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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 4,259 | $497.8K | 0.02% | −401−8.6% | Reduced |
| Pinnacle Associates Ltd | 4,256 | $497.4K | 0.01% | −15−0.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 4,252 | $497.0K | 0.10% | +1,314+44.7% | Added |
| Tiemann Investment Advisors, LLC | 4,249 | $496.7K | 0.24% | +167+4.1% | Added |
| Galvin, Gaustad & Stein, LLC | 4,195 | $490.4K | 0.05% | −1,000−19.2% | Reduced |
| Umb Bank N A | 4,143 | $484.3K | 0.01% | −506−10.9% | Reduced |
| Nebula Research & Development LLC | 4,128 | $482.5K | 0.15% | +4,128 | New |
| TSFG, LLC | 4,121 | $482.0K | 0.15% | +45+1.1% | Added |
| Private Advisory Group LLC | 4,114 | $480.8K | 0.08% | +4,114 | New |
| Old National Bancorp | 4,101 | $479.4K | 0.01% | +514+14.3% | Added |
| Stableford Capital II LLC | 4,232 | $477.8K | 0.20% | +61+1.5% | Added |
| Triasima Portfolio Management inc. | 4,025 | $470.5K | 0.04% | +4,025 | New |
| Meiji Yasuda Life Insurance Co | 4,000 | $467.6K | 0.01% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,000 | $467.6K | 0.16% | 00.0% | Unchanged |
| Bank of New Hampshire | 3,986 | $465.9K | 0.13% | +4+0.1% | Added |
| Atria Wealth Solutions, Inc. | 3,973 | $464.4K | 0.01% | +1,723+76.6% | Added |
| Duff & Phelps Investment Management Co | 3,962 | $463.1K | 0.01% | −1,562−28.3% | Reduced |
| Desjardins Global Asset Management Inc. | 3,957 | $462.5K | 0.05% | −16,187−80.4% | Reduced |
| Sciencast Management LP | 3,955 | $462.3K | 0.25% | +1,759+80.1% | Added |
| Platform Technology Partners | 3,593 | $461.8K | 0.18% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,944 | $461.0K | 0.05% | +5+0.1% | Added |
| Heartland Bank & Trust Co | 3,925 | $458.8K | 0.32% | −252−6.0% | Reduced |
| Beacon Pointe Advisors, LLC | 3,903 | $456.3K | 0.01% | −191−4.7% | Reduced |
| Spirit of America Management Corp | 3,900 | $455.9K | 0.10% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3,893 | $455.1K | 0.00% | −847−17.9% | Reduced |
| Axxcess Wealth Management, LLC | 3,869 | $452.2K | 0.01% | +190+5.2% | Added |
| Haverford Trust Co | 3,837 | $448.5K | 0.00% | −24−0.6% | Reduced |
| CWM Advisors, LLC | 3,819 | $446.4K | 0.05% | +483+14.5% | Added |
| TriaGen Wealth Management LLC | 3,814 | $445.8K | 0.21% | +162+4.4% | Added |
| Atomi Financial Group, Inc. | 3,808 | $445.1K | 0.06% | +1,679+78.9% | Added |
| Blue Bell Private Wealth Management, LLC | 3,779 | $441.7K | 0.11% | +3,494+1,226.0% | Added |
| Ingalls & Snyder LLC | 3,746 | $438.0K | 0.02% | −120−3.1% | Reduced |
| Glen Eagle Advisors, LLC | 3,746 | $437.9K | 0.09% | +804+27.3% | Added |
| Jefferies Financial Group Inc. | 3,745 | $437.8K | 0.01% | −126−3.3% | Reduced |
| Investment Advisory Services Inc | 3,743 | $437.5K | 0.17% | −558−13.0% | Reduced |
| Banque Cantonale Vaudoise | 3,686 | $431.0K | 0.02% | −665−15.3% | Reduced |
| Moody National Bank Trust Division | 3,681 | $430.3K | 0.03% | −3,054−45.3% | Reduced |
| Capital Wealth Planning, LLC | 3,677 | $429.8K | 0.00% | −2,345−38.9% | Reduced |
| Catalyst Financial Partners LLC | 3,628 | $424.1K | 0.12% | −41−1.1% | Reduced |
| National Asset Management, Inc. | 3,611 | $422.1K | 0.01% | −268−6.9% | Reduced |
| Checchi Capital Advisers, LLC | 3,582 | $418.7K | 0.03% | +30+0.8% | Added |
| Ausdal Financial Partners, Inc. | 3,506 | $409.8K | 0.05% | +193+5.8% | Added |
| Yeomans Consulting Group, Inc. | 3,502 | $409.3K | 0.20% | +3,502 | New |
| Wedbush Securities Inc | 3,477 | $406.0K | 0.02% | +59+1.7% | Added |
| Ancora Advisors, LLC | 3,471 | $405.7K | 0.01% | +170+5.1% | Added |
| Spire Wealth Management | 3,541 | $405.3K | 0.01% | +1,334+60.4% | Added |
| RMR Wealth Builders | 3,452 | $403.5K | 0.06% | −264−7.1% | Reduced |
| Cigna Investments Inc | 3,443 | $403.0K | 0.08% | −40−1.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 3,400 | $397.4K | 0.05% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 3,392 | $396.0K | 0.11% | −223−6.2% | Reduced |
