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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, Q4 2024

Institutional positions in Constellation Energy Corp as of Dec 31, 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
1,545
+144 vs. Q3 2024
Shares held
254.0M
−2.95M (−1.1%) vs. Q3 2024
Total value
$56.9B
−$9.28B (−14.0%) vs. Q3 2024
New holders
266
641 more added
Sold out
122
405 more reduced

26 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 1,545 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 heldQ4 2024: $56.9B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q3 2024.

Institutions holding CEG in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
REAP Financial Group, LLC0$970.00%−50−100.0%Reduced
DHJJ Financial Advisors, Ltd.1$2240.00%00.0%Unchanged
Cape Investment Advisory, Inc.1$2240.00%+1New
Sugar Maple Asset Management, LLC1$2240.00%+1New
Chesapeake Asset Management LLC2$4470.00%00.0%Unchanged
Intact Investment Management Inc.2$4470.00%00.0%Unchanged
Clear Investment Research, LLC2$4470.00%+2New
Activest Wealth Management2$4470.00%+2New
Richardson Financial Services Inc.3$6710.00%+3New
Evermay Wealth Management LLC3$6900.00%+3New
UMA Financial Services, Inc.4$8950.00%+4New
Parkworth Wealth Management, Inc.4$8950.00%+4New
Strengthening Families & Communities, LLC6$1.00K0.00%00.0%Unchanged
Winnow Wealth LLC5$1.04K0.00%+5New
West Oak Capital, LLC5$1.10K0.00%00.0%Unchanged
Investors Research Corp5$1.12K0.00%−23−82.1%Reduced
MPWM Advisory Solutions, LLC5$1.12K0.00%+5New
FLP Wealth Management, LLC5$1.15K0.00%+5New
Toth Financial Advisory Corp7$1.57K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.8$1.79K0.00%+8New
Principia Wealth Advisory, LLC8$1.79K0.00%+8New
Householder Group Estate & Retirement Specialist, LLC13$2.00K0.00%−67−83.8%Reduced
Aster Capital Management (DIFC) Ltd9$2.01K0.00%−2,653−99.7%Reduced
Cedar Wealth Management, LLC9$2.01K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC9$2.01K0.00%00.0%Unchanged
New Millennium Group LLC9$2.01K0.00%+9New
CBIZ Investment Advisory Services, LLC10$2.24K0.00%+7+233.3%Added
Berkshire Capital Holdings Inc10$2.24K0.00%+10New
WealthTrak Capital Management LLC10$2.24K0.00%+10New
Gordian Capital Singapore Pte Ltd10$2.26K0.00%00.0%Unchanged
Transce3nd, LLC11$2.46K0.00%+11New
Beaird Harris Wealth Management, LLC12$2.69K0.00%−18−60.0%Reduced
HHM Wealth Advisors, LLC12$2.69K0.00%+12New
Motco13$2.91K0.00%00.0%Unchanged
Main Street Group, LTD13$2.91K0.00%00.0%Unchanged
Financial Life Planners13$2.93K0.00%+13New
Wood Tarver Financial Group, LLC14$3.00K0.00%+14New
Core Alternative Capital14$3.13K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC15$3.36K0.00%00.0%Unchanged
NewSquare Capital LLC15$3.36K0.00%+15New
McIlrath & Eck, LLC15$3.36K0.00%+15New
IAG Wealth Partners, LLC16$3.58K0.00%+6+60.0%Added
Tucker Asset Management LLC16$3.58K0.00%+16New
Guardian Wealth Management, Inc.16$3.68K0.00%00.0%Unchanged
PayPay Securities Corp17$3.80K0.17%+17New
Clark Wealth Partners17$3.80K0.00%+17New
TFC Financial Management17$3.81K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC20$4.47K0.00%+14+233.3%Added
Valued Wealth Advisors LLC20$4.47K0.00%+4+25.0%Added
Addison Advisors LLC21$4.70K0.00%00.0%Unchanged
Eagle Bay Advisors LLC22$4.92K0.00%00.0%Unchanged
Aspect Partners, LLC22$4.92K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.21$5.00K0.00%+19+950.0%Added
SJS Investment Consulting Inc.24$5.37K0.00%−11−31.4%Reduced
Godsey & Gibb Associates24$5.37K0.00%00.0%Unchanged
Synergy Investment Management, LLC26$5.65K0.00%+26New
Coston, McIsaac & Partners31$6.00K0.00%00.0%Unchanged
South State Corp.27$6.04K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC20$6.20K0.00%+20New
Legacy Wealth Managment, LLC20$6.20K0.00%+20New
Jackson, Grant Investment Advisers, Inc.28$6.26K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.29$6.47K0.00%+29New
Wolff Wiese Magana LLC29$6.49K0.00%−50−63.3%Reduced
Paladin Advisory Group, LLC29$6.49K0.00%00.0%Unchanged
Pingora Partners LLC30$6.71K0.00%+30New
Oarsman Capital, Inc.30$6.72K0.00%+30New
Painted Porch Advisors LLC32$7.16K0.00%+32New
Putney Financial Group LLC33$7.38K0.01%+33New
Criterion Capital Advisors, LLC38$7.61K0.00%00.0%Unchanged
Highline Wealth Partners LLC34$7.65K0.00%+7+25.9%Added
Thompson Investment Management, Inc.36$8.05K0.00%00.0%Unchanged
WPG Advisers, LLC36$8.11K0.01%+36New
Quest 10 Wealth Builders, Inc.38$8.50K0.01%+38New
Semmax Financial Advisors Inc.28$8.64K0.00%00.0%Unchanged
Bear Mountain Capital, Inc.25$8.66K0.00%+25New
Tower View Investment Management & Research LLC40$8.96K0.00%−4−9.1%Reduced
Global Financial Private Client, LLC41$9.17K0.00%+3+7.9%Added
NBC Securities, Inc.41$9.31K0.85%−42,187−99.9%Reduced
Raffa Wealth Management, LLC42$9.40K0.00%−52−55.3%Reduced
Ruedi Wealth Management, Inc.44$9.84K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC47$10.6K0.01%+47New
Caldwell Sutter Capital, Inc.48$10.7K0.00%00.0%Unchanged
Clear Street Markets LLC49$11.0K0.00%+49New
Valley National Advisers Inc53$11.0K0.00%00.0%Unchanged
Avion Wealth51$11.0K0.00%−1−1.9%Reduced
Glynn Capital Management LLC50$11.2K0.00%+50New
Curio Wealth, LLC50$11.2K0.01%+50New
Colonial Trust Advisors51$11.4K0.00%00.0%Unchanged
American National Bank53$11.9K0.00%−5−8.6%Reduced
GPS Wealth Strategies Group, LLC55$12.3K0.00%00.0%Unchanged
Coastline Trust Co56$12.5K0.00%+56New
Indiana Trust & Investment Management CO58$13.0K0.00%−575−90.8%Reduced
Clean Yield Group58$13.0K0.00%00.0%Unchanged
JDM Financial Group LLC58$13.0K0.01%00.0%Unchanged
Abound Wealth Management60$13.5K0.00%00.0%Unchanged
Proffitt & Goodson Inc61$13.6K0.00%00.0%Unchanged
Bangor Savings Bank61$13.7K0.00%00.0%Unchanged
Creative Capital Management Investments LLC63$14.1K0.01%00.0%Unchanged
MidAtlantic Capital Management, Inc.64$14.3K0.01%00.0%Unchanged
Piscataqua Savings Bank66$14.8K0.01%00.0%Unchanged