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 |
|---|---|---|---|---|---|
| Lake Street Financial LLC | 1,471 | $329.1K | 0.05% | −45−3.0% | Reduced |
| Planning Directions Inc | 1,473 | $329.6K | 0.19% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 1,473 | $329.6K | 0.06% | +8+0.5% | Added |
| Aspetuck Financial Management LLC | 1,475 | $330.0K | 0.26% | +1,475 | New |
| Beaumont Financial Advisors, LLC | 1,481 | $331.3K | 0.02% | −20−1.3% | Reduced |
| Apexium Financial, LP | 1,483 | $331.8K | 0.02% | +1,483 | New |
| Evoke Wealth, LLC | 1,492 | $333.7K | 0.01% | +19+1.3% | Added |
| Yeomans Consulting Group, Inc. | 1,495 | $334.4K | 0.13% | +1,495 | New |
| Flow Traders U.S. LLC | 1,498 | $335.0K | 0.01% | +1,498 | New |
| Alliance Wealth Advisors, LLC | 1,500 | $335.6K | 0.19% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,504 | $336.5K | 0.00% | 00.0% | Unchanged |
| Graypoint LLC | 1,506 | $336.8K | 0.02% | +64+4.4% | Added |
| Evernest Financial Advisors, LLC | 1,508 | $337.3K | 0.09% | +243+19.2% | Added |
| Poehling Capital Management, LLC | 1,509 | $337.6K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,510 | $338.0K | 0.13% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,514 | $338.7K | 0.03% | +1,514 | New |
| Autumn Glory Partners, LLC | 1,515 | $338.9K | 0.17% | −2,403−61.3% | Reduced |
| Aigen Investment Management, LP | 1,515 | $338.9K | 0.06% | +1,515 | New |
| Brighton Jones LLC | 1,523 | $340.7K | 0.01% | +449+41.8% | Added |
| Forum Financial Management, LP | 1,523 | $340.8K | 0.01% | −900−37.1% | Reduced |
| Lindbrook Capital, LLC | 1,524 | $340.9K | 0.03% | +9+0.6% | Added |
| Newton One Investments LLC | 1,525 | $341.2K | 0.13% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 1,525 | $341.2K | 0.30% | +2+0.1% | Added |
| Correct Capital Wealth Management | 1,527 | $341.6K | 0.07% | +2+0.1% | Added |
| Norden Group LLC | 1,528 | $341.9K | 0.04% | +226+17.4% | Added |
| Kuhn & Co Investment Counsel | 1,533 | $342.9K | 0.29% | +100+7.0% | Added |
| Capital Advisors Wealth Management, LLC | 1,540 | $344.4K | 0.06% | +1,540 | New |
| GTS Securities LLC | 1,544 | $345.4K | 0.02% | −59,396−97.5% | Reduced |
| Heritage Trust Co | 1,546 | $345.9K | 0.04% | +1,546 | New |
| Trust Co of Virginia | 1,550 | $346.7K | 0.03% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 1,375 | $347.1K | 0.15% | +75+5.8% | Added |
| Bluesphere Advisors, LLC | 1,563 | $349.7K | 0.17% | +82+5.5% | Added |
| First Community Trust NA | 1,565 | $350.1K | 0.25% | +1,565 | New |
| Stevens Capital Management LP | 1,567 | $351.0K | 0.14% | +678+76.3% | Added |
| Doliver Advisors, LP | 1,575 | $352.3K | 0.10% | +1,575 | New |
| Castleark Management LLC | 1,580 | $353.5K | 0.01% | −4,700−74.8% | Reduced |
| Delta Financial Group, Inc. | 1,581 | $354.0K | 0.08% | +250+18.8% | Added |
| Stonebridge Capital Advisors LLC | 1,590 | $355.7K | 0.03% | 00.0% | Unchanged |
| Breakwater Capital Group | 1,596 | $357.0K | 0.07% | +264+19.8% | Added |
| Marion Wealth Management | 1,596 | $357.1K | 0.09% | −7−0.4% | Reduced |
| Verus Wealth Management, LLC | 1,600 | $357.9K | 0.40% | +1,600 | New |
| LGT Fund Management Co Ltd. | 1,600 | $357.9K | 0.03% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,609 | $359.9K | 0.03% | +358+28.6% | Added |
| Accurate Wealth Management, LLC | 1,183 | $361.0K | 0.07% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,615 | $361.3K | 0.08% | +1,615 | New |
| Eagle Wealth Strategies LLC | 1,616 | $361.4K | 0.26% | +1+0.1% | Added |
| 4WEALTH Advisors, Inc. | 1,619 | $362.3K | 0.37% | +1,619 | New |
| United Asset Strategies, Inc. | 1,622 | $362.9K | 0.03% | +362+28.7% | Added |
| Oxford Asset Management LLP | 1,626 | $363.8K | 0.16% | +1,626 | New |
| ARS Wealth Advisors Group, LLC | 1,629 | $364.4K | 0.05% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,639 | $366.7K | 0.12% | +126+8.3% | Added |
