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 |
|---|---|---|---|---|---|
| Buttonwood Financial Advisors Inc. | 981 | $219.4K | 0.10% | −13−1.3% | Reduced |
| Inspirion Wealth Advisors, LLC | 854 | $218.2K | 0.03% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 975 | $218.1K | 0.08% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 975 | $218.1K | 0.13% | +975 | New |
| Chronos Wealth Management, LLC | 970 | $217.0K | 0.11% | +970 | New |
| Focus Financial Network, Inc. | 970 | $216.9K | 0.01% | +52+5.7% | Added |
| Horizon Wealth Management, LLC | 970 | $216.9K | 0.04% | +1+0.1% | Added |
| Second Half Financial Partners, LLC | 969 | $216.8K | 0.11% | −37−3.7% | Reduced |
| Roundview Capital LLC | 967 | $216.3K | 0.02% | +38+4.1% | Added |
| Legacy Capital Group California, Inc. | 963 | $215.4K | 0.07% | +96+11.1% | Added |
| Main Street Financial Solutions, LLC | 954 | $213.5K | 0.02% | +954 | New |
| Flynn Zito Capital Management, LLC | 951 | $212.7K | 0.10% | +20+2.1% | Added |
| Oxford Financial Group Ltd | 949 | $212.3K | 0.01% | +115+13.8% | Added |
| D.B. Root & Company, LLC | 948 | $212.1K | 0.07% | +948 | New |
| ICONIQ Capital, LLC | 946 | $211.6K | 0.00% | +946 | New |
| Johnson Financial Group, Inc. | 704 | $211.2K | 0.01% | −415−37.1% | Reduced |
| Nadler Financial Group, Inc. | 943 | $211.0K | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 941 | $210.5K | 0.00% | −601−39.0% | Reduced |
| Sterling Wealth Management, Inc. | 939 | $210.1K | 0.08% | −35−3.6% | Reduced |
| Dana Investment Advisors, Inc. | 938 | $209.8K | 0.01% | +938 | New |
| Advisory Alpha, LLC | 931 | $208.3K | 0.01% | −7−0.7% | Reduced |
| Headlands Technologies LLC | 930 | $208.1K | 0.02% | +743+397.3% | Added |
| RNC Capital Management LLC | 929 | $207.7K | 0.01% | +929 | New |
| Blackstone Group Inc. | 927 | $207.4K | 0.00% | +927 | New |
| RPS Advisory Solutions LLC | 923 | $206.6K | 0.13% | +923 | New |
| Widmann Financial Services, Inc. | 920 | $205.8K | 0.16% | 00.0% | Unchanged |
| Keystone Financial Services | 916 | $204.9K | 0.08% | +18+2.0% | Added |
| Northwest Wealth Management, LLC | 914 | $204.5K | 0.04% | −35−3.7% | Reduced |
| Family Management Corp | 910 | $203.6K | 0.03% | +910 | New |
| Cidel Asset Management Inc | 909 | $203.4K | 0.01% | −81−8.2% | Reduced |
| Klingenstein Fields & Co LP | 899 | $201.1K | 0.01% | 00.0% | Unchanged |
| Simmons Bank | 897 | $200.7K | 0.01% | −30−3.2% | Reduced |
| Linscomb & Williams, Inc. | 894 | $200.0K | 0.01% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 896 | $200.0K | 0.02% | −71−7.3% | Reduced |
| Eastern Bank | 886 | $198.2K | 0.00% | +228+34.7% | Added |
| Sentry Investment Management LLC | 879 | $197.0K | 0.09% | −646−42.4% | Reduced |
| Cromwell Holdings LLC | 877 | $196.2K | 0.11% | 00.0% | Unchanged |
| NBT Bank N A | 877 | $196.2K | 0.01% | +511+139.6% | Added |
| JNBA Financial Advisors | 847 | $189.5K | 0.02% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 832 | $186.2K | 0.16% | +832 | New |
| Penserra Capital Management LLC | 820 | $183.0K | 0.00% | +793+2,937.0% | Added |
| DT Investment Partners, LLC | 808 | $180.8K | 0.02% | 00.0% | Unchanged |
| River Street Advisors LLC | 803 | $179.6K | 0.09% | +803 | New |
| Hexagon Capital Partners LLC | 783 | $175.2K | 0.03% | +55+7.6% | Added |
| ORG Partners LLC | 781 | $174.7K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 764 | $170.9K | 0.11% | −521−40.5% | Reduced |
| J.Safra Asset Management Corp | 730 | $165.2K | 0.01% | +344+89.1% | Added |
| Sit Investment Associates Inc | 735 | $164.0K | 0.00% | −105−12.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 726 | $162.4K | 0.03% | −3−0.4% | Reduced |
