Skip to main content
Livermore
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
Pension & Wealth Management Advisors, Inc.226$50.6K0.02%+226New
Sierra Ocean, LLC227$50.8K0.04%+227New
Evolution Advisers, Inc.232$52.0K0.03%00.0%Unchanged
Ransom Advisory, Ltd233$52.1K0.02%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.166$53.4K0.03%00.0%Unchanged
Bernard Wealth Management Corp.242$54.1K0.03%+242New
Catalyst Capital Advisors LLC243$54.4K0.00%00.0%Unchanged
Millstone Evans Group, LLC250$55.9K0.04%+250New
Beacon Capital Management, LLC260$58.2K0.01%00.0%Unchanged
Peoples Financial Services Corp.266$59.5K0.03%00.0%Unchanged
West Paces Advisors Inc.266$59.5K0.01%−68−20.4%Reduced
Brown, Lisle/Cummings, Inc.266$59.5K0.02%+266New
Tompkins Financial Corp267$59.7K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC272$61.0K0.00%+176+183.3%Added
Hemington Wealth Management274$61.0K0.02%+24+9.6%Added
Fortis Group Advisors, LLC277$62.0K0.01%00.0%Unchanged
Banque Transatlantique SA281$62.5K0.00%+281New
Pacific Capital Wealth Advisors, Inc280$62.6K0.01%00.0%Unchanged
Community Bank, N.A.282$63.1K0.01%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.288$64.0K0.00%+288New
Nova Wealth Management, Inc.294$65.8K0.06%+294New
Armstrong Advisory Group, Inc298$66.7K0.01%00.0%Unchanged
Robbins Farley LLC299$66.9K0.03%+299New
Colonial Trust Co300$67.1K0.01%+63+26.6%Added
Compagnie Lombard Odier SCmA300$67.1K0.00%+300New
Global Trust Asset Management, LLC306$68.5K0.03%+1+0.3%Added
Empirical Asset Management, LLC65,878$69.7K0.02%+65,878New
Versant Capital Management, Inc314$70.2K0.02%+104+49.5%Added
SOA Wealth Advisors, LLC.315$70.5K0.01%+57+22.1%Added
Capital Analysts, LLC322$72.0K0.00%−14−4.2%Reduced
WR Wealth Planners, LLC331$74.0K0.02%−33−9.1%Reduced
Runnymede Capital Advisors, Inc.335$74.9K0.07%+335New
Towarzystwo Funduszy Inwestycyjnych Pzu SA345$77.2K0.03%+22+6.8%Added
Centricity Wealth Management, LLC346$77.4K0.07%+346New
Capital A Wealth Management, LLC352$78.7K0.13%+352New
City State Bank356$79.6K0.03%−15−4.0%Reduced
Bruce G. Allen Investments, LLC359$80.3K0.07%−7−1.9%Reduced
Old Point Trust & Financial Services N A366$81.9K0.03%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC371$83.0K0.03%00.0%Unchanged
Sandy Spring Bank395$88.4K0.00%+60+17.9%Added
Redwood Park Advisors LLC398$89.0K0.08%+398New
Generali Investments Towarzystwo Funduszy Inwestycyjnych400$89.5K0.05%−200−33.3%Reduced
Boit C F David400$89.5K0.05%00.0%Unchanged
Lavaca Capital LLC400$89.5K0.04%+400New
SRS Capital Advisors, Inc.401$89.7K0.01%+242+152.2%Added
AllSquare Wealth Management LLC408$91.3K0.05%00.0%Unchanged
Archer Investment Corp414$92.6K0.02%00.0%Unchanged
FIL Ltd419$93.7K0.00%−8−1.9%Reduced
Strategic Investment Solutions, Inc.809$94.6K0.03%+274+51.2%Added
Gables Capital Management Inc.432$96.6K0.05%00.0%Unchanged
Quest Partners LLC440$98.4K0.01%+19+4.5%Added
