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 |
|---|---|---|---|---|---|
| Cidel Asset Management Inc | 1,262 | $233.3K | 0.02% | +1,262 | New |
| Catalina Capital Group, LLC | 1,262 | $233.3K | 0.10% | +1,262 | New |
| Choate Investment Advisors | 1,264 | $233.7K | 0.01% | +1,264 | New |
| Procyon Private Wealth Partners, LLC | 1,265 | $233.9K | 0.02% | +1,265 | New |
| Integrated Investment Consultants, LLC | 1,270 | $234.8K | 0.06% | +1,270 | New |
| Aaron Wealth Advisors | 1,286 | $237.7K | 0.03% | +1,286 | New |
| Optas, LLC | 1,293 | $239.0K | 0.07% | +1,293 | New |
| Fidelis Capital Partners, LLC | 1,293 | $239.0K | 0.04% | +1,293 | New |
| Goldstone Financial Group, LLC | 1,301 | $240.5K | 0.06% | +1,301 | New |
| Sage Mountain Advisors LLC | 1,302 | $240.7K | 0.03% | +1,302 | New |
| Patton Fund Management, Inc. | 1,303 | $240.9K | 0.04% | +1,303 | New |
| Foundations Investment Advisors, LLC | 1,310 | $242.1K | 0.01% | +1,310 | New |
| Continuum Advisory, LLC | 1,125 | $242.9K | 0.04% | +1,125 | New |
| Total Clarity Wealth Management, Inc. | 1,318 | $243.7K | 0.08% | +1,318 | New |
| Grandview Asset Management LLC | 1,318 | $244.0K | 0.11% | +1,318 | New |
| Capital Wealth Planning, LLC | 1,323 | $244.5K | 0.00% | −2,354−64.0% | Reduced |
| Azimuth Capital Investment Management LLC | 1,325 | $244.9K | 0.01% | +1,325 | New |
| Thomasville National Bank | 1,330 | $245.9K | 0.02% | +1,330 | New |
| Norden Group LLC | 1,332 | $246.3K | 0.05% | +1,332 | New |
| Sapient Capital LLC | 1,333 | $246.4K | 0.01% | +1,333 | New |
| Vermillion & White Wealth Management Group, LLC | 1,338 | $247.3K | 0.20% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,341 | $248.0K | 0.02% | +334+33.2% | Added |
| Hengehold Capital Management LLC | 1,346 | $248.8K | 0.03% | +1,346 | New |
| Compass Ion Advisors, LLC | 1,367 | $252.7K | 0.04% | +1,367 | New |
| Gladstone Institutional Advisory LLC | 1,372 | $253.6K | 0.01% | +1,372 | New |
| Strategic Advisors LLC | 1,373 | $253.7K | 0.05% | −803−36.9% | Reduced |
| Venture Visionary Partners LLC | 1,382 | $255.5K | 0.01% | +1,382 | New |
| OneAscent Financial Services LLC | 1,385 | $256.0K | 0.03% | +1,385 | New |
| Aries Wealth Management | 1,385 | $256.0K | 0.08% | +1,385 | New |
| Cypress Capital Group | 1,389 | $256.8K | 0.03% | +1,389 | New |
| Winslow Asset Management Inc | 1,396 | $258.0K | 0.05% | +1,396 | New |
| Cary Street Partner Investment Advisory LLC | 1,417 | $261.9K | 0.01% | +1,417 | New |
| Grimes & Company, Inc. | 1,417 | $262.0K | 0.01% | +1,417 | New |
| SevenBridge Financial Group, LLC | 1,353 | $263.6K | 0.06% | +1,353 | New |
| China Universal Asset Management Co., Ltd. | 1,428 | $264.0K | 0.03% | +795+125.6% | Added |
| Alpha Family Trust | 1,430 | $264.3K | 0.16% | +1,430 | New |
| Cyndeo Wealth Partners, LLC | 1,431 | $264.5K | 0.02% | +1,431 | New |
| Planning Directions Inc | 1,434 | $265.0K | 0.18% | +1,434 | New |
| Abn Amro Investment Solutions | 1,434 | $265.1K | 0.00% | +1,434 | New |
| Verdence Capital Advisors LLC | 1,443 | $266.7K | 0.02% | +1,443 | New |
| Traphagen Investment Advisors LLC | 1,444 | $266.9K | 0.03% | +1,444 | New |
| Franklin Street Advisors Inc | 1,449 | $268.0K | 0.02% | +1,449 | New |
| Lineweaver Wealth Advisors, LLC | 1,451 | $268.4K | 0.06% | +1,451 | New |
| Wells Trecaso Financial Group, LLC | 1,453 | $268.6K | 0.09% | +1,453 | New |
| Eagle Bluffs Wealth Management LLC | 1,453 | $268.6K | 0.17% | +1,453 | New |
| Evoke Wealth, LLC | 1,464 | $270.7K | 0.01% | +1,464 | New |
| Beaumont Financial Advisors, LLC | 1,465 | $270.8K | 0.02% | +1,465 | New |
| Dorsey & Whitney Trust CO LLC | 1,471 | $271.9K | 0.02% | +1,471 | New |
| SFG Wealth Management, LLC. | 1,473 | $272.2K | 0.16% | +1,473 | New |
