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Livermore
ZHEN

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, Q3 2024

Institutional positions in Constellation Energy Corp as of Sep 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
1,427
+134 vs. Q2 2024
Shares held
257.3M
+23.9M (+10.3%) vs. Q2 2024
Total value
$66.2B
+$19.5B (+41.7%) vs. Q2 2024
New holders
237
541 more added
Sold out
103
431 more reduced

17 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 1,427 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 645 institutionsQ2 2022: 755 institutionsQ3 2022: 823 institutionsQ4 2022: 877 institutionsQ1 2023: 841 institutionsQ2 2023: 849 institutionsQ3 2023: 905 institutionsQ4 2023: 1,005 institutionsQ1 2024: 1,175 institutionsQ2 2024: 1,310 institutionsQ3 2024: 1,427 institutionsQ4 2024: 1,545 institutionsQ1 2025: 1,547 institutionsQ2 2025: 1,722 institutionsQ3 2025: 1,824 institutionsQ4 2025: 2,008 institutionsQ1 2026: 1,907 institutionsQ2 2026: 1,866 institutions
Value heldQ3 2024: $66.2B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $14.4BQ2 2022: $15.3BQ3 2022: $22.3BQ4 2022: $23.2BQ1 2023: $21.2BQ2 2023: $24.9BQ3 2023: $29.3BQ4 2023: $30.6BQ1 2024: $48.0BQ2 2024: $51.0BQ3 2024: $66.2BQ4 2024: $56.9BQ1 2025: $51.8BQ2 2025: $82.7BQ3 2025: $82.1BQ4 2025: $91.1BQ1 2026: $80.3BQ2 2026: $71.4B
Institutions holding CEG and their total value by quarter
QuarterHoldersValue
Q2 20261,866$71.4B
Q1 20261,907$80.3B
Q4 20252,008$91.1B
Q3 20251,824$82.1B
Q2 20251,722$82.7B
Q1 20251,547$51.8B
Q4 20241,545$56.9B
Q3 20241,427$66.2B
Q2 20241,310$51.0B
Q1 20241,175$48.0B
Q4 20231,005$30.6B
Q3 2023905$29.3B
Q2 2023849$24.9B
Q1 2023841$21.2B
Q4 2022877$23.2B
Q3 2022823$22.3B
Q2 2022755$15.3B
Q1 2022645$14.4B
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q2 2024.

