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Livermore
ZHEN

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.

Institutional holdersQ1 2024: 1,175 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 645 institutionsQ2 2022: 755 institutionsQ3 2022: 823 institutionsQ4 2022: 877 institutionsQ1 2023: 841 institutionsQ2 2023: 849 institutionsQ3 2023: 905 institutionsQ4 2023: 1,005 institutionsQ1 2024: 1,175 institutionsQ2 2024: 1,310 institutionsQ3 2024: 1,427 institutionsQ4 2024: 1,545 institutionsQ1 2025: 1,547 institutionsQ2 2025: 1,722 institutionsQ3 2025: 1,824 institutionsQ4 2025: 2,008 institutionsQ1 2026: 1,907 institutionsQ2 2026: 1,866 institutions
Value heldQ1 2024: $48.0B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $14.4BQ2 2022: $15.3BQ3 2022: $22.3BQ4 2022: $23.2BQ1 2023: $21.2BQ2 2023: $24.9BQ3 2023: $29.3BQ4 2023: $30.6BQ1 2024: $48.0BQ2 2024: $51.0BQ3 2024: $66.2BQ4 2024: $56.9BQ1 2025: $51.8BQ2 2025: $82.7BQ3 2025: $82.1BQ4 2025: $91.1BQ1 2026: $80.3BQ2 2026: $71.4B
Institutions holding CEG and their total value by quarter
QuarterHoldersValue
Q2 20261,866$71.4B
Q1 20261,907$80.3B
Q4 20252,008$91.1B
Q3 20251,824$82.1B
Q2 20251,722$82.7B
Q1 20251,547$51.8B
Q4 20241,545$56.9B
Q3 20241,427$66.2B
Q2 20241,310$51.0B
Q1 20241,175$48.0B
Q4 20231,005$30.6B
Q3 2023905$29.3B
Q2 2023849$24.9B
Q1 2023841$21.2B
Q4 2022877$23.2B
Q3 2022823$22.3B
Q2 2022755$15.3B
Q1 2022645$14.4B
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q4 2023.

