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 |
|---|---|---|---|---|---|
| Allianz SE | 2,133 | $394.3K | 0.01% | +2,133 | New |
| Fisher Asset Management, LLC | 2,098 | $387.9K | 0.00% | −1,795−46.1% | Reduced |
| CX Institutional | 2,098 | $387.8K | 0.02% | −62−2.9% | Reduced |
| Merrion Investment Management Co, LLC | 2,091 | $386.5K | 0.28% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,091 | $386.5K | 0.01% | +2,091 | New |
| Vantage Consulting Group Inc | 2,090 | $386.3K | 0.25% | −1,065−33.8% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 2,083 | $385.1K | 0.02% | +27+1.3% | Added |
| ASB Consultores, LLC | 2,082 | $384.9K | 0.10% | +2,082 | New |
| Court Place Advisors, LLC | 2,076 | $383.7K | 0.12% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 2,063 | $381.3K | 0.25% | +2,063 | New |
| Key Financial Inc | 2,055 | $379.9K | 0.10% | 00.0% | Unchanged |
| Paradice Investment Management LLC | 2,053 | $379.5K | 0.07% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,042 | $377.5K | 0.05% | +389+23.5% | Added |
| Autumn Glory Partners, LLC | 2,025 | $374.3K | 0.18% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,023 | $373.9K | 0.02% | −395−16.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,021 | $373.6K | 0.01% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,844 | $369.3K | 0.17% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,997 | $369.2K | 0.04% | +297+17.5% | Added |
| Earnest Partners LLC | 1,978 | $365.6K | 0.00% | +13+0.7% | Added |
| Enterprise Financial Services Corp | 1,962 | $362.7K | 0.22% | +6+0.3% | Added |
| Grant/GrossMendelsohn, LLC | 1,926 | $362.3K | 0.17% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,959 | $362.2K | 0.03% | −9−0.5% | Reduced |
| Financial Advocates Investment Management | 1,953 | $361.1K | 0.02% | −30−1.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,951 | $360.6K | 0.04% | +1,951 | New |
| Regent Peak Wealth Advisors LLC | 1,945 | $359.5K | 0.09% | −41−2.1% | Reduced |
| Marcum Wealth, LLC | 1,935 | $357.7K | 0.04% | +116+6.4% | Added |
| apricus wealth, LLC | 1,924 | $355.7K | 0.25% | +16+0.8% | Added |
| Resonant Capital Advisors, LLC | 1,911 | $353.2K | 0.03% | +107+5.9% | Added |
| Abbrea Capital, LLC | 1,902 | $352.0K | 0.05% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 1,904 | $352.0K | 0.03% | +1,904 | New |
| KLCM Advisors, Inc. | 1,902 | $351.6K | 0.05% | −83−4.2% | Reduced |
| C M Bidwell & Associates Ltd | 1,896 | $350.5K | 0.24% | +8+0.4% | Added |
| Thoroughbred Financial Services, LLC | 1,881 | $347.0K | 0.03% | 00.0% | Unchanged |
| Athena Investment Management | 1,877 | $347.0K | 0.21% | 00.0% | Unchanged |
| Oracle Alpha Inc. | 1,871 | $345.9K | 0.62% | +1,871 | New |
| Patten & Patten Inc | 1,864 | $344.6K | 0.02% | +1,864 | New |
| RFG Advisory, LLC | 1,851 | $342.2K | 0.01% | −144−7.2% | Reduced |
| Buckley Wealth Management, LLC | 1,851 | $342.2K | 0.11% | +1,851 | New |
| Financial Council Asset Management Inc | 1,849 | $341.8K | 0.20% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,842 | $340.5K | 0.07% | +1,842 | New |
| Compton Financial Group, LLC | 1,840 | $340.1K | 0.11% | +1,840 | New |
| Capstone Investment Advisors, LLC | 1,836 | $339.4K | 0.01% | +1,836 | New |
| Hyman Charles D | 1,833 | $339.0K | 0.02% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 1,832 | $338.6K | 0.10% | +1,832 | New |
| Nations Financial Group Inc, | 1,830 | $338.4K | 0.03% | 00.0% | Unchanged |
| LMR Partners LLP | 1,830 | $338.3K | 0.01% | +1,830 | New |
| Wealth Dimensions Group, Ltd. | 1,805 | $333.7K | 0.10% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,804 | $333.5K | 0.02% | −2,524−58.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,801 | $333.0K | 0.14% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,800 | $332.7K | 0.09% | +1,800 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,799 | $332.5K | 0.01% | +18+1.0% | Added |
