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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 2,851 | $637.8K | 0.03% | +1,299+83.7% | Added |
| Syon Capital LLC | 2,844 | $636.3K | 0.06% | −310−9.8% | Reduced |
| FNY Investment Advisers, LLC | 2,844 | $636.0K | 0.33% | +2,697+1,834.7% | Added |
| Private Trust Co NA | 2,792 | $624.7K | 0.06% | +12+0.4% | Added |
| Great Lakes Advisors, LLC | 2,782 | $622.3K | 0.01% | −28−1.0% | Reduced |
| KLCM Advisors, Inc. | 2,776 | $621.0K | 0.07% | +841+43.5% | Added |
| Sentinus, LLC | 2,772 | $620.2K | 0.18% | −27−1.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 2,771 | $619.9K | 0.02% | +1,252+82.4% | Added |
| Temasek Holdings (Private) Ltd | 2,765 | $618.6K | 0.00% | −9,837−78.1% | Reduced |
| Teza Capital Management LLC | 2,715 | $607.4K | 0.09% | +2,715 | New |
| Knollwood Investment Advisory, LLC | 2,700 | $604.0K | 0.06% | +2,700 | New |
| VSM Wealth Advisory, LLC | 2,696 | $603.0K | 0.22% | +2,696 | New |
| CRA Financial Services, LLC | 2,676 | $598.6K | 0.10% | −41−1.5% | Reduced |
| Insight Advisors, LLC | 2,642 | $597.9K | 0.10% | +15+0.6% | Added |
| Highview Capital Management LLC | 2,646 | $591.9K | 0.23% | −41−1.5% | Reduced |
| Accel Wealth Management | 2,640 | $590.7K | 0.22% | +890+50.9% | Added |
| Ballentine Partners, LLC | 2,640 | $590.6K | 0.01% | +97+3.8% | Added |
| Cresset Asset Management, LLC | 2,636 | $589.6K | 0.00% | −22,672−89.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,629 | $588.2K | 0.04% | −1,160−30.6% | Reduced |
| Fisher Asset Management, LLC | 2,627 | $587.8K | 0.00% | +429+19.5% | Added |
| Segment Wealth Management, LLC | 2,625 | $587.2K | 0.04% | +45+1.7% | Added |
| Dynamic Technology Lab Private Ltd | 2,618 | $586.0K | 0.09% | +2,618 | New |
| Boston Private Wealth LLC | 2,608 | $583.4K | 0.01% | +2,608 | New |
| Maxi Investments CY Ltd | 2,605 | $583.0K | 0.11% | +2,605 | New |
| Garden State Investment Advisory Services LLC | 2,597 | $582.6K | 0.18% | +582+28.9% | Added |
| Gladstone Institutional Advisory LLC | 2,603 | $582.3K | 0.03% | −196−7.0% | Reduced |
| Commerzbank Aktiengesellschaft | 2,564 | $581.0K | 0.01% | +1,369+114.6% | Added |
| Dark Forest Capital Management LP | 2,596 | $580.8K | 0.09% | +983+60.9% | Added |
| Capital Square, LLC | 1,669 | $580.0K | 0.33% | +6+0.4% | Added |
| Essex Financial Services, Inc. | 2,591 | $579.6K | 0.04% | +306+13.4% | Added |
| Mainstream Capital Management LLC | 2,582 | $577.6K | 0.40% | +2,582 | New |
| Symphony Financial, Ltd. Co. | 1,782 | $576.9K | 0.09% | −205−10.3% | Reduced |
| Weatherly Asset Management L. P. | 2,577 | $576.5K | 0.05% | +1,700+193.8% | Added |
| Stonegate Investment Group, LLC | 2,568 | $574.6K | 0.02% | −416−13.9% | Reduced |
| Choate Investment Advisors | 2,557 | $572.0K | 0.01% | +1,183+86.1% | Added |
| Galvin, Gaustad & Stein, LLC | 2,548 | $570.0K | 0.05% | −2−0.1% | Reduced |
| Financial Sense Advisors, Inc. | 2,540 | $568.1K | 0.19% | +307+13.7% | Added |
| Redhawk Wealth Advisors, Inc. | 2,536 | $567.3K | 0.08% | +312+14.0% | Added |
| Vivaldi Capital Management, LLC | 2,060 | $566.5K | 0.09% | +15+0.7% | Added |
| Phoenix Holdings Ltd. | 2,523 | $564.5K | 0.01% | +1,680+199.3% | Added |
| Pensionmark Financial Group, LLC | 2,506 | $560.6K | 0.02% | +296+13.4% | Added |
| LGT Group Foundation | 2,505 | $560.4K | 0.01% | +1,425+131.9% | Added |
| Tyler-Stone Wealth Management | 2,504 | $560.2K | 0.10% | 00.0% | Unchanged |
| VeraBank, N.A. | 2,501 | $559.5K | 0.16% | 00.0% | Unchanged |
| Rithm Capital Corp. | 2,500 | $559.3K | 2.28% | +2,500 | New |
| John G Ullman & Associates Inc | 2,465 | $551.4K | 0.08% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 2,465 | $551.4K | 0.01% | +2,465 | New |
| Resources Investment Advisors, LLC. | 2,465 | $551.3K | 0.01% | −117−4.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 2,463 | $551.0K | 0.03% | +175+7.6% | Added |
