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 |
|---|---|---|---|---|---|
| Catalyst Financial Partners LLC | 3,434 | $314.4K | 0.11% | +140+4.3% | Added |
| Blue Bell Private Wealth Management, LLC | 3,430 | $314.0K | 0.08% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,412 | $312.3K | 0.02% | −545−13.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 3,400 | $311.3K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,331 | $305.0K | 0.01% | +320+10.6% | Added |
| Stonegate Investment Group, LLC | 3,303 | $302.4K | 0.01% | −135−3.9% | Reduced |
| BLB&B Advisors, LLC | 3,299 | $302.0K | 0.02% | −228−6.5% | Reduced |
| Lantz Financial LLC | 3,271 | $299.5K | 0.12% | +7+0.2% | Added |
| Paragon Financial Partners, Inc. | 3,260 | $298.5K | 0.28% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,225 | $295.2K | 0.03% | +712+28.3% | Added |
| Axxcess Wealth Management, LLC | 3,199 | $292.9K | 0.02% | −20−0.6% | Reduced |
| Centre Asset Management, LLC | 3,185 | $292.0K | 0.06% | +127+4.2% | Added |
| Coldstream Capital Management Inc | 3,178 | $290.9K | 0.01% | +230+7.8% | Added |
| Kennedy Investment Group | 3,178 | $290.9K | 0.17% | +5+0.2% | Added |
| Sompo Asset Management Co., Ltd. | 3,130 | $286.6K | 0.05% | 00.0% | Unchanged |
| Comerica Securities,inc. | 3,109 | $284.6K | 0.02% | +51+1.7% | Added |
| Highland Capital Management Fund Advisors, L.P. | 3,100 | $283.8K | 0.04% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 3,060 | $280.1K | 0.69% | +3,060 | New |
| Riverwater Partners LLC | 3,059 | $280.1K | 0.25% | +10.0% | Added |
| Wedmont Private Capital | 2,945 | $279.7K | 0.03% | +2,945 | New |
| E Fund Management Co., Ltd. | 3,046 | $279.0K | 0.02% | −478−13.6% | Reduced |
| Ausdal Financial Partners, Inc. | 3,035 | $277.8K | 0.04% | −481−13.7% | Reduced |
| Capital Investment Advisors, LLC | 3,032 | $277.6K | 0.01% | +3,032 | New |
| Alpha Omega Wealth Management LLC | 3,028 | $277.2K | 0.05% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 3,027 | $277.1K | 0.14% | −203−6.3% | Reduced |
| Schechter Investment Advisors, LLC | 3,025 | $276.9K | 0.02% | +3,025 | New |
| Ameritas Advisory Services, LLC | 3,027 | $276.5K | 0.04% | −2,405−44.3% | Reduced |
| CAPROCK Group, Inc. | 3,002 | $274.9K | 0.02% | +3,002 | New |
| Private Trust Co NA | 2,999 | $274.6K | 0.03% | −6−0.2% | Reduced |
| Buckingham Strategic Partners | 2,982 | $273.1K | 0.02% | +29+1.0% | Added |
| First National Bank & Trust Co of Newtown | 2,981 | $272.9K | 0.06% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 2,972 | $272.1K | 0.02% | +69+2.4% | Added |
| Wesbanco Bank Inc | 2,950 | $269.0K | 0.01% | −25−0.8% | Reduced |
| Paradice Investment Management LLC | 2,917 | $267.1K | 0.02% | +2,917 | New |
| Confluence Wealth Services, Inc. | 2,908 | $266.2K | 0.06% | +7+0.2% | Added |
| Axq Capital, LP | 2,900 | $265.5K | 0.33% | +2,900 | New |
| Romano Brothers and Company | 2,883 | $263.9K | 0.04% | −50−1.7% | Reduced |
| VeraBank, N.A. | 2,867 | $262.5K | 0.10% | −106−3.6% | Reduced |
| Lido Advisors, LLC | 2,858 | $261.7K | 0.00% | +2,858 | New |
| Adviser Investments LLC | 2,819 | $258.1K | 0.01% | −1,035−26.9% | Reduced |
| Advisory Services Network, LLC | 2,797 | $256.1K | 0.01% | −6,750−70.7% | Reduced |
| Essex Financial Services, Inc. | 2,794 | $255.8K | 0.03% | +10.0% | Added |
| CRA Financial Services, LLC | 2,790 | $255.4K | 0.07% | +2,790 | New |
| Forum Financial Management, LP | 2,786 | $255.1K | 0.01% | −271−8.9% | Reduced |
| J.W. Cole Advisors, Inc. | 2,784 | $254.9K | 0.02% | −104−3.6% | Reduced |
| Great Valley Advisor Group, Inc. | 2,771 | $253.3K | 0.01% | +2,771 | New |
| WBH Advisory Inc | 2,760 | $252.7K | 0.03% | −491−15.1% | Reduced |
| Personal Cfo Solutions, LLC | 2,749 | $251.7K | 0.05% | −1,206−30.5% | Reduced |
