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 |
|---|---|---|---|---|---|
| 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 |
| Verdence Capital Advisors LLC | 2,101 | $470.1K | 0.04% | −83−3.8% | Reduced |
| Conning Inc. | 2,098 | $469.3K | 0.02% | +517+32.7% | Added |
| Merrion Investment Management Co, LLC | 2,091 | $467.8K | 0.33% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,084 | $466.2K | 0.04% | +233+12.6% | Added |
| Compton Financial Group, LLC | 2,076 | $464.4K | 0.14% | +314+17.8% | Added |
| Cooper Financial Group | 2,074 | $464.0K | 0.06% | +368+21.6% | Added |
| Plotkin Financial Advisors, LLC | 2,063 | $461.5K | 0.27% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 2,047 | $457.9K | 0.07% | +381+22.9% | Added |
| Atlas Capital Advisors LLC | 2,044 | $457.3K | 0.06% | −61−2.9% | Reduced |
| Kestra Investment Management, LLC | 2,041 | $456.6K | 0.02% | −1,520−42.7% | Reduced |
| Mutual Advisors, LLC | 1,433 | $451.8K | 0.01% | +247+20.8% | Added |
| JFS Wealth Advisors, LLC | 2,017 | $451.3K | 0.03% | −10−0.5% | Reduced |
| Paradigm Financial Partners, LLC | 2,017 | $451.2K | 0.06% | +2,017 | New |
| Cyndeo Wealth Partners, LLC | 2,013 | $450.3K | 0.03% | +2,013 | New |
| C M Bidwell & Associates Ltd | 2,003 | $448.1K | 0.27% | −19−0.9% | Reduced |
| 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 |
| Nations Financial Group Inc, | 1,992 | $445.7K | 0.03% | +133+7.2% | Added |
| Enterprise Financial Services Corp | 1,988 | $444.7K | 0.25% | +12+0.6% | Added |
| Evexia Wealth LLC | 1,430 | $443.0K | 0.15% | +1,430 | New |
| Trinity Wealth Management, LLC | 1,977 | $442.3K | 0.20% | +4+0.2% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 1,973 | $441.4K | 0.12% | +1,187+151.0% | Added |
| Grant/GrossMendelsohn, LLC | 1,968 | $440.3K | 0.23% | +42+2.2% | Added |
| Sage Mountain Advisors LLC | 1,967 | $440.0K | 0.03% | +278+16.5% | Added |
| Seelaus Asset Management LLC | 1,964 | $439.4K | 0.40% | +35+1.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,955 | $437.4K | 0.27% | +1,955 | New |
| TFB Advisors LLC | 1,953 | $436.9K | 0.12% | +66+3.5% | Added |
| Earnest Partners LLC | 1,944 | $434.9K | 0.00% | −57−2.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,932 | $432.2K | 0.10% | −2−0.1% | Reduced |
| Frank, Rimerman Advisors LLC | 1,926 | $430.9K | 0.03% | +137+7.7% | Added |
| Trust Co of Toledo NA | 1,921 | $429.7K | 0.06% | +233+13.8% | Added |
| Wealth Effects LLC | 1,916 | $428.6K | 0.15% | +285+17.5% | Added |
| Telos Capital Management, Inc. | 1,915 | $428.4K | 0.05% | +149+8.4% | Added |
| Embree Financial Group | 1,913 | $428.0K | 0.07% | +296+18.3% | Added |
| Spirepoint Private Client, LLC | 1,903 | $425.7K | 0.05% | +25+1.3% | Added |
| Acropolis Investment Management, LLC | 1,895 | $424.0K | 0.03% | +20+1.1% | Added |
| Essex Savings Bank | 1,892 | $423.3K | 0.10% | +24+1.3% | Added |
| Ewa, LLC | 1,892 | $423.2K | 0.16% | −6−0.3% | Reduced |
| GeoWealth Management, LLC | 1,888 | $422.4K | 0.01% | −503−21.0% | Reduced |
| Plato Investment Management Ltd | 1,880 | $422.1K | 0.03% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,883 | $421.2K | 0.01% | +507+36.8% | Added |
| Marcum Wealth, LLC | 1,882 | $421.0K | 0.04% | −34−1.8% | Reduced |
| Congress Wealth Management LLC | 1,879 | $420.7K | 0.01% | +974+107.6% | Added |
| Quent Capital, LLC | 1,879 | $420.4K | 0.04% | −1−0.1% | Reduced |
| Thoroughbred Financial Services, LLC | 1,881 | $420.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,872 | $418.8K | 0.06% | −639−25.4% | Reduced |
| Brown Brothers Harriman & Co | 1,871 | $418.6K | 0.00% | +57+3.1% | Added |
| Snowden Capital Advisors LLC | 1,860 | $416.1K | 0.01% | +204+12.3% | Added |
