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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, Q2 2023

Institutional positions in Constellation Energy Corp as of Jun 30, 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
849
+15 vs. Q1 2023
Shares held
272.8M
+4.42M (+1.6%) vs. Q1 2023
Total value
$24.9B
+$3.83B (+18.2%) vs. Q1 2023
New holders
99
282 more added
Sold out
84
299 more reduced

7 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 849 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 heldQ2 2023: $24.9B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q1 2023.

Institutions holding CEG in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Comerica Bank358,595$270.00%+358,595New
Intact Investment Management Inc.2$1830.00%00.0%Unchanged
Wellington Shields & Co., LLC3$2750.00%−262−98.9%Reduced
Tfo-TDC, LLC4$3660.00%00.0%Unchanged
Sofos Investments, Inc.92$3820.00%+92New
West Oak Capital, LLC5$4580.00%00.0%Unchanged
Delos Wealth Advisors, LLC5$4580.00%00.0%Unchanged
True Wealth Design, LLC5$4580.00%00.0%Unchanged
Fiduciary Alliance LLC6$5490.00%+6New
Financial Synergies Wealth Advisors, Inc.6$5500.00%00.0%Unchanged
Horan Securities, Inc.6$5540.00%00.0%Unchanged
Arlington Partners LLC8$7320.00%00.0%Unchanged
Cedar Wealth Management, LLC9$8240.00%00.0%Unchanged
PSI Advisors, LLC9$8240.00%+9New
Centerpoint Advisors, LLC16$1.00K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC12$1.00K0.00%+6+100.0%Added
Bollard Group LLC10$1.00K0.00%+10New
Private Ocean, LLC13$1.19K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC15$1.37K0.00%00.0%Unchanged
TFC Financial Management15$1.38K0.00%−768−98.1%Reduced
Lee Financial Co16$1.47K0.00%00.0%Unchanged
USA Financial Portformulas Corp16$1.47K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.16$1.49K0.00%00.0%Unchanged
Versant Capital Management, Inc19$1.74K0.00%+2+11.8%Added
Addison Advisors LLC21$1.92K0.00%00.0%Unchanged
Coston, McIsaac & Partners31$2.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC22$2.01K0.00%00.0%Unchanged
Disciplined Investments, LLC25$2.29K0.00%−1−3.8%Reduced
Highline Wealth Partners LLC26$2.38K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.28$2.56K0.00%00.0%Unchanged
SJS Investment Consulting Inc.28$2.56K0.00%+8+40.0%Added
Paladin Advisory Group, LLC29$2.65K0.00%00.0%Unchanged
Colonial Trust Advisors30$2.75K0.00%00.0%Unchanged
Sunbelt Securities, Inc.32$2.93K0.00%00.0%Unchanged
Arrow Financial Corp33$3.02K0.00%00.0%Unchanged
Truvestments Capital LLC33$3.02K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC34$3.11K0.00%+27+385.7%Added
GPS Wealth Strategies Group, LLC36$3.30K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC36$3.30K0.00%+36New
Impact Partnership Wealth, LLC38$3.48K0.00%+38New
SRS Capital Advisors, Inc.41$3.75K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.42$3.85K0.00%00.0%Unchanged
Abound Wealth Management42$3.85K0.00%+6+16.7%Added
Loomis Sayles & Co L P41$4.00K0.00%−85−67.5%Reduced
Tradition Wealth Management, LLC44$4.00K0.00%−25−36.2%Reduced
Tower View Investment Management & Research LLC44$4.00K0.00%00.0%Unchanged
Motco44$4.03K0.00%+31+238.5%Added
Allianz Asset Management GmbH44,562$4.08K0.00%−4,303−8.8%Reduced
Stone House Investment Management, LLC45$4.12K0.00%00.0%Unchanged
Baldwin Brothers Inc50$4.58K0.00%00.0%Unchanged
CNB Bank50$4.58K0.00%00.0%Unchanged
Emfo, LLC50$4.58K0.00%+50New
Quarry LP52$4.76K0.00%+52New
KB Financial Partners, LLC50$5.00K0.00%00.0%Unchanged
JDM Financial Group LLC58$5.31K0.00%00.0%Unchanged
Proffitt & Goodson Inc61$5.58K0.00%00.0%Unchanged
Creative Capital Management Investments LLC63$5.77K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC66$6.00K0.01%00.0%Unchanged
Piscataqua Savings Bank66$6.04K0.00%00.0%Unchanged
Heritage Wealth Advisors66$6.04K0.00%+66New
Atwood & Palmer Inc66$6.04K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.68$6.04K0.00%−813−92.3%Reduced
Mascoma Wealth Management LLC62$6.50K0.00%−116−65.2%Reduced
Cedar Mountain Advisors, LLC75$6.87K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC75$6.87K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP75$6.87K0.01%00.0%Unchanged
Northwest Bank & Trust Co76$6.96K0.01%+76New
ICA Group Wealth Management, LLC81$7.38K0.00%−106−56.7%Reduced
DB Wealth Management Group, LLC82$7.51K0.00%00.0%Unchanged
Atlantic Trust, LLC82$7.51K0.00%−322−79.7%Reduced
Laurel Wealth Advisors LLC83$7.60K0.00%00.0%Unchanged
LFA - Lugano Financial Advisors SA83$7.60K0.01%+83New
Operose Advisors LLC84$7.69K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.86$7.87K0.00%+14+19.4%Added
Sittner & Nelson, LLC87$7.98K0.00%00.0%Unchanged
Annapolis Financial Services, LLC93$8.52K0.00%00.0%Unchanged
Clean Yield Group94$8.61K0.00%+36+62.1%Added
Rocky Mountain Advisers, LLC113$8.87K0.00%00.0%Unchanged
Dividend Assets Capital, LLC99$9.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.93$9.00K0.00%+21+29.2%Added
GW&K Investment Management, LLC99$9.00K0.00%+96+3,200.0%Added
Oakworth Capital, Inc.100$9.15K0.00%+100New
FinTrust Capital Advisors, LLC108$9.31K0.00%00.0%Unchanged
Venturi Wealth Management, LLC107$9.80K0.00%00.0%Unchanged
Core Alternative Capital109$10.0K0.00%+1+0.9%Added
Smithfield Trust Co106$10.0K0.00%+93+715.4%Added
Clear Street Markets LLC110$10.0K0.00%+110New
Coastal Capital Group, Inc.114$10.4K0.00%+1+0.9%Added
TD Ameritrade Investment Management, LLC123$11.0K0.00%−68−35.6%Reduced
HM Payson & Co127$11.6K0.00%+103+429.2%Added
Intrepid Capital Management Inc128$11.7K0.01%+128New
TCTC Holdings, LLC130$11.9K0.00%00.0%Unchanged
Independence Bank of Kentucky133$12.2K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC137$12.5K0.00%00.0%Unchanged
Baystate Wealth Management LLC139$12.7K0.00%+1+0.7%Added
Raffa Wealth Management, LLC141$12.9K0.00%−1−0.7%Reduced
Stephens Consulting, LLC146$13.4K0.01%00.0%Unchanged
Zions Bancorporation, N.A.148$13.5K0.00%−322−68.5%Reduced
Institutional & Family Asset Management, LLC148$13.5K0.00%−11−6.9%Reduced
Plante Moran Financial Advisors, LLC150$13.7K0.00%00.0%Unchanged