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 |
|---|---|---|---|---|---|
| Resonant Capital Advisors, LLC | 2,015 | $403.5K | 0.03% | +104+5.4% | Added |
| Telos Capital Management, Inc. | 2,009 | $402.3K | 0.04% | +244+13.8% | Added |
| Quest Partners LLC | 1,986 | $397.7K | 0.05% | +1,982+49,550.0% | Added |
| Ewa, LLC | 2,094 | $397.5K | 0.16% | +39+1.9% | Added |
| Parallel Advisors, LLC | 1,985 | $397.5K | 0.01% | +249+14.3% | Added |
| Enterprise Financial Services Corp | 1,974 | $395.3K | 0.24% | +12+0.6% | Added |
| KLCM Advisors, Inc. | 1,968 | $394.1K | 0.05% | +66+3.5% | Added |
| Platform Technology Partners | 1,964 | $393.4K | 0.14% | +1,964 | New |
| FNY Investment Advisers, LLC | 1,965 | $393.0K | 0.26% | +1,965 | New |
| JFS Wealth Advisors, LLC | 1,958 | $392.0K | 0.03% | −1−0.1% | Reduced |
| Centaurus Financial, Inc. | 1,959 | $392.0K | 0.03% | +618+46.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,954 | $391.3K | 0.04% | +3+0.2% | Added |
| Marcum Wealth, LLC | 1,952 | $390.9K | 0.04% | +17+0.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,950 | $390.5K | 0.27% | −1,170−37.5% | Reduced |
| Itau Unibanco Holding S.A. | 1,935 | $387.5K | 0.02% | +1,935 | New |
| Quent Capital, LLC | 1,930 | $386.5K | 0.04% | −67−3.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,927 | $385.9K | 0.10% | −18−0.9% | Reduced |
| Grant/GrossMendelsohn, LLC | 1,926 | $385.7K | 0.18% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,906 | $381.7K | 0.01% | −1,280−40.2% | Reduced |
| Abbrea Capital, LLC | 1,902 | $381.0K | 0.05% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,896 | $379.7K | 0.25% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 1,895 | $379.5K | 0.05% | +467+32.7% | Added |
| Thoroughbred Financial Services, LLC | 1,881 | $376.0K | 0.03% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,875 | $375.5K | 0.02% | −148−7.3% | Reduced |
| Earnest Partners LLC | 1,864 | $373.3K | 0.00% | −114−5.8% | Reduced |
| Patten & Patten Inc | 1,864 | $373.3K | 0.03% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,861 | $372.7K | 0.04% | +193+11.6% | Added |
| Kestra Private Wealth Services, LLC | 1,860 | $372.4K | 0.01% | +138+8.0% | Added |
| Spirepoint Private Client, LLC | 1,858 | $372.1K | 0.05% | +72+4.0% | Added |
| Quintet Private Bank (Europe) S.A. | 1,571 | $370.9K | 0.02% | +1,571 | New |
| Buckley Wealth Management, LLC | 1,852 | $370.9K | 0.12% | +1+0.1% | Added |
| Fukoku Mutual Life Insurance Co | 1,850 | $370.5K | 0.03% | −372−16.7% | Reduced |
| Financial Council Asset Management Inc | 1,849 | $370.3K | 0.21% | 00.0% | Unchanged |
| Athena Investment Management | 1,845 | $369.5K | 0.22% | −32−1.7% | Reduced |
| Wealth Management Associates, Inc. | 1,844 | $369.3K | 0.17% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,843 | $369.1K | 0.02% | +39+2.2% | Added |
| Compton Financial Group, LLC | 1,840 | $368.5K | 0.12% | 00.0% | Unchanged |
| Hyman Charles D | 1,833 | $367.0K | 0.02% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,831 | $366.9K | 0.03% | +1+0.1% | Added |
| Moody National Bank Trust Division | 1,821 | $364.7K | 0.03% | −1,521−45.5% | Reduced |
| Mission Wealth Management, LP | 1,806 | $361.7K | 0.01% | +171+10.5% | Added |
| Geneos Wealth Management Inc. | 1,805 | $361.6K | 0.02% | +215+13.5% | Added |
| Counterpoint Mutual Funds LLC | 1,800 | $360.5K | 0.08% | +290+19.2% | Added |
| Integrated Advisors Network LLC | 1,798 | $360.1K | 0.02% | +128+7.7% | Added |
| Duncker Streett & Co Inc | 1,796 | $359.7K | 0.07% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,785 | $357.5K | 0.18% | −240−11.9% | Reduced |
| Welch & Forbes LLC | 1,675 | $357.0K | 0.00% | −2−0.1% | Reduced |
| MTM Investment Management, LLC | 1,778 | $356.1K | 0.15% | −15−0.8% | Reduced |
