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Livermore
ZHEN

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, Q1 2025

Institutional positions in Constellation Energy Corp as of Mar 31, 2025. 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
1,547
+27 vs. Q4 2024
Shares held
257.0M
+4.58M (+1.8%) vs. Q4 2024
Total value
$51.8B
−$4.71B (−8.3%) vs. Q4 2024
New holders
195
646 more added
Sold out
168
485 more reduced

25 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 1,547 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 645 institutionsQ2 2022: 755 institutionsQ3 2022: 823 institutionsQ4 2022: 877 institutionsQ1 2023: 841 institutionsQ2 2023: 849 institutionsQ3 2023: 905 institutionsQ4 2023: 1,005 institutionsQ1 2024: 1,175 institutionsQ2 2024: 1,310 institutionsQ3 2024: 1,427 institutionsQ4 2024: 1,545 institutionsQ1 2025: 1,547 institutionsQ2 2025: 1,722 institutionsQ3 2025: 1,824 institutionsQ4 2025: 2,008 institutionsQ1 2026: 1,907 institutionsQ2 2026: 1,866 institutions
Value heldQ1 2025: $51.8B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $14.4BQ2 2022: $15.3BQ3 2022: $22.3BQ4 2022: $23.2BQ1 2023: $21.2BQ2 2023: $24.9BQ3 2023: $29.3BQ4 2023: $30.6BQ1 2024: $48.0BQ2 2024: $51.0BQ3 2024: $66.2BQ4 2024: $56.9BQ1 2025: $51.8BQ2 2025: $82.7BQ3 2025: $82.1BQ4 2025: $91.1BQ1 2026: $80.3BQ2 2026: $71.4B
Institutions holding CEG and their total value by quarter
QuarterHoldersValue
Q2 20261,866$71.4B
Q1 20261,907$80.3B
Q4 20252,008$91.1B
Q3 20251,824$82.1B
Q2 20251,722$82.7B
Q1 20251,547$51.8B
Q4 20241,545$56.9B
Q3 20241,427$66.2B
Q2 20241,310$51.0B
Q1 20241,175$48.0B
Q4 20231,005$30.6B
Q3 2023905$29.3B
Q2 2023849$24.9B
Q1 2023841$21.2B
Q4 2022877$23.2B
Q3 2022823$22.3B
Q2 2022755$15.3B
Q1 2022645$14.4B
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q4 2024.

