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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 4,796 | $887.0K | 0.00% | +129+2.8% | Added |
| HB Wealth Management, LLC | 4,792 | $886.0K | 0.01% | +434+10.0% | Added |
| Beacon Pointe Advisors, LLC | 4,779 | $883.5K | 0.01% | +876+22.4% | Added |
| Lakeside Advisors, INC. | 4,766 | $881.0K | 0.56% | −248−4.9% | Reduced |
| Stratos Wealth Partners, LTD. | 4,763 | $880.6K | 0.01% | −529−10.0% | Reduced |
| Gateway Advisory, LLC | 4,762 | $880.3K | 0.15% | +442+10.2% | Added |
| Cornerstone Advisory, LLC | 4,743 | $876.7K | 0.12% | −18−0.4% | Reduced |
| Wetherby Asset Management Inc | 4,555 | $842.0K | 0.04% | −224−4.7% | Reduced |
| Allegheny Financial Group LTD | 4,551 | $841.2K | 0.26% | −446−8.9% | Reduced |
| Friedenthal Financial | 4,537 | $838.7K | 0.52% | +4,537 | New |
| Prudential PLC | 4,518 | $835.2K | 0.01% | −18,001−79.9% | Reduced |
| Nkcfo LLC | 4,500 | $832.0K | 0.50% | +4,500 | New |
| Invesco, LLC | 4,491 | $830.2K | 0.35% | −214−4.5% | Reduced |
| Equitable Holdings, Inc. | 4,491 | $830.2K | 0.01% | −1,780−28.4% | Reduced |
| Partnership Wealth Management, LLC | 4,489 | $829.8K | 0.58% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4,462 | $824.8K | 0.01% | +206+4.8% | Added |
| Paloma Partners Management Co | 4,458 | $824.1K | 0.12% | +4,458 | New |
| Corton Capital Inc. | 4,441 | $820.9K | 0.30% | +1,284+40.7% | Added |
| Zuckerman Investment Group, LLC | 4,417 | $816.5K | 0.09% | −126−2.8% | Reduced |
| Tiemann Investment Advisors, LLC | 4,399 | $813.2K | 0.36% | +150+3.5% | Added |
| Snowden Capital Advisors LLC | 4,370 | $807.8K | 0.03% | +983+29.0% | Added |
| Coldstream Capital Management Inc | 4,347 | $803.5K | 0.02% | +46+1.1% | Added |
| Willis Johnson & Associates, Inc. | 4,345 | $803.2K | 0.07% | +9+0.2% | Added |
| Avantax Advisory Services, Inc. | 4,323 | $799.1K | 0.01% | −111−2.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,161 | $769.2K | 0.12% | +4,161 | New |
| Atomi Financial Group, Inc. | 4,142 | $765.6K | 0.07% | +334+8.8% | Added |
| Umb Bank N A | 4,141 | $765.5K | 0.01% | −20.0% | Reduced |
| Ingalls & Snyder LLC | 4,127 | $763.0K | 0.03% | +381+10.2% | Added |
| Independent Advisor Alliance | 4,107 | $759.1K | 0.03% | −152−3.6% | Reduced |
| TSFG, LLC | 4,090 | $756.0K | 0.19% | −31−0.8% | Reduced |
| Coastal Investment Advisors, Inc. | 4,052 | $749.0K | 0.15% | −1,599−28.3% | Reduced |
| Spirit of America Management Corp | 4,050 | $748.6K | 0.15% | +150+3.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 4,000 | $739.4K | 0.23% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 4,635 | $734.0K | 0.41% | +67+1.5% | Added |
| Principal Street Partners, LLC | 3,826 | $729.7K | 0.14% | +2,042+114.5% | Added |
| Jacobi Capital Management LLC | 3,934 | $727.1K | 0.07% | −10−0.3% | Reduced |
| Essex Financial Services, Inc. | 3,918 | $724.2K | 0.07% | +981+33.4% | Added |
| Legacy Advisors, LLC | 3,913 | $723.3K | 0.09% | +3,913 | New |
| Glen Eagle Advisors, LLC | 3,913 | $723.2K | 0.14% | +167+4.5% | Added |
| Old National Bancorp | 3,908 | $722.4K | 0.02% | −193−4.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 3,877 | $716.7K | 0.02% | +3,877 | New |
| Haverford Trust Co | 3,848 | $711.3K | 0.01% | +11+0.3% | Added |
| EP Wealth Advisors, LLC | 3,830 | $707.9K | 0.01% | +802+26.5% | Added |
| Summit Trail Advisors, LLC | 3,815 | $705.1K | 0.02% | +733+23.8% | Added |
| Ameritas Advisory Services, LLC | 3,781 | $701.0K | 0.03% | +753+24.9% | Added |
| TriaGen Wealth Management LLC | 3,755 | $694.1K | 0.29% | −59−1.5% | Reduced |
| Investment Advisory Services Inc | 3,744 | $692.1K | 0.25% | +10.0% | Added |
| Bank of New Hampshire | 3,735 | $690.4K | 0.18% | −251−6.3% | Reduced |
| Heartland Bank & Trust Co | 3,730 | $689.5K | 0.40% | −195−5.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 3,725 | $688.6K | 0.15% | −54−1.4% | Reduced |
