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 |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 1,615 | $361.3K | 0.08% | +1,615 | New |
| Accurate Wealth Management, LLC | 1,183 | $361.0K | 0.07% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,609 | $359.9K | 0.03% | +358+28.6% | Added |
| LGT Fund Management Co Ltd. | 1,600 | $357.9K | 0.03% | 00.0% | Unchanged |
| Verus Wealth Management, LLC | 1,600 | $357.9K | 0.40% | +1,600 | New |
| Marion Wealth Management | 1,596 | $357.1K | 0.09% | −7−0.4% | Reduced |
| Breakwater Capital Group | 1,596 | $357.0K | 0.07% | +264+19.8% | Added |
| Stonebridge Capital Advisors LLC | 1,590 | $355.7K | 0.03% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 1,581 | $354.0K | 0.08% | +250+18.8% | Added |
| Castleark Management LLC | 1,580 | $353.5K | 0.01% | −4,700−74.8% | Reduced |
| Doliver Advisors, LP | 1,575 | $352.3K | 0.10% | +1,575 | New |
| Stevens Capital Management LP | 1,567 | $351.0K | 0.14% | +678+76.3% | Added |
| First Community Trust NA | 1,565 | $350.1K | 0.25% | +1,565 | New |
| Bluesphere Advisors, LLC | 1,563 | $349.7K | 0.17% | +82+5.5% | Added |
| New Century Financial Group, LLC | 1,375 | $347.1K | 0.15% | +75+5.8% | Added |
| Trust Co of Virginia | 1,550 | $346.7K | 0.03% | 00.0% | Unchanged |
| Heritage Trust Co | 1,546 | $345.9K | 0.04% | +1,546 | New |
| GTS Securities LLC | 1,544 | $345.4K | 0.02% | −59,396−97.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,540 | $344.4K | 0.06% | +1,540 | New |
| Kuhn & Co Investment Counsel | 1,533 | $342.9K | 0.29% | +100+7.0% | Added |
| Norden Group LLC | 1,528 | $341.9K | 0.04% | +226+17.4% | Added |
| Correct Capital Wealth Management | 1,527 | $341.6K | 0.07% | +2+0.1% | Added |
| Edge Financial Advisors LLC | 1,525 | $341.2K | 0.30% | +2+0.1% | Added |
| Newton One Investments LLC | 1,525 | $341.2K | 0.13% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,524 | $340.9K | 0.03% | +9+0.6% | Added |
| Forum Financial Management, LP | 1,523 | $340.8K | 0.01% | −900−37.1% | Reduced |
| Brighton Jones LLC | 1,523 | $340.7K | 0.01% | +449+41.8% | Added |
| 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 |
| Tritonpoint Wealth, LLC | 1,514 | $338.7K | 0.03% | +1,514 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,510 | $338.0K | 0.13% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 1,509 | $337.6K | 0.08% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 1,508 | $337.3K | 0.09% | +243+19.2% | Added |
| Graypoint LLC | 1,506 | $336.8K | 0.02% | +64+4.4% | Added |
| Welch & Forbes LLC | 1,504 | $336.5K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,500 | $335.6K | 0.19% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 1,498 | $335.0K | 0.01% | +1,498 | New |
| Yeomans Consulting Group, Inc. | 1,495 | $334.4K | 0.13% | +1,495 | New |
| Evoke Wealth, LLC | 1,492 | $333.7K | 0.01% | +19+1.3% | Added |
| Apexium Financial, LP | 1,483 | $331.8K | 0.02% | +1,483 | New |
| Beaumont Financial Advisors, LLC | 1,481 | $331.3K | 0.02% | −20−1.3% | Reduced |
| Aspetuck Financial Management LLC | 1,475 | $330.0K | 0.26% | +1,475 | New |
| Lineweaver Wealth Advisors, LLC | 1,473 | $329.6K | 0.06% | +8+0.5% | Added |
| Planning Directions Inc | 1,473 | $329.6K | 0.19% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,471 | $329.1K | 0.05% | −45−3.0% | Reduced |
| Bedel Financial Consulting, Inc. | 1,048 | $328.9K | 0.05% | 00.0% | Unchanged |
| 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 |
| Catalina Capital Group, LLC | 1,465 | $327.7K | 0.11% | +23+1.6% | Added |