Institutions holding CEG in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Legacy Bridge, LLC1$1280.00%+1New
DHJJ Financial Advisors, Ltd.1$2020.00%00.0%Unchanged
TD Capital Management LLC1$2020.00%+1New
Chesapeake Asset Management LLC2$4030.00%00.0%Unchanged
Cape Investment Advisory, Inc.2$4030.00%+1+100.0%Added
GoalVest Advisory LLC2$4030.00%+2New
Dogwood Wealth Management LLC2$4030.00%+2New
Clear Investment Research, LLC2$4040.00%00.0%Unchanged
HighMark Wealth Management LLC3$6060.00%+3New
Evermay Wealth Management LLC3$6230.00%00.0%Unchanged
Parkworth Wealth Management, Inc.4$8070.00%00.0%Unchanged
Investors Research Corp5$1.01K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC5$1.01K0.00%00.0%Unchanged
Bellevue Asset Management, LLC5$1.01K0.00%+5New
Rialto Wealth Management, LLC5$1.01K0.00%+5New
Strengthening Families & Communities, LLC6$1.21K0.00%00.0%Unchanged
S&T Bank6$1.21K0.00%+6New
Blume Capital Management, Inc.6$1.21K0.00%+6New
Marshall & Sterling Wealth Advisors Inc.6$1.21K0.00%+6New
Barnes Dennig Private Wealth Management LLC6$1.21K0.00%+6New
Winnow Wealth LLC7$1.38K0.00%+2+40.0%Added
Bay Harbor Wealth Management, LLC7$1.41K0.00%+7New
SWAN Capital LLC7$1.41K0.00%+7New
Toth Financial Advisory Corp7$1.41K0.00%00.0%Unchanged
Greenline Partners, LLC8$1.61K0.00%+8New
Binnacle Investments Inc8$1.61K0.00%+8New
WealthTrak Capital Management LLC9$1.81K0.00%−1−10.0%Reduced
Cedar Wealth Management, LLC9$1.81K0.00%00.0%Unchanged
PayPay Securities Corp9$1.98K0.11%−8−47.1%Reduced
Berkshire Capital Holdings Inc10$2.02K0.00%00.0%Unchanged
Transce3nd, LLC11$2.22K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC12$2.42K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC12$2.42K0.00%00.0%Unchanged
Main Street Group, LTD13$2.62K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC13$2.64K0.00%+13New
Principia Wealth Advisory, LLC13$2.80K0.00%+5+62.5%Added
Core Alternative Capital14$2.82K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC14$2.82K0.00%00.0%Unchanged
Motco14$2.82K0.00%+1+7.7%Added
Trifecta Capital Advisors, LLC15$3.02K0.00%00.0%Unchanged
Marshall Investment Management, LLC15$3.03K0.00%+15New
IAG Wealth Partners, LLC16$3.23K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.16$3.32K0.00%00.0%Unchanged
Clark Wealth Partners17$3.43K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC17$3.43K0.00%+17New
TFC Financial Management17$3.43K0.00%00.0%Unchanged
True Wealth Design, LLC18$3.54K0.00%−89−83.2%Reduced
Decker Retirement Planning Inc.18$3.63K0.00%−53−74.6%Reduced
Legacy Wealth Managment, LLC20$4.03K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC20$4.03K0.00%+10+100.0%Added
Valued Wealth Advisors LLC20$4.04K0.00%00.0%Unchanged
Tidemark, LLC20$4.04K0.00%+20New
City Holding Co21$4.23K0.00%+21New
Colonial Trust Co21$4.23K0.00%−279−93.0%Reduced
Glynn Capital Management LLC21$4.23K0.00%−29−58.0%Reduced
Addison Advisors LLC21$4.24K0.00%00.0%Unchanged
Aspect Partners, LLC22$4.44K0.00%00.0%Unchanged
Godsey & Gibb Associates24$4.84K0.00%00.0%Unchanged
SJS Investment Consulting Inc.24$4.84K0.00%00.0%Unchanged
Penserra Capital Management LLC27$5.00K0.00%−793−96.7%Reduced
1620 Investment Advisors, Inc.25$5.04K0.00%−4−13.8%Reduced
First Pacific Financial25$5.04K0.00%+25New
Synergy Investment Management, LLC25$5.09K0.00%−1−3.8%Reduced
Jackson, Grant Investment Advisers, Inc.28$5.65K0.00%00.0%Unchanged
United Community Bank28$5.65K0.00%+28New
Paladin Advisory Group, LLC29$5.85K0.00%00.0%Unchanged
Wolff Wiese Magana LLC29$5.85K0.00%00.0%Unchanged
Coston, McIsaac & Partners31$6.00K0.00%00.0%Unchanged
American National Bank30$6.05K0.00%−23−43.4%Reduced
Caldwell Sutter Capital, Inc.32$6.45K0.00%−16−33.3%Reduced
Painted Porch Advisors LLC32$6.46K0.00%00.0%Unchanged
Putney Financial Group LLC33$6.65K0.01%00.0%Unchanged
Curio Wealth, LLC1$6.93K0.00%−49−98.0%Reduced
Thompson Investment Management, Inc.36$7.26K0.00%00.0%Unchanged
Raffa Wealth Management, LLC38$7.66K0.00%−4−9.5%Reduced
UMA Financial Services, Inc.40$7.99K0.00%+36+900.0%Added
Quest 10 Wealth Builders, Inc.40$8.01K0.01%+2+5.3%Added
Tower View Investment Management & Research LLC40$8.09K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.44$8.87K0.00%00.0%Unchanged
Ogorek Anthony Joseph46$9.00K0.00%+46New
Highline Wealth Partners LLC45$9.12K0.00%+11+32.4%Added
WPG Advisers, LLC45$9.13K0.01%+9+25.0%Added
Cherry Tree Wealth Management, LLC47$9.57K0.00%+47New
Abound Wealth Management48$9.68K0.00%−12−20.0%Reduced
Global Financial Private Client, LLC49$9.88K0.00%+8+19.5%Added
Valley National Advisers Inc54$10.0K0.00%+1+1.9%Added
Smallwood Wealth Investment Management, LLC50$10.1K0.01%+50New
Pingora Partners LLC50$10.1K0.01%+20+66.7%Added
Semmax Financial Advisors Inc.38$10.3K0.00%+10+35.7%Added
Colonial Trust Advisors51$10.3K0.00%00.0%Unchanged
Kessler Investment Group, LLC52$10.5K0.01%−27,906−99.8%Reduced
Park Square Financial Group, LLC52$10.5K0.01%+52New
Avion Wealth51$11.0K0.00%00.0%Unchanged
Wayfinding Financial, LLC58$11.0K0.00%+58New
GPS Wealth Strategies Group, LLC55$11.1K0.00%00.0%Unchanged
Hopwood Financial Services, Inc.56$11.3K0.01%−10−15.2%Reduced
Indiana Trust & Investment Management CO58$11.7K0.00%00.0%Unchanged
Clean Yield Group58$11.7K0.00%00.0%Unchanged
JDM Financial Group LLC58$11.7K0.01%00.0%Unchanged
Olistico Wealth, LLC59$11.9K0.01%+59New