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 |
|---|---|---|---|---|---|
| Congress Wealth Management LLC | 1,879 | $420.7K | 0.01% | +974+107.6% | Added |
| Marcum Wealth, LLC | 1,882 | $421.0K | 0.04% | −34−1.8% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,883 | $421.2K | 0.01% | +507+36.8% | Added |
| Plato Investment Management Ltd | 1,880 | $422.1K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,888 | $422.4K | 0.01% | −503−21.0% | Reduced |
| Ewa, LLC | 1,892 | $423.2K | 0.16% | −6−0.3% | Reduced |
| Essex Savings Bank | 1,892 | $423.3K | 0.10% | +24+1.3% | Added |
| Acropolis Investment Management, LLC | 1,895 | $424.0K | 0.03% | +20+1.1% | Added |
| Spirepoint Private Client, LLC | 1,903 | $425.7K | 0.05% | +25+1.3% | Added |
| Embree Financial Group | 1,913 | $428.0K | 0.07% | +296+18.3% | Added |
| Telos Capital Management, Inc. | 1,915 | $428.4K | 0.05% | +149+8.4% | Added |
| Wealth Effects LLC | 1,916 | $428.6K | 0.15% | +285+17.5% | Added |
| Trust Co of Toledo NA | 1,921 | $429.7K | 0.06% | +233+13.8% | Added |
| Frank, Rimerman Advisors LLC | 1,926 | $430.9K | 0.03% | +137+7.7% | Added |
| Regent Peak Wealth Advisors LLC | 1,932 | $432.2K | 0.10% | −2−0.1% | Reduced |
| Earnest Partners LLC | 1,944 | $434.9K | 0.00% | −57−2.8% | Reduced |
| TFB Advisors LLC | 1,953 | $436.9K | 0.12% | +66+3.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,955 | $437.4K | 0.27% | +1,955 | New |
| Seelaus Asset Management LLC | 1,964 | $439.4K | 0.40% | +35+1.8% | Added |
| Sage Mountain Advisors LLC | 1,967 | $440.0K | 0.03% | +278+16.5% | Added |
| Grant/GrossMendelsohn, LLC | 1,968 | $440.3K | 0.23% | +42+2.2% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 1,973 | $441.4K | 0.12% | +1,187+151.0% | Added |
| Trinity Wealth Management, LLC | 1,977 | $442.3K | 0.20% | +4+0.2% | Added |
| Evexia Wealth LLC | 1,430 | $443.0K | 0.15% | +1,430 | New |
| Enterprise Financial Services Corp | 1,988 | $444.7K | 0.25% | +12+0.6% | Added |
| Nations Financial Group Inc, | 1,992 | $445.7K | 0.03% | +133+7.2% | Added |
| True Vision MN LLC | 2,000 | $447.4K | 0.27% | −62−3.0% | Reduced |
| Maven Securities LTD | 2,000 | $447.4K | 0.07% | +2,000 | New |
| C M Bidwell & Associates Ltd | 2,003 | $448.1K | 0.27% | −19−0.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,013 | $450.3K | 0.03% | +2,013 | New |
| Paradigm Financial Partners, LLC | 2,017 | $451.2K | 0.06% | +2,017 | New |
| JFS Wealth Advisors, LLC | 2,017 | $451.3K | 0.03% | −10−0.5% | Reduced |
| Mutual Advisors, LLC | 1,433 | $451.8K | 0.01% | +247+20.8% | Added |
| Kestra Investment Management, LLC | 2,041 | $456.6K | 0.02% | −1,520−42.7% | Reduced |
| Atlas Capital Advisors LLC | 2,044 | $457.3K | 0.06% | −61−2.9% | Reduced |
| Marietta Wealth Management, LLC | 2,047 | $457.9K | 0.07% | +381+22.9% | Added |
| Plotkin Financial Advisors, LLC | 2,063 | $461.5K | 0.27% | 00.0% | Unchanged |
| Cooper Financial Group | 2,074 | $464.0K | 0.06% | +368+21.6% | Added |
| Compton Financial Group, LLC | 2,076 | $464.4K | 0.14% | +314+17.8% | Added |
| Avestar Capital, LLC | 2,084 | $466.2K | 0.04% | +233+12.6% | Added |
| Merrion Investment Management Co, LLC | 2,091 | $467.8K | 0.33% | 00.0% | Unchanged |
| Conning Inc. | 2,098 | $469.3K | 0.02% | +517+32.7% | Added |
| Verdence Capital Advisors LLC | 2,101 | $470.1K | 0.04% | −83−3.8% | Reduced |
| Resonant Capital Advisors, LLC | 2,104 | $470.7K | 0.03% | +58+2.8% | Added |
| Avantax Planning Partners, Inc. | 2,104 | $470.7K | 0.02% | +98+4.9% | Added |
| CX Institutional | 2,109 | $471.8K | 0.02% | +123+6.2% | Added |
| Stonebridge Financial Group, LLC | 2,111 | $472.3K | 0.05% | +2,111 | New |
| Geneos Wealth Management Inc. | 2,112 | $472.5K | 0.02% | −50−2.3% | Reduced |
| Fidelis Capital Partners, LLC | 1,546 | $473.6K | 0.05% | +249+19.2% | Added |
| Successful Portfolios LLC | 2,128 | $476.1K | 0.32% | −7−0.3% | Reduced |