| Snowden Capital Advisors LLC | 3,387 | $395.9K | 0.02% | +210+6.6% | Added |
| CAPROCK Group, Inc. | 3,370 | $394.0K | 0.03% | +115+3.5% | Added |
| NorthRock Partners, LLC | 3,350 | $391.6K | 0.02% | +3,350 | New |
| Asahi Life Asset Management Co., Ltd. | 3,350 | $391.6K | 0.22% | +55+1.7% | Added |
| Clearstead Advisors, LLC | 3,344 | $390.9K | 0.02% | +1,850+123.8% | Added |
| SageView Advisory Group, LLC | 3,202 | $390.3K | 0.02% | +205+6.8% | Added |
| Significant Wealth Partners LLC | 3,333 | $389.6K | 0.28% | +3,333 | New |
| Seven Eight Capital, LP | 3,262 | $381.3K | 0.04% | −6,558−66.8% | Reduced |
| Ameritas Advisory Services, LLC | 3,028 | $379.1K | 0.02% | −2,081−40.7% | Reduced |
| Stephens Inc | 3,225 | $377.0K | 0.01% | −331−9.3% | Reduced |
| Hollencrest Capital Management | 3,225 | $377.0K | 0.04% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 3,214 | $375.7K | 0.04% | +985+44.2% | Added |
| Lantz Financial LLC | 3,191 | $373.0K | 0.13% | +14+0.4% | Added |
| E Fund Management Co., Ltd. | 3,189 | $372.8K | 0.02% | −348−9.8% | Reduced |
| Etesian Wealth Advisors, Inc. | 3,178 | $372.2K | 0.22% | −926−22.6% | Reduced |
| Buckingham Strategic Partners | 3,182 | $372.0K | 0.02% | −930−22.6% | Reduced |
| J.W. Cole Advisors, Inc. | 3,166 | $370.1K | 0.02% | +382+13.7% | Added |
| Corton Capital Inc. | 3,157 | $369.0K | 0.12% | +3,157 | New |
| Vantage Consulting Group Inc | 3,155 | $368.8K | 0.25% | −247−7.3% | Reduced |
| Synovus Financial Corp | 3,107 | $363.3K | 0.01% | −124−3.8% | Reduced |
| Stonegate Investment Group, LLC | 3,103 | $362.7K | 0.01% | −200−6.1% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 3,099 | $362.2K | 0.04% | +238+8.3% | Added |
| Centre Asset Management, LLC | 3,099 | $362.0K | 0.09% | −45−1.4% | Reduced |
| Keybank National Association | 3,087 | $360.8K | 0.00% | −1,936−38.5% | Reduced |
| Summit Trail Advisors, LLC | 3,082 | $360.3K | 0.01% | +640+26.2% | Added |
| Paragon Financial Partners, Inc. | 3,067 | $358.5K | 0.34% | −193−5.9% | Reduced |
| Whittier Trust Co | 3,049 | $356.4K | 0.01% | +33+1.1% | Added |
| Chicago Partners Investment Group LLC | 3,066 | $354.6K | 0.02% | −191−5.9% | Reduced |
| EP Wealth Advisors, LLC | 3,028 | $353.9K | 0.00% | +438+16.9% | Added |
| Prime Capital Investment Advisors, LLC | 3,011 | $352.0K | 0.01% | +1,164+63.0% | Added |
| BLB&B Advisors, LLC | 3,010 | $351.8K | 0.02% | −147−4.7% | Reduced |
| GAMMA Investing LLC | 2,883 | $351.7K | 0.10% | +2,883 | New |
| Cornerstone National Bank & Trust Co | 3,000 | $350.7K | 0.19% | −1,666−35.7% | Reduced |
| Private Trust Co NA | 2,990 | $349.5K | 0.04% | −4−0.1% | Reduced |
| Aull & Monroe Investment Management Corp | 2,973 | $347.5K | 0.17% | −10−0.3% | Reduced |
| Schechter Investment Advisors, LLC | 2,968 | $346.9K | 0.03% | −153−4.9% | Reduced |
| BayBridge Capital Group, LLC | 3,056 | $345.1K | 0.32% | +3,056 | New |
| Romano Brothers and Company | 2,946 | $344.4K | 0.05% | +63+2.2% | Added |
| Essex Financial Services, Inc. | 2,937 | $343.3K | 0.04% | +16+0.5% | Added |
| First Manhattan Co | 2,935 | $343.1K | 0.00% | +1,544+111.0% | Added |
| Stevens Capital Management LP | 2,924 | $342.0K | 0.09% | +2,924 | New |
| Diversified, LLC | 2,920 | $341.4K | 0.07% | +638+28.0% | Added |
| Kennedy Investment Group | 2,908 | $339.9K | 0.19% | −212−6.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 2,905 | $339.6K | 0.07% | +2,905 | New |
| Scotia Capital Inc. | 2,900 | $339.0K | 0.00% | +995+52.2% | Added |
| UniSuper Management Pty Ltd | 2,898 | $338.7K | 0.00% | +598+26.0% | Added |
| Confluence Wealth Services, Inc. | 2,870 | $335.5K | 0.04% | −147−4.9% | Reduced |
| VeraBank, N.A. | 2,867 | $335.1K | 0.11% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,864 | $334.8K | 0.01% | +2,864 | New |
| Bokf, NA | 2,855 | $333.7K | 0.01% | +184+6.9% | Added |