| Wesbanco Bank Inc | 2,462 | $550.8K | 0.02% | −64−2.5% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,461 | $550.5K | 0.24% | −551−18.3% | Reduced |
| First Horizon Advisors, Inc. | 2,457 | $549.7K | 0.02% | −204−7.7% | Reduced |
| Parallel Advisors, LLC | 2,447 | $547.6K | 0.01% | +274+12.6% | Added |
| Silver Oak Securities, Inc | 2,403 | $543.8K | 0.05% | +190+8.6% | Added |
| Garrett Investment Advisors LLC | 2,430 | $543.7K | 0.05% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,426 | $542.7K | 0.04% | +65+2.8% | Added |
| Westover Capital Advisors, LLC | 2,424 | $542.3K | 0.12% | −33−1.3% | Reduced |
| Ronald Blue Trust, Inc. | 2,403 | $537.6K | 0.01% | −2,908−54.8% | Reduced |
| IFP Advisors, Inc | 2,403 | $537.5K | 0.02% | −32−1.3% | Reduced |
| McHugh Group, LLC | 2,400 | $536.9K | 0.40% | +2,400 | New |
| SFG Wealth Management, LLC. | 2,393 | $535.4K | 0.28% | +870+57.1% | Added |
| Essential Planning, LLC. | 2,145 | $535.2K | 0.00% | +2,145 | New |
| Vise Technologies, Inc. | 2,392 | $535.1K | 0.04% | +1,141+91.2% | Added |
| Quadrant Capital Group LLC | 2,388 | $534.2K | 0.04% | +87+3.8% | Added |
| CWA Asset Management Group, LLC | 2,386 | $533.9K | 0.03% | +296+14.2% | Added |
| First National Bank & Trust Co of Newtown | 2,386 | $533.8K | 0.11% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 2,380 | $532.4K | 0.10% | −76−3.1% | Reduced |
| Prosperity Wealth Management, Inc. | 2,351 | $526.0K | 0.22% | −52−2.2% | Reduced |
| Clarius Group, LLC | 2,341 | $523.7K | 0.04% | +41+1.8% | Added |
| Golden State Wealth Management, LLC | 2,331 | $521.5K | 0.08% | +2,331 | New |
| Cura Wealth Advisors, LLC | 2,326 | $520.3K | 0.23% | +2,326 | New |
| Bank & Trust Co | 2,324 | $519.9K | 0.44% | 00.0% | Unchanged |
| DSC Meridian Capital LP | 2,320 | $519.0K | 0.34% | +560+31.8% | Added |
| Eqis Capital Management, Inc. | 2,318 | $518.6K | 0.04% | −97−4.0% | Reduced |
| Centre Asset Management, LLC | 2,296 | $514.0K | 0.12% | +163+7.6% | Added |
| Western Financial Corp | 2,297 | $513.9K | 0.28% | +2,297 | New |
| Cassaday & Co Wealth Management LLC | 2,285 | $511.2K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,284 | $510.9K | 0.10% | −174−7.1% | Reduced |
| Roman Butler Fullerton & Co | 1,839 | $505.7K | 0.16% | +842+84.5% | Added |
| Platform Technology Partners | 2,256 | $504.9K | 0.15% | +291+14.8% | Added |
| Vantage Point Financial LLC | 2,246 | $502.5K | 0.27% | +2,246 | New |
| Gsa Capital Partners LLP | 2,231 | $499.0K | 0.04% | +2,231 | New |
| Modera Wealth Management, LLC | 2,227 | $498.1K | 0.01% | −152−6.4% | Reduced |
| Connective Capital Management, LLC | 2,219 | $496.4K | 0.58% | +2,219 | New |
| LSP Investment Advisors, LLC | 2,208 | $494.0K | 0.34% | 00.0% | Unchanged |
| Sapient Capital LLC | 2,190 | $489.9K | 0.01% | +639+41.2% | Added |
| StoneX Group Inc. | 2,187 | $489.2K | 0.03% | +86+4.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,185 | $488.8K | 0.01% | −1,674−43.4% | Reduced |
| SevenBridge Financial Group, LLC | 1,558 | $488.6K | 0.09% | +205+15.2% | Added |
| Ostrum Asset Management | 2,182 | $488.1K | 0.04% | −92−4.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,179 | $487.5K | 0.03% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 2,177 | $487.0K | 0.02% | +2,177 | New |
| Berger Financial Group, Inc | 2,174 | $486.3K | 0.03% | +1,200+123.2% | Added |
| Alpha Omega Wealth Management LLC | 2,144 | $479.6K | 0.09% | −28−1.3% | Reduced |
| Capital Investment Advisors, LLC | 2,134 | $477.4K | 0.01% | +21+1.0% | Added |
| Successful Portfolios LLC | 2,128 | $476.1K | 0.32% | −7−0.3% | Reduced |
| Fidelis Capital Partners, LLC | 1,546 | $473.6K | 0.05% | +249+19.2% | Added |
| Geneos Wealth Management Inc. | 2,112 | $472.5K | 0.02% | −50−2.3% | Reduced |
| Stonebridge Financial Group, LLC | 2,111 | $472.3K | 0.05% | +2,111 | New |
| CX Institutional | 2,109 | $471.8K | 0.02% | +123+6.2% | Added |