| Brown Brothers Harriman & Co | 1,479 | $273.4K | 0.00% | +74+5.3% | Added |
| Graypoint LLC | 1,489 | $275.2K | 0.02% | +1,489 | New |
| Rakuten Securities, Inc. | 1,490 | $275.4K | 0.12% | +1,479+13,445.5% | Added |
| Cornerstone Wealth Management, LLC | 1,490 | $275.5K | 0.02% | +1,490 | New |
| BancorpSouth Bank | 1,492 | $275.8K | 0.02% | +1,492 | New |
| Lake Street Financial LLC | 1,495 | $276.4K | 0.04% | +1,495 | New |
| Perigon Wealth Management, LLC | 1,499 | $277.1K | 0.01% | +1,499 | New |
| Belvedere Trading LLC | 1,500 | $277.3K | 0.02% | +1,500 | New |
| SC&H Financial Advisors, Inc. | 1,501 | $277.4K | 0.07% | +1,501 | New |
| Arkadios Wealth Advisors | 1,504 | $278.0K | 0.02% | +1,504 | New |
| Westover Capital Advisors, LLC | 1,507 | $278.6K | 0.08% | +1,507 | New |
| Counterpoint Mutual Funds LLC | 1,510 | $279.1K | 0.07% | +1,510 | New |
| Retirement Planning Co of New England, Inc. | 1,512 | $279.5K | 0.15% | +1,512 | New |
| Edge Financial Advisors LLC | 1,517 | $280.5K | 0.25% | +1,517 | New |
| Newbridge Financial Services Group, Inc. | 1,517 | $280.5K | 0.12% | +1,517 | New |
| Newton One Investments LLC | 1,525 | $281.9K | 0.12% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 1,528 | $282.5K | 0.04% | +1,528 | New |
| Parkside Financial Bank & Trust | 1,528 | $282.5K | 0.05% | −114−6.9% | Reduced |
| US Asset Management LLC | 1,539 | $284.0K | 0.26% | +1,539 | New |
| Moneta Group Investment Advisors LLC | 1,538 | $284.3K | 0.00% | +1,538 | New |
| Heritage Trust Co | 1,546 | $285.8K | 0.04% | +1,546 | New |
| Trust Co of Virginia | 1,550 | $286.5K | 0.03% | +1,550 | New |
| Alliance Wealth Advisors, LLC | 1,550 | $286.5K | 0.18% | +1,550 | New |
| Gateway Investment Advisers LLC | 1,554 | $287.3K | 0.00% | +1,554 | New |
| Proequities, Inc. | 1,577 | $291.5K | 0.02% | +174+12.4% | Added |
| Level Four Advisory Services, LLC | 2,504 | $292.7K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,574 | $292.8K | 0.02% | +53+3.5% | Added |
| Geneos Wealth Management Inc. | 1,590 | $293.9K | 0.01% | +1+0.1% | Added |
| Stonebridge Capital Advisors LLC | 1,590 | $293.9K | 0.03% | −518−24.6% | Reduced |
| Grove Bank & Trust | 1,594 | $294.7K | 0.05% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,600 | $295.8K | 0.12% | +1,600 | New |
| Conning Inc. | 1,601 | $295.9K | 0.01% | +1,601 | New |
| Change Path, LLC | 1,601 | $296.0K | 0.01% | +1,601 | New |
| Valeo Financial Advisors, LLC | 1,604 | $298.6K | 0.01% | −122−7.1% | Reduced |
| Marion Wealth Management | 1,616 | $298.7K | 0.09% | +1,616 | New |
| Insight Folios Inc | 1,616 | $298.8K | 0.12% | +1,616 | New |
| Eagle Wealth Strategies LLC | 1,613 | $299.9K | 0.24% | +1,613 | New |
| BEAM Asset Management, LLC | 1,624 | $300.2K | 0.18% | +1,624 | New |
| ARS Wealth Advisors Group, LLC | 1,629 | $301.1K | 0.04% | +1,629 | New |
| Mission Wealth Management, LP | 1,635 | $302.2K | 0.01% | +1,635 | New |
| Tyler-Stone Wealth Management | 1,635 | $302.2K | 0.13% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,636 | $302.4K | 0.03% | −446−21.4% | Reduced |
| Resources Investment Advisors, LLC. | 1,639 | $302.9K | 0.00% | +1,639 | New |
| Embree Financial Group | 1,640 | $303.2K | 0.06% | +1,640 | New |
| High Net Worth Advisory Group LLC | 1,642 | $303.5K | 0.10% | +1,642 | New |
| Nemes Rush Group LLC | 1,659 | $306.7K | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,665 | $308.0K | 0.12% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,668 | $308.3K | 0.04% | +1,668 | New |
| Integrated Advisors Network LLC | 1,670 | $308.7K | 0.02% | −3,392−67.0% | Reduced |
| Aurora Private Wealth, Inc. | 1,659 | $309.0K | 0.27% | −139−7.7% | Reduced |
| Welch & Forbes LLC | 1,677 | $310.0K | 0.00% | +1,677 | New |