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 |
|---|---|---|---|---|---|
| Romano Brothers and Company | 2,900 | $580.8K | 0.08% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 2,888 | $578.3K | 0.01% | +81+2.9% | Added |
| Kennedy Investment Group | 2,881 | $576.9K | 0.29% | −30−1.0% | Reduced |
| Key Financial Inc | 2,879 | $576.6K | 0.14% | +824+40.1% | Added |
| VeraBank, N.A. | 2,867 | $574.2K | 0.18% | 00.0% | Unchanged |
| FCG Investment Co | 2,857 | $572.2K | 0.43% | +115+4.2% | Added |
| EverSource Wealth Advisors, LLC | 2,988 | $567.2K | 0.04% | +866+40.8% | Added |
| Onyx Bridge Wealth Group LLC | 2,813 | $563.4K | 0.09% | −21−0.7% | Reduced |
| RFG Advisory, LLC | 2,802 | $561.2K | 0.02% | +951+51.4% | Added |
| Sentinus, LLC | 2,786 | $557.9K | 0.18% | +246+9.7% | Added |
| BLB&B Advisors, LLC | 2,780 | $556.8K | 0.03% | −130−4.5% | Reduced |
| Shelton Wealth Management, LLC | 2,761 | $552.9K | 0.33% | −88−3.1% | Reduced |
| Moors & Cabot, Inc. | 2,760 | $552.7K | 0.03% | +273+11.0% | Added |
| Pensionmark Financial Group, LLC | 2,755 | $551.7K | 0.03% | +2,755 | New |
| Cornerstone Advisory, LLC | 2,752 | $551.2K | 0.08% | −1,991−42.0% | Reduced |
| Harbert Fund Advisors, Inc. | 2,750 | $550.7K | 0.44% | +2,750 | New |
| Cohen Klingenstein LLC | 2,733 | $547.3K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,727 | $546.1K | 0.01% | +520+23.6% | Added |
| Modern Wealth Management, LLC | 2,725 | $545.7K | 0.04% | +2,725 | New |
| Trust Point Inc. | 2,718 | $544.3K | 0.04% | −165−5.7% | Reduced |
| CRA Financial Services, LLC | 2,717 | $544.1K | 0.11% | 00.0% | Unchanged |
| Coastline Trust Co | 2,700 | $540.7K | 0.06% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 2,700 | $540.7K | 0.36% | +2,700 | New |
| Avenue 1 Advisors, LLC | 2,675 | $535.7K | 0.22% | +3+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 2,663 | $533.3K | 0.04% | +2,663 | New |
| Cyndeo Wealth Partners, LLC | 2,662 | $533.1K | 0.04% | +1,231+86.0% | Added |
| Boston Private Wealth LLC | 2,656 | $531.9K | 0.01% | +71+2.7% | Added |
| AdvisorNet Financial, Inc | 2,652 | $531.2K | 0.05% | +61+2.4% | Added |
| Resources Investment Advisors, LLC. | 2,646 | $530.0K | 0.01% | +1,007+61.4% | Added |
| Insight Advisors, LLC | 2,627 | $526.1K | 0.10% | 00.0% | Unchanged |
| Resolution Capital Ltd | 2,624 | $525.5K | 0.01% | −3,182−54.8% | Reduced |
| Highview Capital Management LLC | 2,615 | $523.7K | 0.22% | +2,615 | New |
| Stephens Inc | 2,614 | $523.5K | 0.01% | −550−17.4% | Reduced |
| BNP Paribas | 2,606 | $521.9K | 0.03% | +2,606 | New |
| Riverwater Partners LLC | 2,597 | $520.1K | 0.39% | −106−3.9% | Reduced |
| WBH Advisory Inc | 2,572 | $515.2K | 0.05% | −32−1.2% | Reduced |
| True Vision MN LLC | 2,557 | $512.1K | 0.33% | −42−1.6% | Reduced |
| Bokf, NA | 2,550 | $510.7K | 0.01% | −3,662−59.0% | Reduced |
| Fisher Asset Management, LLC | 2,548 | $510.4K | 0.00% | +450+21.4% | Added |
| Pearl River Capital, LLC | 2,540 | $508.7K | 0.08% | +2,540 | New |
| Harbour Investments, Inc. | 2,534 | $507.5K | 0.02% | −19−0.7% | Reduced |
| Great Lakes Advisors, LLC | 2,534 | $507.4K | 0.00% | −44−1.7% | Reduced |
| AA Financial Advisors, LLC | 2,525 | $505.7K | 0.18% | −340−11.9% | Reduced |
| Ballentine Partners, LLC | 2,521 | $504.9K | 0.01% | +264+11.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,497 | $500.1K | 0.07% | −10.0% | Reduced |
| Resources Management Corp | 2,498 | $500.0K | 0.07% | +25+1.0% | Added |
| Wesbanco Bank Inc | 2,495 | $499.7K | 0.02% | −133−5.1% | Reduced |
| First Horizon Advisors, Inc. | 2,473 | $495.3K | 0.02% | +74+3.1% | Added |
| John G Ullman & Associates Inc | 2,465 | $493.7K | 0.08% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,457 | $492.1K | 0.01% | −16−0.6% | Reduced |
| Westover Capital Advisors, LLC | 2,457 | $492.1K | 0.13% | +950+63.0% | Added |
