wealth Management LLC | 2,661 | $208.9K | 0.01% | +279+11.7% | Added |
| Whittier Trust Co | 2,689 | $211.1K | 0.00% | −90−3.2% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 2,705 | $212.3K | 0.59% | +2,705 | New |
| Kovitz Investment Group Partners, LLC | 2,716 | $213.0K | 0.00% | +2,716 | New |
| Cohen Klingenstein LLC | 2,733 | $214.5K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,771 | $217.5K | 0.05% | +55+2.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,784 | $219.0K | 0.01% | −2,315−45.4% | Reduced |
| Essex Financial Services, Inc. | 2,793 | $219.3K | 0.02% | +35+1.3% | Added |
| Bokf, NA | 2,846 | $223.4K | 0.00% | +2,846 | New |
| Orion Portfolio Solutions, LLC | 2,866 | $225.0K | 0.00% | −54−1.8% | Reduced |
| Brinker Capital Investments, LLC | 2,866 | $225.0K | 0.00% | +239+9.1% | Added |
| J.W. Cole Advisors, Inc. | 2,888 | $226.7K | 0.02% | −279−8.8% | Reduced |
| Confluence Wealth Services, Inc. | 2,901 | $227.7K | 0.05% | −71−2.4% | Reduced |
| SageView Advisory Group, LLC | 2,903 | $227.9K | 0.01% | +44+1.5% | Added |
| IFP Advisors, Inc | 5,450 | $228.9K | 0.01% | −2,486−31.3% | Reduced |
| Romano Brothers and Company | 2,933 | $230.2K | 0.04% | −255−8.0% | Reduced |
| Coldstream Capital Management Inc | 2,948 | $231.4K | 0.01% | −379−11.4% | Reduced |
| Buckingham Strategic Partners | 2,953 | $231.9K | 0.01% | +118+4.2% | Added |
| Wesbanco Bank Inc | 2,975 | $233.0K | 0.01% | −25−0.8% | Reduced |
| VeraBank, N.A. | 2,973 | $233.4K | 0.11% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 2,981 | $234.0K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 3,005 | $235.9K | 0.03% | −49−1.6% | Reduced |
| Ancora Advisors, LLC | 3,011 | $236.4K | 0.01% | −58,246−95.1% | Reduced |
| Alpha Omega Wealth Management LLC | 3,028 | $237.7K | 0.04% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,057 | $240.0K | 0.01% | +3,057 | New |
| Centre Asset Management, LLC | 3,058 | $240.0K | 0.06% | −74−2.4% | Reduced |
| Riverwater Partners LLC | 3,058 | $240.1K | 0.22% | −185−5.7% | Reduced |
| Comerica Securities,inc. | 3,058 | $240.1K | 0.02% | +1,536+100.9% | Added |
| Highland Capital Management Fund Advisors, L.P. | 3,100 | $243.3K | 0.03% | +3,100 | New |
| Boulder Hill Capital Management LP | 3,100 | $243.3K | 0.20% | +3,100 | New |
| Sompo Asset Management Co., Ltd. | 3,130 | $245.7K | 0.05% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,150 | $247.3K | 0.00% | −166−5.0% | Reduced |
| Kennedy Investment Group | 3,173 | $249.1K | 0.15% | −44−1.4% | Reduced |