| Capital Investment Advisors, LLC | 2,134 | $477.4K | 0.01% | +21+1.0% | Added |
| Alpha Omega Wealth Management LLC | 2,144 | $479.6K | 0.09% | −28−1.3% | Reduced |
| Berger Financial Group, Inc | 2,174 | $486.3K | 0.03% | +1,200+123.2% | Added |
| Altshuler Shaham Ltd | 2,177 | $487.0K | 0.02% | +2,177 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,179 | $487.5K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,182 | $488.1K | 0.04% | −92−4.0% | Reduced |
| SevenBridge Financial Group, LLC | 1,558 | $488.6K | 0.09% | +205+15.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,185 | $488.8K | 0.01% | −1,674−43.4% | Reduced |
| StoneX Group Inc. | 2,187 | $489.2K | 0.03% | +86+4.1% | Added |
| Sapient Capital LLC | 2,190 | $489.9K | 0.01% | +639+41.2% | Added |
| LSP Investment Advisors, LLC | 2,208 | $494.0K | 0.34% | 00.0% | Unchanged |
| Connective Capital Management, LLC | 2,219 | $496.4K | 0.58% | +2,219 | New |
| Modera Wealth Management, LLC | 2,227 | $498.1K | 0.01% | −152−6.4% | Reduced |
| Gsa Capital Partners LLP | 2,231 | $499.0K | 0.04% | +2,231 | New |
| Vantage Point Financial LLC | 2,246 | $502.5K | 0.27% | +2,246 | New |
| Platform Technology Partners | 2,256 | $504.9K | 0.15% | +291+14.8% | Added |
| Roman Butler Fullerton & Co | 1,839 | $505.7K | 0.16% | +842+84.5% | Added |
| Personal Cfo Solutions, LLC | 2,284 | $510.9K | 0.10% | −174−7.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,285 | $511.2K | 0.01% | 00.0% | Unchanged |
| Western Financial Corp | 2,297 | $513.9K | 0.28% | +2,297 | New |
| Centre Asset Management, LLC | 2,296 | $514.0K | 0.12% | +163+7.6% | Added |
| Eqis Capital Management, Inc. | 2,318 | $518.6K | 0.04% | −97−4.0% | Reduced |
| DSC Meridian Capital LP | 2,320 | $519.0K | 0.34% | +560+31.8% | Added |
| Bank & Trust Co | 2,324 | $519.9K | 0.44% | 00.0% | Unchanged |
| Cura Wealth Advisors, LLC | 2,326 | $520.3K | 0.23% | +2,326 | New |
| Golden State Wealth Management, LLC | 2,331 | $521.5K | 0.08% | +2,331 | New |
| Clarius Group, LLC | 2,341 | $523.7K | 0.04% | +41+1.8% | Added |
| Prosperity Wealth Management, Inc. | 2,351 | $526.0K | 0.22% | −52−2.2% | Reduced |
| Ellenbecker Investment Group | 2,380 | $532.4K | 0.10% | −76−3.1% | Reduced |
| First National Bank & Trust Co of Newtown | 2,386 | $533.8K | 0.11% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,386 | $533.9K | 0.03% | +296+14.2% | Added |
| Quadrant Capital Group LLC | 2,388 | $534.2K | 0.04% | +87+3.8% | Added |
| Vise Technologies, Inc. | 2,392 | $535.1K | 0.04% | +1,141+91.2% | Added |
| Essential Planning, LLC. | 2,145 | $535.2K | 0.00% | +2,145 | New |
| SFG Wealth Management, LLC. | 2,393 | $535.4K | 0.28% | +870+57.1% | Added |
| McHugh Group, LLC | 2,400 | $536.9K | 0.40% | +2,400 | New |
| IFP Advisors, Inc | 2,403 | $537.5K | 0.02% | −32−1.3% | Reduced |
| Ronald Blue Trust, Inc. | 2,403 | $537.6K | 0.01% | −2,908−54.8% | Reduced |
| Westover Capital Advisors, LLC | 2,424 | $542.3K | 0.12% | −33−1.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,426 | $542.7K | 0.04% | +65+2.8% | Added |
| Garrett Investment Advisors LLC | 2,430 | $543.7K | 0.05% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 2,403 | $543.8K | 0.05% | +190+8.6% | Added |
| Parallel Advisors, LLC | 2,447 | $547.6K | 0.01% | +274+12.6% | Added |
| First Horizon Advisors, Inc. | 2,457 | $549.7K | 0.02% | −204−7.7% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,461 | $550.5K | 0.24% | −551−18.3% | Reduced |
| Wesbanco Bank Inc | 2,462 | $550.8K | 0.02% | −64−2.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 2,463 | $551.0K | 0.03% | +175+7.6% | Added |
| Resources Investment Advisors, LLC. | 2,465 | $551.3K | 0.01% | −117−4.5% | Reduced |
| Sagespring Wealth Partners, LLC | 2,465 | $551.4K | 0.01% | +2,465 | New |
| John G Ullman & Associates Inc | 2,465 | $551.4K | 0.08% | 00.0% | Unchanged |