Institutions holding CEG in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Level Four Advisory Services, LLC2,504$292.7K0.02%00.0%Unchanged
Proequities, Inc.1,577$291.5K0.02%+174+12.4%Added
Gateway Investment Advisers LLC1,554$287.3K0.00%+1,554New
Alliance Wealth Advisors, LLC1,550$286.5K0.18%+1,550New
Trust Co of Virginia1,550$286.5K0.03%+1,550New
Heritage Trust Co1,546$285.8K0.04%+1,546New
Moneta Group Investment Advisors LLC1,538$284.3K0.00%+1,538New
US Asset Management LLC1,539$284.0K0.26%+1,539New
Parkside Financial Bank & Trust1,528$282.5K0.05%−114−6.9%Reduced
Grey Street Capital, LLC1,528$282.5K0.04%+1,528New
Newton One Investments LLC1,525$281.9K0.12%00.0%Unchanged
Newbridge Financial Services Group, Inc.1,517$280.5K0.12%+1,517New
Edge Financial Advisors LLC1,517$280.5K0.25%+1,517New
Retirement Planning Co of New England, Inc.1,512$279.5K0.15%+1,512New
Counterpoint Mutual Funds LLC1,510$279.1K0.07%+1,510New
Westover Capital Advisors, LLC1,507$278.6K0.08%+1,507New
Arkadios Wealth Advisors1,504$278.0K0.02%+1,504New
SC&H Financial Advisors, Inc.1,501$277.4K0.07%+1,501New
Belvedere Trading LLC1,500$277.3K0.02%+1,500New
Perigon Wealth Management, LLC1,499$277.1K0.01%+1,499New
Lake Street Financial LLC1,495$276.4K0.04%+1,495New
BancorpSouth Bank1,492$275.8K0.02%+1,492New
Cornerstone Wealth Management, LLC1,490$275.5K0.02%+1,490New
Rakuten Securities, Inc.1,490$275.4K0.12%+1,479+13,445.5%Added
Graypoint LLC1,489$275.2K0.02%+1,489New
Brown Brothers Harriman & Co1,479$273.4K0.00%+74+5.3%Added
SFG Wealth Management, LLC.1,473$272.2K0.16%+1,473New
Dorsey & Whitney Trust CO LLC1,471$271.9K0.02%+1,471New
Beaumont Financial Advisors, LLC1,465$270.8K0.02%+1,465New
Evoke Wealth, LLC1,464$270.7K0.01%+1,464New
Wells Trecaso Financial Group, LLC1,453$268.6K0.09%+1,453New
Eagle Bluffs Wealth Management LLC1,453$268.6K0.17%+1,453New
Lineweaver Wealth Advisors, LLC1,451$268.4K0.06%+1,451New
Franklin Street Advisors Inc1,449$268.0K0.02%+1,449New
Traphagen Investment Advisors LLC1,444$266.9K0.03%+1,444New
Verdence Capital Advisors LLC1,443$266.7K0.02%+1,443New
Abn Amro Investment Solutions1,434$265.1K0.00%+1,434New
Planning Directions Inc1,434$265.0K0.18%+1,434New
Cyndeo Wealth Partners, LLC1,431$264.5K0.02%+1,431New
Alpha Family Trust1,430$264.3K0.16%+1,430New
China Universal Asset Management Co., Ltd.1,428$264.0K0.03%+795+125.6%Added
SevenBridge Financial Group, LLC1,353$263.6K0.06%+1,353New
Grimes & Company, Inc.1,417$262.0K0.01%+1,417New
Cary Street Partner Investment Advisory LLC1,417$261.9K0.01%+1,417New
Winslow Asset Management Inc1,396$258.0K0.05%+1,396New
Cypress Capital Group1,389$256.8K0.03%+1,389New
Aries Wealth Management1,385$256.0K0.08%+1,385New
OneAscent Financial Services LLC1,385$256.0K0.03%+1,385New
Venture Visionary Partners LLC1,382$255.5K0.01%+1,382New
Strategic Advisors LLC1,373$253.7K0.05%−803−36.9%Reduced
Gladstone Institutional Advisory LLC1,372$253.6K0.01%+1,372New
Compass Ion Advisors, LLC1,367$252.7K0.04%+1,367New
Hengehold Capital Management LLC1,346$248.8K0.03%+1,346New
Centaurus Financial, Inc.1,341$248.0K0.02%+334+33.2%Added
Vermillion & White Wealth Management Group, LLC1,338$247.3K0.20%00.0%Unchanged
Sapient Capital LLC1,333$246.4K0.01%+1,333New
Norden Group LLC1,332$246.3K0.05%+1,332New
Thomasville National Bank1,330$245.9K0.02%+1,330New
Azimuth Capital Investment Management LLC1,325$244.9K0.01%+1,325New
Capital Wealth Planning, LLC1,323$244.5K0.00%−2,354−64.0%Reduced
Grandview Asset Management LLC1,318$244.0K0.11%+1,318New
Total Clarity Wealth Management, Inc.1,318$243.7K0.08%+1,318New
Continuum Advisory, LLC1,125$242.9K0.04%+1,125New
Foundations Investment Advisors, LLC1,310$242.1K0.01%+1,310New
Patton Fund Management, Inc.1,303$240.9K0.04%+1,303New
Sage Mountain Advisors LLC1,302$240.7K0.03%+1,302New
Goldstone Financial Group, LLC1,301$240.5K0.06%+1,301New
Fidelis Capital Partners, LLC1,293$239.0K0.04%+1,293New
Optas, LLC1,293$239.0K0.07%+1,293New
Aaron Wealth Advisors1,286$237.7K0.03%+1,286New
Integrated Investment Consultants, LLC1,270$234.8K0.06%+1,270New
Procyon Private Wealth Partners, LLC1,265$233.9K0.02%+1,265New
Choate Investment Advisors1,264$233.7K0.01%+1,264New
Cidel Asset Management Inc1,262$233.3K0.02%+1,262New
Catalina Capital Group, LLC1,262$233.3K0.10%+1,262New
Lodestar Private Asset Management LLC1,261$233.1K0.03%+1,261New
Fulton Bank, N.A.1,260$232.9K0.01%+1,260New
FourThought Financial Partners, LLC1,259$232.8K0.03%+1,259New
Group One Trading, L.P.1,252$231.4K0.01%+1,252New
Cullen/Frost Bankers, Inc.1,232$227.8K0.00%+89+7.8%Added
GeoWealth Management, LLC1,229$227.2K0.01%+1,229New
Delta Wealth Advisors LLC1,226$226.6K0.23%+1,226New
Poehling Capital Management, LLC1,222$225.9K0.06%+1,222New
Contravisory Investment Management, Inc.1,221$225.7K0.05%+1,221New
Comprehensive Financial Consultants Institutional, Inc.1,220$225.5K0.09%+1,220New
Cedar Brook Financial Partners, LLC1,219$225.3K0.04%+1,219New
Heritage Investors Management Corp1,216$225.0K0.01%+1,216New
Mutual Advisors, LLC1,215$224.6K0.01%−1,649−57.6%Reduced
TD Private Client Wealth LLC1,212$224.0K0.01%−35−2.8%Reduced
First American Trust, FSB1,205$222.7K0.02%+1,205New
New Jersey Better Educational Savings Trust1,199$221.6K0.42%+1,199New
Founders Financial Securities LLC1,197$221.3K0.02%+1,197New
Cornerstone Wealth Group, LLC1,197$221.3K0.02%+1,197New
Creative Financial Designs Inc1,195$221.0K0.02%+2+0.2%Added
U.S. Capital Wealth Advisors, LLC1,187$219.5K0.01%+1,187New
Keystone Financial Group1,186$219.2K0.03%+1,186New
Affinity Capital Advisors, LLC1,182$218.5K0.05%+1,182New
Custom Index Systems, LLC1,176$217.4K0.12%+1,176New
Johnson Financial Group, Inc.1,173$216.8K0.01%−144−10.9%Reduced
Keudell/Morrison Wealth Management1,173$216.8K0.07%+1,173New