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 |
|---|---|---|---|---|---|
| Cohen Klingenstein LLC | 2,733 | $250.2K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,749 | $251.7K | 0.05% | −1,206−30.5% | Reduced |
| WBH Advisory Inc | 2,760 | $252.7K | 0.03% | −491−15.1% | Reduced |
| Great Valley Advisor Group, Inc. | 2,771 | $253.3K | 0.01% | +2,771 | New |
| J.W. Cole Advisors, Inc. | 2,784 | $254.9K | 0.02% | −104−3.6% | Reduced |
| Forum Financial Management, LP | 2,786 | $255.1K | 0.01% | −271−8.9% | Reduced |
| CRA Financial Services, LLC | 2,790 | $255.4K | 0.07% | +2,790 | New |
| Essex Financial Services, Inc. | 2,794 | $255.8K | 0.03% | +10.0% | Added |
| Advisory Services Network, LLC | 2,797 | $256.1K | 0.01% | −6,750−70.7% | Reduced |
| Adviser Investments LLC | 2,819 | $258.1K | 0.01% | −1,035−26.9% | Reduced |
| Lido Advisors, LLC | 2,858 | $261.7K | 0.00% | +2,858 | New |
| VeraBank, N.A. | 2,867 | $262.5K | 0.10% | −106−3.6% | Reduced |
| Romano Brothers and Company | 2,883 | $263.9K | 0.04% | −50−1.7% | Reduced |
| Axq Capital, LP | 2,900 | $265.5K | 0.33% | +2,900 | New |
| Confluence Wealth Services, Inc. | 2,908 | $266.2K | 0.06% | +7+0.2% | Added |
| Paradice Investment Management LLC | 2,917 | $267.1K | 0.02% | +2,917 | New |
| Wesbanco Bank Inc | 2,950 | $269.0K | 0.01% | −25−0.8% | Reduced |
| SageView Advisory Group, LLC | 2,972 | $272.1K | 0.02% | +69+2.4% | Added |
| First National Bank & Trust Co of Newtown | 2,981 | $272.9K | 0.06% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,982 | $273.1K | 0.02% | +29+1.0% | Added |
| Private Trust Co NA | 2,999 | $274.6K | 0.03% | −6−0.2% | Reduced |
| CAPROCK Group, Inc. | 3,002 | $274.9K | 0.02% | +3,002 | New |
| Ameritas Advisory Services, LLC | 3,027 | $276.5K | 0.04% | −2,405−44.3% | Reduced |
| Schechter Investment Advisors, LLC | 3,025 | $276.9K | 0.02% | +3,025 | New |
| Aull & Monroe Investment Management Corp | 3,027 | $277.1K | 0.14% | −203−6.3% | Reduced |
| Alpha Omega Wealth Management LLC | 3,028 | $277.2K | 0.05% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,032 | $277.6K | 0.01% | +3,032 | New |
| Ausdal Financial Partners, Inc. | 3,035 | $277.8K | 0.04% | −481−13.7% | Reduced |
| E Fund Management Co., Ltd. | 3,046 | $279.0K | 0.02% | −478−13.6% | Reduced |
| Wedmont Private Capital | 2,945 | $279.7K | 0.03% | +2,945 | New |
| Riverwater Partners LLC | 3,059 | $280.1K | 0.25% | +10.0% | Added |
| Ground Swell Capital, LLC | 3,060 | $280.1K | 0.69% | +3,060 | New |
| Highland Capital Management Fund Advisors, L.P. | 3,100 | $283.8K | 0.04% | 00.0% | Unchanged |
| Comerica Securities,inc. | 3,109 | $284.6K | 0.02% | +51+1.7% | Added |
| Sompo Asset Management Co., Ltd. | 3,130 | $286.6K | 0.05% | 00.0% | Unchanged |
| Kennedy Investment Group | 3,178 | $290.9K | 0.17% | +5+0.2% | Added |
| Coldstream Capital Management Inc | 3,178 | $290.9K | 0.01% | +230+7.8% | Added |
| Centre Asset Management, LLC | 3,185 | $292.0K | 0.06% | +127+4.2% | Added |
| Axxcess Wealth Management, LLC | 3,199 | $292.9K | 0.02% | −20−0.6% | Reduced |
| Hollencrest Capital Management | 3,225 | $295.2K | 0.03% | +712+28.3% | Added |
| Paragon Financial Partners, Inc. | 3,260 | $298.5K | 0.28% | 00.0% | Unchanged |
| Lantz Financial LLC | 3,271 | $299.5K | 0.12% | +7+0.2% | Added |
| BLB&B Advisors, LLC | 3,299 | $302.0K | 0.02% | −228−6.5% | Reduced |
| Stonegate Investment Group, LLC | 3,303 | $302.4K | 0.01% | −135−3.9% | Reduced |
| Ancora Advisors, LLC | 3,331 | $305.0K | 0.01% | +320+10.6% | Added |
| NJ State Employees Deferred Compensation Plan | 3,400 | $311.3K | 0.04% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,412 | $312.3K | 0.02% | −545−13.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 3,430 | $314.0K | 0.08% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 3,434 | $314.4K | 0.11% | +140+4.3% | Added |