| Pennsylvania Capital Management Inc | 1,649 | $368.9K | 0.13% | +10+0.6% | Added |
| FSM Wealth Advisors, LLC | 1,171 | $369.0K | 0.09% | +1,171 | New |
| Patten & Patten Inc | 1,658 | $370.9K | 0.02% | −200−10.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,660 | $371.3K | 0.09% | −97−5.5% | Reduced |
| Nemes Rush Group LLC | 1,665 | $372.4K | 0.05% | +6+0.4% | Added |
| Ellevest, Inc. | 1,669 | $373.4K | 0.02% | −98−5.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,673 | $374.3K | 0.18% | +187+12.6% | Added |
| Dorsey & Whitney Trust CO LLC | 1,678 | $375.4K | 0.02% | +3+0.2% | Added |
| RFG Advisory, LLC | 1,683 | $376.5K | 0.01% | −265−13.6% | Reduced |
| PDS Planning, Inc | 1,684 | $376.7K | 0.03% | +18+1.1% | Added |
| Two Sigma Securities, LLC | 1,685 | $377.0K | 0.07% | −1,610−48.9% | Reduced |
| Grove Bank & Trust | 1,689 | $377.8K | 0.05% | +34+2.1% | Added |
| Financial Engines Advisors L.L.C. | 1,694 | $379.0K | 0.00% | +75+4.6% | Added |
| Premier Path Wealth Partners, LLC | 1,707 | $381.9K | 0.06% | +19+1.1% | Added |
| Aaron Wealth Advisors | 1,720 | $384.8K | 0.04% | +2+0.1% | Added |
| Calton & Associates, Inc. | 1,722 | $385.2K | 0.17% | −67−3.7% | Reduced |
| Mission Wealth Management, LP | 1,724 | $385.6K | 0.01% | +290+20.2% | Added |
| Court Place Advisors, LLC | 1,724 | $385.7K | 0.13% | −352−17.0% | Reduced |
| GWN Securities Inc. | 1,115 | $387.4K | 0.10% | +1,115 | New |
| First American Bank | 1,733 | $387.7K | 0.03% | +100+6.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,735 | $388.1K | 0.03% | −219−11.2% | Reduced |
| Prairie Wealth Advisors, Inc. | 1,736 | $388.4K | 0.19% | +470+37.1% | Added |
| Anatole Investment Management Ltd | 1,751 | $391.7K | 0.18% | −79,300−97.8% | Reduced |
| Cornerstone Wealth Management, LLC | 1,755 | $392.6K | 0.03% | +206+13.3% | Added |
| Stratos Wealth Advisors, LLC | 1,756 | $393.0K | 0.02% | +1+0.1% | Added |
| Corsair Capital Management, L.P. | 1,757 | $393.1K | 0.08% | −600−25.5% | Reduced |
| Recurrent Investment Advisors LLC | 1,759 | $393.5K | 0.04% | +1,759 | New |
| Venture Visionary Partners LLC | 1,770 | $396.0K | 0.02% | −6−0.3% | Reduced |
| First Command Advisory Services, Inc. | 1,770 | $396.0K | 0.00% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,770 | $396.0K | 0.01% | −233−11.6% | Reduced |
| MTM Investment Management, LLC | 1,778 | $397.8K | 0.15% | 00.0% | Unchanged |
| Headland Capital, LLC | 1,791 | $400.6K | 0.14% | +1,791 | New |
| Lionsbridge Wealth Management LLC | 1,794 | $401.3K | 0.34% | +1,794 | New |
| Everhart Financial Group, Inc. | 1,795 | $401.6K | 0.08% | +84+4.9% | Added |
| Duncker Streett & Co Inc | 1,796 | $401.8K | 0.07% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 1,800 | $402.7K | 0.10% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,800 | $402.7K | 0.00% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,809 | $405.0K | 0.30% | +70+4.0% | Added |
| SBI Securities Co., Ltd. | 1,812 | $405.4K | 0.01% | +1,812 | New |
| Wealth Management Associates, Inc. | 1,844 | $412.5K | 0.18% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 1,849 | $413.6K | 0.21% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,850 | $413.9K | 0.07% | −280−13.1% | Reduced |
| Athena Investment Management | 1,852 | $414.3K | 0.24% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 1,856 | $415.2K | 0.03% | +44+2.4% | Added |
| Snowden Capital Advisors LLC | 1,860 | $416.1K | 0.01% | +204+12.3% | Added |
| Brown Brothers Harriman & Co | 1,871 | $418.6K | 0.00% | +57+3.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,872 | $418.8K | 0.06% | −639−25.4% | Reduced |
| Thoroughbred Financial Services, LLC | 1,881 | $420.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,879 | $420.4K | 0.04% | −1−0.1% | Reduced |