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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 2,368 | $258.3K | 0.03% | +2,103+793.6% | Added |
| TownSquare Capital, LLC | 2,366 | $258.1K | 0.00% | +2,366 | New |
| Ellenbecker Investment Group | 2,356 | $257.0K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,321 | $253.2K | 0.01% | −3,209−58.0% | Reduced |
| Benjamin Edwards Inc | 2,307 | $252.0K | 0.06% | +118+5.4% | Added |
| Ibex Wealth Advisors | 2,313 | $252.0K | 0.06% | +2,313 | New |
| UniSuper Management Pty Ltd | 2,300 | $250.9K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 2,283 | $249.0K | 0.00% | 00.0% | Unchanged |
| Diversified, LLC | 2,282 | $248.9K | 0.06% | 00.0% | Unchanged |
| Syon Capital LLC | 2,278 | $248.5K | 0.03% | +2,278 | New |
| Atria Wealth Solutions, Inc. | 2,250 | $245.5K | 0.00% | −42−1.8% | Reduced |
| Segment Wealth Management, LLC | 2,239 | $244.2K | 0.02% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 2,229 | $243.1K | 0.03% | +2,229 | New |
| LSP Investment Advisors, LLC | 2,208 | $240.8K | 0.12% | 00.0% | Unchanged |
| Spire Wealth Management | 2,207 | $240.8K | 0.01% | −10.0% | Reduced |
| Sciencast Management LP | 2,196 | $239.5K | 0.11% | +2,196 | New |
| Good Life Advisors, LLC | 2,187 | $238.6K | 0.03% | +2,187 | New |
| Kestra Private Wealth Services, LLC | 2,182 | $238.0K | 0.01% | +2,182 | New |
| Strategic Advisors LLC | 2,172 | $236.9K | 0.05% | −190−8.0% | Reduced |
| Atlas Capital Advisors LLC | 2,170 | $236.7K | 0.04% | −138−6.0% | Reduced |
| Atomi Financial Group, Inc. | 2,129 | $232.3K | 0.08% | +2,129 | New |
| Neo Ivy Capital Management | 2,128 | $232.0K | 0.10% | +1,639+335.2% | Added |
| Himension Fund | 2,121 | $231.4K | 0.02% | +2,121 | New |
| Sit Investment Associates Inc | 2,115 | $231.0K | 0.01% | −295−12.2% | Reduced |
| Moors & Cabot, Inc. | 2,113 | $230.5K | 0.02% | +2,113 | New |
| Stonebridge Capital Advisors LLC | 2,108 | $229.9K | 0.03% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 2,100 | $229.1K | 0.00% | +2,100 | New |
| Merrion Investment Management Co, LLC | 2,091 | $228.1K | 0.20% | +2,091 | New |
| Quantamental Technologies LLC | 2,078 | $226.7K | 0.21% | +2,078 | New |
| Court Place Advisors, LLC | 2,076 | $226.4K | 0.08% | +2,076 | New |
| ABLE Financial Group, LLC | 2,076 | $226.4K | 0.11% | +2,076 | New |
| Baltimore-Washington Financial Advisors, Inc. | 2,056 | $224.3K | 0.02% | +2,056 | New |
| Key Financial Inc | 2,055 | $224.2K | 0.08% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 2,054 | $224.1K | 0.13% | −234−10.2% | Reduced |
| Asset Dedication, LLC | 2,052 | $223.0K | 0.02% | +81+4.1% | Added |
| Autumn Glory Partners, LLC | 2,025 | $220.9K | 0.13% | +2,025 | New |
| Ballentine Partners, LLC | 2,023 | $220.7K | 0.01% | +2,023 | New |
| Vontobel Holding Ltd. | 2,023 | $220.7K | 0.00% | −2,429−54.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,021 | $220.5K | 0.01% | +2,021 | New |
| KLCM Advisors, Inc. | 2,014 | $219.7K | 0.04% | +2,014 | New |
| StoneX Group Inc. | 1,997 | $217.8K | 0.02% | +1,997 | New |
| Kovack Advisors, Inc. | 1,993 | $217.4K | 0.03% | +1,993 | New |
| apricus wealth, LLC | 1,908 | $216.9K | 0.19% | +1,908 | New |
| CIC Wealth, LLC | 1,988 | $216.9K | 0.08% | +1,988 | New |
| Los Angeles Capital Management LLC | 1,972 | $215.1K | 0.00% | +1,972 | New |
| Financial Advocates Investment Management | 1,971 | $215.0K | 0.02% | +1,971 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,967 | $215.0K | 0.14% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,970 | $214.9K | 0.07% | +1,970 | New |
| Johnson Investment Counsel Inc | 1,966 | $214.4K | 0.00% | +1,966 | New |
| Earnest Partners LLC | 1,952 | $212.9K | 0.00% | −99−4.8% | Reduced |
