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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 943 | $86.0K | 0.06% | +2+0.2% | Added |
| Old Second National Bank of Aurora | 951 | $87.1K | 0.03% | +60+6.7% | Added |
| Washington Trust Advisors, Inc. | 987 | $90.4K | 0.01% | −280−22.1% | Reduced |
| Alta Advisers Ltd | 1,000 | $91.5K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,003 | $91.8K | 0.00% | −106−9.6% | Reduced |
| Valley National Advisers Inc | 1,022 | $94.0K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,040 | $95.2K | 0.04% | +1,040 | New |
| Carmichael Hill & Associates, Inc. | 1,065 | $97.5K | 0.05% | +1+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,078 | $98.7K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,116 | $102.2K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,156 | $105.8K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,946 | $105.9K | 0.01% | +2,564+185.5% | Added |
| Creative Financial Designs Inc | 1,190 | $108.9K | 0.01% | +1,144+2,487.0% | Added |
| Ten Capital Wealth Advisors, LLC | 1,206 | $110.0K | 0.03% | +22+1.9% | Added |
| TD Private Client Wealth LLC | 1,291 | $118.2K | 0.01% | +56+4.5% | Added |
| Advisors Asset Management, Inc. | 1,331 | $121.9K | 0.00% | −14−1.0% | Reduced |
| Clearstead Advisors, LLC | 1,343 | $123.0K | 0.01% | +340+33.9% | Added |
| Brown Brothers Harriman & Co | 1,350 | $123.6K | 0.00% | −106−7.3% | Reduced |
| First Command Bank | 1,355 | $124.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,355 | $124.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,373 | $125.7K | 0.01% | +50+3.8% | Added |
| First Manhattan Co | 1,391 | $127.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,428 | $130.8K | 0.01% | −130−8.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,429 | $130.8K | 0.00% | −226−13.7% | Reduced |
| Gradient Investments LLC | 1,434 | $131.3K | 0.00% | −148−9.4% | Reduced |
| Newton One Investments LLC | 1,525 | $139.6K | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,535 | $140.5K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,576 | $144.3K | 0.03% | −447−22.1% | Reduced |
| Leonteq Securities AG | 1,634 | $149.6K | 0.02% | −2,237−57.8% | Reduced |
| Tyler-Stone Wealth Management | 1,635 | $150.0K | 0.08% | +1,635 | New |
| Parallel Advisors, LLC | 1,643 | $150.4K | 0.00% | −8−0.5% | Reduced |
| Nemes Rush Group LLC | 1,659 | $151.8K | 0.03% | +1,659 | New |
| Duncker Streett & Co Inc | 1,796 | $164.4K | 0.04% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,800 | $164.8K | 0.14% | −500−21.7% | Reduced |
| WealthPLAN Partners, LLC | 1,840 | $168.5K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,892 | $173.2K | 0.01% | −12−0.6% | Reduced |
| Roffman Miller Associates Inc | 1,906 | $174.5K | 0.01% | +1,906 | New |
| JFS Wealth Advisors, LLC | 1,926 | $176.3K | 0.02% | +1+0.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,967 | $180.0K | 0.12% | −334−14.5% | Reduced |
| Cutler Group LP | 1,975 | $180.0K | 0.04% | −119−5.7% | Reduced |
| Asset Dedication, LLC | 1,971 | $187.0K | 0.02% | −42−2.1% | Reduced |
| Harvest Fund Management Co., Ltd | 2,046 | $187.0K | 0.04% | +738+56.4% | Added |
| Earnest Partners LLC | 2,051 | $187.8K | 0.00% | −44−2.1% | Reduced |
| Key Financial Inc | 2,055 | $188.1K | 0.06% | +54+2.7% | Added |
| Penserra Capital Management LLC | 2,105 | $192.0K | 0.00% | +395+23.1% | Added |
| Stonebridge Capital Advisors LLC | 2,108 | $193.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,189 | $200.0K | 0.05% | +184+9.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 2,205 | $201.9K | 0.03% | +111+5.3% | Added |
| Spire Wealth Management | 2,208 | $202.1K | 0.01% | −138−5.9% | Reduced |