Paradigm Asset Management Co LLC451$100.9K0.03%00.0%Unchanged
Hazlett, Burt & Watson, Inc.457$102.0K0.05%00.0%Unchanged
ORG Wealth Partners, LLC456$102.0K0.03%−100−18.0%Reduced
Park Place Capital Corp456$102.0K0.03%+362+385.1%Added
Stephenson National Bank & Trust462$103.4K0.03%−54−10.5%Reduced
GW&K Investment Management, LLC475$106.0K0.00%+1+0.2%Added
Chapman Financial Group, LLC477$106.7K0.09%+477New
Mattson Financial Services, LLC426$110.8K0.04%+426New
LRI Investments, LLC496$111.0K0.01%+41+9.0%Added
Bayforest Capital Ltd506$113.2K0.14%+506New
Bartlett & Co. Wealth Management LLC510$114.1K0.00%−32−5.9%Reduced
Wellington Shields & Co., LLC517$115.6K0.04%+12+2.4%Added
Aventura Private Wealth, LLC520$116.3K0.06%+520New
Tortoise Investment Management, LLC526$117.7K0.01%−42−7.4%Reduced
Webster Bank, N. A.534$119.5K0.01%00.0%Unchanged
Crowley Wealth Management, Inc.547$122.4K0.11%+547New
Independence Bank of Kentucky548$122.6K0.02%+365+199.5%Added
Van Hulzen Asset Management, LLC558$124.8K0.01%+558New
Annis Gardner Whiting Capital Advisors, LLC560$125.3K0.04%−6−1.1%Reduced
Riverview Trust Co562$125.7K0.11%00.0%Unchanged
Cary Street Partners Financial LLC567$126.8K0.00%+567New
Washington Trust Co569$127.3K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC576$128.9K0.01%+426+284.0%Added
MV Capital Management, Inc.581$130.0K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton584$130.6K0.03%00.0%Unchanged
Cornerstone Planning Group LLC476$130.8K0.03%+7+1.5%Added
CVA Family Office, LLC589$131.8K0.02%+54+10.1%Added
Prestige Wealth Management Group LLC605$135.3K0.03%+50+9.0%Added
Pathway Financial Advisers, LLC606$135.5K0.05%−114,488−99.5%Reduced
First United Bank Trust608$136.0K0.05%00.0%Unchanged
St Germain D J Co Inc608$136.0K0.01%+31+5.4%Added
Old Second National Bank of Aurora610$136.5K0.03%+9+1.5%Added
Citizens National Bank Trust Department616$137.8K0.03%00.0%Unchanged
Hilltop National Bank619$138.5K0.04%+25+4.2%Added
Delta Asset Management LLC623$139.4K0.01%00.0%Unchanged
Garde Capital, Inc.624$140.0K0.01%−172−21.6%Reduced
Generali Investments, Management Co LLC635$142.1K0.04%+635New
Zions Bancorporation, N.A.640$143.2K0.01%+251+64.5%Added
Pin Oak Investment Advisors Inc564$147.0K0.13%00.0%Unchanged
Fortitude Family Office, LLC660$147.6K0.05%00.0%Unchanged
Creative Financial Designs Inc674$150.7K0.01%+1+0.1%Added
McClarren Financial Advisors, Inc.680$152.0K0.43%+1+0.1%Added
Sachetta, LLC694$155.3K0.06%−4−0.6%Reduced
Newbridge Financial Services Group, Inc.698$156.2K0.04%+146+26.4%Added
Rakuten Securities, Inc.704$157.5K0.06%−244−25.7%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.726$162.4K0.03%−3−0.4%Reduced
Sit Investment Associates Inc735$164.0K0.00%−105−12.5%Reduced
J.Safra Asset Management Corp730$165.2K0.01%+344+89.1%Added
Cary Street Partner Investment Advisory LLC764$170.9K0.11%−521−40.5%Reduced