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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Crestwood Advisors Group LLC | 1,137 | $254.5K | 0.00% | +49+4.5% | Added |
| Western Wealth Management, LLC | 1,138 | $254.5K | 0.01% | −2−0.2% | Reduced |
| Gradient Capital Advisors, LLC | 1,140 | $255.1K | 0.08% | +122+12.0% | Added |
| Fielder Capital Group LLC | 1,141 | $255.3K | 0.08% | +25+2.2% | Added |
| Evercore Wealth Management, LLC | 1,143 | $255.7K | 0.00% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 1,145 | $256.2K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group | 1,147 | $256.6K | 0.03% | 00.0% | Unchanged |
| Searle & Co. | 1,155 | $258.4K | 0.07% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,157 | $258.8K | 0.01% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,159 | $259.3K | 0.01% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 1,166 | $260.8K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,167 | $261.0K | 0.01% | +69+6.3% | Added |
| Quotient Wealth Partners, LLC | 1,170 | $261.7K | 0.01% | +280+31.5% | Added |
| LCM Capital Management Inc | 1,172 | $262.2K | 0.15% | +250+27.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 958 | $263.4K | 0.00% | −50−5.0% | Reduced |
| Hudock, Inc. | 1,186 | $265.5K | 0.05% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,188 | $265.7K | 0.15% | +870+273.6% | Added |
| McCollum Christoferson Group LLC | 1,188 | $265.8K | 0.08% | 00.0% | Unchanged |
| SPC Financial, Inc. | 1,193 | $266.9K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,199 | $268.3K | 0.04% | +24+2.0% | Added |
| Lattice Capital Management, LLC | 1,200 | $268.5K | 0.23% | +1,200 | New |
| Challenger Wealth Management | 1,200 | $268.5K | 0.23% | +1,200 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,209 | $270.5K | 0.03% | +3+0.2% | Added |
| Keel Point, LLC | 1,209 | $270.5K | 0.02% | +211+21.1% | Added |
| L2 Asset Management, LLC | 1,220 | $272.9K | 0.06% | −32−2.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,220 | $272.9K | 0.10% | 00.0% | Unchanged |
| Delta Wealth Advisors LLC | 1,226 | $274.3K | 0.26% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 1,238 | $276.8K | 0.02% | −2−0.2% | Reduced |
| Apollon Financial, LLC | 1,246 | $278.7K | 0.07% | +1,246 | New |
| KRS Capital Management, LLC | 1,246 | $278.7K | 0.20% | +1,246 | New |
| Cynosure Management, LLC | 1,246 | $278.7K | 0.04% | −640−33.9% | Reduced |
| Evergreen Capital Management LLC | 1,247 | $279.0K | 0.01% | +43+3.6% | Added |
| ABLE Financial Group, LLC | 1,254 | $280.5K | 0.08% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,258 | $281.4K | 0.01% | +11+0.9% | Added |
| TD Private Client Wealth LLC | 1,266 | $283.2K | 0.01% | +47+3.9% | Added |
| Vision Capital Management, Inc. | 1,267 | $283.4K | 0.04% | +133+11.7% | Added |
| David Loasby | 929 | $283.5K | 0.03% | +30+3.3% | Added |
| Magnolia Capital Management Ltd | 1,270 | $284.0K | 0.23% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,273 | $284.7K | 0.01% | −397−23.8% | Reduced |
| Members Wealth LLC | 908 | $284.9K | 0.21% | +908 | New |
| Ritholtz Wealth Management | 1,275 | $285.3K | 0.01% | +279+28.0% | Added |
| Leigh Baldwin & Co., LLC | 1,277 | $285.7K | 0.24% | +1,277 | New |
| TriaGen Wealth Management LLC | 1,279 | $286.1K | 0.10% | −78−5.7% | Reduced |
| Lodestar Private Asset Management LLC | 1,280 | $286.3K | 0.04% | +19+1.5% | Added |
| Yelin Lapidot Holdings Management Ltd. | 1,281 | $286.6K | 0.05% | +1,281 | New |
| Larson Financial Group LLC | 1,284 | $287.3K | 0.01% | −93−6.8% | Reduced |
| Affinity Capital Advisors, LLC | 1,124 | $287.3K | 0.05% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,291 | $288.9K | 0.16% | +248+23.8% | Added |
| Chesley Taft & Associates LLC | 1,293 | $289.3K | 0.01% | +147+12.8% | Added |
