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 |
|---|---|---|---|---|---|
| Thurston, Springer, Miller, Herd & Titak, Inc. | 761 | $153.4K | 0.03% | +35+4.8% | Added |
| Community Bank, N.A. | 765 | $154.2K | 0.02% | +483+171.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 789 | $159.1K | 0.06% | +563+249.1% | Added |
| Board of the Pension Protection Fund | 800 | $161.3K | 0.18% | −2,900−78.4% | Reduced |
| Curat Global, LLC | 808 | $162.9K | 0.20% | +808 | New |
| ORG Partners LLC | 812 | $166.4K | 0.04% | +31+4.0% | Added |
| SIMA Wealth Partners, LLC | 834 | $168.1K | 0.14% | +2+0.2% | Added |
| Hexagon Capital Partners LLC | 858 | $173.0K | 0.03% | +75+9.6% | Added |
| Noble Wealth Management PBC | 860 | $173.4K | 0.12% | +860 | New |
| Coastline Trust Co | 866 | $174.6K | 0.02% | +810+1,446.4% | Added |
| Cromwell Holdings LLC | 877 | $176.8K | 0.11% | 00.0% | Unchanged |
| NBT Bank N A | 877 | $176.8K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 807 | $180.0K | 0.08% | +807 | New |
| JNBA Financial Advisors | 897 | $180.9K | 0.02% | +50+5.9% | Added |
| Zions Bancorporation, National Association | 918 | $185.1K | 0.01% | +918 | New |
| HFM Investment Advisors, LLC | 920 | $185.5K | 0.09% | +920 | New |
| Creative Financial Designs Inc | 933 | $188.1K | 0.02% | +259+38.4% | Added |
| Independence Bank of Kentucky | 953 | $192.2K | 0.03% | +405+73.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 936 | $196.4K | 0.00% | −22−2.3% | Reduced |
| Ullmann Financial Group, Inc. | 998 | $201.1K | 0.03% | +998 | New |
| Childress Capital Advisors, LLC | 999 | $201.5K | 0.06% | −74−6.9% | Reduced |
| Greenland Capital Management LP | 1,000 | $201.6K | 0.03% | +1,000 | New |
| Inspirion Wealth Advisors, LLC | 1,001 | $201.7K | 0.03% | +147+17.2% | Added |
| Burns Matteson Capital Management, LLC | 1,005 | $202.7K | 0.11% | +1,005 | New |
| Claro Advisors LLC | 1,007 | $203.0K | 0.03% | −14−1.4% | Reduced |
| Flynn Zito Capital Management, LLC | 1,007 | $203.1K | 0.09% | +56+5.9% | Added |
| Quad-Cities Investment Group, LLC | 1,008 | $203.2K | 0.10% | +1,008 | New |
| Headinvest, LLC | 1,008 | $203.2K | 0.04% | +17+1.7% | Added |
| LexAurum Advisors, LLC | 1,014 | $204.5K | 0.04% | +1,014 | New |
| Azimuth Capital Investment Management LLC | 1,016 | $204.9K | 0.01% | −38−3.6% | Reduced |
| ICONIQ Capital, LLC | 1,017 | $205.1K | 0.00% | +71+7.5% | Added |
| Crawford Investment Counsel Inc | 1,018 | $205.2K | 0.00% | +28+2.8% | Added |
| Innova Wealth Partners | 1,020 | $205.7K | 0.13% | +1,020 | New |
| Pathway Financial Advisors LLC | 1,023 | $206.3K | 0.04% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,026 | $206.8K | 0.02% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,026 | $206.9K | 0.13% | +1,026 | New |
| San Luis Wealth Advisors LLC | 1,030 | $208.0K | 0.05% | −59−5.4% | Reduced |
| NTV Asset Management LLC | 1,032 | $208.1K | 0.03% | −13−1.2% | Reduced |
| Rehmann Capital Advisory Group | 1,033 | $208.4K | 0.01% | +1,033 | New |
| Tradewinds, LLC. | 1,035 | $208.8K | 0.06% | +1,035 | New |
| Q3 Asset Management | 1,041 | $209.0K | 0.14% | +1,041 | New |
| Greatmark Investment Partners, Inc. | 1,038 | $209.3K | 0.03% | +1,038 | New |
| Swisher Financial Concepts, Inc. | 1,038 | $209.3K | 0.17% | +1,038 | New |
| Daymark Wealth Partners, LLC | 1,045 | $210.7K | 0.01% | +1,045 | New |
| SCS Capital Management LLC | 1,046 | $210.8K | 0.00% | +1,046 | New |
| Kanawha Capital Management LLC | 1,048 | $211.3K | 0.02% | +1,048 | New |