| Harbour Capital Advisors, LLC | 2,386 | $489.2K | 0.12% | −5−0.2% | Reduced |
| Garrett Investment Advisors LLC | 2,429 | $486.5K | 0.06% | +10.0% | Added |
| Galvin, Gaustad & Stein, LLC | 2,400 | $480.6K | 0.04% | −500−17.2% | Reduced |
| Ellenbecker Investment Group | 2,398 | $480.4K | 0.10% | +42+1.8% | Added |
| GeoWealth Management, LLC | 2,388 | $478.2K | 0.02% | +1,159+94.3% | Added |
| First National Bank & Trust Co of Newtown | 2,386 | $477.8K | 0.10% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 2,331 | $477.4K | 0.09% | −94−3.9% | Reduced |
| Clarius Group, LLC | 2,377 | $476.0K | 0.03% | −183−7.1% | Reduced |
| Sherbrooke Park Advisers LLC | 2,374 | $475.4K | 0.08% | +2,374 | New |
| Cooper Financial Group | 2,373 | $475.2K | 0.07% | +86+3.8% | Added |
| Snowden Capital Advisors LLC | 2,358 | $472.3K | 0.01% | −2,012−46.0% | Reduced |
| Corsair Capital Management, L.P. | 2,357 | $472.0K | 0.13% | −17−0.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,353 | $471.2K | 0.03% | −143−5.7% | Reduced |
| Yeomans Consulting Group, Inc. | 2,351 | $470.8K | 0.18% | +2,351 | New |
| Coastal Investment Advisors, Inc. | 2,343 | $469.2K | 0.09% | −1,709−42.2% | Reduced |
| Prosperity Wealth Management, Inc. | 2,334 | $467.4K | 0.23% | −243−9.4% | Reduced |
| Bank & Trust Co | 2,324 | $465.4K | 0.39% | +2,324 | New |
| Savvy Advisors, Inc. | 2,309 | $462.4K | 0.15% | +54+2.4% | Added |
| V-Square Quantitative Management LLC | 2,257 | $452.0K | 0.07% | −829−26.9% | Reduced |
| Alpha Omega Wealth Management LLC | 2,257 | $452.0K | 0.09% | −218−8.8% | Reduced |
| Proequities, Inc. | 2,248 | $450.2K | 0.03% | +671+42.5% | Added |
| Centre Asset Management, LLC | 2,245 | $450.0K | 0.10% | −750−25.0% | Reduced |
| Ostrum Asset Management | 2,246 | $449.8K | 0.04% | −2,698−54.6% | Reduced |
| Segment Wealth Management, LLC | 2,239 | $448.4K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,233 | $447.0K | 0.01% | −1,196−34.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,227 | $445.9K | 0.07% | +2+0.1% | Added |
| LSP Investment Advisors, LLC | 2,208 | $442.2K | 0.25% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 2,207 | $442.0K | 0.00% | +33+1.5% | Added |
| Cassaday & Co Wealth Management LLC | 2,204 | $441.4K | 0.01% | −287−11.5% | Reduced |
| Quadrant Capital Group LLC | 2,204 | $441.4K | 0.03% | +428+24.1% | Added |
| TradeLink Capital LLC | 2,200 | $441.0K | 1.27% | +2,200 | New |
| Cloverfields Capital Group, LP | 2,202 | $441.0K | 0.15% | +2,202 | New |
| Successful Portfolios LLC | 2,184 | $437.5K | 0.31% | −118−5.1% | Reduced |
| CX Institutional | 2,162 | $433.0K | 0.02% | +64+3.1% | Added |
| Sompo Asset Management Co., Ltd. | 2,160 | $432.6K | 0.07% | −810−27.3% | Reduced |
| Symmetry Partners, LLC | 2,137 | $428.0K | 0.02% | −652−23.4% | Reduced |
| Davenport & Co LLC | 2,136 | $427.9K | 0.00% | −50−2.3% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 2,133 | $427.2K | 0.02% | +50+2.4% | Added |
| Stevard, LLC | 2,110 | $422.6K | 0.37% | +2,110 | New |
| Forum Financial Management, LP | 2,107 | $422.0K | 0.01% | −103−4.7% | Reduced |
| Atlas Capital Advisors LLC | 2,105 | $421.6K | 0.05% | −65−3.0% | Reduced |
| Avantax Planning Partners, Inc. | 2,096 | $419.8K | 0.01% | +5+0.2% | Added |
| Merrion Investment Management Co, LLC | 2,091 | $418.8K | 0.29% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 2,076 | $415.8K | 0.13% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,066 | $413.7K | 0.03% | +2,066 | New |
| Plotkin Financial Advisors, LLC | 2,063 | $413.2K | 0.27% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 2,039 | $408.4K | 0.17% | +2,039 | New |
| Mutual Advisors, LLC | 2,351 | $406.0K | 0.01% | +1,136+93.5% | Added |
| Clifford Swan Investment Counsel LLC | 2,019 | $404.4K | 0.02% | −2−0.1% | Reduced |