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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Live Oak Private Wealth LLC | 1,166 | $303.2K | 0.05% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 1,172 | $304.7K | 0.04% | +43+3.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,175 | $305.5K | 0.04% | +1,175 | New |
| Nemes Rush Group LLC | 1,659 | $306.7K | 0.04% | 00.0% | Unchanged |
| Hudock, Inc. | 1,186 | $308.5K | 0.05% | +1+0.1% | Added |
| McCollum Christoferson Group LLC | 1,188 | $308.9K | 0.09% | +1,188 | New |
| SPC Financial, Inc. | 1,193 | $310.2K | 0.03% | +1,193 | New |
| Commerzbank Aktiengesellschaft | 1,195 | $311.0K | 0.01% | +1,195 | New |
| Principal Street Partners, LLC | 1,374 | $312.6K | 0.05% | −2,455−64.1% | Reduced |
| Evergreen Capital Management LLC | 1,204 | $313.1K | 0.01% | +124+11.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,206 | $313.6K | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,186 | $313.7K | 0.01% | −1,165−49.6% | Reduced |
| Souders Financial Advisors | 1,209 | $314.4K | 0.04% | +1,209 | New |
| Accurate Wealth Management, LLC | 1,183 | $314.9K | 0.06% | −21−1.7% | Reduced |
| TD Private Client Wealth LLC | 1,219 | $317.0K | 0.01% | −10−0.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,220 | $317.2K | 0.12% | 00.0% | Unchanged |
| Delta Wealth Advisors LLC | 1,226 | $318.8K | 0.31% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 1,353 | $321.0K | 0.06% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 1,240 | $322.3K | 0.02% | +1,240 | New |
| Simon Quick Advisors, LLC | 1,244 | $323.5K | 0.02% | +99+8.6% | Added |
| Waldron Private Wealth LLC | 1,247 | $324.2K | 0.01% | +111+9.8% | Added |
| Founders Financial Securities LLC | 1,251 | $325.3K | 0.03% | −183−12.8% | Reduced |
| Vise Technologies, Inc. | 1,251 | $325.3K | 0.04% | +1,251 | New |
| L2 Asset Management, LLC | 1,252 | $325.5K | 0.09% | +46+3.8% | Added |
| ABLE Financial Group, LLC | 1,254 | $326.1K | 0.10% | −96−7.1% | Reduced |
| United Asset Strategies, Inc. | 1,260 | $327.6K | 0.03% | +1,260 | New |
| Lodestar Private Asset Management LLC | 1,261 | $327.9K | 0.04% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 1,265 | $328.8K | 0.09% | +1,265 | New |
| Prairie Wealth Advisors, Inc. | 1,266 | $329.2K | 0.16% | +1,266 | New |
| Magnolia Capital Management Ltd | 1,270 | $330.0K | 0.26% | +1,270 | New |
| Fulton Bank, N.A. | 1,271 | $330.5K | 0.01% | −127−9.1% | Reduced |
| US Asset Management LLC | 1,463 | $331.0K | 0.29% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,274 | $331.3K | 0.00% | −63−4.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,285 | $334.1K | 0.01% | −107−7.7% | Reduced |
| EntryPoint Capital, LLC | 1,285 | $334.1K | 0.19% | +663+106.6% | Added |
| Parkside Financial Bank & Trust | 1,291 | $335.7K | 0.05% | −27−2.0% | Reduced |
| New Century Financial Group, LLC | 1,300 | $338.0K | 0.12% | −739−36.2% | Reduced |
| Norden Group LLC | 1,302 | $338.6K | 0.04% | −95−6.8% | Reduced |
| Harvest Investment Services, LLC | 1,304 | $339.1K | 0.11% | −2,663−67.1% | Reduced |
| Pallas Capital Advisors LLC | 1,286 | $340.1K | 0.01% | +1,286 | New |
| Grandview Asset Management LLC | 1,318 | $343.0K | 0.20% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 1,325 | $344.6K | 0.00% | +1+0.1% | Added |
| Fidelis Capital Partners, LLC | 1,297 | $345.1K | 0.04% | −31−2.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,332 | $345.7K | 0.02% | +11+0.8% | Added |
| Delta Financial Group, Inc. | 1,331 | $346.0K | 0.13% | +120+9.9% | Added |
| Creekmur Asset Management LLC | 1,331 | $346.2K | 0.08% | +85+6.8% | Added |
| Breakwater Capital Group | 1,332 | $346.3K | 0.07% | +54+4.2% | Added |
| Franklin Street Advisors Inc | 1,333 | $347.0K | 0.02% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 1,338 | $347.9K | 0.26% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,341 | $348.7K | 0.05% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,341 | $348.7K | 0.11% | +190+16.5% | Added |
