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 |
|---|---|---|---|---|---|
| SFG Wealth Management, LLC. | 1,523 | $305.0K | 0.17% | +50+3.4% | Added |
| SC&H Financial Advisors, Inc. | 1,521 | $304.6K | 0.07% | +20+1.3% | Added |
| Edge Financial Advisors LLC | 1,520 | $304.4K | 0.32% | +3+0.2% | Added |
| Brown Brothers Harriman & Co | 1,511 | $302.6K | 0.00% | +32+2.2% | Added |
| Smartleaf Asset Management LLC | 1,468 | $300.8K | 0.05% | +373+34.1% | Added |
| Portland Investment Counsel Inc. | 1,500 | $300.4K | 0.11% | 00.0% | Unchanged |
| Nkcfo LLC | 1,500 | $300.0K | 0.16% | −3,000−66.7% | Reduced |
| Merit Financial Group, LLC | 1,496 | $299.5K | 0.01% | +393+35.6% | Added |
| Lake Street Financial LLC | 1,495 | $299.4K | 0.04% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 1,495 | $299.4K | 0.04% | +1,495 | New |
| Beaumont Financial Advisors, LLC | 1,495 | $299.4K | 0.02% | +30+2.0% | Added |
| Dorsey & Whitney Trust CO LLC | 1,494 | $299.2K | 0.02% | +23+1.6% | Added |
| BancorpSouth Bank | 1,492 | $298.8K | 0.02% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 1,486 | $297.6K | 0.16% | −26−1.7% | Reduced |
| Brass Tax Wealth Management, Inc | 1,486 | $297.6K | 0.06% | +1,486 | New |
| Planning Directions Inc | 1,473 | $295.0K | 0.20% | +39+2.7% | Added |
| Cornerstone Wealth Management, LLC | 1,467 | $293.8K | 0.02% | −23−1.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,466 | $293.6K | 0.01% | +279+23.5% | Added |
| US Asset Management LLC | 1,463 | $293.0K | 0.26% | −76−4.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,460 | $292.3K | 0.06% | +9+0.6% | Added |
| Financial Engines Advisors L.L.C. | 1,454 | $291.3K | 0.00% | +1,454 | New |
| Sit Investment Associates Inc | 1,455 | $291.0K | 0.01% | −310−17.6% | Reduced |
| Wells Trecaso Financial Group, LLC | 1,453 | $291.0K | 0.10% | 00.0% | Unchanged |
| Eagle Bluffs Wealth Management LLC | 1,453 | $291.0K | 0.17% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,452 | $290.8K | 0.03% | +9+0.6% | Added |
| Traphagen Investment Advisors LLC | 1,444 | $289.2K | 0.03% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,434 | $287.3K | 0.01% | +17+1.2% | Added |
| Founders Financial Securities LLC | 1,434 | $287.2K | 0.03% | +237+19.8% | Added |
| Kuhn & Co Investment Counsel | 1,433 | $287.0K | 0.26% | +1,433 | New |
| Essex Savings Bank | 1,433 | $287.0K | 0.08% | +1,433 | New |
| Alpha Family Trust | 1,430 | $286.4K | 0.17% | 00.0% | Unchanged |
| Graypoint LLC | 1,424 | $285.1K | 0.02% | −65−4.4% | Reduced |
| Arkadios Wealth Advisors | 1,409 | $282.2K | 0.02% | −95−6.3% | Reduced |
| Marion Wealth Management | 1,406 | $281.6K | 0.08% | −210−13.0% | Reduced |
| Quadcap Wealth Management, LLC | 1,404 | $281.2K | 0.05% | +1,404 | New |
| Winslow Asset Management Inc | 1,396 | $280.0K | 0.06% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 1,398 | $280.0K | 0.01% | +138+11.0% | Added |
| Norden Group LLC | 1,397 | $279.8K | 0.06% | +65+4.9% | Added |
| Balyasny Asset Management LLC | 1,393 | $279.0K | 0.00% | −1,028−42.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,392 | $278.8K | 0.01% | −25−1.8% | Reduced |
| Sentry Investment Management LLC | 1,382 | $277.0K | 0.12% | −283−17.0% | Reduced |
| Strategic Advisors LLC | 1,373 | $275.0K | 0.05% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,369 | $274.2K | 0.10% | +51+3.9% | Added |
| ABLE Financial Group, LLC | 1,350 | $270.4K | 0.10% | −341−20.2% | Reduced |
| Optas, LLC | 1,350 | $270.4K | 0.07% | +57+4.4% | Added |
| Sapient Capital LLC | 1,348 | $270.0K | 0.01% | +15+1.1% | Added |
| Summit Financial, LLC | 1,347 | $269.8K | 0.01% | +1,347 | New |
| Sierra Summit Advisors LLC | 1,347 | $269.8K | 0.07% | +1,347 | New |
| Hengehold Capital Management LLC | 1,346 | $269.5K | 0.03% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 1,343 | $269.0K | 0.10% | +81+6.4% | Added |
