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, Q3 2023
Institutional positions in Constellation Energy Corp as of Sep 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
- 905
- +69 vs. Q2 2023
- Shares held
- 268.6M
- −3.99M (−1.5%) vs. Q2 2023
- Total value
- $29.3B
- +$4.41B (+17.7%) vs. Q2 2023
- New holders
- 132
- 285 more added
- Sold out
- 63
- 293 more reduced
13 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 2,321 | $253.2K | 0.01% | −3,209−58.0% | Reduced |
| Ellenbecker Investment Group | 2,356 | $257.0K | 0.07% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 2,366 | $258.1K | 0.00% | +2,366 | New |
| Larson Financial Group LLC | 2,368 | $258.3K | 0.03% | +2,103+793.6% | Added |
| Successful Portfolios LLC | 2,379 | $259.5K | 0.23% | −5−0.2% | Reduced |
| Harbour Capital Advisors, LLC | 2,391 | $260.8K | 0.08% | 00.0% | Unchanged |
| CX Institutional | 2,402 | $262.0K | 0.01% | −30−1.2% | Reduced |
| PFG Advisors | 2,417 | $263.6K | 0.02% | −173−6.7% | Reduced |
| Resources Management Corp | 2,428 | $265.0K | 0.04% | +1,613+197.9% | Added |
| Summit Trail Advisors, LLC | 2,442 | $266.4K | 0.01% | +152+6.6% | Added |
| Cassaday & Co Wealth Management LLC | 2,464 | $268.8K | 0.01% | −13−0.5% | Reduced |
| John G Ullman & Associates Inc | 2,465 | $268.9K | 0.04% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 2,573 | $269.4K | 0.07% | −132−4.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,479 | $270.4K | 0.04% | +8+0.3% | Added |
| Strategic Blueprint, LLC | 2,494 | $272.0K | 0.03% | −32−1.3% | Reduced |
| Thrive Capital Management, LLC | 2,498 | $272.5K | 0.15% | +23+0.9% | Added |
| Thomasville National Bank | 2,500 | $272.7K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,513 | $274.1K | 0.00% | −52−2.0% | Reduced |
| Forum Financial Management, LP | 2,543 | $277.4K | 0.01% | −243−8.7% | Reduced |
| Prosperity Wealth Management, Inc. | 2,568 | $280.2K | 0.18% | +2,568 | New |
| Fiduciary Trust Co | 2,583 | $281.8K | 0.01% | +3+0.1% | Added |
| EP Wealth Advisors, LLC | 2,590 | $282.5K | 0.00% | +2,590 | New |
| Level Four Advisory Services, LLC | 2,604 | $284.0K | 0.02% | +143+5.8% | Added |
| Insight Advisors, LLC | 2,610 | $284.7K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,689 | $285.5K | 0.01% | +32+1.2% | Added |
| Apollon Wealth Management, LLC | 2,630 | $286.9K | 0.01% | +2,630 | New |
| Great Lakes Advisors, LLC | 2,644 | $288.4K | 0.00% | +147+5.9% | Added |
| CRA Financial Services, LLC | 2,656 | $289.7K | 0.08% | −134−4.8% | Reduced |
| AdvisorNet Financial, Inc | 2,657 | $289.8K | 0.03% | −893−25.2% | Reduced |
| Crawford Investment Counsel Inc | 2,687 | $293.1K | 0.01% | +180+7.2% | Added |
| Balboa Wealth Partners | 2,700 | $294.5K | 0.11% | +2,700 | New |
| Cohen Klingenstein LLC | 2,733 | $298.1K | 0.01% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 3,615 | $301.0K | 0.11% | +89+2.5% | Added |
| Bokf, NA | 2,671 | $301.6K | 0.01% | +52+2.0% | Added |
| Great Valley Advisor Group, Inc. | 2,772 | $302.7K | 0.01% | +10.0% | Added |
| Personal Cfo Solutions, LLC | 2,777 | $303.0K | 0.06% | +28+1.0% | Added |
| J.W. Cole Advisors, Inc. | 2,784 | $303.7K | 0.02% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 2,795 | $304.9K | 0.07% | −186−6.2% | Reduced |
| Comerica Securities,inc. | 2,803 | $305.7K | 0.03% | −306−9.8% | Reduced |
| WBH Advisory Inc | 2,821 | $307.7K | 0.04% | +61+2.2% | Added |
| Acropolis Investment Management, LLC | 2,842 | $310.0K | 0.02% | −570−16.7% | Reduced |
| Ossiam | 2,858 | $311.8K | 0.01% | +2,858 | New |
| ICICI Prudential Asset Management Co Ltd | 2,861 | $312.1K | 0.04% | +656+29.8% | Added |
| VeraBank, N.A. | 2,867 | $312.7K | 0.12% | 00.0% | Unchanged |
| Romano Brothers and Company | 2,883 | $314.5K | 0.05% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 2,892 | $315.5K | 0.01% | −58−2.0% | Reduced |
| Paradice Investment Management LLC | 2,917 | $318.2K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,921 | $318.7K | 0.04% | +127+4.5% | Added |
