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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 1,925 | $151.1K | 0.01% | +43+2.3% | Added |
| Harbour Investments, Inc. | 1,904 | $149.5K | 0.01% | +112+6.3% | Added |
| Ronald Blue Trust, Inc. | 1,687 | $145.0K | 0.00% | +415+32.6% | Added |
| WealthPLAN Partners, LLC | 1,840 | $144.4K | 0.02% | +1,840 | New |
| World Equity Group, Inc. | 22,249 | $143.7K | 0.02% | +22,249 | New |
| Glen Eagle Advisors, LLC | 1,827 | $143.4K | 0.04% | +793+76.7% | Added |
| Duncker Streett & Co Inc | 1,796 | $141.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,710 | $133.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,655 | $129.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,651 | $129.6K | 0.00% | −346−17.3% | Reduced |
| Centaurus Financial, Inc. | 1,639 | $129.0K | 0.01% | +432+35.8% | Added |
| Gradient Investments LLC | 1,582 | $124.2K | 0.00% | −73−4.4% | Reduced |
| US Asset Management LLC | 1,566 | $123.0K | 0.13% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,558 | $122.3K | 0.02% | −223−12.5% | Reduced |
| Quent Capital, LLC | 1,535 | $120.4K | 0.02% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,525 | $119.7K | 0.07% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,500 | $117.8K | 0.03% | +1,500 | New |
| Brown Brothers Harriman & Co | 1,456 | $114.3K | 0.00% | +2+0.1% | Added |
| First Manhattan Co | 1,391 | $109.2K | 0.00% | −333−19.3% | Reduced |
| Geneos Wealth Management Inc. | 1,382 | $108.5K | 0.01% | −227−14.1% | 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 |
| Advisors Asset Management, Inc. | 1,345 | $105.6K | 0.00% | −17−1.2% | Reduced |
| Quadrant Capital Group LLC | 1,323 | $103.9K | 0.01% | −205−13.4% | Reduced |
| Harvest Fund Management Co., Ltd | 1,308 | $103.0K | 0.02% | −1,923−59.5% | Reduced |
| Washington Trust Advisors, Inc. | 1,267 | $99.5K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,235 | $96.9K | 0.00% | +212+20.7% | Added |
| Ten Capital Wealth Advisors, LLC | 1,184 | $92.9K | 0.03% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,156 | $90.7K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 1,146 | $89.9K | 0.04% | −5−0.4% | Reduced |
| Tompkins Financial Corp | 1,116 | $87.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,109 | $87.1K | 0.00% | −56−4.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,078 | $84.6K | 0.00% | −64−5.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,064 | $83.5K | 0.04% | +67+6.7% | Added |
| CoreFirst Bank & Trust | 1,060 | $83.2K | 0.06% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,023 | $80.3K | 0.01% | +277+37.1% | Added |
| Valley National Advisers Inc | 1,022 | $79.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,003 | $78.7K | 0.01% | +350+53.6% | Added |
| Alta Advisers Ltd | 1,000 | $78.5K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 941 | $73.0K | 0.06% | +2+0.2% | Added |
| Proequities, Inc. | 918 | $72.1K | 0.01% | −45−4.7% | Reduced |
| Old Second National Bank of Aurora | 891 | $69.9K | 0.02% | −26−2.8% | Reduced |
| MCF Advisors LLC | 885 | $69.5K | 0.01% | +138+18.5% | Added |
| Strategic Investment Solutions, Inc. | 881 | $69.2K | 0.01% | +881 | New |
| JNBA Financial Advisors | 880 | $69.1K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 811 | $63.7K | 0.05% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 803 | $63.0K | 0.01% | +1+0.1% | Added |
| Assetmark, Inc | 795 | $62.4K | 0.00% | +2+0.3% | Added |
| TFC Financial Management | 783 | $61.5K | 0.02% | +776+11,085.7% | Added |
| Farmers & Merchants Investments Inc | 783 | $61.5K | 0.00% | +34+4.5% | Added |
| Norwood Financial Corp | 702 | $55.1K | 0.09% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 672 | $52.0K | 0.05% | +3+0.4% | Added |
| Massmutual Trust Co FSB | 662 | $52.0K | 0.00% | +293+79.4% | Added |
| SOA Wealth Advisors, LLC. | 660 | $51.8K | 0.01% | −164−19.9% | Reduced |
| Hexagon Capital Partners LLC | 657 | $51.6K | 0.01% | 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 |
| Riverview Trust Co | 624 | $49.0K | 0.05% | 00.0% | Unchanged |
| Delta Asset Management LLC | 623 | $48.9K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 619 | $48.6K | 0.00% | −186−23.1% | Reduced |
| Citizens National Bank Trust Department | 616 | $48.4K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 607 | $48.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 607 | $47.6K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 598 | $46.9K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 564 | $44.0K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 553 | $43.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 550 | $43.2K | 0.00% | −97−15.0% | Reduced |
| Webster Bank, N. A. | 540 | $42.4K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 534 | $41.9K | 0.01% | −4−0.7% | Reduced |
| Montag A & Associates Inc | 524 | $41.1K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 519 | $40.8K | 0.02% | +1+0.2% | Added |
| Glassman Wealth Services | 510 | $40.0K | 0.01% | −26−4.9% | Reduced |
| Vestor Capital, LLC | 515 | $40.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 495 | $38.9K | 0.00% | −50−9.2% | Reduced |
| Community Bank, N.A. | 482 | $37.8K | 0.01% | +200+70.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 479 | $37.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 476 | $37.4K | 0.00% | −440−48.0% | Reduced |
| Zions Bancorporation, N.A. | 470 | $36.9K | 0.00% | −26−5.2% | Reduced |
| Stephenson National Bank & Trust | 462 | $36.3K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 450 | $35.3K | 0.00% | −75−14.3% | Reduced |
| TD Waterhouse Canada Inc. | 461 | $35.3K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 437 | $34.3K | 0.03% | −5−1.1% | Reduced |
| Sutton Wealth Advisors Inc. | 419 | $32.9K | 0.02% | −541−56.4% | Reduced |
| Piershale Financial Group, Inc. | 418 | $32.8K | 0.03% | −33−7.3% | Reduced |
| Sandy Spring Bank | 415 | $32.6K | 0.00% | −335−44.7% | Reduced |
| Manchester Capital Management LLC | 414 | $32.5K | 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 |
| PrairieView Partners, LLC | 412 | $32.0K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 407 | $31.9K | 0.00% | +350+614.0% | Added |
| Atlantic Trust, LLC | 404 | $31.7K | 0.01% | +1+0.2% | Added |
| Vigilant Capital Management, LLC | 398 | $31.0K | 0.00% | +398 | New |
| Farther Finance Advisors, LLC | 394 | $30.9K | 0.01% | +12+3.1% | Added |
| CVA Family Office, LLC | 391 | $30.7K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 384 | $30.1K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 400 | $29.9K | 0.02% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 378 | $29.0K | 0.00% | −378−50.0% | Reduced |
| Tortoise Investment Management, LLC | 356 | $27.9K | 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 |