| Sound View Wealth Advisors Group, LLC | 1,341 | $348.7K | 0.03% | +1,341 | New |
| Aries Wealth Management | 1,342 | $348.9K | 0.10% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 1,344 | $349.5K | 0.12% | +1,344 | New |
| Sierra Summit Advisors LLC | 1,347 | $350.2K | 0.08% | 00.0% | Unchanged |
| First American Trust, FSB | 1,354 | $352.1K | 0.03% | +140+11.5% | Added |
| TriaGen Wealth Management LLC | 1,357 | $352.8K | 0.12% | −2,450−64.4% | Reduced |
| Hengehold Capital Management LLC | 1,371 | $356.4K | 0.03% | +25+1.9% | Added |
| Choate Investment Advisors | 1,374 | $357.3K | 0.01% | +139+11.3% | Added |
| Signature Estate & Investment Advisors LLC | 1,376 | $357.8K | 0.01% | +108+8.5% | Added |
| Larson Financial Group LLC | 1,377 | $358.0K | 0.02% | +1,070+348.5% | Added |
| Nikulski Financial, Inc. | 1,381 | $359.1K | 0.11% | +214+18.3% | Added |
| Optas, LLC | 1,384 | $359.9K | 0.08% | +34+2.5% | Added |
| Ramirez Asset Management, Inc. | 1,400 | $364.0K | 0.07% | +800+133.3% | Added |
| Quadcap Wealth Management, LLC | 1,404 | $365.1K | 0.06% | 00.0% | Unchanged |
| Umb Bank N A | 1,413 | $367.4K | 0.01% | +324+29.8% | Added |
| Compass Ion Advisors, LLC | 1,423 | $370.0K | 0.05% | +56+4.1% | Added |
| Alpha Family Trust | 1,430 | $371.8K | 0.21% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 1,433 | $372.6K | 0.32% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,434 | $372.8K | 0.01% | −372−20.6% | Reduced |
| Grimes & Company, Inc. | 1,440 | $374.3K | 0.01% | +6+0.4% | Added |
| Graypoint LLC | 1,442 | $374.8K | 0.02% | +18+1.3% | Added |
| Willner & Heller, LLC | 1,442 | $374.9K | 0.33% | +1,442 | New |
| Catalina Capital Group, LLC | 1,442 | $374.9K | 0.13% | +99+7.4% | Added |
| Traphagen Investment Advisors LLC | 1,445 | $375.6K | 0.04% | +1+0.1% | Added |
| Wells Trecaso Financial Group, LLC | 1,453 | $377.8K | 0.12% | 00.0% | Unchanged |
| Eagle Bluffs Wealth Management LLC | 1,453 | $377.8K | 0.20% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,457 | $378.8K | 0.08% | +301+26.0% | Added |
| Lineweaver Wealth Advisors, LLC | 1,465 | $381.1K | 0.07% | +5+0.3% | Added |
| Evoke Wealth, LLC | 1,473 | $382.9K | 0.01% | +1,473 | New |
| Planning Directions Inc | 1,473 | $383.0K | 0.23% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,478 | $384.3K | 0.03% | −14−0.9% | Reduced |
| Bluesphere Advisors, LLC | 1,481 | $385.2K | 0.19% | +1,481 | New |
| Retirement Planning Co of New England, Inc. | 1,486 | $386.4K | 0.19% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 1,486 | $386.4K | 0.08% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,500 | $390.0K | 0.22% | −50−3.2% | Reduced |
| Beaumont Financial Advisors, LLC | 1,501 | $390.3K | 0.03% | +6+0.4% | Added |
| High Net Worth Advisory Group LLC | 1,502 | $390.5K | 0.11% | −140−8.5% | Reduced |
| Welch & Forbes LLC | 1,504 | $391.1K | 0.00% | −171−10.2% | Reduced |
| SC&H Financial Advisors, Inc. | 1,507 | $391.9K | 0.09% | −14−0.9% | Reduced |
| Poehling Capital Management, LLC | 1,509 | $392.4K | 0.10% | +287+23.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,510 | $393.0K | 0.15% | −215−12.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,513 | $393.4K | 0.13% | +144+10.5% | Added |
| Lindbrook Capital, LLC | 1,515 | $393.9K | 0.03% | +425+39.0% | Added |
| Lake Street Financial LLC | 1,516 | $394.2K | 0.06% | +21+1.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,519 | $395.0K | 0.01% | +1,519 | New |
| Edge Financial Advisors LLC | 1,523 | $396.0K | 0.35% | +3+0.2% | Added |
| SFG Wealth Management, LLC. | 1,523 | $396.0K | 0.21% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,525 | $396.5K | 0.16% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 1,525 | $396.6K | 0.09% | +186+13.9% | Added |