| Pinkerton Retirement Specialists, LLC | 2,938 | $320.5K | 0.07% | +2,938 | New |
| Glen Eagle Advisors, LLC | 2,942 | $320.9K | 0.07% | +278+10.4% | Added |
| Riverwater Partners LLC | 2,946 | $321.4K | 0.29% | −113−3.7% | Reduced |
| Clarius Group, LLC | 2,974 | $324.4K | 0.03% | −1,097−26.9% | Reduced |
| Alpha Omega Wealth Management LLC | 2,978 | $324.8K | 0.06% | −50−1.7% | Reduced |
| Aull & Monroe Investment Management Corp | 2,983 | $325.4K | 0.17% | −44−1.5% | Reduced |
| Private Trust Co NA | 2,994 | $326.6K | 0.04% | −5−0.2% | Reduced |
| SageView Advisory Group, LLC | 2,997 | $326.9K | 0.02% | +25+0.8% | Added |
| Caption Management, LLC | 3,000 | $327.2K | 0.04% | +3,000 | New |
| Whittier Trust Co | 3,016 | $329.0K | 0.01% | +327+12.2% | Added |
| Confluence Wealth Services, Inc. | 3,017 | $329.1K | 0.06% | +109+3.7% | Added |
| Kennedy Investment Group | 3,120 | $340.3K | 0.20% | −58−1.8% | Reduced |
| Schechter Investment Advisors, LLC | 3,121 | $340.4K | 0.03% | +96+3.2% | Added |
| Centre Asset Management, LLC | 3,144 | $343.0K | 0.08% | −41−1.3% | Reduced |
| BLB&B Advisors, LLC | 3,157 | $344.4K | 0.02% | −142−4.3% | Reduced |
| Snowden Capital Advisors LLC | 3,177 | $346.5K | 0.01% | −1,010−24.1% | Reduced |
| Lantz Financial LLC | 3,177 | $346.5K | 0.14% | −94−2.9% | Reduced |
| Hollencrest Capital Management | 3,225 | $351.8K | 0.04% | 00.0% | Unchanged |
| Synovus Financial Corp | 3,231 | $352.6K | 0.00% | +701+27.7% | Added |
| CAPROCK Group, Inc. | 3,255 | $355.1K | 0.03% | +253+8.4% | Added |
| Paragon Financial Partners, Inc. | 3,260 | $355.6K | 0.37% | 00.0% | Unchanged |
| Empowered Funds, LLC | 3,265 | $356.1K | 0.01% | +1,051+47.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,295 | $359.4K | 0.12% | +3,295 | New |
| Ancora Advisors, LLC | 3,301 | $360.1K | 0.01% | −30−0.9% | Reduced |
| Stonegate Investment Group, LLC | 3,303 | $360.3K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 3,313 | $361.4K | 0.05% | +278+9.2% | Added |
| CWM Advisors, LLC | 3,336 | $363.9K | 0.05% | +3,336 | New |
| Chicago Partners Investment Group LLC | 3,257 | $365.2K | 0.02% | −1,382−29.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 3,400 | $370.9K | 0.06% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 3,402 | $371.1K | 0.25% | −529−13.5% | Reduced |
| Syntax Advisors, LLC | 3,402 | $371.1K | 0.33% | −529−13.5% | Reduced |
| United Capital Financial Advisers, LLC | 3,410 | $371.9K | 0.00% | −2,205−39.3% | Reduced |
| Wedbush Securities Inc | 3,418 | $373.0K | 0.02% | −134−3.8% | Reduced |
| Cigna Investments Inc | 3,483 | $380.0K | 0.09% | −447−11.4% | Reduced |
| Swiss Life Asset Management Ltd | 3,514 | $382.9K | 0.01% | −125−3.4% | Reduced |
| E Fund Management Co., Ltd. | 3,537 | $386.0K | 0.03% | +491+16.1% | Added |
| Checchi Capital Advisers, LLC | 3,552 | $387.5K | 0.04% | −288−7.5% | Reduced |
| Stephens Inc | 3,556 | $387.9K | 0.01% | −1,221−25.6% | Reduced |
| Old National Bancorp | 3,587 | $391.3K | 0.01% | −109−2.9% | Reduced |
| Advisory Services Network, LLC | 3,591 | $391.6K | 0.01% | +794+28.4% | Added |
| Platform Technology Partners | 3,593 | $392.0K | 0.18% | 00.0% | Unchanged |
| Investors Research Corp | 3,636 | $396.6K | 0.10% | −893−19.7% | Reduced |
| TriaGen Wealth Management LLC | 3,652 | $398.4K | 0.20% | +2+0.1% | Added |
| Catalyst Financial Partners LLC | 3,669 | $400.2K | 0.13% | +235+6.8% | Added |
| Axxcess Wealth Management, LLC | 3,679 | $401.3K | 0.01% | +480+15.0% | Added |
| RMR Wealth Builders | 3,716 | $405.3K | 0.06% | +3,716 | New |
| Symmetry Partners, LLC | 3,789 | $413.0K | 0.02% | 00.0% | Unchanged |
| Haverford Trust Co | 3,861 | $421.2K | 0.01% | +66+1.7% | Added |
| Ingalls & Snyder LLC | 3,866 | $422.0K | 0.02% | −88−2.2% | Reduced |
| Jefferies Financial Group Inc. | 3,871 | $422.2K | 0.01% | +3,871 | New |
| National Asset Management, Inc. | 3,879 | $423.1K | 0.01% | +306+8.6% | Added |
| Spirit of America Management Corp | 3,900 | $425.4K | 0.10% | 00.0% | Unchanged |