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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 4,181 | $935.3K | 0.02% | −733−14.9% | Reduced |
| Stableford Capital II LLC | 4,154 | $929.3K | 0.37% | −163−3.8% | Reduced |
| Kestra Private Wealth Services, LLC | 4,150 | $928.4K | 0.02% | +513+14.1% | Added |
| Lakeside Advisors, INC. | 4,119 | $921.5K | 0.61% | −66−1.6% | Reduced |
| TSFG, LLC | 4,113 | $920.0K | 0.19% | 00.0% | Unchanged |
| PFG Advisors | 4,080 | $912.7K | 0.06% | −20.0% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 4,072 | $910.9K | 0.10% | −10−0.2% | Reduced |
| Ingalls & Snyder LLC | 4,068 | $910.0K | 0.04% | −49−1.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,000 | $894.8K | 0.26% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 4,000 | $894.8K | 0.16% | +4,000 | New |
| Tiemann Investment Advisors, LLC | 3,985 | $891.5K | 0.40% | −99−2.4% | Reduced |
| HBK Sorce Advisory LLC | 3,956 | $885.0K | 0.03% | −769−16.3% | Reduced |
| Modern Wealth Management, LLC | 3,947 | $883.1K | 0.03% | +1,231+45.3% | Added |
| Cloverfields Capital Group, LP | 3,946 | $882.8K | 0.28% | 00.0% | Unchanged |
| Banco Santander, S.A. | 3,938 | $881.0K | 0.01% | +3,938 | New |
| Beacon Pointe Advisors, LLC | 3,914 | $875.6K | 0.01% | −256−6.1% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 3,898 | $872.1K | 0.36% | +2,930+302.7% | Added |
| Kingsview Wealth Management, LLC | 3,882 | $868.4K | 0.02% | +1,131+41.1% | Added |
| Foundations Investment Advisors, LLC | 3,852 | $861.7K | 0.02% | +40+1.0% | Added |
| Keybank National Association | 3,841 | $859.3K | 0.00% | +135+3.6% | Added |
| Haverford Trust Co | 3,834 | $857.7K | 0.01% | +315+9.0% | Added |
| Cornerstone Advisory, LLC | 2,700 | $856.8K | 0.10% | +78+3.0% | Added |
| Old National Bancorp | 3,797 | $849.4K | 0.02% | +745+24.4% | Added |
| Ameritas Advisory Services, LLC | 3,784 | $846.6K | 0.03% | −2,743−42.0% | Reduced |
| Smartleaf Asset Management LLC | 3,736 | $845.7K | 0.09% | +1,316+54.4% | Added |
| Level Four Advisory Services, LLC | 3,770 | $843.4K | 0.03% | −1,746−31.7% | Reduced |
| Catalyst Financial Partners LLC | 3,755 | $840.0K | 0.16% | −116−3.0% | Reduced |
| Investment Advisory Services Inc | 3,738 | $836.3K | 0.29% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,732 | $834.9K | 0.12% | −674−15.3% | Reduced |
| Board of the Pension Protection Fund | 3,700 | $827.7K | 0.96% | +3,700 | New |
| Davenport & Co LLC | 3,684 | $824.2K | 0.00% | +1,406+61.7% | Added |
| Ausdal Financial Partners, Inc. | 3,662 | $819.2K | 0.07% | +137+3.9% | Added |
| Heartland Bank & Trust Co | 3,634 | $813.0K | 0.44% | −79−2.1% | Reduced |
| Vega Investment Solutions | 3,627 | $811.4K | 0.67% | +3,627 | New |
| Savvy Advisors, Inc. | 3,625 | $810.9K | 0.10% | +710+24.4% | Added |
| BLB&B Advisors, LLC | 3,593 | $803.8K | 0.04% | +880+32.4% | Added |
| Prosperity Consulting Group, LLC | 3,571 | $798.9K | 0.06% | +21+0.6% | Added |
| Concentric Capital Strategies, LP | 3,567 | $798.0K | 0.05% | −3,009−45.8% | Reduced |
| Bank of New Hampshire | 3,532 | $790.1K | 0.20% | −40−1.1% | Reduced |
| NorthRock Partners, LLC | 3,522 | $788.0K | 0.03% | −246−6.5% | Reduced |
| Checchi Capital Advisers, LLC | 3,522 | $787.9K | 0.06% | +63+1.8% | Added |
| Prime Capital Investment Advisors, LLC | 3,518 | $786.9K | 0.01% | +769+28.0% | Added |
| CoreCap Advisors, LLC | 3,516 | $786.5K | 0.04% | +1,732+97.1% | Added |
| V-Square Quantitative Management LLC | 3,513 | $785.9K | 0.11% | +470+15.4% | Added |
| Blue Bell Private Wealth Management, LLC | 3,492 | $781.2K | 0.15% | −38−1.1% | Reduced |
| Diversify Advisory Services, LLC | 2,514 | $767.2K | 0.04% | +931+58.8% | Added |
| EverSource Wealth Advisors, LLC | 3,417 | $764.5K | 0.04% | +163+5.0% | Added |
| Goldstone Financial Group, LLC | 3,408 | $762.3K | 0.12% | −551−13.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 3,400 | $760.6K | 0.09% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 2,987 | $753.9K | 0.17% | +186+6.6% | Added |
