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 |
|---|---|---|---|---|---|
| Rithm Capital Corp. | 2,500 | $559.3K | 2.28% | +2,500 | New |
| VeraBank, N.A. | 2,501 | $559.5K | 0.16% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,504 | $560.2K | 0.10% | 00.0% | Unchanged |
| LGT Group Foundation | 2,505 | $560.4K | 0.01% | +1,425+131.9% | Added |
| Pensionmark Financial Group, LLC | 2,506 | $560.6K | 0.02% | +296+13.4% | Added |
| Phoenix Holdings Ltd. | 2,523 | $564.5K | 0.01% | +1,680+199.3% | Added |
| Vivaldi Capital Management, LLC | 2,060 | $566.5K | 0.09% | +15+0.7% | Added |
| Redhawk Wealth Advisors, Inc. | 2,536 | $567.3K | 0.08% | +312+14.0% | Added |
| Financial Sense Advisors, Inc. | 2,540 | $568.1K | 0.19% | +307+13.7% | Added |
| Galvin, Gaustad & Stein, LLC | 2,548 | $570.0K | 0.05% | −2−0.1% | Reduced |
| Choate Investment Advisors | 2,557 | $572.0K | 0.01% | +1,183+86.1% | Added |
| Stonegate Investment Group, LLC | 2,568 | $574.6K | 0.02% | −416−13.9% | Reduced |
| Weatherly Asset Management L. P. | 2,577 | $576.5K | 0.05% | +1,700+193.8% | Added |
| Symphony Financial, Ltd. Co. | 1,782 | $576.9K | 0.09% | −205−10.3% | Reduced |
| Mainstream Capital Management LLC | 2,582 | $577.6K | 0.40% | +2,582 | New |
| Essex Financial Services, Inc. | 2,591 | $579.6K | 0.04% | +306+13.4% | Added |
| Capital Square, LLC | 1,669 | $580.0K | 0.33% | +6+0.4% | Added |
| Dark Forest Capital Management LP | 2,596 | $580.8K | 0.09% | +983+60.9% | Added |
| Commerzbank Aktiengesellschaft | 2,564 | $581.0K | 0.01% | +1,369+114.6% | Added |
| Gladstone Institutional Advisory LLC | 2,603 | $582.3K | 0.03% | −196−7.0% | Reduced |
| Garden State Investment Advisory Services LLC | 2,597 | $582.6K | 0.18% | +582+28.9% | Added |
| Maxi Investments CY Ltd | 2,605 | $583.0K | 0.11% | +2,605 | New |
| Boston Private Wealth LLC | 2,608 | $583.4K | 0.01% | +2,608 | New |
| Dynamic Technology Lab Private Ltd | 2,618 | $586.0K | 0.09% | +2,618 | New |
| Segment Wealth Management, LLC | 2,625 | $587.2K | 0.04% | +45+1.7% | Added |
| Fisher Asset Management, LLC | 2,627 | $587.8K | 0.00% | +429+19.5% | Added |
| Kingswood Wealth Advisors, LLC | 2,629 | $588.2K | 0.04% | −1,160−30.6% | Reduced |
| Cresset Asset Management, LLC | 2,636 | $589.6K | 0.00% | −22,672−89.6% | Reduced |
| Ballentine Partners, LLC | 2,640 | $590.6K | 0.01% | +97+3.8% | Added |
| Accel Wealth Management | 2,640 | $590.7K | 0.22% | +890+50.9% | Added |
| Highview Capital Management LLC | 2,646 | $591.9K | 0.23% | −41−1.5% | Reduced |
| Insight Advisors, LLC | 2,642 | $597.9K | 0.10% | +15+0.6% | Added |
| CRA Financial Services, LLC | 2,676 | $598.6K | 0.10% | −41−1.5% | Reduced |
| VSM Wealth Advisory, LLC | 2,696 | $603.0K | 0.22% | +2,696 | New |
| Knollwood Investment Advisory, LLC | 2,700 | $604.0K | 0.06% | +2,700 | New |
| Teza Capital Management LLC | 2,715 | $607.4K | 0.09% | +2,715 | New |
| Temasek Holdings (Private) Ltd | 2,765 | $618.6K | 0.00% | −9,837−78.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 2,771 | $619.9K | 0.02% | +1,252+82.4% | Added |
| Sentinus, LLC | 2,772 | $620.2K | 0.18% | −27−1.0% | Reduced |
| KLCM Advisors, Inc. | 2,776 | $621.0K | 0.07% | +841+43.5% | Added |
| Great Lakes Advisors, LLC | 2,782 | $622.3K | 0.01% | −28−1.0% | Reduced |
| Private Trust Co NA | 2,792 | $624.7K | 0.06% | +12+0.4% | Added |
| FNY Investment Advisers, LLC | 2,844 | $636.0K | 0.33% | +2,697+1,834.7% | Added |
| Syon Capital LLC | 2,844 | $636.3K | 0.06% | −310−9.8% | Reduced |
| Atomi Financial Group, Inc. | 2,851 | $637.8K | 0.03% | +1,299+83.7% | Added |
| Schechter Investment Advisors, LLC | 2,854 | $638.5K | 0.05% | −233−7.5% | Reduced |
| RKL Wealth Management LLC | 2,870 | $642.0K | 0.06% | +2,870 | New |
| Cornerstone National Bank & Trust Co | 2,886 | $645.6K | 0.30% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,924 | $654.1K | 0.01% | −16,734−85.1% | Reduced |
