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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 335 | $61.9K | 0.00% | +44+15.1% | Added |
| Hazlett, Burt & Watson, Inc. | 327 | $60.0K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 323 | $59.7K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 320 | $59.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 313 | $57.8K | 0.01% | −1−0.3% | Reduced |
| Catalyst Capital Advisors LLC | 307 | $56.7K | 0.00% | +5+1.7% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 300 | $55.5K | 0.00% | +300 | New |
| Deseret Mutual Benefit Administrators | 294 | $54.3K | 0.03% | 00.0% | Unchanged |
| NVWM, LLC | 285 | $52.7K | 0.01% | +6+2.2% | Added |
| Community Bank, N.A. | 282 | $52.1K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 278 | $51.4K | 0.00% | −20−6.7% | Reduced |
| Fortis Group Advisors, LLC | 277 | $51.2K | 0.01% | −277−50.0% | Reduced |
| Cambridge Trust Co | 276 | $51.0K | 0.00% | +77+38.7% | Added |
| Peoples Financial Services Corp. | 266 | $49.2K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 259 | $47.9K | 0.01% | +259 | New |
| Beacon Capital Management, LLC | 251 | $46.4K | 0.01% | +16+6.8% | Added |
| Salomon & Ludwin, LLC | 246 | $45.5K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 243 | $44.9K | 0.00% | +206+556.8% | Added |
| TCTC Holdings, LLC | 236 | $43.6K | 0.00% | +90+61.6% | Added |
| Ransom Advisory, Ltd | 233 | $43.1K | 0.02% | +233 | New |
| Evolution Advisers, Inc. | 232 | $43.0K | 0.03% | +1+0.4% | Added |
| Register Financial Advisors LLC | 228 | $42.1K | 0.02% | +228 | New |
| Covestor Ltd | 228 | $42.0K | 0.03% | +37+19.4% | Added |
| Fortitude Family Office, LLC | 226 | $41.8K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 220 | $40.6K | 0.01% | +1+0.5% | Added |
| Farmers & Merchants Investments Inc | 216 | $39.9K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 208 | $38.4K | 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 |
| Pacific Capital Wealth Advisors, Inc | 205 | $37.9K | 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 |
| Operose Advisors LLC | 196 | $36.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 191 | $35.0K | 0.00% | +5+2.7% | Added |
| Armstrong Advisory Group, Inc | 298 | $34.8K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 186 | $34.4K | 0.00% | −930−83.3% | Reduced |
| Center for Financial Planning, Inc. | 185 | $34.2K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 183 | $33.8K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 181 | $33.5K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 178 | $33.0K | 0.02% | +178 | New |
| Riggs Asset Managment Co. Inc. | 171 | $31.6K | 0.01% | +6+3.6% | Added |
| Carolinas Wealth Consulting LLC | 171 | $31.6K | 0.01% | +2+1.2% | Added |
| Archer Investment Corp | 170 | $31.4K | 0.01% | −151−47.0% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 166 | $31.3K | 0.02% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 168 | $31.1K | 0.03% | +168 | New |
| 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 |
| Raelipskie Partnership | 166 | $30.7K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 166 | $30.7K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 163 | $30.1K | 0.01% | +163 | New |
| Hanson & Doremus Investment Management | 163 | $30.0K | 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 |
| CNB Bank | 159 | $29.4K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 157 | $29.0K | 0.00% | +157 | New |
| Plante Moran Financial Advisors, LLC | 150 | $27.7K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 146 | $27.0K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 142 | $26.2K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 133 | $24.6K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 131 | $24.2K | 0.02% | +68+107.9% | Added |
| Sunbelt Securities, Inc. | 126 | $23.3K | 0.00% | +94+293.8% | Added |
| Portland Investment Counsel Inc. | 1,500 | $22.0K | 0.01% | +1,500 | New |
| Highlander Capital Management, LLC | 116 | $21.4K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 116 | $21.4K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 115 | $21.3K | 0.01% | −277−70.7% | Reduced |
| Smithfield Trust Co | 106 | $21.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 113 | $20.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 110 | $20.3K | 0.01% | +28+34.1% | Added |
| Institutional & Family Asset Management, LLC | 108 | $20.0K | 0.00% | −14−11.5% | Reduced |
| Gradient Investments LLC | 107 | $19.8K | 0.00% | −844−88.7% | Reduced |
| HM Payson & Co | 103 | $19.0K | 0.00% | 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 |
| MidAtlantic Capital Management, Inc. | 99 | $18.3K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 94 | $17.4K | 0.01% | −33−26.0% | Reduced |
| Raffa Wealth Management, LLC | 94 | $17.4K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 91 | $16.8K | 0.00% | +91 | New |
| Kayne Anderson Rudnick Investment Management LLC | 88 | $16.4K | 0.00% | +15+20.5% | Added |
| Sittner & Nelson, LLC | 87 | $16.1K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 89 | $16.0K | 0.00% | −4−4.3% | Reduced |
| PrairieView Partners, LLC | 84 | $16.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 83 | $15.3K | 0.00% | 00.0% | Unchanged |
| American National Bank | 83 | $15.3K | 0.00% | +83 | New |
| Burkett Financial Services, LLC | 80 | $14.8K | 0.01% | +80 | New |
| Northwest Bank & Trust Co | 76 | $14.1K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 75 | $13.9K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 75 | $13.9K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 73 | $13.5K | 0.01% | +40+121.2% | Added |
| Logan Capital Management Inc | 70 | $12.9K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 68 | $12.6K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 67 | $12.4K | 0.00% | −8−10.7% | Reduced |
| Atwood & Palmer Inc | 66 | $12.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 66 | $12.2K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 66 | $12.2K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 66 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 66 | $12.0K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 63 | $11.6K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 62 | $11.5K | 0.00% | −31−33.3% | Reduced |
| Mascoma Wealth Management LLC | 62 | $11.5K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 61 | $11.3K | 0.00% | 00.0% | Unchanged |