| Cornerstone Wealth Group, LLC | 1,856 | $415.2K | 0.03% | +44+2.4% | Added |
| Athena Investment Management | 1,852 | $414.3K | 0.24% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,850 | $413.9K | 0.07% | −280−13.1% | Reduced |
| Financial Council Asset Management Inc | 1,849 | $413.6K | 0.21% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,844 | $412.5K | 0.18% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,812 | $405.4K | 0.01% | +1,812 | New |
| Aurora Private Wealth, Inc. | 1,809 | $405.0K | 0.30% | +70+4.0% | Added |
| 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 |
| Duncker Streett & Co Inc | 1,796 | $401.8K | 0.07% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,795 | $401.6K | 0.08% | +84+4.9% | Added |
| Lionsbridge Wealth Management LLC | 1,794 | $401.3K | 0.34% | +1,794 | New |
| Headland Capital, LLC | 1,791 | $400.6K | 0.14% | +1,791 | New |
| MTM Investment Management, LLC | 1,778 | $397.8K | 0.15% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,770 | $396.0K | 0.01% | −233−11.6% | Reduced |
| 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 |
| Recurrent Investment Advisors LLC | 1,759 | $393.5K | 0.04% | +1,759 | New |
| Corsair Capital Management, L.P. | 1,757 | $393.1K | 0.08% | −600−25.5% | Reduced |
| Stratos Wealth Advisors, LLC | 1,756 | $393.0K | 0.02% | +1+0.1% | Added |
| Cornerstone Wealth Management, LLC | 1,755 | $392.6K | 0.03% | +206+13.3% | Added |
| Anatole Investment Management Ltd | 1,751 | $391.7K | 0.18% | −79,300−97.8% | Reduced |
| Prairie Wealth Advisors, Inc. | 1,736 | $388.4K | 0.19% | +470+37.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,735 | $388.1K | 0.03% | −219−11.2% | Reduced |
| First American Bank | 1,733 | $387.7K | 0.03% | +100+6.1% | Added |
| GWN Securities Inc. | 1,115 | $387.4K | 0.10% | +1,115 | New |
| Court Place Advisors, LLC | 1,724 | $385.7K | 0.13% | −352−17.0% | Reduced |
| Mission Wealth Management, LP | 1,724 | $385.6K | 0.01% | +290+20.2% | Added |
| Calton & Associates, Inc. | 1,722 | $385.2K | 0.17% | −67−3.7% | Reduced |
| Aaron Wealth Advisors | 1,720 | $384.8K | 0.04% | +2+0.1% | Added |
| Premier Path Wealth Partners, LLC | 1,707 | $381.9K | 0.06% | +19+1.1% | Added |
| Financial Engines Advisors L.L.C. | 1,694 | $379.0K | 0.00% | +75+4.6% | Added |
| Grove Bank & Trust | 1,689 | $377.8K | 0.05% | +34+2.1% | Added |
| Two Sigma Securities, LLC | 1,685 | $377.0K | 0.07% | −1,610−48.9% | Reduced |
| PDS Planning, Inc | 1,684 | $376.7K | 0.03% | +18+1.1% | Added |
| RFG Advisory, LLC | 1,683 | $376.5K | 0.01% | −265−13.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,678 | $375.4K | 0.02% | +3+0.2% | Added |
| Retirement Planning Co of New England, Inc. | 1,673 | $374.3K | 0.18% | +187+12.6% | Added |
| Ellevest, Inc. | 1,669 | $373.4K | 0.02% | −98−5.5% | Reduced |
| Nemes Rush Group LLC | 1,665 | $372.4K | 0.05% | +6+0.4% | Added |
| Wealth Dimensions Group, Ltd. | 1,660 | $371.3K | 0.09% | −97−5.5% | Reduced |
| Patten & Patten Inc | 1,658 | $370.9K | 0.02% | −200−10.8% | Reduced |
| FSM Wealth Advisors, LLC | 1,171 | $369.0K | 0.09% | +1,171 | New |
| Pennsylvania Capital Management Inc | 1,649 | $368.9K | 0.13% | +10+0.6% | Added |
| Total Clarity Wealth Management, Inc. | 1,639 | $366.7K | 0.12% | +126+8.3% | Added |
| ARS Wealth Advisors Group, LLC | 1,629 | $364.4K | 0.05% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 1,626 | $363.8K | 0.16% | +1,626 | New |
| United Asset Strategies, Inc. | 1,622 | $362.9K | 0.03% | +362+28.7% | Added |
| 4WEALTH Advisors, Inc. | 1,619 | $362.3K | 0.37% | +1,619 | New |
| Eagle Wealth Strategies LLC | 1,616 | $361.4K | 0.26% | +1+0.1% | Added |