| Rakuten Securities, Inc. | 704 | $157.5K | 0.06% | −244−25.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 698 | $156.2K | 0.04% | +146+26.4% | Added |
| Sachetta, LLC | 694 | $155.3K | 0.06% | −4−0.6% | Reduced |
| McClarren Financial Advisors, Inc. | 680 | $152.0K | 0.43% | +1+0.1% | Added |
| Creative Financial Designs Inc | 674 | $150.7K | 0.01% | +1+0.1% | Added |
| Fortitude Family Office, LLC | 660 | $147.6K | 0.05% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 564 | $147.0K | 0.13% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 640 | $143.2K | 0.01% | +251+64.5% | Added |
| Generali Investments, Management Co LLC | 635 | $142.1K | 0.04% | +635 | New |
| Garde Capital, Inc. | 624 | $140.0K | 0.01% | −172−21.6% | Reduced |
| Delta Asset Management LLC | 623 | $139.4K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 619 | $138.5K | 0.04% | +25+4.2% | Added |
| Citizens National Bank Trust Department | 616 | $137.8K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 610 | $136.5K | 0.03% | +9+1.5% | Added |
| First United Bank Trust | 608 | $136.0K | 0.05% | 00.0% | Unchanged |
| St Germain D J Co Inc | 608 | $136.0K | 0.01% | +31+5.4% | Added |
| Pathway Financial Advisers, LLC | 606 | $135.5K | 0.05% | −114,488−99.5% | Reduced |
| Prestige Wealth Management Group LLC | 605 | $135.3K | 0.03% | +50+9.0% | Added |
| CVA Family Office, LLC | 589 | $131.8K | 0.02% | +54+10.1% | Added |
| Cornerstone Planning Group LLC | 476 | $130.8K | 0.03% | +7+1.5% | Added |
| Rosenberg Matthew Hamilton | 584 | $130.6K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 581 | $130.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 576 | $128.9K | 0.01% | +426+284.0% | Added |
| Washington Trust Co | 569 | $127.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 567 | $126.8K | 0.00% | +567 | New |
| Riverview Trust Co | 562 | $125.7K | 0.11% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 560 | $125.3K | 0.04% | −6−1.1% | Reduced |
| Van Hulzen Asset Management, LLC | 558 | $124.8K | 0.01% | +558 | New |
| Independence Bank of Kentucky | 548 | $122.6K | 0.02% | +365+199.5% | Added |
| Crowley Wealth Management, Inc. | 547 | $122.4K | 0.11% | +547 | New |
| Webster Bank, N. A. | 534 | $119.5K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 526 | $117.7K | 0.01% | −42−7.4% | Reduced |
| Aventura Private Wealth, LLC | 520 | $116.3K | 0.06% | +520 | New |
| Wellington Shields & Co., LLC | 517 | $115.6K | 0.04% | +12+2.4% | Added |
| Bartlett & Co. Wealth Management LLC | 510 | $114.1K | 0.00% | −32−5.9% | Reduced |
| Bayforest Capital Ltd | 506 | $113.2K | 0.14% | +506 | New |
| LRI Investments, LLC | 496 | $111.0K | 0.01% | +41+9.0% | Added |
| Mattson Financial Services, LLC | 426 | $110.8K | 0.04% | +426 | New |
| Chapman Financial Group, LLC | 477 | $106.7K | 0.09% | +477 | New |
| GW&K Investment Management, LLC | 475 | $106.0K | 0.00% | +1+0.2% | Added |
| Stephenson National Bank & Trust | 462 | $103.4K | 0.03% | −54−10.5% | Reduced |
| Park Place Capital Corp | 456 | $102.0K | 0.03% | +362+385.1% | Added |
| ORG Wealth Partners, LLC | 456 | $102.0K | 0.03% | −100−18.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 457 | $102.0K | 0.05% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 451 | $100.9K | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 440 | $98.4K | 0.01% | +19+4.5% | Added |
| Gables Capital Management Inc. | 432 | $96.6K | 0.05% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 809 | $94.6K | 0.03% | +274+51.2% | Added |
| FIL Ltd | 419 | $93.7K | 0.00% | −8−1.9% | Reduced |
| Archer Investment Corp | 414 | $92.6K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 408 | $91.3K | 0.05% | 00.0% | Unchanged |