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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 458 | $92.0K | 0.00% | +25+5.8% | Added |
| Covestor Ltd | 455 | $91.0K | 0.06% | +227+99.6% | Added |
| Paradigm Asset Management Co LLC | 451 | $90.3K | 0.03% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 472 | $89.6K | 0.05% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 443 | $88.6K | 0.03% | −196−30.7% | Reduced |
| Gen-Wealth Partners Inc | 441 | $88.3K | 0.04% | −28−6.0% | Reduced |
| JJJ Advisors Inc. | 435 | $87.1K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 432 | $86.5K | 0.05% | 00.0% | Unchanged |
| St Germain D J Co Inc | 422 | $84.5K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 416 | $83.0K | 0.07% | 00.0% | Unchanged |
| Archer Investment Corp | 414 | $82.9K | 0.02% | +244+143.5% | Added |
| AllSquare Wealth Management LLC | 408 | $81.7K | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 407 | $81.5K | 0.01% | −1−0.2% | Reduced |
| Boit C F David | 400 | $80.1K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 467 | $79.4K | 0.02% | +456+4,145.5% | Added |
| Optiver Holding B.V. | 389 | $77.9K | 0.00% | −20−4.9% | Reduced |
| Asset Dedication, LLC | 386 | $77.3K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 384 | $76.9K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 371 | $74.3K | 0.02% | 00.0% | Unchanged |
| City State Bank | 371 | $74.3K | 0.03% | 00.0% | Unchanged |
| 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 |
| Sandy Spring Bank | 358 | $71.7K | 0.00% | +23+6.9% | Added |
| FIL Ltd | 355 | $71.1K | 0.00% | −339,585−99.9% | Reduced |
| Wellington Shields & Co., LLC | 354 | $71.0K | 0.02% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 343 | $68.7K | 0.01% | +343 | New |
| Capital Analysts, LLC | 336 | $68.0K | 0.00% | +16+5.0% | Added |
| Hazlett, Burt & Watson, Inc. | 327 | $65.0K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 323 | $64.7K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 307 | $61.5K | 0.00% | −128−29.4% | Reduced |
| Abound Wealth Management | 302 | $60.5K | 0.02% | +245+429.8% | Added |
| Armstrong Advisory Group, Inc | 298 | $59.7K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 298 | $59.7K | 0.00% | −9−2.9% | Reduced |
| NVWM, LLC | 287 | $57.5K | 0.02% | +2+0.7% | Added |
| Community Bank, N.A. | 282 | $56.5K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 280 | $56.1K | 0.01% | +75+36.6% | Added |
| Clear Street Markets LLC | 280 | $56.0K | 0.02% | +280 | New |
| 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 |
| Peoples Financial Services Corp. | 266 | $53.3K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 262 | $52.5K | 0.02% | +3+1.2% | Added |
| SOA Wealth Advisors, LLC. | 258 | $51.6K | 0.01% | −55−17.6% | Reduced |
| Beacon Capital Management, LLC | 251 | $50.3K | 0.01% | 00.0% | Unchanged |
| Camden National Bank | 247 | $49.5K | 0.01% | +247 | New |
| Deseret Mutual Benefit Administrators | 243 | $48.7K | 0.02% | −51−17.3% | Reduced |
| TCTC Holdings, LLC | 236 | $47.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 235 | $47.1K | 0.01% | −11−4.5% | Reduced |
| Ransom Advisory, Ltd | 233 | $46.7K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 231 | $46.0K | 0.03% | −1−0.4% | Reduced |
| Register Financial Advisors LLC | 228 | $45.7K | 0.02% | 00.0% | Unchanged |
| 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 |
| Ossiam | 223 | $44.7K | 0.00% | +223 | New |
| Princeton Global Asset Management LLC | 220 | $44.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 208 | $41.7K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 207 | $41.5K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 207 | $41.5K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 202 | $40.5K | 0.00% | +76+60.3% | Added |
| Albion Financial Group | 200 | $40.1K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $40.1K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 196 | $39.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 196 | $39.0K | 0.01% | +5+2.6% | Added |
| Tompkins Financial Corp | 186 | $37.3K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 185 | $37.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 183 | $36.6K | 0.01% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 181 | $36.3K | 0.03% | +181 | New |
| Private Wealth Management Group, LLC | 181 | $36.2K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 180 | $35.9K | 0.01% | +9+5.3% | Added |
| Rise Advisors, LLC | 179 | $35.8K | 0.02% | +1+0.6% | Added |
| Raffa Wealth Management, LLC | 175 | $35.0K | 0.01% | +81+86.2% | Added |
| Riggs Asset Managment Co. Inc. | 171 | $34.2K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 167 | $33.4K | 0.01% | 00.0% | Unchanged |
| Raelipskie Partnership | 166 | $33.2K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 166 | $33.2K | 0.02% | +166 | New |
| First Financial Corp | 166 | $33.2K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 163 | $33.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 160 | $32.1K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 160 | $32.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 156 | $31.2K | 0.01% | −11−6.6% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 166 | $30.9K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 154 | $30.8K | 0.00% | −738−82.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 150 | $30.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 148 | $29.6K | 0.00% | +148 | New |
| Stephens Consulting, LLC | 146 | $29.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 139 | $27.8K | 0.01% | +118+561.9% | Added |
| Family Firm, Inc. | 134 | $26.8K | 0.01% | +134 | New |
| Independence Bank of Kentucky | 133 | $26.6K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 131 | $26.2K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 127 | $25.4K | 0.00% | +61+92.4% | Added |
| Beach Investment Counsel Inc | 125 | $25.0K | 0.00% | +125 | New |
| Raleigh Capital Management Inc. | 124 | $24.8K | 0.01% | +9+7.8% | Added |
| VisionPoint Advisory Group, LLC | 122 | $24.4K | 0.01% | +92+306.7% | Added |
| CNB Bank | 116 | $23.2K | 0.01% | −43−27.0% | Reduced |
| Richardson Capital Management LLC | 116 | $23.2K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 113 | $22.6K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 111 | $22.3K | 0.00% | −132−54.3% | Reduced |
| Atlantic Trust, LLC | 110 | $22.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 106 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 109 | $21.8K | 0.01% | +109 | New |
| Gradient Investments LLC | 107 | $21.4K | 0.00% | 00.0% | Unchanged |