| LSP Investment Advisors, LLC | 2,208 | $202.1K | 0.11% | +2,208 | New |
| Empowered Funds, LLC | 2,214 | $202.7K | 0.01% | −34,215−93.9% | Reduced |
| EA Series Trust | 2,214 | $202.7K | 0.01% | +2,214 | New |
| Segment Wealth Management, LLC | 2,239 | $205.0K | 0.02% | +2,239 | New |
| Burney Co | 2,268 | $207.6K | 0.01% | +2,268 | New |
| Diversified, LLC | 2,282 | $208.9K | 0.05% | +2,282 | New |
| Kovitz Investment Group Partners, LLC | 2,283 | $209.0K | 0.00% | −433−15.9% | Reduced |
| Wealth Management Associates, Inc. | 2,288 | $209.5K | 0.12% | +2,288 | New |
| Summit Trail Advisors, LLC | 2,290 | $209.7K | 0.01% | +2,290 | New |
| Atria Wealth Solutions, Inc. | 2,292 | $209.8K | 0.00% | +2,292 | New |
| Sentry Investment Management LLC | 2,291 | $210.0K | 0.08% | +2,291 | New |
| UniSuper Management Pty Ltd | 2,300 | $210.6K | 0.00% | +2,300 | New |
| Atlas Capital Advisors LLC | 2,308 | $211.3K | 0.03% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 2,327 | $213.0K | 0.09% | +2,327 | New |
| Connecticut Wealth Management, LLC | 2,341 | $214.3K | 0.01% | +2,341 | New |
| Ellenbecker Investment Group | 2,356 | $215.0K | 0.05% | +2,356 | New |
| Heritage Investors Management Corp | 2,357 | $216.0K | 0.01% | +2,357 | New |
| Strategic Advisors LLC | 2,362 | $216.3K | 0.04% | +2,362 | New |
| Successful Portfolios LLC | 2,384 | $218.3K | 0.19% | +2,384 | New |
| Grove Bank & Trust | 2,389 | $218.7K | 0.04% | −51−2.1% | Reduced |
| Harbour Capital Advisors, LLC | 2,391 | $219.0K | 0.06% | +2,391 | New |
| Sit Investment Associates Inc | 2,410 | $221.0K | 0.01% | −150−5.9% | Reduced |
| CX Institutional | 2,432 | $222.7K | 0.01% | +2,432 | New |
| V Wealth Advisors LLC | 2,439 | $223.3K | 0.04% | +2,439 | New |
| River Wealth Advisors LLC | 2,460 | $225.2K | 0.04% | +2,460 | New |
| Level Four Advisory Services, LLC | 2,461 | $225.3K | 0.01% | −172−6.5% | Reduced |
| John G Ullman & Associates Inc | 2,465 | $225.7K | 0.03% | −83−3.3% | Reduced |
| Austin Private Wealth, LLC | 2,470 | $226.1K | 0.03% | +2,470 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,471 | $226.2K | 0.04% | +2,471 | New |
| Thrive Capital Management, LLC | 2,475 | $226.6K | 0.13% | +2,475 | New |
| Cassaday & Co Wealth Management LLC | 2,477 | $226.8K | 0.01% | −184−6.9% | Reduced |
| Great Lakes Advisors, LLC | 2,497 | $228.6K | 0.00% | −2,315−48.1% | Reduced |
| Thomasville National Bank | 2,500 | $228.9K | 0.02% | +2,500 | New |
| Crawford Investment Counsel Inc | 2,507 | $229.5K | 0.00% | +2,507 | New |
| Mather Group, LLC. | 2,520 | $230.7K | 0.00% | −800−24.1% | Reduced |
| Strategic Blueprint, LLC | 2,526 | $231.3K | 0.02% | +2,526 | New |
| Synovus Financial Corp | 2,530 | $231.6K | 0.00% | +2,530 | New |
| Stratos Wealth Advisors, LLC | 2,529 | $231.6K | 0.02% | +2,529 | New |
| IFP Advisors, Inc | 5,530 | $232.3K | 0.01% | +80+1.5% | Added |
| Federation des caisses Desjardins du Quebec | 2,565 | $234.8K | 0.00% | +440+20.7% | Added |
| Fukoku Mutual Life Insurance Co | 2,566 | $234.9K | 0.02% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 2,578 | $236.0K | 0.01% | +2,578 | New |
| Fiduciary Trust Co | 2,580 | $236.2K | 0.00% | −714−21.7% | Reduced |
| Regal Wealth Group, Inc. | 2,591 | $236.7K | 0.16% | +2,591 | New |
| PFG Advisors | 2,590 | $237.1K | 0.02% | +35+1.4% | Added |
| Insight Advisors, LLC | 2,610 | $238.9K | 0.05% | 00.0% | Unchanged |
| Bokf, NA | 2,619 | $239.8K | 0.00% | −227−8.0% | Reduced |
| Global Retirement Partners, LLC | 2,657 | $243.2K | 0.01% | +19+0.7% | Added |
| Glen Eagle Advisors, LLC | 2,664 | $243.8K | 0.06% | +837+45.8% | Added |
| Symphony Financial, Ltd. Co. | 2,705 | $245.8K | 0.06% | +2,705 | New |
| Whittier Trust Co | 2,689 | $246.2K | 0.00% | 00.0% | Unchanged |