| Duncker Streett & Co Inc | 1,796 | $332.0K | 0.07% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,793 | $331.4K | 0.14% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,786 | $330.1K | 0.05% | +1,786 | New |
| Quadrant Capital Group LLC | 1,776 | $328.3K | 0.03% | +14+0.8% | Added |
| CIC Wealth, LLC | 1,767 | $326.6K | 0.10% | −217−10.9% | Reduced |
| Telos Capital Management, Inc. | 1,765 | $326.3K | 0.04% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,765 | $326.0K | 0.01% | −150−7.8% | Reduced |
| RSM US Wealth Management LLC | 1,764 | $326.0K | 0.01% | +1+0.1% | Added |
| Clark Capital Management Group, Inc. | 1,762 | $325.7K | 0.00% | +1,762 | New |
| Correct Capital Wealth Management | 1,754 | $324.2K | 0.07% | +1,754 | New |
| WealthPLAN Partners, LLC | 1,753 | $324.0K | 0.03% | 00.0% | Unchanged |
| Wallace Hart LLC | 1,753 | $324.0K | 0.27% | +1,753 | New |
| Trust Co of Toledo NA | 1,744 | $322.4K | 0.05% | +1,744 | New |
| CWA Asset Management Group, LLC | 1,737 | $321.1K | 0.02% | −1−0.1% | Reduced |
| Parallel Advisors, LLC | 1,736 | $320.9K | 0.01% | +1+0.1% | Added |
| PDS Planning, Inc | 1,724 | $318.7K | 0.03% | +1,724 | New |
| Kestra Private Wealth Services, LLC | 1,722 | $318.3K | 0.01% | −483−21.9% | Reduced |
| Girard Partners Ltd. | 1,721 | $318.1K | 0.03% | +1,721 | New |
| Modera Wealth Management, LLC | 1,720 | $317.9K | 0.00% | +1,720 | New |
| Garden State Investment Advisory Services LLC | 1,691 | $315.1K | 0.12% | +1,691 | New |
| Premier Path Wealth Partners, LLC | 1,703 | $314.8K | 0.06% | +1,703 | New |
| Calton & Associates, Inc. | 1,699 | $314.1K | 0.15% | −45−2.6% | Reduced |
| ABLE Financial Group, LLC | 1,691 | $312.6K | 0.12% | −487−22.4% | Reduced |
| Seelaus Asset Management LLC | 1,684 | $311.3K | 0.31% | −65−3.7% | Reduced |
| Welch & Forbes LLC | 1,677 | $310.0K | 0.00% | +1,677 | New |
| Aurora Private Wealth, Inc. | 1,659 | $309.0K | 0.27% | −139−7.7% | Reduced |
| Integrated Advisors Network LLC | 1,670 | $308.7K | 0.02% | −3,392−67.0% | Reduced |
| Avestar Capital, LLC | 1,668 | $308.3K | 0.04% | +1,668 | New |
| Sentry Investment Management LLC | 1,665 | $308.0K | 0.12% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,659 | $306.7K | 0.04% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,642 | $303.5K | 0.10% | +1,642 | New |
| Embree Financial Group | 1,640 | $303.2K | 0.06% | +1,640 | New |
| Resources Investment Advisors, LLC. | 1,639 | $302.9K | 0.00% | +1,639 | New |
| StoneX Group Inc. | 1,636 | $302.4K | 0.03% | −446−21.4% | Reduced |
| Tyler-Stone Wealth Management | 1,635 | $302.2K | 0.13% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,635 | $302.2K | 0.01% | +1,635 | New |
| ARS Wealth Advisors Group, LLC | 1,629 | $301.1K | 0.04% | +1,629 | New |
| BEAM Asset Management, LLC | 1,624 | $300.2K | 0.18% | +1,624 | New |
| Eagle Wealth Strategies LLC | 1,613 | $299.9K | 0.24% | +1,613 | New |
| Insight Folios Inc | 1,616 | $298.8K | 0.12% | +1,616 | New |
| Marion Wealth Management | 1,616 | $298.7K | 0.09% | +1,616 | New |
| Valeo Financial Advisors, LLC | 1,604 | $298.6K | 0.01% | −122−7.1% | Reduced |
| Change Path, LLC | 1,601 | $296.0K | 0.01% | +1,601 | New |
| Conning Inc. | 1,601 | $295.9K | 0.01% | +1,601 | New |
| LGT Fund Management Co Ltd. | 1,600 | $295.8K | 0.12% | +1,600 | New |
| Grove Bank & Trust | 1,594 | $294.7K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,590 | $293.9K | 0.03% | −518−24.6% | Reduced |
| Geneos Wealth Management Inc. | 1,590 | $293.9K | 0.01% | +1+0.1% | Added |
| Farther Finance Advisors, LLC | 1,574 | $292.8K | 0.02% | +53+3.5% | Added |