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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
Prestige Wealth Management Group LLC553$64.6K0.01%+14+2.6%Added
Glassman Wealth Services552$64.5K0.01%+14+2.6%Added
Washington Trust Co550$64.3K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC545$63.7K0.01%+545New
Webster Bank, N. A.540$63.1K0.01%00.0%Unchanged
JJJ Advisors Inc.533$62.3K0.02%+228+74.8%Added
Montag A & Associates Inc524$61.3K0.00%00.0%Unchanged
Aspire Private Capital, LLC519$60.7K0.02%+519New
CVA Family Office, LLC511$59.7K0.01%+511New
Ables, Iannone, Moore & Associates, Inc.505$59.0K0.05%+505New
Ramirez Asset Management, Inc.500$58.4K0.01%00.0%Unchanged
Vestor Capital, LLC497$58.0K0.01%−6−1.2%Reduced
Quarry LP496$58.0K0.03%+260+110.2%Added
Neo Ivy Capital Management490$57.0K0.13%−1,638−77.0%Reduced
Livforsakringsbolaget Skandia, Omsesidigt479$56.0K0.01%00.0%Unchanged
DAGCO, Inc.474$55.4K0.05%+474New
Dynamic Wealth Strategies, LLC474$55.4K0.05%+474New
TD Waterhouse Canada Inc.476$55.1K0.00%−21,953−97.9%Reduced
Annis Gardner Whiting Capital Advisors, LLC462$54.0K0.02%+3+0.7%Added
Stephenson National Bank & Trust462$54.0K0.03%00.0%Unchanged
CoreFirst Bank & Trust453$53.0K0.04%−216−32.3%Reduced
Paradigm Asset Management Co LLC451$52.7K0.01%00.0%Unchanged
Baystate Wealth Management LLC444$51.9K0.00%+4+0.9%Added
Manchester Capital Management LLC434$50.7K0.01%+20+4.8%Added
Gables Capital Management Inc.432$50.5K0.03%−133−23.5%Reduced
St Germain D J Co Inc422$49.3K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP400$48.8K0.00%00.0%Unchanged
AllSquare Wealth Management LLC408$47.7K0.03%00.0%Unchanged
Raleigh Capital Management Inc.392$45.9K0.02%+382+3,820.0%Added
Bruce G. Allen Investments, LLC391$45.7K0.04%+391New
West Paces Advisors Inc.384$44.9K0.01%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC371$43.4K0.02%+371New
Providence Capital Advisors, LLC367$42.9K0.01%+367New
Old Point Trust & Financial Services N A366$42.8K0.02%+366New
Boit C F David400$41.9K0.02%00.0%Unchanged
Wellington Shields & Co., LLC353$41.3K0.02%+350+11,666.7%Added
City State Bank349$41.0K0.02%00.0%Unchanged
Hazlett, Burt & Watson, Inc.327$39.0K0.03%00.0%Unchanged
Capital Analysts, LLC320$38.0K0.00%+1+0.3%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA323$37.8K0.02%+323New
Archer Investment Corp321$37.5K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.314$36.7K0.01%+1+0.3%Added
ORG Partners LLC310$36.2K0.01%−471−60.3%Reduced
Catalyst Capital Advisors LLC302$35.3K0.00%+62+25.8%Added
Venturi Wealth Management, LLC298$34.8K0.00%+191+178.5%Added
Armstrong Advisory Group, Inc298$34.8K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators294$34.4K0.02%+7+2.4%Added
Sandy Spring Bank291$34.0K0.00%+44+17.8%Added
Community Bank, N.A.282$33.0K0.00%00.0%Unchanged
NVWM, LLC279$32.6K0.01%00.0%Unchanged
Smartleaf Asset Management LLC269$31.6K0.01%+269New
Peoples Financial Services Corp.266$31.1K0.01%00.0%Unchanged
Evolution Advisers, Inc.231$27.0K0.02%+1+0.4%Added
Salomon & Ludwin, LLC246$26.8K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.227$26.5K0.01%00.0%Unchanged
Fortitude Family Office, LLC226$26.4K0.02%+226New
Princeton Global Asset Management LLC219$25.7K0.01%00.0%Unchanged
Beacon Capital Management, LLC235$25.6K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc216$25.2K0.00%00.0%Unchanged
Missouri Trust & Investment Co208$24.3K0.01%00.0%Unchanged
Optimum Investment Advisors207$24.2K0.01%00.0%Unchanged
Silvant Capital Management LLC207$24.2K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc205$24.0K0.01%+205New
Albion Financial Group200$23.4K0.00%00.0%Unchanged
Concord Wealth Partners200$23.4K0.00%00.0%Unchanged
Cambridge Trust Co199$23.3K0.00%00.0%Unchanged
Operose Advisors LLC196$22.9K0.01%00.0%Unchanged
Covestor Ltd191$22.0K0.02%−3−1.5%Reduced
Capital Advisors, Ltd. LLC186$22.0K0.00%+1+0.5%Added
Center for Financial Planning, Inc.185$21.6K0.00%00.0%Unchanged
Laffer Tengler Investments183$21.4K0.01%00.0%Unchanged
McGlone Suttner Wealth Management, Inc.183$21.3K0.00%+183New
Private Wealth Management Group, LLC181$21.2K0.01%+181New
Jones Financial Companies LLLP176$20.6K0.00%+14+8.6%Added
Kiely Wealth Advisory Group, Inc.166$20.3K0.01%+166New
Carolinas Wealth Consulting LLC169$19.8K0.00%+105+164.1%Added
Boyd Watterson Asset Management LLC167$19.5K0.01%00.0%Unchanged
Raelipskie Partnership166$19.4K0.01%+166New
First Financial Corp166$19.4K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.165$19.3K0.01%+165New
Zions Bancorporation, N.A.164$19.2K0.00%+7+4.5%Added
Hanson & Doremus Investment Management163$19.0K0.00%00.0%Unchanged
Barrett & Company, Inc.160$18.7K0.01%00.0%Unchanged
Financial Perspectives, Inc160$18.7K0.01%00.0%Unchanged
Point72 Europe (London) LLP160$18.7K0.00%+160New
CNB Bank159$18.6K0.01%+109+218.0%Added
Bell Investment Advisors, Inc155$18.1K0.00%+7+4.7%Added
Plante Moran Financial Advisors, LLC150$17.5K0.00%00.0%Unchanged
EdgeRock Capital LLC134$17.4K0.01%+134New
Stephens Consulting, LLC146$17.1K0.01%00.0%Unchanged
TCTC Holdings, LLC146$17.1K0.00%+16+12.3%Added
Impact Partnership Wealth, LLC142$16.6K0.01%00.0%Unchanged
BFSG, LLC133$15.5K0.00%+133New
Independence Bank of Kentucky133$15.5K0.01%00.0%Unchanged
GW&K Investment Management, LLC127$15.0K0.00%+16+14.4%Added
Ossiam128$15.0K0.00%−2,730−95.5%Reduced
Park Place Capital Corp127$14.8K0.01%00.0%Unchanged
Institutional & Family Asset Management, LLC122$14.3K0.00%−26−17.6%Reduced
Abich Financial Wealth Management LLC117$13.7K0.01%+117New
Highlander Capital Management, LLC116$13.6K0.00%00.0%Unchanged