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 |
|---|---|---|---|---|---|
| Yelin Lapidot Holdings Management Ltd. | 1,281 | $286.6K | 0.05% | +1,281 | New |
| Lodestar Private Asset Management LLC | 1,280 | $286.3K | 0.04% | +19+1.5% | Added |
| TriaGen Wealth Management LLC | 1,279 | $286.1K | 0.10% | −78−5.7% | Reduced |
| Leigh Baldwin & Co., LLC | 1,277 | $285.7K | 0.24% | +1,277 | New |
| Ritholtz Wealth Management | 1,275 | $285.3K | 0.01% | +279+28.0% | Added |
| Members Wealth LLC | 908 | $284.9K | 0.21% | +908 | New |
| Journey Strategic Wealth LLC | 1,273 | $284.7K | 0.01% | −397−23.8% | Reduced |
| Magnolia Capital Management Ltd | 1,270 | $284.0K | 0.23% | 00.0% | Unchanged |
| David Loasby | 929 | $283.5K | 0.03% | +30+3.3% | Added |
| Vision Capital Management, Inc. | 1,267 | $283.4K | 0.04% | +133+11.7% | Added |
| TD Private Client Wealth LLC | 1,266 | $283.2K | 0.01% | +47+3.9% | Added |
| Waldron Private Wealth LLC | 1,258 | $281.4K | 0.01% | +11+0.9% | Added |
| ABLE Financial Group, LLC | 1,254 | $280.5K | 0.08% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,247 | $279.0K | 0.01% | +43+3.6% | Added |
| Cynosure Management, LLC | 1,246 | $278.7K | 0.04% | −640−33.9% | Reduced |
| KRS Capital Management, LLC | 1,246 | $278.7K | 0.20% | +1,246 | New |
| Apollon Financial, LLC | 1,246 | $278.7K | 0.07% | +1,246 | New |
| Smith Chas P & Associates Pa Cpas | 1,238 | $276.8K | 0.02% | −2−0.2% | Reduced |
| Delta Wealth Advisors LLC | 1,226 | $274.3K | 0.26% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,220 | $272.9K | 0.06% | −32−2.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,220 | $272.9K | 0.10% | 00.0% | Unchanged |
| Keel Point, LLC | 1,209 | $270.5K | 0.02% | +211+21.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,209 | $270.5K | 0.03% | +3+0.2% | Added |
| Lattice Capital Management, LLC | 1,200 | $268.5K | 0.23% | +1,200 | New |
| Challenger Wealth Management | 1,200 | $268.5K | 0.23% | +1,200 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,199 | $268.3K | 0.04% | +24+2.0% | Added |
| SPC Financial, Inc. | 1,193 | $266.9K | 0.02% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 1,188 | $265.8K | 0.08% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,188 | $265.7K | 0.15% | +870+273.6% | Added |
| Hudock, Inc. | 1,186 | $265.5K | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 958 | $263.4K | 0.00% | −50−5.0% | Reduced |
| LCM Capital Management Inc | 1,172 | $262.2K | 0.15% | +250+27.1% | Added |
| Quotient Wealth Partners, LLC | 1,170 | $261.7K | 0.01% | +280+31.5% | Added |
| Meridian Wealth Management, LLC | 1,167 | $261.0K | 0.01% | +69+6.3% | Added |
| Live Oak Private Wealth LLC | 1,166 | $260.8K | 0.04% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,159 | $259.3K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,157 | $258.8K | 0.01% | 00.0% | Unchanged |
| Searle & Co. | 1,155 | $258.4K | 0.07% | 00.0% | Unchanged |
| Keystone Financial Group | 1,147 | $256.6K | 0.03% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 1,145 | $256.2K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,143 | $255.7K | 0.00% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 1,141 | $255.3K | 0.08% | +25+2.2% | Added |
| Gradient Capital Advisors, LLC | 1,140 | $255.1K | 0.08% | +122+12.0% | Added |
| Western Wealth Management, LLC | 1,138 | $254.5K | 0.01% | −2−0.2% | Reduced |
| Crestwood Advisors Group LLC | 1,137 | $254.5K | 0.00% | +49+4.5% | Added |
| Sterling Investment Advisors, Ltd. | 1,137 | $254.4K | 0.06% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,136 | $254.1K | 0.11% | −149−11.6% | Reduced |
| MCF Advisors LLC | 1,132 | $253.3K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,131 | $253.0K | 0.03% | −20−1.7% | Reduced |
