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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, Q1 2024

Institutional positions in Constellation Energy Corp as of Mar 31, 2024. 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
1,175
+181 vs. Q4 2023
Shares held
260.1M
+4.16M (+1.6%) vs. Q4 2023
Total value
$48.0B
+$18.1B (+60.5%) vs. Q4 2023
New holders
272
341 more added
Sold out
91
371 more reduced

11 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 1,175 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 heldQ1 2024: $48.0B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q4 2023.

Institutions holding CEG in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$50.00%0Unchanged
DHJJ Financial Advisors, Ltd.1$1850.00%00.0%Unchanged
Global Assets Advisory, LLC46,495$2500.01%+46,495New
Intact Investment Management Inc.2$3700.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC3$5550.00%+3New
Tfo-TDC, LLC4$7390.00%00.0%Unchanged
Quest Partners LLC4$7390.00%+4New
WestEnd Advisors, LLC5$9240.00%−1−16.7%Reduced
Wolff Wiese Magana LLC5$9250.00%+5New
West Oak Capital, LLC5$1.00K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC6$1.11K0.00%+6New
Financial Synergies Wealth Advisors, Inc.6$1.11K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.7$1.29K0.00%+7New
Sofos Investments, Inc.8$1.47K0.00%+8New
DB Fitzpatrick & Co, Inc8$1.48K0.00%+8New
Cedar Wealth Management, LLC9$1.66K0.00%00.0%Unchanged
True Wealth Design, LLC9$1.66K0.00%+4+80.0%Added
Tanglewood Legacy Advisors, LLC9$1.66K0.00%+9New
Frank, Rimerman Advisors LLC9$1.66K0.00%+9New
Valued Wealth Advisors LLC10$1.85K0.00%−1−9.1%Reduced
Anchor Investment Management, LLC10$1.85K0.00%+10New
Winthrop Capital Management, LLC9$2.00K0.00%+9New
Delos Wealth Advisors, LLC11$2.03K0.00%+6+120.0%Added
Cornerstone Planning Group LLC11$2.14K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC12$2.22K0.00%00.0%Unchanged
Colonial Trust Advisors13$2.40K0.00%−1−7.1%Reduced
Private Ocean, LLC13$2.40K0.00%00.0%Unchanged
Main Street Group, LTD13$2.42K0.00%00.0%Unchanged
Core Alternative Capital14$2.59K0.00%−95−87.2%Reduced
Trifecta Capital Advisors, LLC15$2.77K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.16$3.02K0.00%00.0%Unchanged
TFC Financial Management17$3.15K0.00%+2+13.3%Added
RFP Financial Group LLC18$3.33K0.00%+18New
Versant Capital Management, Inc21$3.88K0.00%00.0%Unchanged
Addison Advisors LLC21$3.88K0.00%00.0%Unchanged
Penserra Capital Management LLC27$4.00K0.00%−1,453−98.2%Reduced
Eagle Bay Advisors LLC22$4.07K0.00%00.0%Unchanged
Aspect Partners, LLC22$4.07K0.00%00.0%Unchanged
Motco24$4.44K0.00%−4−14.3%Reduced
Transcendent Capital Group LLC24$4.44K0.00%00.0%Unchanged
Godsey & Gibb Associates24$4.44K0.00%+24New
Crewe Advisors LLC25$4.62K0.00%+25New
Winch Advisory Services, LLC25$4.63K0.00%+25New
Dunhill Financial, LLC25$4.71K0.00%+3+13.6%Added
Highline Wealth Partners LLC26$4.82K0.00%00.0%Unchanged
Coston, McIsaac & Partners31$5.00K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.28$5.18K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC29$5.36K0.00%+29New
Paladin Advisory Group, LLC29$5.39K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC30$5.55K0.00%−5−14.3%Reduced
Semmax Financial Advisors Inc.28$5.90K0.00%00.0%Unchanged
Financial Connections Group, Inc.29$6.00K0.01%+29New
ICA Group Wealth Management, LLC33$6.10K0.00%−42−56.0%Reduced
Arrow Financial Corp33$6.10K0.00%00.0%Unchanged
South State Corp.33$6.10K0.00%+33New
BOK Financial Private Wealth, Inc.33$6.10K0.00%00.0%Unchanged
SJS Investment Consulting Inc.36$6.66K0.00%−5−12.2%Reduced
Thompson Investment Management, Inc.36$6.66K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC38$7.03K0.00%+2+5.6%Added
Ruedi Wealth Management, Inc.42$7.76K0.00%00.0%Unchanged
Avion Wealth41$8.00K0.00%+18+78.3%Added
Tower View Investment Management & Research LLC44$8.13K0.00%00.0%Unchanged
Stone House Investment Management, LLC45$8.32K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC47$8.69K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.48$8.87K0.00%00.0%Unchanged
Jefferies Financial Group Inc.50$9.24K0.00%−3,695−98.7%Reduced
Baldwin Brothers Inc50$9.24K0.00%00.0%Unchanged
Emfo, LLC50$9.31K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC55$10.2K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.56$10.3K0.01%00.0%Unchanged
Abound Wealth Management57$10.6K0.00%+5+9.6%Added
Indiana Trust & Investment Management CO58$10.7K0.00%00.0%Unchanged
Clean Yield Group58$10.7K0.00%00.0%Unchanged
JDM Financial Group LLC58$10.7K0.01%00.0%Unchanged
RE Dickinson Investment Advisors, LLC62$11.0K0.01%+62New
Proffitt & Goodson Inc61$11.3K0.00%00.0%Unchanged
Annapolis Financial Services, LLC62$11.5K0.00%−31−33.3%Reduced
Mascoma Wealth Management LLC62$11.5K0.00%00.0%Unchanged
Creative Capital Management Investments LLC63$11.6K0.01%00.0%Unchanged
Roble, Belko & Company, Inc66$12.0K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC66$12.0K0.01%00.0%Unchanged
Heritage Wealth Advisors66$12.2K0.00%00.0%Unchanged
Piscataqua Savings Bank66$12.2K0.01%00.0%Unchanged
Atwood & Palmer Inc66$12.2K0.00%00.0%Unchanged
Arlington Trust Co LLC67$12.4K0.00%−8−10.7%Reduced
FSA Wealth Management LLC68$12.6K0.01%00.0%Unchanged
Logan Capital Management Inc70$12.9K0.00%00.0%Unchanged
Truvestments Capital LLC73$13.5K0.01%+40+121.2%Added
Cedar Mountain Advisors, LLC75$13.9K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC75$13.9K0.01%00.0%Unchanged
Northwest Bank & Trust Co76$14.1K0.01%00.0%Unchanged
Burkett Financial Services, LLC80$14.8K0.01%+80New
Laurel Wealth Advisors LLC83$15.3K0.00%00.0%Unchanged
American National Bank83$15.3K0.00%+83New
Financial Management Professionals, Inc.89$16.0K0.00%−4−4.3%Reduced
PrairieView Partners, LLC84$16.0K0.00%00.0%Unchanged
Sittner & Nelson, LLC87$16.1K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC88$16.4K0.00%+15+20.5%Added
Plato Investment Management Ltd91$16.8K0.00%+91New
Park Place Capital Corp94$17.4K0.01%−33−26.0%Reduced