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Livermore
ZHEN

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, Q4 2023

Institutional positions in Constellation Energy Corp as of Dec 31, 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
1,005
+114 vs. Q3 2023
Shares held
261.8M
−6.73M (−2.5%) vs. Q3 2023
Total value
$30.6B
+$1.30B (+4.4%) vs. Q3 2023
New holders
168
338 more added
Sold out
54
316 more reduced

14 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,005 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 645 institutionsQ2 2022: 755 institutionsQ3 2022: 823 institutionsQ4 2022: 877 institutionsQ1 2023: 841 institutionsQ2 2023: 849 institutionsQ3 2023: 905 institutionsQ4 2023: 1,005 institutionsQ1 2024: 1,175 institutionsQ2 2024: 1,310 institutionsQ3 2024: 1,427 institutionsQ4 2024: 1,545 institutionsQ1 2025: 1,547 institutionsQ2 2025: 1,722 institutionsQ3 2025: 1,824 institutionsQ4 2025: 2,008 institutionsQ1 2026: 1,907 institutionsQ2 2026: 1,866 institutions
Value heldQ4 2023: $30.6B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $14.4BQ2 2022: $15.3BQ3 2022: $22.3BQ4 2022: $23.2BQ1 2023: $21.2BQ2 2023: $24.9BQ3 2023: $29.3BQ4 2023: $30.6BQ1 2024: $48.0BQ2 2024: $51.0BQ3 2024: $66.2BQ4 2024: $56.9BQ1 2025: $51.8BQ2 2025: $82.7BQ3 2025: $82.1BQ4 2025: $91.1BQ1 2026: $80.3BQ2 2026: $71.4B
Institutions holding CEG and their total value by quarter
QuarterHoldersValue
Q2 20261,866$71.4B
Q1 20261,907$80.3B
Q4 20252,008$91.1B
Q3 20251,824$82.1B
Q2 20251,722$82.7B
Q1 20251,547$51.8B
Q4 20241,545$56.9B
Q3 20241,427$66.2B
Q2 20241,310$51.0B
Q1 20241,175$48.0B
Q4 20231,005$30.6B
Q3 2023905$29.3B
Q2 2023849$24.9B
Q1 2023841$21.2B
Q4 2022877$23.2B
Q3 2022823$22.3B
Q2 2022755$15.3B
Q1 2022645$14.4B
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q3 2023.

