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, Q2 2024
Institutional positions in Constellation Energy Corp as of Jun 30, 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
- 1,310
- +150 vs. Q1 2024
- Shares held
- 254.8M
- −4.65M (−1.8%) vs. Q1 2024
- Total value
- $51.0B
- +$3.16B (+6.6%) vs. Q1 2024
- New holders
- 216
- 502 more added
- Sold out
- 66
- 358 more reduced
15 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 87 | $17.4K | 0.01% | +87 | New |
| Sittner & Nelson, LLC | 87 | $17.5K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 92 | $18.0K | 0.00% | +3+3.4% | Added |
| Park Place Capital Corp | 94 | $18.8K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 96 | $19.3K | 0.00% | +8+9.1% | Added |
| Oakworth Capital, Inc. | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $20.0K | 0.01% | +67+203.0% | Added |
| HM Payson & Co | 103 | $20.6K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 106 | $21.2K | 0.01% | +61+135.6% | Added |
| Gradient Investments LLC | 107 | $21.4K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 109 | $21.8K | 0.01% | +109 | New |
| Smithfield Trust Co | 106 | $22.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 110 | $22.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 111 | $22.3K | 0.00% | −132−54.3% | Reduced |
| Rocky Mountain Advisers, LLC | 113 | $22.6K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 116 | $23.2K | 0.01% | −43−27.0% | Reduced |
| Richardson Capital Management LLC | 116 | $23.2K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 122 | $24.4K | 0.01% | +92+306.7% | Added |
| Raleigh Capital Management Inc. | 124 | $24.8K | 0.01% | +9+7.8% | Added |
| Beach Investment Counsel Inc | 125 | $25.0K | 0.00% | +125 | New |
| Atwood & Palmer Inc | 127 | $25.4K | 0.00% | +61+92.4% | Added |
| Fairman Group, LLC | 131 | $26.2K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 133 | $26.6K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 134 | $26.8K | 0.01% | +134 | New |
| Versant Capital Management, Inc | 139 | $27.8K | 0.01% | +118+561.9% | Added |
| Stephens Consulting, LLC | 146 | $29.2K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 148 | $29.6K | 0.00% | +148 | New |
| Plante Moran Financial Advisors, LLC | 150 | $30.0K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 154 | $30.8K | 0.00% | −738−82.7% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 166 | $30.9K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 156 | $31.2K | 0.01% | −11−6.6% | Reduced |
| Financial Perspectives, Inc | 160 | $32.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 160 | $32.1K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 163 | $33.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 166 | $33.2K | 0.02% | 00.0% | Unchanged |
| Raelipskie Partnership | 166 | $33.2K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 166 | $33.2K | 0.02% | +166 | New |
| Boyd Watterson Asset Management LLC | 167 | $33.4K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 171 | $34.2K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 175 | $35.0K | 0.01% | +81+86.2% | Added |
| Rise Advisors, LLC | 179 | $35.8K | 0.02% | +1+0.6% | Added |
| Carolinas Wealth Consulting LLC | 180 | $35.9K | 0.01% | +9+5.3% | Added |
| Private Wealth Management Group, LLC | 181 | $36.2K | 0.02% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 181 | $36.3K | 0.03% | +181 | New |
| Laffer Tengler Investments | 183 | $36.6K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 185 | $37.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 186 | $37.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 196 | $39.0K | 0.01% | +5+2.6% | Added |
| Operose Advisors LLC | 196 | $39.3K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 200 | $40.1K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $40.1K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 202 | $40.5K | 0.00% | +76+60.3% | Added |
| Optimum Investment Advisors | 207 | $41.5K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 207 | $41.5K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 208 | $41.7K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 220 | $44.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 223 | $44.7K | 0.00% | +223 | New |
| Fortitude Family Office, LLC | 226 | $45.3K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 226 | $45.3K | 0.00% | +10+4.6% | Added |
| Register Financial Advisors LLC | 228 | $45.7K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 231 | $46.0K | 0.03% | −1−0.4% | Reduced |
| Ransom Advisory, Ltd | 233 | $46.7K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 235 | $47.1K | 0.01% | −11−4.5% | Reduced |
| TCTC Holdings, LLC | 236 | $47.3K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 243 | $48.7K | 0.02% | −51−17.3% | Reduced |
| Camden National Bank | 247 | $49.5K | 0.01% | +247 | New |
| Beacon Capital Management, LLC | 251 | $50.3K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 258 | $51.6K | 0.01% | −55−17.6% | Reduced |
| WR Wealth Planners, LLC | 262 | $52.5K | 0.02% | +3+1.2% | Added |
| Peoples Financial Services Corp. | 266 | $53.3K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 277 | $55.5K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 277 | $55.5K | 0.01% | +186+204.4% | Added |
| Clear Street Markets LLC | 280 | $56.0K | 0.02% | +280 | New |
| Pacific Capital Wealth Advisors, Inc | 280 | $56.1K | 0.01% | +75+36.6% | Added |
| Community Bank, N.A. | 282 | $56.5K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 287 | $57.5K | 0.02% | +2+0.7% | Added |
| Catalyst Capital Advisors LLC | 298 | $59.7K | 0.00% | −9−2.9% | Reduced |
| Armstrong Advisory Group, Inc | 298 | $59.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 302 | $60.5K | 0.02% | +245+429.8% | Added |
| Larson Financial Group LLC | 307 | $61.5K | 0.00% | −128−29.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 323 | $64.7K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 327 | $65.0K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 336 | $68.0K | 0.00% | +16+5.0% | Added |
| Great Lakes Retirement, Inc. | 343 | $68.7K | 0.01% | +343 | New |
| Wellington Shields & Co., LLC | 354 | $71.0K | 0.02% | 00.0% | Unchanged |
| FIL Ltd | 355 | $71.1K | 0.00% | −339,585−99.9% | Reduced |
| Sandy Spring Bank | 358 | $71.7K | 0.00% | +23+6.9% | Added |
| Bruce G. Allen Investments, LLC | 366 | $73.3K | 0.06% | −75−17.0% | Reduced |
| Old Point Trust & Financial Services N A | 366 | $73.3K | 0.03% | 00.0% | Unchanged |
| City State Bank | 371 | $74.3K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 371 | $74.3K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 384 | $76.9K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 386 | $77.3K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 389 | $77.9K | 0.00% | −20−4.9% | Reduced |
| Cornerstone Planning Group LLC | 467 | $79.4K | 0.02% | +456+4,145.5% | Added |
| Boit C F David | 400 | $80.1K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 407 | $81.5K | 0.01% | −1−0.2% | Reduced |
| AllSquare Wealth Management LLC | 408 | $81.7K | 0.05% | 00.0% | Unchanged |
| Archer Investment Corp | 414 | $82.9K | 0.02% | +244+143.5% | Added |