| Garden State Investment Advisory Services LLC | 1,765 | $354.5K | 0.12% | +74+4.4% | Added |
| CIC Wealth, LLC | 1,768 | $354.0K | 0.10% | +1+0.1% | Added |
| Balboa Wealth Partners | 1,762 | $352.9K | 0.09% | +1,762 | New |
| Wealth Dimensions Group, Ltd. | 1,756 | $351.8K | 0.10% | −49−2.7% | Reduced |
| WealthPLAN Partners, LLC | 1,753 | $351.1K | 0.04% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 1,730 | $346.5K | 0.06% | +27+1.6% | Added |
| Trust Co of Toledo NA | 1,726 | $345.7K | 0.05% | −18−1.0% | Reduced |
| Modera Wealth Management, LLC | 1,723 | $345.0K | 0.01% | +3+0.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,725 | $345.0K | 0.14% | −76−4.2% | Reduced |
| Girard Partners Ltd. | 1,721 | $344.7K | 0.03% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,700 | $340.5K | 0.17% | +1+0.1% | Added |
| Moneta Group Investment Advisors LLC | 1,694 | $339.3K | 0.01% | +156+10.1% | Added |
| Interchange Capital Partners, LLC | 1,691 | $338.7K | 0.12% | +1,691 | New |
| Stratos Wealth Advisors, LLC | 1,683 | $337.2K | 0.02% | −681−28.8% | Reduced |
| Steel Peak Wealth Management LLC | 1,681 | $336.7K | 0.02% | +1,681 | New |
| Gordian Capital Singapore Pte Ltd | 1,680 | $336.5K | 0.19% | +1,680 | New |
| Aurora Private Wealth, Inc. | 1,674 | $335.0K | 0.29% | +15+0.9% | Added |
| Marietta Wealth Management, LLC | 1,666 | $333.6K | 0.05% | +1,666 | New |
| Embree Financial Group | 1,660 | $332.5K | 0.06% | +20+1.2% | Added |
| Nemes Rush Group LLC | 1,659 | $332.3K | 0.05% | 00.0% | Unchanged |
| First American Bank | 1,657 | $331.8K | 0.02% | +1,657 | New |
| PDS Planning, Inc | 1,650 | $330.4K | 0.03% | −74−4.3% | Reduced |
| Valeo Financial Advisors, LLC | 1,648 | $330.1K | 0.01% | +44+2.7% | Added |
| High Net Worth Advisory Group LLC | 1,642 | $328.8K | 0.10% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,634 | $327.2K | 0.33% | −50−3.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 1,629 | $326.2K | 0.04% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,627 | $326.0K | 0.05% | +242+17.5% | Added |
| Sage Mountain Advisors LLC | 1,626 | $325.6K | 0.03% | +324+24.9% | Added |
| Brasada Capital Management, LP | 1,500 | $325.3K | 0.06% | +1,500 | New |
| Eagle Wealth Strategies LLC | 1,614 | $323.2K | 0.26% | +1+0.1% | Added |
| Conning Inc. | 1,603 | $321.0K | 0.01% | +2+0.1% | Added |
| LGT Fund Management Co Ltd. | 1,600 | $320.4K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,594 | $319.2K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,590 | $318.4K | 0.03% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 1,586 | $318.0K | 0.04% | +1,586 | New |
| Rice Partnership, LLC | 1,580 | $316.4K | 0.07% | +1,580 | New |
| Heritage Trust Co | 1,574 | $315.2K | 0.04% | +28+1.8% | Added |
| Capital Square, LLC | 1,652 | $314.6K | 0.20% | +1,652 | New |
| Perigon Wealth Management, LLC | 1,568 | $314.1K | 0.01% | +69+4.6% | Added |
| Insight Folios Inc | 1,565 | $313.4K | 0.13% | −51−3.2% | Reduced |
| Aaron Wealth Advisors | 1,555 | $311.4K | 0.04% | +269+20.9% | Added |
| Winton Group Ltd | 1,554 | $311.2K | 0.02% | +1,554 | New |
| Tyler-Stone Wealth Management | 1,552 | $310.8K | 0.13% | −83−5.1% | Reduced |
| Alliance Wealth Advisors, LLC | 1,550 | $310.4K | 0.20% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,550 | $310.4K | 0.03% | 00.0% | Unchanged |
| Keystone Financial Group | 1,536 | $307.6K | 0.11% | +350+29.5% | Added |
| Scotia Capital Inc. | 1,535 | $307.4K | 0.00% | −1,090−41.5% | Reduced |
| Legacy Advisors, LLC | 1,531 | $306.6K | 0.04% | −2,382−60.9% | Reduced |
| StoneX Group Inc. | 1,527 | $305.8K | 0.02% | −109−6.7% | Reduced |
| Venture Visionary Partners LLC | 1,526 | $305.6K | 0.01% | +144+10.4% | Added |
| Newton One Investments LLC | 1,525 | $305.4K | 0.13% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,523 | $305.0K | 0.02% | −430−22.0% | Reduced |