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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Frazier Financial Advisors, LLC | 59 | $11.9K | 0.01% | +12+25.5% | Added |
| Atwood & Palmer Inc | 61 | $12.3K | 0.00% | −66−52.0% | Reduced |
| Proffitt & Goodson Inc | 61 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 61 | $12.4K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 62 | $12.5K | 0.00% | −42−40.4% | Reduced |
| Creative Capital Management Investments LLC | 63 | $12.7K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 63 | $12.7K | 0.00% | +61+3,050.0% | Added |
| Roble, Belko & Company, Inc | 66 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 66 | $13.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 66 | $13.3K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 66 | $13.3K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 66 | $13.3K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 67 | $13.5K | 0.01% | −8−10.7% | Reduced |
| FSA Wealth Management LLC | 68 | $13.7K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 79 | $15.0K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 75 | $15.1K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 75 | $15.1K | 0.00% | +75 | Added |
| Cedar Mountain Advisors, LLC | 75 | $15.2K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 78 | $15.7K | 0.01% | +3+4.0% | Added |
| FWL Investment Management, LLC | 80 | $16.1K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 82 | $16.5K | 0.01% | −224−73.2% | Reduced |
| Laurel Wealth Advisors LLC | 83 | $16.7K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 84 | $16.9K | 0.01% | −20−19.2% | Reduced |
| Tower Trust & Investment Co | 76 | $17.0K | 0.01% | +76 | New |
| Cullen/Frost Bankers, Inc. | 85 | $17.2K | 0.00% | −1,002−92.2% | Reduced |
| PSI Advisors, LLC | 87 | $17.5K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 87 | $17.5K | 0.00% | +72+480.0% | Added |
| Sittner & Nelson, LLC | 87 | $17.6K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 90 | $18.1K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 91 | $18.3K | 0.01% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 100 | $20.2K | 0.01% | −5,760−98.3% | Reduced |
| Flagship Wealth Advisors, LLC | 100 | $20.2K | 0.01% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 100 | $20.2K | 0.01% | +100 | New |
| Oakworth Capital, Inc. | 103 | $20.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 106 | $22.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 112 | $22.6K | 0.00% | −1,932−94.5% | Reduced |
| Arlington Trust Co LLC | 112 | $22.6K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 112 | $22.6K | 0.02% | +109+3,633.3% | Added |
| Rocky Mountain Advisers, LLC | 113 | $22.8K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 116 | $23.4K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 116 | $23.4K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 117 | $23.6K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 115 | $23.8K | 0.01% | −341−74.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 119 | $24.0K | 0.05% | +5+4.4% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 117 | $24.0K | 0.02% | +96+457.1% | Added |
| South State Corp. | 119 | $24.0K | 0.00% | +92+340.7% | Added |
| HM Payson & Co | 122 | $24.6K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 123 | $24.8K | 0.13% | +123 | New |
| Financial Management Professionals, Inc. | 125 | $25.2K | 0.00% | +23+22.5% | Added |
| Fairman Group, LLC | 114 | $25.5K | 0.02% | −17−13.0% | Reduced |
| BankPlus Trust Department | 136 | $27.4K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 139 | $28.0K | 0.00% | −395−74.0% | Reduced |
| Ridgewood Investments LLC | 141 | $28.4K | 0.01% | −25−15.1% | Reduced |
| Atlantic Trust, LLC | 141 | $28.4K | 0.01% | +31+28.2% | Added |
| Ameriflex Group, Inc. | 141 | $28.4K | 0.01% | +76+116.9% | Added |
| Heritage Wealth Advisors | 141 | $28.4K | 0.00% | +24+20.5% | Added |
| Stephens Consulting, LLC | 146 | $29.4K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 119 | $29.8K | 0.02% | +30+33.7% | Added |
| TCTC Holdings, LLC | 148 | $29.8K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 150 | $30.2K | 0.03% | −50−25.0% | Reduced |
| Anchor Investment Management, LLC | 154 | $31.1K | 0.00% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 155 | $31.3K | 0.01% | +155 | New |
| Asset Dedication, LLC | 156 | $31.5K | 0.00% | +1+0.6% | Added |
| Bell Investment Advisors, Inc | 158 | $31.9K | 0.01% | +1+0.6% | Added |
| Princeton Global Asset Management LLC | 160 | $32.3K | 0.01% | −10−5.9% | Reduced |
| Financial Perspectives, Inc | 160 | $32.3K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 160 | $32.3K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 162 | $32.7K | 0.00% | +8+5.2% | Added |
| Opal Wealth Advisors, LLC | 163 | $32.9K | 0.01% | +163 | New |
| Hanson & Doremus Investment Management | 163 | $33.0K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 164 | $33.1K | 0.01% | +164 | New |
| First Financial Corp | 166 | $33.5K | 0.02% | 00.0% | Unchanged |
| Raelipskie Partnership | 166 | $33.5K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 167 | $33.7K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 172 | $34.8K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 171 | $34.8K | 0.02% | +44+34.6% | Added |
| Deseret Mutual Benefit Administrators | 174 | $35.1K | 0.02% | −30−14.7% | Reduced |
| GHP Investment Advisors, Inc. | 176 | $35.5K | 0.00% | +2+1.1% | Added |
| Whipplewood Advisors, LLC | 189 | $35.9K | 0.02% | +116+158.9% | Added |
| Banque Transatlantique SA | 180 | $36.3K | 0.00% | −101−35.9% | Reduced |
| McIlrath & Eck, LLC | 180 | $36.3K | 0.00% | +165+1,100.0% | Added |
| Private Wealth Management Group, LLC | 181 | $36.5K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 183 | $36.9K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 185 | $37.3K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 188 | $37.9K | 0.01% | +188 | New |
| Studio Investment Management LLC | 189 | $38.1K | 0.01% | +28+17.4% | Added |
| DAGCO, Inc. | 191 | $38.5K | 0.01% | +191 | New |
| Sunbelt Securities, Inc. | 194 | $39.1K | 0.00% | +37+23.6% | Added |
| Holos Integrated Wealth LLC | 198 | $39.9K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $40.3K | 0.01% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 203 | $40.9K | 0.01% | −432−68.0% | Reduced |
| Albion Financial Group | 206 | $41.5K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 207 | $41.7K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 207 | $41.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 208 | $41.9K | 0.02% | +27+14.9% | Added |
| Missouri Trust & Investment Co | 208 | $41.9K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 211 | $42.5K | 0.02% | +20+10.5% | Added |
| Pinney & Scofield, Inc. | 220 | $44.4K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 222 | $44.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 222 | $44.8K | 0.01% | +95+74.8% | Added |