Institutions holding CEG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Richardson Capital Management LLC116$13.6K0.01%+116New
Rocky Mountain Advisers, LLC113$13.2K0.00%00.0%Unchanged
Core Alternative Capital109$12.8K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC108$12.6K0.00%00.0%Unchanged
HM Payson & Co103$12.0K0.00%−24−18.9%Reduced
Smithfield Trust Co106$12.0K0.00%00.0%Unchanged
Dividend Assets Capital, LLC99$12.0K0.00%00.0%Unchanged
Studio Investment Management LLC100$11.7K0.00%−21−17.4%Reduced
Oakworth Capital, Inc.100$11.7K0.00%00.0%Unchanged
Austin Private Wealth, LLC100$11.7K0.00%+100New
MidAtlantic Capital Management, Inc.99$11.6K0.01%+99New
PSI Advisors, LLC96$11.2K0.00%00.0%Unchanged
Financial Management Professionals, Inc.93$11.0K0.00%00.0%Unchanged
Raffa Wealth Management, LLC94$11.0K0.00%00.0%Unchanged
Annapolis Financial Services, LLC93$10.9K0.00%00.0%Unchanged
Sittner & Nelson, LLC87$10.2K0.01%00.0%Unchanged
PrairieView Partners, LLC84$10.0K0.00%−109−56.5%Reduced
Laurel Wealth Advisors LLC83$9.70K0.00%00.0%Unchanged
Atlantic Trust, LLC82$9.59K0.00%00.0%Unchanged
DB Wealth Management Group, LLC82$9.59K0.01%00.0%Unchanged
Northwest Bank & Trust Co76$8.88K0.01%+76New
Cedar Mountain Advisors, LLC75$8.77K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC75$8.77K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP75$8.77K0.01%00.0%Unchanged
Arlington Trust Co LLC75$8.77K0.00%+75New
ICA Group Wealth Management, LLC75$8.72K0.00%+75New
Kayne Anderson Rudnick Investment Management LLC73$8.60K0.00%+39+114.7%Added
Logan Capital Management Inc70$8.18K0.00%−380−84.4%Reduced
Ulland Investment Advisors, LLC66$8.00K0.01%00.0%Unchanged
Roble, Belko & Company, Inc66$8.00K0.00%+66New
FSA Wealth Management LLC68$8.00K0.00%+68New
Atwood & Palmer Inc66$7.71K0.00%00.0%Unchanged
Heritage Wealth Advisors66$7.71K0.00%00.0%Unchanged
Piscataqua Savings Bank66$7.71K0.01%00.0%Unchanged
Creative Capital Management Investments LLC63$7.36K0.00%00.0%Unchanged
Fairman Group, LLC63$7.36K0.01%+63New
Mascoma Wealth Management LLC62$7.25K0.00%00.0%Unchanged
Proffitt & Goodson Inc61$7.13K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.56$7.00K0.00%+56New
Indiana Trust & Investment Management CO58$6.78K0.00%−125−68.3%Reduced
Clean Yield Group58$6.78K0.00%00.0%Unchanged
JDM Financial Group LLC58$6.78K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC55$6.43K0.00%00.0%Unchanged
Abound Wealth Management52$6.03K0.00%+5+10.6%Added
Emfo, LLC50$5.87K0.01%00.0%Unchanged
Baldwin Brothers Inc50$5.84K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.48$5.61K0.00%−2−4.0%Reduced
Stone House Investment Management, LLC45$5.26K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC47$5.00K0.00%−5−9.6%Reduced
Tower View Investment Management & Research LLC44$5.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC44$5.00K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.42$4.91K0.00%00.0%Unchanged
SJS Investment Consulting Inc.41$4.79K0.00%+4+10.8%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC37$4.32K0.00%+37New
Criterion Capital Advisors, LLC36$4.21K0.00%+36New
Thompson Investment Management, Inc.36$4.21K0.00%00.0%Unchanged
Pineridge Advisors LLC36$4.21K0.00%+36New
VisionPoint Advisory Group, LLC35$4.09K0.00%+35New
BOK Financial Private Wealth, Inc.33$3.86K0.00%+33New
Arrow Financial Corp33$3.86K0.00%00.0%Unchanged
Truvestments Capital LLC33$3.86K0.00%00.0%Unchanged
Sunbelt Securities, Inc.32$3.74K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.28$3.52K0.00%+1+3.7%Added
Paladin Advisory Group, LLC29$3.39K0.00%00.0%Unchanged
Motco28$3.27K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.28$3.27K0.00%00.0%Unchanged
Tennessee Valley Asset Management Partners26$3.04K0.00%+26New
Highline Wealth Partners LLC26$3.04K0.00%00.0%Unchanged
Clear Street Markets LLC26$3.00K0.00%−10−27.8%Reduced
Coston, McIsaac & Partners31$3.00K0.00%00.0%Unchanged
Avion Wealth23$3.00K0.00%00.0%Unchanged
Transcendent Capital Group LLC24$2.81K0.00%+24New
Coppell Advisory Solutions LLC23$2.69K0.00%+23New
Eagle Bay Advisors LLC22$2.57K0.00%00.0%Unchanged
Aspect Partners, LLC22$2.57K0.00%+22New
Dunhill Financial, LLC22$2.52K0.00%+22New
Addison Advisors LLC21$2.46K0.00%00.0%Unchanged
Versant Capital Management, Inc21$2.46K0.00%+2+10.5%Added
Exchange Traded Concepts, LLC18$2.10K0.00%−17−48.6%Reduced
Guardian Wealth Management, Inc.16$1.91K0.00%00.0%Unchanged
Lee Financial Co16$1.87K0.00%00.0%Unchanged
TFC Financial Management15$1.75K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC15$1.75K0.00%00.0%Unchanged
Colonial Trust Advisors14$1.64K0.00%−16−53.3%Reduced
Private Ocean, LLC13$1.52K0.00%00.0%Unchanged
Main Street Group, LTD13$1.52K0.00%+13New
Beaird Harris Wealth Management, LLC12$1.40K0.00%+12New
Cornerstone Planning Group LLC11$1.29K0.00%00.0%Unchanged
Rakuten Securities, Inc.11$1.29K0.00%+11New
Valued Wealth Advisors LLC11$1.20K0.00%+11New
Cedar Wealth Management, LLC9$1.05K0.00%00.0%Unchanged
Lazard Asset Management LLC13$1.00K0.00%00.0%Unchanged
West Oak Capital, LLC5$1.00K0.00%00.0%Unchanged
WestEnd Advisors, LLC6$7010.00%−2−25.0%Reduced
True Wealth Design, LLC5$5850.00%00.0%Unchanged
Delos Wealth Advisors, LLC5$5850.00%00.0%Unchanged
Custom Portfolio Group LLC5$5840.00%+5New
Financial Synergies Wealth Advisors, Inc.6$5180.00%00.0%Unchanged
Tfo-TDC, LLC4$4680.00%00.0%Unchanged
Evermay Wealth Management LLC3$3510.00%+3New