| Massmutual Trust Co FSB | 1,294 | $289.5K | 0.01% | −260−16.7% | Reduced |
| Parkside Financial Bank & Trust | 1,303 | $291.5K | 0.04% | +12+0.9% | Added |
| Fulton Bank, N.A. | 1,306 | $292.2K | 0.01% | +35+2.8% | Added |
| Crescent Grove Advisors, LLC | 1,318 | $294.9K | 0.03% | +1,318 | New |
| Grandview Asset Management LLC | 1,318 | $295.0K | 0.11% | 00.0% | Unchanged |
| Aries Wealth Management | 1,321 | $295.5K | 0.08% | −21−1.6% | Reduced |
| BancorpSouth Bank | 1,323 | $296.0K | 0.02% | −155−10.5% | Reduced |
| Capital Wealth Planning, LLC | 1,326 | $296.7K | 0.00% | +1+0.1% | Added |
| Franklin Street Advisors Inc | 1,333 | $298.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,335 | $298.7K | 0.03% | +1,335 | New |
| Creekmur Asset Management LLC | 1,337 | $299.1K | 0.07% | +6+0.5% | Added |
| Ibex Wealth Advisors | 1,338 | $299.2K | 0.04% | +1,338 | New |
| Vermillion & White Wealth Management Group, LLC | 1,338 | $299.3K | 0.22% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,341 | $300.0K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,341 | $300.0K | 0.02% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,344 | $300.6K | 0.02% | +573+74.3% | Added |
| Sierra Summit Advisors LLC | 1,347 | $301.3K | 0.06% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,355 | $303.1K | 0.13% | +1,355 | New |
| First American Trust, FSB | 1,365 | $305.3K | 0.03% | +11+0.8% | Added |
| Hengehold Capital Management LLC | 1,371 | $306.7K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,377 | $308.0K | 0.02% | +258+23.1% | Added |
| Whalen Wealth Management Inc. | 1,377 | $308.1K | 0.21% | +1,377 | New |
| Souders Financial Advisors | 1,387 | $310.3K | 0.04% | +178+14.7% | Added |
| SC&H Financial Advisors, Inc. | 1,397 | $312.5K | 0.06% | −110−7.3% | Reduced |
| Duff & Phelps Investment Management Co | 1,398 | $312.7K | 0.00% | +263+23.2% | Added |
| Koshinski Asset Management, Inc. | 1,398 | $312.7K | 0.03% | +1,398 | New |
| Ramirez Asset Management, Inc. | 1,400 | $313.2K | 0.06% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 1,400 | $313.2K | 0.01% | +1,400 | New |
| Procyon Private Wealth Partners, LLC | 1,403 | $313.8K | 0.02% | +71+5.3% | Added |
| Compass Ion Advisors, LLC | 1,404 | $314.1K | 0.04% | −19−1.3% | Reduced |
| Quadcap Wealth Management, LLC | 1,404 | $314.1K | 0.05% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,406 | $314.5K | 0.12% | −98−6.5% | Reduced |
| Skopos Labs, Inc. | 1,417 | $317.0K | 0.09% | +76+5.7% | Added |
| Round Rock Advisors, LLC | 1,418 | $317.2K | 0.07% | +418+41.8% | Added |
| Brass Tax Wealth Management, Inc | 1,420 | $317.7K | 0.07% | −66−4.4% | Reduced |
| Legacy Advisors, LLC | 1,423 | $318.3K | 0.03% | −174−10.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,430 | $319.9K | 0.02% | −420−22.7% | Reduced |
| Alpha Family Trust | 1,430 | $319.9K | 0.18% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,432 | $320.4K | 0.01% | −855−37.4% | Reduced |
| Willner & Heller, LLC | 1,444 | $323.0K | 0.28% | +2+0.1% | Added |
| Traphagen Investment Advisors LLC | 1,445 | $323.2K | 0.03% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,452 | $324.9K | 0.01% | +12+0.8% | Added |
| Eagle Bluffs Wealth Management LLC | 1,453 | $325.1K | 0.17% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,455 | $325.5K | 0.07% | −2−0.1% | Reduced |
| Simon Quick Advisors, LLC | 1,455 | $325.5K | 0.02% | +211+17.0% | Added |
| US Asset Management LLC | 1,463 | $327.0K | 0.29% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 1,463 | $327.3K | 0.11% | +10+0.7% | Added |
| Catalina Capital Group, LLC | 1,465 | $327.7K | 0.11% | +23+1.6% | Added |
| Optas, LLC | 1,470 | $328.9K | 0.07% | +86+6.2% | Added |
| WealthPlan Investment Management, LLC | 1,470 | $328.9K | 0.03% | +1,470 | New |
| Bedel Financial Consulting, Inc. | 1,048 | $328.9K | 0.05% | 00.0% | Unchanged |