| Axxcess Wealth Management, LLC | 3,692 | $682.5K | 0.02% | −177−4.6% | Reduced |
| Banque Cantonale Vaudoise | 3,686 | $681.0K | 0.03% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 3,665 | $677.5K | 0.06% | +451+14.0% | Added |
| Checchi Capital Advisers, LLC | 3,625 | $670.1K | 0.05% | +43+1.2% | Added |
| Catalyst Financial Partners LLC | 3,599 | $667.3K | 0.17% | −29−0.8% | Reduced |
| Benjamin Edwards Inc | 3,565 | $659.0K | 0.13% | +1,186+49.9% | Added |
| CAPROCK Group, Inc. | 3,515 | $649.8K | 0.04% | +145+4.3% | Added |
| Thrive Capital Management, LLC | 3,507 | $648.4K | 0.35% | +990+39.3% | Added |
| Prosperity Consulting Group, LLC | 3,506 | $648.1K | 0.08% | +3,506 | New |
| Duality Advisers, LP | 3,476 | $642.5K | 0.06% | +3,476 | New |
| Capital International Sarl | 3,475 | $642.4K | 0.02% | +3,475 | New |
| J.W. Cole Advisors, Inc. | 3,470 | $641.6K | 0.03% | +304+9.6% | Added |
| Keybank National Association | 3,444 | $636.6K | 0.00% | +357+11.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,429 | $634.0K | 0.01% | +1,377+67.1% | Added |
| PFG Investments, LLC | 3,409 | $630.2K | 0.04% | +3,409 | New |
| Community Bank & Trust, Waco, Texas | 3,410 | $630.0K | 0.15% | +18+0.5% | Added |
| GAMMA Investing LLC | 3,407 | $629.8K | 0.13% | +524+18.2% | Added |
| Cigna Investments Inc | 3,402 | $629.0K | 0.12% | −41−1.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 3,400 | $628.5K | 0.08% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 3,390 | $626.7K | 0.02% | +3,390 | New |
| NorthRock Partners, LLC | 3,378 | $624.5K | 0.02% | +28+0.8% | Added |
| Ausdal Financial Partners, Inc. | 3,355 | $620.2K | 0.07% | −151−4.3% | Reduced |
| Groupama Asset Managment | 3,346 | $618.5K | 0.01% | +3,346 | New |
| Moody National Bank Trust Division | 3,342 | $617.8K | 0.05% | −339−9.2% | Reduced |
| Kornitzer Capital Management Inc | 3,300 | $610.0K | 0.01% | +3,300 | New |
| Cornerstone National Bank & Trust Co | 3,286 | $607.4K | 0.31% | +286+9.5% | Added |
| Prime Capital Investment Advisors, LLC | 3,274 | $605.2K | 0.01% | +263+8.7% | Added |
| Arrowstreet Capital, Limited Partnership | 3,274 | $605.0K | 0.00% | +3,274 | New |
| Colony Group, LLC | 3,242 | $599.0K | 0.00% | +1,258+63.4% | Added |
| Confluence Wealth Services, Inc. | 3,236 | $598.2K | 0.05% | +366+12.8% | Added |
| Strategic Blueprint, LLC | 3,230 | $597.1K | 0.04% | +729+29.1% | Added |
| Hollencrest Capital Management | 3,225 | $596.1K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,223 | $595.7K | 0.03% | +1,013+45.8% | Added |
| Ancora Advisors, LLC | 3,186 | $588.9K | 0.01% | −285−8.2% | Reduced |
| Lantz Financial LLC | 3,186 | $588.9K | 0.19% | −5−0.2% | Reduced |
| Stephens Inc | 3,164 | $584.9K | 0.01% | −61−1.9% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 3,152 | $582.6K | 0.07% | +53+1.7% | Added |
| PFG Advisors | 3,132 | $579.0K | 0.04% | +656+26.5% | Added |
| E Fund Management Co., Ltd. | 3,121 | $576.9K | 0.04% | −68−2.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,120 | $576.7K | 0.35% | −230−6.9% | Reduced |
| Syon Capital LLC | 3,115 | $575.8K | 0.05% | +638+25.8% | Added |
| Synovus Financial Corp | 3,093 | $572.0K | 0.01% | −14−0.5% | Reduced |
| Etesian Wealth Advisors, Inc. | 3,087 | $570.6K | 0.33% | −91−2.9% | Reduced |
| V-Square Quantitative Management LLC | 3,086 | $570.4K | 0.10% | +1,312+74.0% | Added |
| Scientech Research LLC | 3,081 | $569.5K | 0.30% | +3,081 | New |
| Principal Securities, Inc. | 3,080 | $569.3K | 0.02% | +934+43.5% | Added |
| SageView Advisory Group, LLC | 3,078 | $569.0K | 0.03% | −124−3.9% | Reduced |
| Schechter Investment Advisors, LLC | 3,068 | $567.1K | 0.04% | +100+3.4% | Added |
| Paragon Financial Partners, Inc. | 3,067 | $566.9K | 0.47% | 00.0% | Unchanged |
| Addis & Hill, Inc | 2,965 | $564.0K | 0.48% | +2,965 | New |