| HB Wealth Management, LLC | 3,458 | $316.6K | 0.01% | +308+9.8% | Added |
| Jump Financial, LLC | 3,475 | $318.1K | 0.01% | +3,475 | New |
| Community Bank & Trust, Waco, Texas | 3,526 | $323.0K | 0.10% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 3,529 | $323.1K | 0.01% | −224−6.0% | Reduced |
| Wedbush Securities Inc | 3,552 | $325.0K | 0.02% | −207−5.5% | Reduced |
| AdvisorNet Financial, Inc | 3,550 | $325.0K | 0.03% | −24−0.7% | Reduced |
| National Asset Management, Inc. | 3,573 | $327.1K | 0.01% | +39+1.1% | Added |
| Fisher Asset Management, LLC | 3,606 | $330.2K | 0.00% | +357+11.0% | Added |
| Swiss Life Asset Management Ltd | 3,639 | $333.4K | 0.00% | −729−16.7% | Reduced |
| TriaGen Wealth Management LLC | 3,650 | $334.2K | 0.15% | +26+0.7% | Added |
| Old National Bancorp | 3,696 | $338.4K | 0.01% | −255−6.5% | Reduced |
| Platform Technology Partners | 3,593 | $339.1K | 0.16% | −1,630−31.2% | Reduced |
| Symmetry Partners, LLC | 3,789 | $347.0K | 0.02% | −1,650−30.3% | Reduced |
| Signaturefd, LLC | 3,793 | $347.2K | 0.01% | −310−7.6% | Reduced |
| Haverford Trust Co | 3,795 | $347.4K | 0.00% | +515+15.7% | Added |
| Checchi Capital Advisers, LLC | 3,840 | $351.6K | 0.03% | +274+7.7% | Added |
| Bank of New Hampshire | 3,859 | $353.3K | 0.10% | −63−1.6% | Reduced |
| Spirit of America Management Corp | 3,900 | $357.0K | 0.08% | +2,400+160.0% | Added |
| Vantage Consulting Group Inc | 3,931 | $359.9K | 0.21% | −989−20.1% | Reduced |
| Syntax Advisors, LLC | 3,931 | $359.9K | 0.29% | −989−20.1% | Reduced |
| Cigna Investments Inc | 3,930 | $360.0K | 0.07% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,934 | $360.2K | 0.03% | +3,934 | New |
| Jacobi Capital Management LLC | 3,935 | $360.2K | 0.04% | +5+0.1% | Added |
| Allegheny Financial Group LTD | 3,936 | $360.3K | 0.17% | −283−6.7% | Reduced |
| Ingalls & Snyder LLC | 3,954 | $362.0K | 0.02% | −5−0.1% | Reduced |
| IHT Wealth Management, LLC | 3,985 | $364.8K | 0.02% | −432−9.8% | Reduced |
| Sequoia Financial Advisors, LLC | 3,986 | $365.0K | 0.01% | +483+13.8% | Added |
| Meiji Yasuda Life Insurance Co | 4,000 | $366.0K | 0.01% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,000 | $366.2K | 0.13% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 4,010 | $367.2K | 0.06% | +20+0.5% | Added |
| Pinnacle Associates Ltd | 4,015 | $367.6K | 0.01% | +180+4.7% | Added |
| Clarius Group, LLC | 4,071 | $372.7K | 0.03% | −184−4.3% | Reduced |
| TSFG, LLC | 4,076 | $373.0K | 0.14% | +347+9.3% | Added |
| Tiemann Investment Advisors, LLC | 4,082 | $373.7K | 0.19% | +125+3.2% | Added |
| Heartland Bank & Trust Co | 4,113 | $376.5K | 0.29% | −412−9.1% | Reduced |
| Etesian Wealth Advisors, Inc. | 4,122 | $377.4K | 0.25% | −8−0.2% | Reduced |
| Avantax Advisory Services, Inc. | 4,129 | $378.0K | 0.00% | +117+2.9% | Added |
| Snowden Capital Advisors LLC | 4,187 | $383.3K | 0.01% | +101+2.5% | Added |
| Fund Management at Engine No. 1 LLC | 4,220 | $386.3K | 0.07% | +256+6.5% | Added |
| Stamos Capital Partners, L.P. | 4,300 | $393.7K | 0.09% | +4,300 | New |
| Investment Advisory Services Inc | 4,301 | $393.8K | 0.17% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 4,314 | $394.9K | 0.04% | +13+0.3% | Added |
| Eudaimonia Partners, LLC | 4,315 | $395.0K | 0.09% | +93+2.2% | Added |
| National Bank of Canada | 4,344 | $397.5K | 0.00% | −9,712−69.1% | Reduced |
| Meeder Advisory Services, Inc. | 4,352 | $398.4K | 0.04% | −59−1.3% | Reduced |
| Horizon Investments, LLC | 4,401 | $401.9K | 0.01% | +152+3.6% | Added |
| Wetherby Asset Management Inc | 4,407 | $403.5K | 0.02% | +450+11.4% | Added |
| Parallax Volatility Advisers, L.P. | 4,418 | $404.5K | 0.01% | +4,418 | New |
| Vontobel Holding Ltd. | 4,452 | $407.6K | 0.00% | −4,026−47.5% | Reduced |
| Stableford Capital II LLC | 3,858 | $407.9K | 0.18% | +3,858 | New |
| Investors Research Corp | 4,529 | $414.6K | 0.10% | 00.0% | Unchanged |