| BNP Paribas | 3,356 | $750.8K | 0.03% | −173−4.9% | Reduced |
| Avenue 1 Advisors, LLC | 3,347 | $748.8K | 0.29% | +677+25.4% | Added |
| Hobbs Group Advisors, LLC | 3,335 | $746.1K | 0.28% | +3,226+2,959.6% | Added |
| Thompson Siegel & Walmsley LLC | 3,325 | $744.0K | 0.01% | −2,000−37.6% | Reduced |
| Stoneridge Investment Partners LLC | 3,321 | $743.0K | 0.27% | +3,321 | New |
| Clark Capital Management Group, Inc. | 3,319 | $742.5K | 0.01% | −261−7.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,317 | $742.0K | 0.17% | −45−1.3% | Reduced |
| Crew Capital Management, Ltd. | 3,310 | $740.5K | 0.61% | +3,310 | New |
| Strategic Blueprint, LLC | 3,292 | $736.5K | 0.04% | +297+9.9% | Added |
| Significant Wealth Partners LLC | 3,288 | $735.7K | 0.38% | +10.0% | Added |
| Harbert Fund Advisors, Inc. | 3,250 | $727.1K | 0.63% | +3,250 | New |
| Farther Finance Advisors, LLC | 3,234 | $723.5K | 0.03% | +594+22.5% | Added |
| Cora Capital Advisors LLC | 3,233 | $723.2K | 0.35% | −215−6.2% | Reduced |
| WESPAC Advisors, LLC | 3,226 | $721.7K | 0.53% | +3,226 | New |
| Cornercap Investment Counsel Inc | 3,224 | $721.2K | 0.23% | −123−3.7% | Reduced |
| J.W. Cole Advisors, Inc. | 3,222 | $720.8K | 0.03% | −588−15.4% | Reduced |
| Affinity Investment Advisors, LLC | 3,216 | $719.5K | 0.60% | −977−23.3% | Reduced |
| Lantz Financial LLC | 3,206 | $717.2K | 0.19% | −13−0.4% | Reduced |
| Cigna Investments Inc | 3,208 | $717.0K | 0.13% | −28−0.9% | Reduced |
| WBH Advisory Inc | 3,191 | $714.0K | 0.07% | +595+22.9% | Added |
| First Manhattan Co | 3,169 | $708.9K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 3,168 | $708.6K | 0.01% | +478+17.8% | Added |
| one8zero8, LLC | 3,148 | $704.2K | 0.15% | +3,148 | New |
| Legacy Solutions, LLC | 3,136 | $701.6K | 0.76% | +3,136 | New |
| Romano Brothers and Company | 3,135 | $701.3K | 0.09% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 3,118 | $701.0K | 0.05% | +634+25.5% | Added |
| Hilltop Holdings Inc. | 3,111 | $695.8K | 0.04% | +207+7.1% | Added |
| Impact Partnership Wealth, LLC | 3,107 | $695.1K | 0.14% | +175+6.0% | Added |
| Trust Point Inc. | 3,107 | $695.1K | 0.05% | +353+12.8% | Added |
| AA Financial Advisors, LLC | 3,107 | $695.1K | 0.19% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 3,089 | $691.0K | 0.00% | −3,102−50.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,080 | $689.0K | 0.10% | +2,148+230.5% | Added |
| Midland Wealth Advisors LLC | 3,072 | $687.2K | 0.04% | +57+1.9% | Added |
| Global Retirement Partners, LLC | 3,068 | $686.3K | 0.02% | −4,127−57.4% | Reduced |
| Paragon Financial Partners, Inc. | 3,067 | $686.1K | 0.52% | 00.0% | Unchanged |
| Kennedy Investment Group | 3,063 | $685.3K | 0.31% | −20−0.6% | Reduced |
| Virtu Financial LLC | 3,064 | $685.0K | 0.04% | +1,252+69.1% | Added |
| AdvisorNet Financial, Inc | 3,021 | $675.9K | 0.06% | +50+1.7% | Added |
| Net Worth Advisory Group | 3,014 | $674.3K | 0.20% | −177−5.5% | Reduced |
| TD Waterhouse Canada Inc. | 3,003 | $671.8K | 0.01% | +165+5.8% | Added |
| Buckley Wealth Management, LLC | 2,962 | $662.6K | 0.20% | +65+2.2% | Added |
| Harbour Investments, Inc. | 2,957 | $661.4K | 0.02% | +321+12.2% | Added |
| Univest Financial Corp | 2,952 | $660.4K | 0.04% | +1,341+83.2% | Added |
| Key Financial Inc | 2,938 | $657.3K | 0.15% | +131+4.7% | Added |
| Aull & Monroe Investment Management Corp | 2,930 | $655.5K | 0.33% | +10+0.3% | Added |
| Gateway Investment Advisers LLC | 2,929 | $655.2K | 0.01% | +1,655+129.9% | Added |
| Sterling Capital Management LLC | 2,924 | $654.1K | 0.01% | −16,734−85.1% | Reduced |
| Cornerstone National Bank & Trust Co | 2,886 | $645.6K | 0.30% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 2,870 | $642.0K | 0.06% | +2,870 | New |
| Schechter Investment Advisors, LLC | 2,854 | $638.5K | 0.05% | −233−7.5% | Reduced |