Institutions holding CEG in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$80.00%0Unchanged
Y.D. More Investments Ltd89$490.00%+7+8.5%Added
DHJJ Financial Advisors, Ltd.1$2610.00%00.0%Unchanged
West Branch Capital LLC1$2610.00%+1New
Mendota Financial Group, LLC1$2610.00%+1New
Pathway Financial Advisers, LLC115,094$4430.00%+114,651+25,880.6%Added
PEAK6 Investments LLC2$5000.00%+2New
Intact Investment Management Inc.2$5200.00%00.0%Unchanged
Chesapeake Asset Management LLC2$5200.00%+2New
CBIZ Investment Advisory Services, LLC3$7800.00%00.0%Unchanged
Crewe Advisors LLC3$7810.00%−6−66.7%Reduced
Voisard Asset Management Group, Inc.3$7810.00%+3New
E Fund Management (Hong Kong) Co., Ltd.2$1.00K0.00%00.0%Unchanged
WestEnd Advisors, LLC4$1.04K0.00%−1−20.0%Reduced
Financial Network Wealth Advisors LLC4$1.04K0.00%−1−20.0%Reduced
West Oak Capital, LLC5$1.30K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC6$1.56K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC6$1.56K0.00%00.0%Unchanged
Atticus Wealth Management, LLC7$1.82K0.00%−21−75.0%Reduced
Toth Financial Advisory Corp7$1.82K0.00%00.0%Unchanged
Cedar Wealth Management, LLC9$2.34K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC9$2.34K0.00%00.0%Unchanged
Salem Investment Counselors Inc9$2.34K0.00%+9New
Gordian Capital Singapore Pte Ltd10$2.60K0.00%−1,670−99.4%Reduced
IAG Wealth Partners, LLC10$2.60K0.00%+10New
ClariVest Asset Management LLC14$2.81K0.00%00.0%Unchanged
Main Street Group, LTD13$3.38K0.00%00.0%Unchanged
Motco13$3.38K0.00%00.0%Unchanged
Laurion Capital Management LP14$3.64K0.00%−8,166−99.8%Reduced
Core Alternative Capital14$3.64K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC15$3.90K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.16$4.16K0.00%00.0%Unchanged
Valued Wealth Advisors LLC16$4.16K0.00%−1−5.9%Reduced
New England Capital Financial Advisors LLC16$4.25K0.00%+16New
TFC Financial Management17$4.42K0.00%00.0%Unchanged
Goodman Advisory Group, LLC19$4.94K0.00%+19New
Addison Advisors LLC21$5.46K0.00%00.0%Unchanged
Aspect Partners, LLC22$5.72K0.00%−12−35.3%Reduced
Eagle Bay Advisors LLC22$5.72K0.00%00.0%Unchanged
Godsey & Gibb Associates24$6.24K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.28$6.34K0.00%00.0%Unchanged
Penserra Capital Management LLC27$7.00K0.00%00.0%Unchanged
South State Corp.27$7.02K0.00%00.0%Unchanged
Aspire Private Capital, LLC27$7.02K0.00%00.0%Unchanged
Highline Wealth Partners LLC27$7.06K0.00%−10−27.0%Reduced
Jackson, Grant Investment Advisers, Inc.28$7.28K0.00%00.0%Unchanged
Investors Research Corp28$7.28K0.00%00.0%Unchanged
Paladin Advisory Group, LLC29$7.54K0.01%00.0%Unchanged
Criterion Capital Advisors, LLC38$7.61K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC30$7.80K0.00%00.0%Unchanged
Coston, McIsaac & Partners31$8.00K0.00%00.0%Unchanged
Arrow Financial Corp33$8.58K0.00%00.0%Unchanged
SJS Investment Consulting Inc.35$9.10K0.00%−1−2.8%Reduced
Thompson Investment Management, Inc.36$9.36K0.00%00.0%Unchanged
Global Financial Private Client, LLC38$9.88K0.00%+38New
Peterson Financial Group, Inc.39$10.0K0.04%+39New
Abich Financial Wealth Management LLC40$10.4K0.02%+32+400.0%Added
Ruedi Wealth Management, Inc.44$11.4K0.00%−2−4.3%Reduced
Tower View Investment Management & Research LLC44$11.4K0.01%00.0%Unchanged
Reston Wealth Management LLC45$11.7K0.00%+45New
Capstone Investment Advisors, LLC46$12.0K0.00%−12,393−99.6%Reduced
Caldwell Sutter Capital, Inc.48$12.5K0.01%00.0%Unchanged
Valley National Advisers Inc53$13.0K0.00%−1,092−95.4%Reduced
Avion Wealth52$13.0K0.00%+3+6.1%Added
Delos Wealth Advisors, LLC50$13.0K0.01%+39+354.5%Added
REAP Financial Group, LLC50$13.0K0.00%+50New
Colonial Trust Advisors51$13.3K0.00%00.0%Unchanged
New Age Alpha Advisors, LLC51$13.3K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC55$14.3K0.00%00.0%Unchanged
Quarry LP58$15.1K0.00%−495−89.5%Reduced
American National Bank58$15.1K0.00%00.0%Unchanged
Clean Yield Group58$15.1K0.00%00.0%Unchanged
JDM Financial Group LLC58$15.1K0.01%00.0%Unchanged
Coppell Advisory Solutions LLC59$15.2K0.00%00.0%Unchanged
Dunhill Financial, LLC58$15.2K0.01%+27+87.1%Added
Bullock Wealth Management Group58$15.4K0.01%+58New
Abound Wealth Management60$15.6K0.01%−242−80.1%Reduced
Proffitt & Goodson Inc61$15.9K0.00%00.0%Unchanged
Bangor Savings Bank61$15.9K0.00%00.0%Unchanged
Mascoma Wealth Management LLC62$16.1K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC62$16.1K0.01%00.0%Unchanged
Creative Capital Management Investments LLC63$16.4K0.01%00.0%Unchanged
Annapolis Financial Services, LLC64$16.6K0.00%+2+3.2%Added
MidAtlantic Capital Management, Inc.64$16.6K0.01%00.0%Unchanged
Roble, Belko & Company, Inc66$17.0K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC66$17.0K0.01%00.0%Unchanged
Piscataqua Savings Bank66$17.2K0.01%00.0%Unchanged
Heritage Wealth Advisors66$17.2K0.00%00.0%Unchanged
FSA Wealth Management LLC68$17.7K0.01%+68New
Logan Capital Management Inc70$18.2K0.00%00.0%Unchanged
Truvestments Capital LLC73$19.0K0.01%+73New
Iron Horse Wealth Management, LLC75$19.5K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC75$19.5K0.00%00.0%Unchanged
Northwest Bank & Trust Co76$19.8K0.02%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC80$20.0K0.01%−4−4.8%Reduced
PrairieView Partners, LLC79$20.0K0.00%00.0%Unchanged
Wolff Wiese Magana LLC79$20.5K0.01%+50+172.4%Added
Burkett Financial Services, LLC80$20.9K0.01%00.0%Unchanged
Claris Advisors, LLC82$21.3K0.01%+82New
Laurel Wealth Advisors LLC83$21.6K0.00%00.0%Unchanged