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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 6,324 | $1.41M | 0.03% | +659+11.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,317 | $1.41M | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 6,305 | $1.41M | 0.01% | +682+12.1% | Added |
| GAMMA Investing LLC | 6,260 | $1.40M | 0.12% | +541+9.5% | Added |
| New Age Alpha Advisors, LLC | 6,259 | $1.40M | 0.06% | +6,208+12,172.5% | Added |
| Merit Financial Group, LLC | 6,201 | $1.39M | 0.02% | +4,571+280.4% | Added |
| Spire Wealth Management | 6,189 | $1.38M | 0.04% | −583−8.6% | Reduced |
| Chicago Partners Investment Group LLC | 5,664 | $1.38M | 0.05% | +586+11.5% | Added |
| We Are One Seven, LLC | 6,132 | $1.37M | 0.05% | −57−0.9% | Reduced |
| HighVista Strategies LLC | 6,100 | $1.36M | 0.51% | +6,100 | New |
| Zuckerman Investment Group, LLC | 4,417 | $1.35M | 0.13% | −10−0.2% | Reduced |
| Bokf, NA | 4,366 | $1.33M | 0.02% | +1,380+46.2% | Added |
| Leonteq Securities AG | 5,922 | $1.32M | 0.13% | +2,851+92.8% | Added |
| Quintet Private Bank (Europe) S.A. | 5,903 | $1.32M | 0.07% | +5,903 | New |
| Pinnacle Associates Ltd | 5,860 | $1.31M | 0.02% | +1,604+37.7% | Added |
| GKV Capital Management Co., Inc. | 5,860 | $1.31M | 0.53% | +5,860 | New |
| North Star Investment Management Corp. | 5,816 | $1.30M | 0.09% | +20.0% | Added |
| Sherbrooke Park Advisers LLC | 5,808 | $1.30M | 0.41% | +4,195+260.1% | Added |
| Meiji Yasuda Life Insurance Co | 5,788 | $1.29M | 0.02% | −160−2.7% | Reduced |
| Cookson Peirce & Co Inc | 5,780 | $1.29M | 0.06% | +300+5.5% | Added |
| Yardley Wealth Management LLC | 5,332 | $1.29M | 0.63% | +2,666+100.0% | Added |
| Forefront Wealth Management Inc. | 5,764 | $1.29M | 1.19% | +5,764 | New |
| Hanlon Investment Management, Inc. | 5,723 | $1.28M | 0.35% | +17+0.3% | Added |
| Sigma Planning Corp | 5,659 | $1.27M | 0.04% | −1,114−16.4% | Reduced |
| La Banque Postale Asset Management SA | 5,620 | $1.26M | 0.02% | +5,620 | New |
| Capstone Investment Advisors, LLC | 5,618 | $1.26M | 0.01% | +5,572+12,113.0% | Added |
| CAPROCK Group, Inc. | 5,562 | $1.24M | 0.04% | −278−4.8% | Reduced |
| Union Bancaire Privee, UBP SA | 5,760 | $1.24M | 0.02% | +5,760 | New |
| Resources Management Corp | 5,514 | $1.23M | 0.17% | +586+11.9% | Added |
| Capital Management Associates | 5,500 | $1.23M | 1.45% | 00.0% | Unchanged |
| Fractal Investments LLC | 5,500 | $1.23M | 0.19% | +1,600+41.0% | Added |
| Analyst IMS Investment Management Services Ltd. | 5,452 | $1.22M | 0.04% | +3,892+249.5% | Added |
| Perigon Wealth Management, LLC | 3,819 | $1.20M | 0.03% | +316+9.0% | Added |
| LaSalle St. Investment Advisors, LLC | 5,382 | $1.20M | 0.37% | +836+18.4% | Added |
| Ninepoint Partners LP | 5,358 | $1.20M | 0.19% | +68+1.3% | Added |
| Wellington Management Group LLP | 5,346 | $1.20M | 0.00% | −11,800−68.8% | Reduced |
| Truxt Investmentos Ltda. | 5,240 | $1.19M | 1.92% | −14,763−73.8% | Reduced |
| Marshall Financial Group LLC | 5,285 | $1.18M | 0.29% | −71−1.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,239 | $1.17M | 0.01% | +1,655+46.2% | Added |
| Caldwell Trust Co | 5,228 | $1.17M | 0.12% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5,177 | $1.16M | 0.15% | −32−0.6% | Reduced |
| Adviser Investments LLC | 5,154 | $1.15M | 0.01% | +38+0.7% | Added |
| Principal Securities, Inc. | 5,138 | $1.15M | 0.03% | +1,497+41.1% | Added |
| Private Advisory Group LLC | 5,130 | $1.15M | 0.13% | +376+7.9% | Added |
| Black Diamond Financial, LLC | 5,129 | $1.15M | 0.17% | +35+0.7% | Added |
| Sherman Porfolios, LLC | 5,101 | $1.14M | 0.50% | +5,101 | New |
| China Universal Asset Management Co., Ltd. | 5,090 | $1.14M | 0.11% | +1,124+28.3% | Added |
| Fiduciary Trust Co | 5,078 | $1.14M | 0.01% | +2,160+74.0% | Added |
| 111 Capital | 5,036 | $1.13M | 0.24% | +5,036 | New |
