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 |
|---|---|---|---|---|---|
| West Paces Advisors Inc. | 384 | $35.2K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 378 | $35.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 408 | $34.1K | 0.02% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 366 | $33.5K | 0.01% | +267+269.7% | Added |
| Old Point Trust & Financial Services N A | 366 | $33.5K | 0.01% | +366 | New |
| Tortoise Investment Management, LLC | 356 | $32.6K | 0.00% | 00.0% | Unchanged |
| City State Bank | 349 | $32.0K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 346 | $31.7K | 0.00% | +346 | New |
| Peoples Financial Services Corp. | 332 | $30.4K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 321 | $29.4K | 0.01% | +37+13.0% | Added |
| Capital Analysts, LLC | 318 | $29.0K | 0.00% | −16−4.8% | Reduced |
| JJJ Advisors Inc. | 305 | $27.9K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 300 | $27.5K | 0.00% | +117+63.9% | Added |
| Armstrong Advisory Group, Inc | 298 | $27.3K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 288 | $26.4K | 0.01% | +288 | New |
| BDO Wealth Advisors, LLC | 283 | $25.9K | 0.00% | +142+100.7% | Added |
| NVWM, LLC | 279 | $25.5K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 270 | $24.7K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 265 | $24.3K | 0.00% | −68−20.4% | Reduced |
| Sandy Spring Bank | 247 | $22.6K | 0.00% | −168−40.5% | Reduced |
| Deseret Mutual Benefit Administrators | 239 | $21.9K | 0.01% | +162+210.4% | Added |
| Beacon Capital Management, LLC | 235 | $21.5K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 229 | $21.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 227 | $20.8K | 0.01% | +227 | New |
| Cambridge Trust Co | 224 | $20.5K | 0.00% | −43−16.1% | Reduced |
| Princeton Global Asset Management LLC | 219 | $20.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 216 | $19.8K | 0.00% | −567−72.4% | Reduced |
| Missouri Trust & Investment Co | 208 | $19.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 202 | $19.0K | 0.01% | −3−1.5% | Reduced |
| Bell Investment Advisors, Inc | 207 | $19.0K | 0.00% | −1−0.5% | Reduced |
| Optimum Investment Advisors | 207 | $19.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 207 | $19.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 200 | $18.3K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $18.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 187 | $17.1K | 0.00% | −26−12.2% | Reduced |
| PrairieView Partners, LLC | 193 | $17.0K | 0.00% | −219−53.2% | Reduced |
| Capital Advisors, Ltd. LLC | 185 | $17.0K | 0.00% | +115+164.3% | Added |
| Center for Financial Planning, Inc. | 185 | $16.9K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 184 | $16.8K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 180 | $16.5K | 0.00% | −16−8.2% | Reduced |
| GHP Investment Advisors, Inc. | 147 | $15.7K | 0.00% | −158−51.8% | Reduced |
| Boyd Watterson Asset Management LLC | 167 | $15.3K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 166 | $15.2K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 166 | $15.2K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 163 | $15.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 160 | $14.6K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 160 | $14.6K | 0.01% | +105+190.9% | Added |
| Johnson Financial Group, Inc. | 158 | $14.5K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 152 | $13.9K | 0.01% | +1+0.7% | Added |
| Plante Moran Financial Advisors, LLC | 150 | $13.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 148 | $13.5K | 0.00% | −322−68.5% | Reduced |
| Institutional & Family Asset Management, LLC | 148 | $13.5K | 0.00% | −11−6.9% | Reduced |
| Stephens Consulting, LLC | 146 | $13.4K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 141 | $12.9K | 0.00% | −1−0.7% | Reduced |
| Baystate Wealth Management LLC | 139 | $12.7K | 0.00% | +1+0.7% | Added |
| Carolinas Wealth Consulting LLC | 137 | $12.5K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 133 | $12.2K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 130 | $11.9K | 0.00% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 128 | $11.7K | 0.01% | +128 | New |
| HM Payson & Co | 127 | $11.6K | 0.00% | +103+429.2% | Added |
| TD Ameritrade Investment Management, LLC | 123 | $11.0K | 0.00% | −68−35.6% | Reduced |
| Coastal Capital Group, Inc. | 114 | $10.4K | 0.00% | +1+0.9% | Added |
| Smithfield Trust Co | 106 | $10.0K | 0.00% | +93+715.4% | Added |
| Clear Street Markets LLC | 110 | $10.0K | 0.00% | +110 | New |
| Core Alternative Capital | 109 | $10.0K | 0.00% | +1+0.9% | Added |
| Venturi Wealth Management, LLC | 107 | $9.80K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 108 | $9.31K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $9.15K | 0.00% | +100 | New |
| Dividend Assets Capital, LLC | 99 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 93 | $9.00K | 0.00% | +21+29.2% | Added |
| GW&K Investment Management, LLC | 99 | $9.00K | 0.00% | +96+3,200.0% | Added |
| Rocky Mountain Advisers, LLC | 113 | $8.87K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 94 | $8.61K | 0.00% | +36+62.1% | Added |
| Annapolis Financial Services, LLC | 93 | $8.52K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 87 | $7.98K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 86 | $7.87K | 0.00% | +14+19.4% | Added |
| Operose Advisors LLC | 84 | $7.69K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 83 | $7.60K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 83 | $7.60K | 0.01% | +83 | New |
| Atlantic Trust, LLC | 82 | $7.51K | 0.00% | −322−79.7% | Reduced |
| DB Wealth Management Group, LLC | 82 | $7.51K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 81 | $7.38K | 0.00% | −106−56.7% | Reduced |
| Northwest Bank & Trust Co | 76 | $6.96K | 0.01% | +76 | New |
| Cedar Mountain Advisors, LLC | 75 | $6.87K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 75 | $6.87K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 75 | $6.87K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 62 | $6.50K | 0.00% | −116−65.2% | Reduced |
| Strategic Investment Solutions, Inc. | 68 | $6.04K | 0.00% | −813−92.3% | Reduced |
| Atwood & Palmer Inc | 66 | $6.04K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 66 | $6.04K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 66 | $6.04K | 0.00% | +66 | New |
| Ulland Investment Advisors, LLC | 66 | $6.00K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 63 | $5.77K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 61 | $5.58K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 58 | $5.31K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 52 | $4.76K | 0.00% | +52 | New |
| Baldwin Brothers Inc | 50 | $4.58K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 50 | $4.58K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 50 | $4.58K | 0.00% | +50 | New |