| Gateway Investment Advisers LLC | 2,929 | $655.2K | 0.01% | +1,655+129.9% | Added |
| Aull & Monroe Investment Management Corp | 2,930 | $655.5K | 0.33% | +10+0.3% | Added |
| Key Financial Inc | 2,938 | $657.3K | 0.15% | +131+4.7% | Added |
| Univest Financial Corp | 2,952 | $660.4K | 0.04% | +1,341+83.2% | Added |
| Harbour Investments, Inc. | 2,957 | $661.4K | 0.02% | +321+12.2% | Added |
| Buckley Wealth Management, LLC | 2,962 | $662.6K | 0.20% | +65+2.2% | Added |
| TD Waterhouse Canada Inc. | 3,003 | $671.8K | 0.01% | +165+5.8% | Added |
| Net Worth Advisory Group | 3,014 | $674.3K | 0.20% | −177−5.5% | Reduced |
| AdvisorNet Financial, Inc | 3,021 | $675.9K | 0.06% | +50+1.7% | Added |
| Virtu Financial LLC | 3,064 | $685.0K | 0.04% | +1,252+69.1% | Added |
| Kennedy Investment Group | 3,063 | $685.3K | 0.31% | −20−0.6% | Reduced |
| Paragon Financial Partners, Inc. | 3,067 | $686.1K | 0.52% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,068 | $686.3K | 0.02% | −4,127−57.4% | Reduced |
| Midland Wealth Advisors LLC | 3,072 | $687.2K | 0.04% | +57+1.9% | Added |
| Onyx Bridge Wealth Group LLC | 3,080 | $689.0K | 0.10% | +2,148+230.5% | Added |
| AustralianSuper Pty Ltd | 3,089 | $691.0K | 0.00% | −3,102−50.1% | Reduced |
| AA Financial Advisors, LLC | 3,107 | $695.1K | 0.19% | 00.0% | Unchanged |
| Trust Point Inc. | 3,107 | $695.1K | 0.05% | +353+12.8% | Added |
| Impact Partnership Wealth, LLC | 3,107 | $695.1K | 0.14% | +175+6.0% | Added |
| Hilltop Holdings Inc. | 3,111 | $695.8K | 0.04% | +207+7.1% | Added |
| Arete Wealth Advisors, LLC | 3,118 | $701.0K | 0.05% | +634+25.5% | Added |
| Romano Brothers and Company | 3,135 | $701.3K | 0.09% | 00.0% | Unchanged |
| Legacy Solutions, LLC | 3,136 | $701.6K | 0.76% | +3,136 | New |
| one8zero8, LLC | 3,148 | $704.2K | 0.15% | +3,148 | New |
| Stephens Inc | 3,168 | $708.6K | 0.01% | +478+17.8% | Added |
| First Manhattan Co | 3,169 | $708.9K | 0.00% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,191 | $714.0K | 0.07% | +595+22.9% | Added |
| Cigna Investments Inc | 3,208 | $717.0K | 0.13% | −28−0.9% | Reduced |
| Lantz Financial LLC | 3,206 | $717.2K | 0.19% | −13−0.4% | Reduced |
| Affinity Investment Advisors, LLC | 3,216 | $719.5K | 0.60% | −977−23.3% | Reduced |
| J.W. Cole Advisors, Inc. | 3,222 | $720.8K | 0.03% | −588−15.4% | Reduced |
| Cornercap Investment Counsel Inc | 3,224 | $721.2K | 0.23% | −123−3.7% | Reduced |
| WESPAC Advisors, LLC | 3,226 | $721.7K | 0.53% | +3,226 | New |
| Cora Capital Advisors LLC | 3,233 | $723.2K | 0.35% | −215−6.2% | Reduced |
| Farther Finance Advisors, LLC | 3,234 | $723.5K | 0.03% | +594+22.5% | Added |
| Harbert Fund Advisors, Inc. | 3,250 | $727.1K | 0.63% | +3,250 | New |
| Significant Wealth Partners LLC | 3,288 | $735.7K | 0.38% | +10.0% | Added |
| Strategic Blueprint, LLC | 3,292 | $736.5K | 0.04% | +297+9.9% | Added |
| Crew Capital Management, Ltd. | 3,310 | $740.5K | 0.61% | +3,310 | New |
| Community Bank & Trust, Waco, Texas | 3,317 | $742.0K | 0.17% | −45−1.3% | Reduced |
| Clark Capital Management Group, Inc. | 3,319 | $742.5K | 0.01% | −261−7.3% | Reduced |
| Stoneridge Investment Partners LLC | 3,321 | $743.0K | 0.27% | +3,321 | New |
| Thompson Siegel & Walmsley LLC | 3,325 | $744.0K | 0.01% | −2,000−37.6% | Reduced |
| Hobbs Group Advisors, LLC | 3,335 | $746.1K | 0.28% | +3,226+2,959.6% | Added |
| Avenue 1 Advisors, LLC | 3,347 | $748.8K | 0.29% | +677+25.4% | Added |
| BNP Paribas | 3,356 | $750.8K | 0.03% | −173−4.9% | Reduced |
| Harbour Capital Advisors, LLC | 2,987 | $753.9K | 0.17% | +186+6.6% | Added |
| NJ State Employees Deferred Compensation Plan | 3,400 | $760.6K | 0.09% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 3,408 | $762.3K | 0.12% | −551−13.9% | Reduced |
| EverSource Wealth Advisors, LLC | 3,417 | $764.5K | 0.04% | +163+5.0% | Added |
| Diversify Advisory Services, LLC | 2,514 | $767.2K | 0.04% | +931+58.8% | Added |