| Thomasville National Bank | 1,125 | $251.7K | 0.02% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 1,124 | $251.5K | 0.03% | +85+8.2% | Added |
| Gibbs Wealth Management | 1,115 | $249.4K | 0.07% | +2+0.2% | Added |
| McMahon Financial Advisors, LLC | 1,110 | $248.3K | 0.06% | +138+14.2% | Added |
| Axecap Investments, LLC | 1,106 | $247.4K | 0.19% | −15,767−93.4% | Reduced |
| Carret Asset Management, LLC | 1,106 | $247.4K | 0.03% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,097 | $245.4K | 0.02% | +1,097 | New |
| AlphaStar Capital Management, LLC | 1,095 | $245.0K | 0.03% | +2+0.2% | Added |
| Trust Co of Vermont | 1,092 | $244.3K | 0.01% | +204+23.0% | Added |
| Optiver Holding B.V. | 1,092 | $244.3K | 0.01% | +755+224.0% | Added |
| San Luis Wealth Advisors LLC | 1,089 | $244.0K | 0.05% | +62+6.0% | Added |
| RIA Advisory Group LLC | 1,087 | $243.3K | 0.08% | −257−19.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,087 | $243.2K | 0.00% | +21+2.0% | Added |
| Philadelphia Trust Co | 1,084 | $243.0K | 0.02% | −9−0.8% | Reduced |
| Bare Financial Services, Inc | 1,083 | $242.4K | 0.10% | +611+129.4% | Added |
| Meritage Portfolio Management | 1,082 | $242.1K | 0.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,077 | $240.9K | 0.01% | +1,077 | New |
| Childress Capital Advisors, LLC | 1,073 | $240.1K | 0.07% | −9−0.8% | Reduced |
| Bravias Capital Group, LLC | 800 | $240.0K | 0.19% | +800 | New |
| Cypress Capital Group | 1,063 | $237.8K | 0.03% | −588−35.6% | Reduced |
| Pitcairn Co | 1,062 | $237.6K | 0.01% | +86+8.8% | Added |
| Jaffetilchin Investment Partners, LLC | 1,057 | $236.4K | 0.02% | +168+18.9% | Added |
| Azimuth Capital Investment Management LLC | 1,054 | $235.8K | 0.01% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 1,053 | $235.6K | 0.02% | +154+17.1% | Added |
| Jefferies Financial Group Inc. | 1,052 | $235.3K | 0.00% | −5,523−84.0% | Reduced |
| Morris Retirement Advisors, LLC | 1,051 | $235.1K | 0.12% | +210+25.0% | Added |
| Alta Advisers Ltd | 1,049 | $234.7K | 0.15% | +49+4.9% | Added |
| Caxton Associates LP | 1,047 | $234.2K | 0.01% | +1,047 | New |
| Glass Jacobson Investment Advisors llc | 1,046 | $234.0K | 0.08% | +6+0.6% | Added |
| NTV Asset Management LLC | 1,045 | $233.8K | 0.03% | +27+2.7% | Added |
| Riverwater Partners LLC | 1,043 | $233.3K | 0.11% | −1,414−57.5% | Reduced |
| FineMark National Bank & Trust | 1,042 | $233.1K | 0.01% | +242+30.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 1,041 | $233.0K | 0.05% | +1,041 | New |
| Balboa Wealth Partners | 1,039 | $232.4K | 0.05% | +1,039 | New |
| Light Street Capital Management, LLC | 1,037 | $232.0K | 0.05% | +1,037 | New |
| High Net Worth Advisory Group LLC | 1,036 | $231.8K | 0.06% | −466−31.0% | Reduced |
| Custom Index Systems, LLC | 1,031 | $230.6K | 0.12% | −11−1.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,026 | $229.4K | 0.02% | +1,026 | New |
| Pathway Financial Advisors LLC | 1,023 | $228.9K | 0.05% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,023 | $228.8K | 0.04% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 733 | $228.5K | 0.06% | +733 | New |
| Claro Advisors LLC | 1,021 | $228.3K | 0.03% | −89−8.0% | Reduced |
| Magnetar Financial LLC | 1,010 | $225.9K | 0.01% | +1,010 | New |
| Legacy Financial Advisors, Inc. | 1,009 | $225.7K | 0.04% | +16+1.6% | Added |
| Promethium Advisors,llc | 1,002 | $224.2K | 0.15% | 00.0% | Unchanged |
| Entropy Technologies, LP | 1,000 | $223.7K | 0.02% | −1,098−52.3% | Reduced |
| Fulcrum Equity Management | 1,000 | $223.7K | 0.22% | +1,000 | New |
| Headinvest, LLC | 991 | $221.7K | 0.04% | +10+1.0% | Added |
| Rice Partnership, LLC | 990 | $221.5K | 0.04% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 990 | $221.4K | 0.00% | +2+0.2% | Added |
| Chicago Trust Co NA | 987 | $220.8K | 0.04% | 00.0% | Unchanged |