| Cohen Klingenstein LLC | 2,733 | $250.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 2,689 | $246.2K | 0.00% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 2,705 | $245.8K | 0.06% | +2,705 | New |
| Glen Eagle Advisors, LLC | 2,664 | $243.8K | 0.06% | +837+45.8% | Added |
| Global Retirement Partners, LLC | 2,657 | $243.2K | 0.01% | +19+0.7% | Added |
| Bokf, NA | 2,619 | $239.8K | 0.00% | −227−8.0% | Reduced |
| Insight Advisors, LLC | 2,610 | $238.9K | 0.05% | 00.0% | Unchanged |
| PFG Advisors | 2,590 | $237.1K | 0.02% | +35+1.4% | Added |
| Regal Wealth Group, Inc. | 2,591 | $236.7K | 0.16% | +2,591 | New |
| Fiduciary Trust Co | 2,580 | $236.2K | 0.00% | −714−21.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 2,578 | $236.0K | 0.01% | +2,578 | New |
| Fukoku Mutual Life Insurance Co | 2,566 | $234.9K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,565 | $234.8K | 0.00% | +440+20.7% | Added |
| IFP Advisors, Inc | 5,530 | $232.3K | 0.01% | +80+1.5% | Added |
| Stratos Wealth Advisors, LLC | 2,529 | $231.6K | 0.02% | +2,529 | New |
| Synovus Financial Corp | 2,530 | $231.6K | 0.00% | +2,530 | New |
| Strategic Blueprint, LLC | 2,526 | $231.3K | 0.02% | +2,526 | New |
| Mather Group, LLC. | 2,520 | $230.7K | 0.00% | −800−24.1% | Reduced |
| Crawford Investment Counsel Inc | 2,507 | $229.5K | 0.00% | +2,507 | New |
| Thomasville National Bank | 2,500 | $228.9K | 0.02% | +2,500 | New |
| Great Lakes Advisors, LLC | 2,497 | $228.6K | 0.00% | −2,315−48.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,477 | $226.8K | 0.01% | −184−6.9% | Reduced |
| Thrive Capital Management, LLC | 2,475 | $226.6K | 0.13% | +2,475 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,471 | $226.2K | 0.04% | +2,471 | New |
| Austin Private Wealth, LLC | 2,470 | $226.1K | 0.03% | +2,470 | New |
| John G Ullman & Associates Inc | 2,465 | $225.7K | 0.03% | −83−3.3% | Reduced |
| Level Four Advisory Services, LLC | 2,461 | $225.3K | 0.01% | −172−6.5% | Reduced |
| River Wealth Advisors LLC | 2,460 | $225.2K | 0.04% | +2,460 | New |
| V Wealth Advisors LLC | 2,439 | $223.3K | 0.04% | +2,439 | New |
| CX Institutional | 2,432 | $222.7K | 0.01% | +2,432 | New |
| Sit Investment Associates Inc | 2,410 | $221.0K | 0.01% | −150−5.9% | Reduced |
| Harbour Capital Advisors, LLC | 2,391 | $219.0K | 0.06% | +2,391 | New |
| Grove Bank & Trust | 2,389 | $218.7K | 0.04% | −51−2.1% | Reduced |
| Successful Portfolios LLC | 2,384 | $218.3K | 0.19% | +2,384 | New |
| Strategic Advisors LLC | 2,362 | $216.3K | 0.04% | +2,362 | New |
| Heritage Investors Management Corp | 2,357 | $216.0K | 0.01% | +2,357 | New |
| Ellenbecker Investment Group | 2,356 | $215.0K | 0.05% | +2,356 | New |
| Connecticut Wealth Management, LLC | 2,341 | $214.3K | 0.01% | +2,341 | New |
| LaSalle St. Investment Advisors, LLC | 2,327 | $213.0K | 0.09% | +2,327 | New |
| Atlas Capital Advisors LLC | 2,308 | $211.3K | 0.03% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 2,300 | $210.6K | 0.00% | +2,300 | New |
| Sentry Investment Management LLC | 2,291 | $210.0K | 0.08% | +2,291 | New |
| Atria Wealth Solutions, Inc. | 2,292 | $209.8K | 0.00% | +2,292 | New |
| Summit Trail Advisors, LLC | 2,290 | $209.7K | 0.01% | +2,290 | New |
| Wealth Management Associates, Inc. | 2,288 | $209.5K | 0.12% | +2,288 | New |
| Kovitz Investment Group Partners, LLC | 2,283 | $209.0K | 0.00% | −433−15.9% | Reduced |
| Diversified, LLC | 2,282 | $208.9K | 0.05% | +2,282 | New |
| Burney Co | 2,268 | $207.6K | 0.01% | +2,268 | New |
| Segment Wealth Management, LLC | 2,239 | $205.0K | 0.02% | +2,239 | 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 |
| LSP Investment Advisors, LLC | 2,208 | $202.1K | 0.11% | +2,208 | New |