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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 2,208 | $202.1K | 0.01% | −138−5.9% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 2,205 | $201.9K | 0.03% | +111+5.3% | Added |
| Benjamin Edwards Inc | 2,189 | $200.0K | 0.05% | +184+9.2% | Added |
| Stonebridge Capital Advisors LLC | 2,108 | $193.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,105 | $192.0K | 0.00% | +395+23.1% | Added |
| Key Financial Inc | 2,055 | $188.1K | 0.06% | +54+2.7% | Added |
| Earnest Partners LLC | 2,051 | $187.8K | 0.00% | −44−2.1% | 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 |
| 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 |
| JFS Wealth Advisors, LLC | 1,926 | $176.3K | 0.02% | +1+0.1% | Added |
| Roffman Miller Associates Inc | 1,906 | $174.5K | 0.01% | +1,906 | New |
| Harbour Investments, Inc. | 1,892 | $173.2K | 0.01% | −12−0.6% | Reduced |
| WealthPLAN Partners, LLC | 1,840 | $168.5K | 0.02% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,800 | $164.8K | 0.14% | −500−21.7% | Reduced |
| Duncker Streett & Co Inc | 1,796 | $164.4K | 0.04% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,659 | $151.8K | 0.03% | +1,659 | New |
| Parallel Advisors, LLC | 1,643 | $150.4K | 0.00% | −8−0.5% | Reduced |
| Tyler-Stone Wealth Management | 1,635 | $150.0K | 0.08% | +1,635 | New |
| Leonteq Securities AG | 1,634 | $149.6K | 0.02% | −2,237−57.8% | Reduced |
| Parkside Financial Bank & Trust | 1,576 | $144.3K | 0.03% | −447−22.1% | Reduced |
| Quent Capital, LLC | 1,535 | $140.5K | 0.02% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,525 | $139.6K | 0.08% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,434 | $131.3K | 0.00% | −148−9.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,429 | $130.8K | 0.00% | −226−13.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,428 | $130.8K | 0.01% | −130−8.3% | Reduced |
| First Manhattan Co | 1,391 | $127.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,373 | $125.7K | 0.01% | +50+3.8% | Added |
| 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 |
| Brown Brothers Harriman & Co | 1,350 | $123.6K | 0.00% | −106−7.3% | Reduced |
| Clearstead Advisors, LLC | 1,343 | $123.0K | 0.01% | +340+33.9% | Added |
| Advisors Asset Management, Inc. | 1,331 | $121.9K | 0.00% | −14−1.0% | Reduced |
| TD Private Client Wealth LLC | 1,291 | $118.2K | 0.01% | +56+4.5% | Added |
| Ten Capital Wealth Advisors, LLC | 1,206 | $110.0K | 0.03% | +22+1.9% | Added |
| Creative Financial Designs Inc | 1,190 | $108.9K | 0.01% | +1,144+2,487.0% | Added |
| Geneos Wealth Management Inc. | 3,946 | $105.9K | 0.01% | +2,564+185.5% | Added |
| Kistler-Tiffany Companies, LLC | 1,156 | $105.8K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,116 | $102.2K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,078 | $98.7K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,065 | $97.5K | 0.05% | +1+0.1% | Added |
| Glass Jacobson Investment Advisors llc | 1,040 | $95.2K | 0.04% | +1,040 | New |
| Valley National Advisers Inc | 1,022 | $94.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,003 | $91.8K | 0.00% | −106−9.6% | Reduced |
| Alta Advisers Ltd | 1,000 | $91.5K | 0.05% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 987 | $90.4K | 0.01% | −280−22.1% | Reduced |
| Old Second National Bank of Aurora | 951 | $87.1K | 0.03% | +60+6.7% | Added |
| Hazlett, Burt & Watson, Inc. | 943 | $86.0K | 0.06% | +2+0.2% | Added |
| Ronald Blue Trust, Inc. | 1,077 | $85.0K | 0.00% | −610−36.2% | Reduced |
| MCF Advisors LLC | 885 | $81.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 880 | $80.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 829 | $75.9K | 0.00% | +167+25.2% | Added |
| Resources Management Corp | 815 | $75.0K | 0.01% | +768+1,634.0% | Added |
| C M Bidwell & Associates Ltd | 811 | $74.2K | 0.05% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 803 | $73.5K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 798 | $73.1K | 0.00% | +179+28.9% | Added |
| Assetmark, Inc | 793 | $72.6K | 0.00% | −2−0.3% | Reduced |
| CoreFirst Bank & Trust | 745 | $68.2K | 0.05% | −315−29.7% | Reduced |
| Norwood Financial Corp | 702 | $64.3K | 0.10% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 694 | $63.0K | 0.00% | +75+12.1% | Added |
| First Capital Advisors Group, LLC. | 684 | $62.6K | 0.03% | +684 | New |
| McClarren Financial Advisors, Inc. | 674 | $61.0K | 0.05% | +2+0.3% | Added |
| SOA Wealth Advisors, LLC. | 662 | $60.6K | 0.01% | +2+0.3% | Added |
| Hexagon Capital Partners LLC | 657 | $60.1K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 624 | $57.1K | 0.05% | 00.0% | Unchanged |
| Delta Asset Management LLC | 623 | $57.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 623 | $57.0K | 0.00% | −295−32.1% | Reduced |
| First PREMIER Bank | 627 | $57.0K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 616 | $56.4K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 607 | $56.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 607 | $55.6K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 598 | $54.7K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 583 | $53.4K | 0.01% | +107+22.5% | Added |
| Pin Oak Investment Advisors Inc | 564 | $52.0K | 0.06% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 564 | $51.6K | 0.01% | +222+64.9% | Added |
| Rosenberg Matthew Hamilton | 555 | $50.8K | 0.02% | +2+0.4% | Added |
| Washington Trust Co | 550 | $50.4K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 540 | $49.4K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 539 | $49.3K | 0.01% | +5+0.9% | Added |
| Glassman Wealth Services | 536 | $49.1K | 0.01% | +26+5.1% | Added |
| Montag A & Associates Inc | 524 | $48.0K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 509 | $47.0K | 0.00% | −6−1.2% | Reduced |
| Neo Ivy Capital Management | 489 | $45.0K | 0.02% | +489 | New |
| Cary Street Partner Investment Advisory LLC | 489 | $44.8K | 0.00% | −6−1.2% | Reduced |
| Community Bank, N.A. | 482 | $44.1K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 479 | $43.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 471 | $43.0K | 0.01% | +471 | New |
| Stephenson National Bank & Trust | 462 | $42.3K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 451 | $41.3K | 0.01% | −7,498−94.3% | Reduced |
| Logan Capital Management Inc | 450 | $41.2K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 437 | $40.0K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 425 | $38.9K | 0.02% | +6+1.4% | Added |
| St Germain D J Co Inc | 422 | $38.6K | 0.00% | +422 | New |
| Piershale Financial Group, Inc. | 418 | $38.3K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 414 | $37.9K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 400 | $36.6K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 400 | $36.6K | 0.00% | +400 | New |
| Farther Finance Advisors, LLC | 390 | $35.7K | 0.01% | −4−1.0% | Reduced |
| CVA Family Office, LLC | 386 | $35.3K | 0.01% | −5−1.3% | Reduced |