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 |
|---|---|---|---|---|---|
| RE Dickinson Investment Advisors, LLC | 62 | $11.0K | 0.01% | +62 | New |
| Indiana Trust & Investment Management CO | 58 | $10.7K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 58 | $10.7K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 58 | $10.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 57 | $10.6K | 0.00% | +5+9.6% | Added |
| Wetzel Investment Advisors, Inc. | 56 | $10.3K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 55 | $10.2K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 50 | $9.31K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 50 | $9.24K | 0.00% | −3,695−98.7% | Reduced |
| Baldwin Brothers Inc | 50 | $9.24K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 48 | $8.87K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 47 | $8.69K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 45 | $8.32K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 44 | $8.13K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 41 | $8.00K | 0.00% | +18+78.3% | Added |
| Ruedi Wealth Management, Inc. | 42 | $7.76K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 38 | $7.03K | 0.00% | +2+5.6% | Added |
| SJS Investment Consulting Inc. | 36 | $6.66K | 0.00% | −5−12.2% | Reduced |
| Thompson Investment Management, Inc. | 36 | $6.66K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 33 | $6.10K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 33 | $6.10K | 0.00% | −42−56.0% | Reduced |
| Arrow Financial Corp | 33 | $6.10K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 33 | $6.10K | 0.00% | +33 | New |
| Financial Connections Group, Inc. | 29 | $6.00K | 0.01% | +29 | New |
| Semmax Financial Advisors Inc. | 28 | $5.90K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 30 | $5.55K | 0.00% | −5−14.3% | Reduced |
| Paladin Advisory Group, LLC | 29 | $5.39K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 29 | $5.36K | 0.00% | +29 | New |
| Jackson, Grant Investment Advisers, Inc. | 28 | $5.18K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 26 | $4.82K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 25 | $4.71K | 0.00% | +3+13.6% | Added |
| Winch Advisory Services, LLC | 25 | $4.63K | 0.00% | +25 | New |
| Crewe Advisors LLC | 25 | $4.62K | 0.00% | +25 | New |
| Godsey & Gibb Associates | 24 | $4.44K | 0.00% | +24 | New |
| Motco | 24 | $4.44K | 0.00% | −4−14.3% | Reduced |
| Transcendent Capital Group LLC | 24 | $4.44K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 22 | $4.07K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 22 | $4.07K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27 | $4.00K | 0.00% | −1,453−98.2% | Reduced |
| Versant Capital Management, Inc | 21 | $3.88K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 21 | $3.88K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 18 | $3.33K | 0.00% | +18 | New |
| TFC Financial Management | 17 | $3.15K | 0.00% | +2+13.3% | Added |
| Guardian Wealth Management, Inc. | 16 | $3.02K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $2.77K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 14 | $2.59K | 0.00% | −95−87.2% | Reduced |
| Main Street Group, LTD | 13 | $2.42K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 13 | $2.40K | 0.00% | −1−7.1% | Reduced |
| Private Ocean, LLC | 13 | $2.40K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 12 | $2.22K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $2.14K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 11 | $2.03K | 0.00% | +6+120.0% | Added |
| Winthrop Capital Management, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Valued Wealth Advisors LLC | 10 | $1.85K | 0.00% | −1−9.1% | Reduced |
| Anchor Investment Management, LLC | 10 | $1.85K | 0.00% | +10 | New |
| Cedar Wealth Management, LLC | 9 | $1.66K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $1.66K | 0.00% | +4+80.0% | Added |
| Tanglewood Legacy Advisors, LLC | 9 | $1.66K | 0.00% | +9 | New |
| Frank, Rimerman Advisors LLC | 9 | $1.66K | 0.00% | +9 | New |
| DB Fitzpatrick & Co, Inc | 8 | $1.48K | 0.00% | +8 | New |
| Sofos Investments, Inc. | 8 | $1.47K | 0.00% | +8 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 7 | $1.29K | 0.00% | +7 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $1.11K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 6 | $1.11K | 0.00% | +6 | New |
| West Oak Capital, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $925 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 5 | $924 | 0.00% | −1−16.7% | Reduced |
| Tfo-TDC, LLC | 4 | $739 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 4 | $739 | 0.00% | +4 | New |
| CBIZ Investment Advisory Services, LLC | 3 | $555 | 0.00% | +3 | New |
| Intact Investment Management Inc. | 2 | $370 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 46,495 | $250 | 0.01% | +46,495 | New |
| DHJJ Financial Advisors, Ltd. | 1 | $185 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −1,110,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −159,363−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −141,077−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −117,462−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −84,333−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −39,613−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −27,654−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −26,486−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −19,723−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −18,900−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −18,340−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −15,568−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −14,195−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,046−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −11,025−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −10,645−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −8,546−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −8,018−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −7,657−100.0% | Sold out |
| Mint Tower Capital Management B.V. | 0 | $0 | 0.00% | −7,558−100.0% | Sold out |