| Lombard Odier Asset Management (USA) Corp | 5,018 | $1.12M | 0.43% | +5,018 | New |
| Allegheny Financial Group LTD | 5,013 | $1.12M | 0.29% | 00.0% | Unchanged |
| Mariner Investment Group LLC | 5,000 | $1.12M | 0.22% | +5,000 | New |
| Annex Advisory Services, LLC | 4,931 | $1.10M | 0.03% | +467+10.5% | Added |
| Steamboat Capital Partners, LLC | 4,875 | $1.09M | 0.34% | −111−2.2% | Reduced |
| Belpointe Asset Management LLC | 5,540 | $1.09M | 0.07% | +272+5.2% | Added |
| Manchester Capital Management LLC | 4,830 | $1.08M | 0.13% | −7−0.1% | Reduced |
| Bridgefront Capital, LLC | 4,812 | $1.08M | 0.36% | +1,124+30.5% | Added |
| NVWM, LLC | 4,791 | $1.07M | 0.27% | +4,506+1,581.1% | Added |
| Wealthcare Capital Partners, LLC | 4,787 | $1.07M | 0.56% | +4,787 | New |
| Wetherby Asset Management Inc | 4,748 | $1.06M | 0.05% | +26+0.6% | Added |
| J. Safra Sarasin Holding AG | 4,740 | $1.06M | 0.02% | +4,740 | New |
| CWM Advisors, LLC | 4,739 | $1.06M | 0.12% | +3,642+332.0% | Added |
| TCFG Wealth Management, LLC | 4,731 | $1.06M | 0.53% | +1,326+38.9% | Added |
| STF Management LP | 4,716 | $1.06M | 0.47% | +130+2.8% | Added |
| Diversified Enterprises, LLC | 4,698 | $1.05M | 0.10% | −45−0.9% | Reduced |
| Shelton Wealth Management, LLC | 4,695 | $1.05M | 0.58% | +200+4.4% | Added |
| Canada Post Corp Registered Pension Plan | 4,662 | $1.04M | 0.06% | +4,662 | New |
| Pinkerton Retirement Specialists, LLC | 4,649 | $1.04M | 0.15% | +2,082+81.1% | Added |
| Johnson Investment Counsel Inc | 4,644 | $1.04M | 0.01% | +1,717+58.7% | Added |
| Mather Group, LLC. | 4,644 | $1.04M | 0.01% | +26+0.6% | Added |
| MUFG Securities Americas Inc. | 4,618 | $1.03M | 0.13% | +4,618 | New |
| Argent Trust Co | 4,594 | $1.03M | 0.04% | −165−3.5% | Reduced |
| Lake Street Advisors Group, LLC | 4,593 | $1.03M | 0.05% | +436+10.5% | Added |
| Callan Family Office, LLC | 4,590 | $1.03M | 0.07% | +4,590 | New |
| Axxcess Wealth Management, LLC | 4,585 | $1.03M | 0.03% | +1,016+28.5% | Added |
| Scientech Research LLC | 4,567 | $1.02M | 0.29% | −9,001−66.3% | Reduced |
| Stiles Financial Services Inc | 4,556 | $1.02M | 0.37% | +4,556 | New |
| Partnership Wealth Management, LLC | 4,489 | $1.00M | 0.84% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 4,481 | $1.00M | 0.05% | +1,092+32.2% | Added |
| Jones Financial Companies LLLP | 4,478 | $1.00M | 0.00% | +2,838+173.0% | Added |
| Invesco, LLC | 4,468 | $999.6K | 0.40% | 00.0% | Unchanged |
| apricus wealth, LLC | 4,460 | $997.7K | 0.65% | −351−7.3% | Reduced |
| Bessemer Group Inc | 4,439 | $994.0K | 0.00% | −890−16.7% | Reduced |
| Valeo Financial Advisors, LLC | 4,428 | $990.6K | 0.03% | +2,800+172.0% | Added |
| Clarus Wealth Advisors | 3,540 | $988.5K | 0.49% | +3,540 | New |
| Willis Johnson & Associates, Inc. | 4,397 | $983.7K | 0.08% | +24+0.5% | Added |
| Buckingham Strategic Partners | 4,364 | $976.3K | 0.02% | −2,036−31.8% | Reduced |
| Confluence Wealth Services, Inc. | 2,817 | $975.0K | 0.06% | −200−6.6% | Reduced |
| Virtus ETF Advisers LLC | 4,316 | $965.5K | 0.39% | −742−14.7% | Reduced |
| PFG Investments, LLC | 4,293 | $960.5K | 0.06% | +24+0.6% | Added |
| Aptus Capital Advisors, LLC | 4,286 | $958.9K | 0.01% | +1,759+69.6% | Added |
| National Asset Management, Inc. | 4,282 | $957.9K | 0.03% | +380+9.7% | Added |
| Proequities, Inc. | 2,879 | $957.2K | 0.05% | +240+9.1% | Added |
| Jacobi Capital Management LLC | 4,265 | $954.0K | 0.07% | −116−2.6% | Reduced |
| Change Path, LLC | 4,264 | $953.9K | 0.03% | +2,484+139.6% | Added |
| Wedbush Securities Inc | 4,252 | $951.0K | 0.03% | +772+22.2% | Added |
| Warren Averett Asset Management, LLC | 4,223 | $944.7K | 0.01% | +1,380+48.5% | Added |
| Lansing Street Advisors | 4,209 | $941.6K | 0.33% | +4,209 | New |
| Independent Financial Group, LLC | 4,204 | $940.5K | 0.03% | +611+17.0% | Added |
| Aviso Wealth Management | 4,189 | $937.1K | 0.48% | −100−2.3% | Reduced |