| Wells Trecaso Financial Group, LLC | 1,463 | $327.3K | 0.11% | +10+0.7% | Added |
| US Asset Management LLC | 1,463 | $327.0K | 0.29% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,455 | $325.5K | 0.02% | +211+17.0% | Added |
| Contravisory Investment Management, Inc. | 1,455 | $325.5K | 0.07% | −2−0.1% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,453 | $325.1K | 0.17% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,452 | $324.9K | 0.01% | +12+0.8% | Added |
| Traphagen Investment Advisors LLC | 1,445 | $323.2K | 0.03% | 00.0% | Unchanged |
| Willner & Heller, LLC | 1,444 | $323.0K | 0.28% | +2+0.1% | Added |
| Ancora Advisors, LLC | 1,432 | $320.4K | 0.01% | −855−37.4% | 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 |
| Legacy Advisors, LLC | 1,423 | $318.3K | 0.03% | −174−10.9% | Reduced |
| Brass Tax Wealth Management, Inc | 1,420 | $317.7K | 0.07% | −66−4.4% | Reduced |
| Round Rock Advisors, LLC | 1,418 | $317.2K | 0.07% | +418+41.8% | Added |
| Skopos Labs, Inc. | 1,417 | $317.0K | 0.09% | +76+5.7% | Added |
| 44 Wealth Management LLC | 1,406 | $314.5K | 0.12% | −98−6.5% | Reduced |
| Quadcap Wealth Management, LLC | 1,404 | $314.1K | 0.05% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,404 | $314.1K | 0.04% | −19−1.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,403 | $313.8K | 0.02% | +71+5.3% | Added |
| 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 |
| 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 |
| SC&H Financial Advisors, Inc. | 1,397 | $312.5K | 0.06% | −110−7.3% | Reduced |
| Souders Financial Advisors | 1,387 | $310.3K | 0.04% | +178+14.7% | Added |
| Whalen Wealth Management Inc. | 1,377 | $308.1K | 0.21% | +1,377 | New |
| Venturi Wealth Management, LLC | 1,377 | $308.0K | 0.02% | +258+23.1% | Added |
| Hengehold Capital Management LLC | 1,371 | $306.7K | 0.03% | 00.0% | Unchanged |
| First American Trust, FSB | 1,365 | $305.3K | 0.03% | +11+0.8% | Added |
| Machina Capital S.A.S. | 1,355 | $303.1K | 0.13% | +1,355 | New |
| Sierra Summit Advisors LLC | 1,347 | $301.3K | 0.06% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,344 | $300.6K | 0.02% | +573+74.3% | Added |
| 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 |
| Vermillion & White Wealth Management Group, LLC | 1,338 | $299.3K | 0.22% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 1,338 | $299.2K | 0.04% | +1,338 | New |
| Creekmur Asset Management LLC | 1,337 | $299.1K | 0.07% | +6+0.5% | Added |
| FourThought Financial Partners, LLC | 1,335 | $298.7K | 0.03% | +1,335 | New |
| Franklin Street Advisors Inc | 1,333 | $298.0K | 0.02% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 1,326 | $296.7K | 0.00% | +1+0.1% | Added |
| BancorpSouth Bank | 1,323 | $296.0K | 0.02% | −155−10.5% | Reduced |
| Aries Wealth Management | 1,321 | $295.5K | 0.08% | −21−1.6% | Reduced |
| Grandview Asset Management LLC | 1,318 | $295.0K | 0.11% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 1,318 | $294.9K | 0.03% | +1,318 | New |
| Fulton Bank, N.A. | 1,306 | $292.2K | 0.01% | +35+2.8% | Added |
| Parkside Financial Bank & Trust | 1,303 | $291.5K | 0.04% | +12+0.9% | Added |
| Massmutual Trust Co FSB | 1,294 | $289.5K | 0.01% | −260−16.7% | Reduced |
| Chesley Taft & Associates LLC | 1,293 | $289.3K | 0.01% | +147+12.8% | Added |
| Latitude Advisors, LLC | 1,291 | $288.9K | 0.16% | +248+23.8% | Added |
| Affinity Capital Advisors, LLC | 1,124 | $287.3K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,284 | $287.3K | 0.01% | −93−6.8% | Reduced |