| JFS Wealth Advisors, LLC | 1,951 | $212.9K | 0.02% | +25+1.3% | Added |
| Cubist Systematic Strategies, LLC | 1,949 | $212.6K | 0.00% | −9,529−83.0% | Reduced |
| StrategIQ Financial Group, LLC | 1,943 | $212.0K | 0.02% | +1,943 | New |
| Independent Financial Group, LLC | 1,940 | $211.6K | 0.01% | +1,940 | New |
| Thoroughbred Financial Services, LLC | 1,943 | $211.0K | 0.02% | +1,943 | New |
| Stratos Wealth Advisors, LLC | 1,927 | $210.3K | 0.01% | −602−23.8% | Reduced |
| Colony Group LLC | 1,925 | $210.0K | 0.00% | +1,925 | New |
| Grant/GrossMendelsohn, LLC | 1,924 | $209.9K | 0.09% | +1,924 | New |
| Modera Wealth Management, LLC | 1,923 | $209.8K | 0.00% | +1,923 | New |
| Enterprise Financial Services Corp | 1,920 | $209.4K | 0.14% | +1,920 | New |
| Heritage Investors Management Corp | 1,916 | $209.0K | 0.01% | −441−18.7% | Reduced |
| Change Path, LLC | 1,905 | $208.0K | 0.01% | +1,905 | New |
| Scotia Capital Inc. | 1,905 | $207.8K | 0.00% | +1,905 | New |
| Harbour Investments, Inc. | 1,904 | $207.6K | 0.01% | +12+0.6% | Added |
| Abbrea Capital, LLC | 1,902 | $207.0K | 0.03% | +1,902 | New |
| C M Bidwell & Associates Ltd | 1,879 | $205.0K | 0.16% | +1,068+131.7% | Added |
| Ellevest, Inc. | 1,878 | $204.9K | 0.02% | +1,878 | New |
| Athena Investment Management | 1,877 | $204.7K | 0.15% | +1,877 | New |
| Capital Investment Advisors, LLC | 1,850 | $201.8K | 0.01% | −1,182−39.0% | Reduced |
| Financial Council Asset Management Inc | 1,849 | $201.7K | 0.16% | +1,849 | New |
| Prime Capital Investment Advisors, LLC | 1,847 | $201.5K | 0.00% | +1,847 | New |
| Sentry Investment Management LLC | 1,844 | $201.0K | 0.10% | −447−19.5% | Reduced |
| WealthPLAN Partners, LLC | 1,840 | $200.7K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,796 | $195.9K | 0.05% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,802 | $195.0K | 0.00% | −303−14.4% | Reduced |
| V-Square Quantitative Management LLC | 1,774 | $193.5K | 0.09% | +1,774 | New |
| Parallel Advisors, LLC | 1,743 | $190.1K | 0.01% | +100+6.1% | Added |
| Nemes Rush Group LLC | 1,659 | $181.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,636 | $178.5K | 0.04% | +60+3.8% | Added |
| Tyler-Stone Wealth Management | 1,635 | $178.0K | 0.10% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,617 | $176.4K | 0.01% | −2,329−59.0% | Reduced |
| Grove Bank & Trust | 1,594 | $173.9K | 0.04% | −795−33.3% | Reduced |
| Quent Capital, LLC | 1,544 | $168.4K | 0.03% | +9+0.6% | Added |
| Quadrant Capital Group LLC | 1,527 | $166.6K | 0.02% | +154+11.2% | Added |
| Newton One Investments LLC | 1,525 | $166.3K | 0.10% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,506 | $164.3K | 0.00% | +77+5.4% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,400 | $163.6K | 0.14% | −400−22.2% | Reduced |
| Clearstead Advisors, LLC | 1,494 | $163.0K | 0.01% | +151+11.2% | Added |
| Gradient Investments LLC | 1,423 | $155.2K | 0.00% | −11−0.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,407 | $153.5K | 0.02% | −21−1.5% | Reduced |
| First Manhattan Co | 1,391 | $151.7K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,350 | $147.3K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,338 | $145.9K | 0.02% | −296−18.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,264 | $137.9K | 0.01% | +775+158.5% | Added |
| First Command Advisory Services, Inc. | 1,237 | $134.9K | 0.00% | +1,237 | New |
| China Universal Asset Management Co., Ltd. | 1,198 | $130.7K | 0.04% | +832+227.3% | Added |
| Creative Financial Designs Inc | 1,190 | $129.8K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,124 | $122.6K | 0.01% | +501+80.4% | Added |
| Tompkins Financial Corp | 1,116 | $121.7K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,115 | $121.6K | 0.01% | +230+26.0% | Added |