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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 223 | $45.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 226 | $45.6K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 233 | $47.0K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 232 | $47.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 236 | $47.6K | 0.02% | −424−64.2% | Reduced |
| Sierra Ocean, LLC | 236 | $47.6K | 0.04% | +9+4.0% | Added |
| Bernard Wealth Management Corp. | 242 | $48.8K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 243 | $49.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 244 | $49.2K | 0.00% | −364−59.9% | Reduced |
| Quarry LP | 246 | $49.6K | 0.01% | +246 | New |
| Millstone Evans Group, LLC | 250 | $50.4K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 256 | $51.6K | 0.00% | −44−14.7% | Reduced |
| Bruce G. Allen Investments, LLC | 259 | $52.2K | 0.04% | −100−27.9% | Reduced |
| Beacon Capital Management, LLC | 261 | $52.6K | 0.01% | +1+0.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 261 | $52.8K | 0.00% | −11−4.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 213 | $53.4K | 0.01% | +204+2,266.7% | Added |
| Peoples Financial Services Corp. | 266 | $53.6K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 266 | $53.6K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 267 | $53.8K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 267 | $53.8K | 0.01% | −541−67.0% | Reduced |
| Covestor Ltd | 270 | $54.0K | 0.04% | +67+33.0% | Added |
| Fortis Group Advisors, LLC | 277 | $55.9K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 280 | $56.5K | 0.04% | +180+180.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 281 | $56.7K | 0.05% | +281 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 285 | $57.5K | 0.02% | −60−17.4% | Reduced |
| Dynamic Wealth Strategies, LLC | 297 | $59.9K | 0.05% | +297 | New |
| Brown, Lisle/Cummings, Inc. | 299 | $60.3K | 0.02% | +33+12.4% | Added |
| Robbins Farley LLC | 299 | $60.3K | 0.03% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 300 | $60.5K | 0.04% | −100−25.0% | Reduced |
| LRI Investments, LLC | 306 | $61.6K | 0.01% | −190−38.3% | Reduced |
| Hemington Wealth Management | 310 | $62.0K | 0.01% | +36+13.1% | Added |
| SOA Wealth Advisors, LLC. | 315 | $63.6K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 317 | $63.9K | 0.02% | +223+237.2% | Added |
| Capital Analysts, LLC | 322 | $65.0K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 323 | $65.1K | 0.00% | −96−22.9% | Reduced |
| Armstrong Advisory Group, Inc | 298 | $66.7K | 0.01% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 335 | $67.5K | 0.06% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 346 | $69.8K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 347 | $70.0K | 0.01% | +33+10.5% | Added |
| Capital A Wealth Management, LLC | 354 | $71.4K | 0.07% | +2+0.6% | Added |
| Capula Management Ltd | 355 | $71.6K | 0.00% | +355 | New |
| City State Bank | 356 | $71.8K | 0.02% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 357 | $72.0K | 0.06% | +63+21.4% | Added |
| Old Point Trust & Financial Services N A | 366 | $73.8K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 371 | $74.8K | 0.02% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 381 | $78.8K | 0.02% | +381 | New |
| Rational Advisors LLC | 395 | $79.6K | 0.01% | +395 | New |
| Sandy Spring Bank | 395 | $79.6K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 516 | $79.7K | 0.01% | +184+55.4% | Added |
| Redwood Park Advisors LLC | 398 | $80.2K | 0.07% | 00.0% | Unchanged |
| Boit C F David | 400 | $80.7K | 0.04% | 00.0% | Unchanged |
| Lavaca Capital LLC | 400 | $80.7K | 0.04% | 00.0% | Unchanged |
| Archer Investment Corp | 420 | $84.7K | 0.02% | +6+1.4% | Added |
| Sachetta, LLC | 425 | $85.7K | 0.04% | −269−38.8% | Reduced |
| Mattson Financial Services, LLC | 426 | $85.9K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 427 | $86.1K | 0.01% | +26+6.5% | Added |
| AllSquare Wealth Management LLC | 428 | $86.3K | 0.05% | +20+4.9% | Added |
| Gables Capital Management Inc. | 432 | $87.1K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 429 | $90.1K | 0.02% | −47−9.9% | Reduced |
| Paradigm Asset Management Co LLC | 451 | $90.9K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 462 | $93.2K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 467 | $94.2K | 0.03% | +11+2.4% | Added |
| GW&K Investment Management, LLC | 489 | $99.0K | 0.00% | +14+2.9% | Added |
| Hazlett, Burt & Watson, Inc. | 518 | $103.0K | 0.05% | +61+13.3% | Added |
| Bartlett & Co. Wealth Management LLC | 512 | $103.2K | 0.00% | +2+0.4% | Added |
| Crewe Advisors LLC | 514 | $103.6K | 0.01% | +514 | New |
| Tortoise Investment Management, LLC | 526 | $106.1K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 534 | $107.7K | 0.02% | +314+142.7% | Added |
| Crowley Wealth Management, Inc. | 547 | $110.3K | 0.11% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 550 | $110.9K | 0.05% | −10−1.8% | Reduced |
| Riverview Trust Co | 556 | $112.1K | 0.11% | −6−1.1% | Reduced |
| Ostrum Asset Management | 560 | $112.9K | 0.01% | −1,622−74.3% | Reduced |
| Washington Trust Co | 569 | $114.7K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 575 | $115.9K | 0.03% | +575 | New |
| Pin Oak Investment Advisors Inc | 564 | $116.0K | 0.09% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 576 | $116.1K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 580 | $117.0K | 0.00% | +580 | New |
| Cary Street Partners Financial LLC | 581 | $117.1K | 0.00% | +14+2.5% | Added |
| MV Capital Management, Inc. | 581 | $117.1K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 583 | $117.5K | 0.03% | −33−5.4% | Reduced |
| Bogart Wealth, LLC | 584 | $117.8K | 0.01% | +584 | New |
| First United Bank Trust | 598 | $120.6K | 0.05% | −10−1.6% | Reduced |
| Richards, Merrill & Peterson, Inc. | 605 | $122.0K | 0.06% | +605 | New |
| Sentry Investment Management LLC | 677 | $122.0K | 0.08% | −202−23.0% | Reduced |
| CVA Family Office, LLC | 610 | $123.0K | 0.02% | +21+3.6% | Added |
| Salem Investment Counselors Inc | 611 | $123.2K | 0.00% | +611 | New |
| Meeder Asset Management Inc | 615 | $124.0K | 0.01% | +458+291.7% | Added |
| Delta Asset Management LLC | 623 | $125.6K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 624 | $125.8K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 635 | $128.0K | 0.03% | +25+4.1% | Added |
| Rosenberg Matthew Hamilton | 637 | $128.4K | 0.03% | +53+9.1% | Added |
| Quest Partners LLC | 639 | $128.8K | 0.01% | +199+45.2% | Added |
| Erste Asset Management GmbH | 640 | $129.0K | 0.00% | +640 | New |
| Eastern Bank | 641 | $129.2K | 0.00% | −245−27.7% | Reduced |
| McClarren Financial Advisors, Inc. | 681 | $137.0K | 0.09% | +1+0.1% | Added |
| Newbridge Financial Services Group, Inc. | 703 | $141.6K | 0.03% | +5+0.7% | Added |
| Johnson Financial Group, Inc. | 704 | $141.9K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 729 | $147.0K | 0.08% | −35−4.6% | Reduced |
| N.E.W. Advisory Services LLC | 734 | $148.0K | 0.01% | +734 | New |
| Sit Investment Associates Inc | 760 | $153.0K | 0.00% | +25+3.4% | Added |