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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 94 | $17.4K | 0.01% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 99 | $18.3K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $18.5K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 100 | $18.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 103 | $19.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 107 | $19.8K | 0.00% | −844−88.7% | Reduced |
| Institutional & Family Asset Management, LLC | 108 | $20.0K | 0.00% | −14−11.5% | Reduced |
| Atlantic Trust, LLC | 110 | $20.3K | 0.01% | +28+34.1% | Added |
| Rocky Mountain Advisers, LLC | 113 | $20.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 106 | $21.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 115 | $21.3K | 0.01% | −277−70.7% | Reduced |
| Highlander Capital Management, LLC | 116 | $21.4K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 116 | $21.4K | 0.02% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 1,500 | $22.0K | 0.01% | +1,500 | New |
| Sunbelt Securities, Inc. | 126 | $23.3K | 0.00% | +94+293.8% | Added |
| Fairman Group, LLC | 131 | $24.2K | 0.02% | +68+107.9% | Added |
| Independence Bank of Kentucky | 133 | $24.6K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 142 | $26.2K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 146 | $27.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 150 | $27.7K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 157 | $29.0K | 0.00% | +157 | New |
| CNB Bank | 159 | $29.4K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 160 | $29.6K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 160 | $29.6K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 163 | $30.0K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 163 | $30.1K | 0.01% | +163 | New |
| Raelipskie Partnership | 166 | $30.7K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 166 | $30.7K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 167 | $30.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 167 | $30.9K | 0.01% | +12+7.7% | Added |
| New Covenant Trust Company, N.A. | 168 | $31.1K | 0.03% | +168 | New |
| Kiely Wealth Advisory Group, Inc. | 166 | $31.3K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 170 | $31.4K | 0.01% | −151−47.0% | Reduced |
| Carolinas Wealth Consulting LLC | 171 | $31.6K | 0.01% | +2+1.2% | Added |
| Riggs Asset Managment Co. Inc. | 171 | $31.6K | 0.01% | +6+3.6% | Added |
| Rise Advisors, LLC | 178 | $33.0K | 0.02% | +178 | New |
| Private Wealth Management Group, LLC | 181 | $33.5K | 0.02% | 00.0% | Unchanged |
| Laffer Tengler Investments | 183 | $33.8K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 185 | $34.2K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 186 | $34.4K | 0.00% | −930−83.3% | Reduced |
| Armstrong Advisory Group, Inc | 298 | $34.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 191 | $35.0K | 0.00% | +5+2.7% | Added |
| Operose Advisors LLC | 196 | $36.2K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 200 | $37.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $37.0K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 205 | $37.9K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 207 | $38.3K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 207 | $38.3K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 208 | $38.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 216 | $39.9K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 220 | $40.6K | 0.01% | +1+0.5% | Added |
| Fortitude Family Office, LLC | 226 | $41.8K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 228 | $42.0K | 0.03% | +37+19.4% | Added |
| Register Financial Advisors LLC | 228 | $42.1K | 0.02% | +228 | New |
| Evolution Advisers, Inc. | 232 | $43.0K | 0.03% | +1+0.4% | Added |
| Ransom Advisory, Ltd | 233 | $43.1K | 0.02% | +233 | New |
| TCTC Holdings, LLC | 236 | $43.6K | 0.00% | +90+61.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 243 | $44.9K | 0.00% | +206+556.8% | Added |
| Salomon & Ludwin, LLC | 246 | $45.5K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 251 | $46.4K | 0.01% | +16+6.8% | Added |
| WR Wealth Planners, LLC | 259 | $47.9K | 0.01% | +259 | New |
| Peoples Financial Services Corp. | 266 | $49.2K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 276 | $51.0K | 0.00% | +77+38.7% | Added |
| Fortis Group Advisors, LLC | 277 | $51.2K | 0.01% | −277−50.0% | Reduced |
| Venturi Wealth Management, LLC | 278 | $51.4K | 0.00% | −20−6.7% | Reduced |
| Community Bank, N.A. | 282 | $52.1K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 285 | $52.7K | 0.01% | +6+2.2% | Added |
| Deseret Mutual Benefit Administrators | 294 | $54.3K | 0.03% | 00.0% | Unchanged |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 300 | $55.5K | 0.00% | +300 | New |
| Catalyst Capital Advisors LLC | 307 | $56.7K | 0.00% | +5+1.7% | Added |
| SOA Wealth Advisors, LLC. | 313 | $57.8K | 0.01% | −1−0.3% | Reduced |
| Capital Analysts, LLC | 320 | $59.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 323 | $59.7K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 327 | $60.0K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 335 | $61.9K | 0.00% | +44+15.1% | Added |
| Wellington Shields & Co., LLC | 354 | $65.4K | 0.02% | +1+0.3% | Added |
| Old Point Trust & Financial Services N A | 366 | $67.7K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 371 | $68.6K | 0.02% | 00.0% | Unchanged |
| City State Bank | 371 | $69.0K | 0.03% | +22+6.3% | Added |
| West Paces Advisors Inc. | 384 | $71.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 386 | $71.0K | 0.01% | −1,489−79.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 400 | $73.3K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 400 | $73.8K | 0.04% | 00.0% | Unchanged |
| nVerses Capital, LLC | 400 | $73.9K | 0.18% | +400 | New |
| AllSquare Wealth Management LLC | 408 | $75.4K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 408 | $75.4K | 0.01% | +244+148.8% | Added |
| Optiver Holding B.V. | 409 | $75.6K | 0.00% | +409 | New |
| Dynamic Wealth Strategies, LLC | 416 | $77.0K | 0.07% | −58−12.2% | Reduced |
| St Germain D J Co Inc | 422 | $78.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 432 | $79.9K | 0.04% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 433 | $80.0K | 0.00% | +306+240.9% | Added |
| Larson Financial Group LLC | 435 | $80.4K | 0.01% | −1,933−81.6% | Reduced |
| JJJ Advisors Inc. | 435 | $80.4K | 0.02% | −98−18.4% | Reduced |
| Bruce G. Allen Investments, LLC | 441 | $81.5K | 0.07% | +50+12.8% | Added |
| Paradigm Asset Management Co LLC | 451 | $83.4K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 453 | $83.7K | 0.05% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 462 | $85.4K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 466 | $86.1K | 0.02% | +358+331.5% | Added |
| Gen-Wealth Partners Inc | 469 | $86.7K | 0.04% | +469 | New |
| Bare Financial Services, Inc | 472 | $87.8K | 0.08% | −676−58.9% | Reduced |