| Aries Wealth Management | 1,342 | $268.8K | 0.08% | −43−3.1% | Reduced |
| Qtron Investments LLC | 1,341 | $268.6K | 0.04% | +1,341 | New |
| Correct Capital Wealth Management | 1,339 | $268.1K | 0.06% | −415−23.7% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 1,338 | $268.0K | 0.20% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,337 | $267.8K | 0.00% | −217−14.0% | Reduced |
| Franklin Street Advisors Inc | 1,333 | $267.0K | 0.02% | −116−8.0% | Reduced |
| Ibex Wealth Advisors | 1,331 | $266.5K | 0.04% | +1,331 | New |
| Azimuth Capital Investment Management LLC | 1,325 | $265.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,324 | $265.2K | 0.01% | +163+14.0% | Added |
| Capital Wealth Planning, LLC | 1,324 | $265.1K | 0.00% | +1+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 1,321 | $264.6K | 0.02% | +56+4.4% | Added |
| Grandview Asset Management LLC | 1,318 | $264.0K | 0.15% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,318 | $264.0K | 0.04% | −210−13.7% | Reduced |
| CWM Advisors, LLC | 1,306 | $261.6K | 0.03% | −1,093−45.6% | Reduced |
| Vantage Consulting Group Inc | 1,300 | $260.4K | 0.19% | −790−37.8% | Reduced |
| Cornerstone Wealth Group, LLC | 1,296 | $259.6K | 0.02% | +99+8.3% | Added |
| Accurate Wealth Management, LLC | 1,204 | $256.3K | 0.06% | +15+1.3% | Added |
| Breakwater Capital Group | 1,278 | $255.9K | 0.06% | +163+14.6% | Added |
| Signature Estate & Investment Advisors LLC | 1,268 | $253.9K | 0.01% | +1,268 | New |
| ORG Partners LLC | 1,245 | $253.8K | 0.03% | +1,245 | New |
| Compass Ion Advisors, LLC | 1,367 | $252.7K | 0.04% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 1,261 | $252.5K | 0.03% | 00.0% | Unchanged |
| Accel Wealth Management | 1,248 | $250.0K | 0.10% | +76+6.5% | Added |
| Creekmur Asset Management LLC | 1,246 | $249.6K | 0.06% | +227+22.3% | Added |
| Cypress Capital Group | 1,240 | $248.3K | 0.03% | −149−10.7% | Reduced |
| Choate Investment Advisors | 1,235 | $247.3K | 0.01% | −29−2.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,232 | $246.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,229 | $246.1K | 0.01% | +17+1.4% | Added |
| Delta Wealth Advisors LLC | 1,226 | $245.5K | 0.24% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 1,353 | $244.9K | 0.05% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 1,222 | $244.7K | 0.07% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 1,309 | $244.6K | 0.01% | +1,309 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 1,220 | $244.3K | 0.10% | 00.0% | Unchanged |
| First American Trust, FSB | 1,214 | $243.1K | 0.02% | +9+0.7% | Added |
| Delta Financial Group, Inc. | 1,211 | $243.0K | 0.10% | +1,211 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,206 | $241.5K | 0.02% | +44+3.8% | Added |
| L2 Asset Management, LLC | 1,206 | $241.5K | 0.07% | +91+8.2% | Added |
| Members Wealth LLC | 770 | $240.9K | 0.16% | +770 | New |
| Creative Financial Designs Inc | 1,201 | $240.6K | 0.02% | +6+0.5% | Added |
| Proficio Capital Partners LLC | 1,193 | $238.9K | 0.03% | +1,193 | New |
| Fidelis Capital Partners, LLC | 1,328 | $238.6K | 0.03% | +35+2.7% | Added |
| Hudock, Inc. | 1,185 | $237.4K | 0.04% | +1,185 | New |
| Wellington Wealth Strategies, LLC. | 1,184 | $237.1K | 1.02% | +1,184 | New |
| Affinity Capital Advisors, LLC | 1,182 | $236.7K | 0.05% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,270 | $234.8K | 0.06% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 1,167 | $233.7K | 0.07% | +54+4.9% | Added |
| Live Oak Private Wealth LLC | 1,166 | $233.5K | 0.04% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,166 | $233.5K | 0.01% | +1,166 | New |
| Pitcairn Co | 1,161 | $232.5K | 0.01% | +1,161 | New |
| Contravisory Investment Management, Inc. | 1,156 | $231.5K | 0.05% | −65−5.3% | Reduced |