| Jaffetilchin Investment Partners, LLC | 1,056 | $213.0K | 0.02% | −1−0.1% | Reduced |
| Trust Co of Vermont | 1,059 | $213.5K | 0.01% | −33−3.0% | Reduced |
| Oxford Financial Group Ltd | 1,064 | $214.5K | 0.02% | +115+12.1% | Added |
| Wealth Preservation Advisors, LLC | 1,066 | $215.0K | 0.15% | +1,066 | New |
| Optiver Holding B.V. | 1,072 | $216.1K | 0.01% | −20−1.8% | Reduced |
| Horizon Wealth Management, LLC | 1,074 | $216.5K | 0.04% | +104+10.7% | Added |
| Principal Street Partners, LLC | 1,078 | $217.4K | 0.04% | +1,078 | New |
| Bare Financial Services, Inc | 1,085 | $218.8K | 0.08% | +2+0.2% | Added |
| Philadelphia Trust Co | 1,084 | $219.0K | 0.02% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 1,087 | $219.3K | 0.07% | 00.0% | Unchanged |
| Riverwater Partners LLC | 1,090 | $219.8K | 0.11% | +47+4.5% | Added |
| Polymer Capital Management (US) LLC | 1,094 | $220.6K | 0.07% | +1,094 | New |
| Liberty One Investment Management, LLC | 1,096 | $220.9K | 0.02% | +1,096 | New |
| Carret Asset Management, LLC | 1,096 | $221.0K | 0.02% | −10−0.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,098 | $221.4K | 0.05% | −39−3.4% | Reduced |
| Evercore Wealth Management, LLC | 1,099 | $221.6K | 0.00% | −44−3.8% | Reduced |
| 44 Wealth Management LLC | 1,100 | $221.8K | 0.08% | −306−21.8% | Reduced |
| EHP Funds Inc. | 1,100 | $221.8K | 0.25% | +1,100 | New |
| Intact Investment Management Inc. | 1,102 | $222.2K | 0.01% | +1,100+55,000.0% | Added |
| Rakuten Securities, Inc. | 1,105 | $222.8K | 0.11% | +401+57.0% | Added |
| High Net Worth Advisory Group LLC | 1,106 | $223.0K | 0.06% | +70+6.8% | Added |
| Apexium Financial, LP | 1,110 | $223.7K | 0.01% | −373−25.2% | Reduced |
| North Star Asset Management Inc | 1,111 | $224.0K | 0.01% | +1,111 | New |
| Brown Miller Wealth Management, LLC | 1,113 | $224.4K | 0.08% | +1,113 | New |
| Fielder Capital Group LLC | 1,124 | $226.6K | 0.07% | −17−1.5% | Reduced |
| MCF Advisors LLC | 1,124 | $226.7K | 0.02% | −8−0.7% | Reduced |
| TriaGen Wealth Management LLC | 1,125 | $226.8K | 0.08% | −154−12.0% | Reduced |
| Continuum Advisory, LLC | 1,125 | $226.8K | 0.03% | −6−0.5% | Reduced |
| AlphaStar Capital Management, LLC | 1,127 | $227.2K | 0.02% | +32+2.9% | Added |
| Quotient Wealth Partners, LLC | 1,129 | $227.6K | 0.01% | −41−3.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,132 | $228.2K | 0.02% | −77−6.4% | Reduced |
| AIA Group Ltd | 1,134 | $228.6K | 0.01% | +1,134 | New |
| Carnegie Capital Asset Management, LLC | 1,218 | $228.8K | 0.01% | +1,218 | New |
| SeaCrest Wealth Management, LLC | 1,141 | $230.1K | 0.03% | +1,141 | New |
| Smith Chas P & Associates Pa Cpas | 1,150 | $231.9K | 0.01% | −88−7.1% | Reduced |
| Searle & Co. | 1,155 | $232.9K | 0.07% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,155 | $232.9K | 0.09% | +1,155 | New |
| Gradient Capital Advisors, LLC | 1,155 | $232.9K | 0.08% | +15+1.3% | Added |
| Glass Jacobson Investment Advisors llc | 1,046 | $234.0K | 0.08% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,161 | $234.1K | 0.03% | +138+13.5% | Added |
| Affinity Capital Advisors, LLC | 1,124 | $234.1K | 0.05% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 1,166 | $235.1K | 0.04% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,170 | $235.9K | 0.01% | +1,170 | New |
| LCM Capital Management Inc | 1,172 | $236.3K | 0.14% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 1,172 | $236.3K | 0.03% | +1,172 | New |
| Gibbs Wealth Management | 1,175 | $236.9K | 0.06% | +60+5.4% | Added |
| First American Trust, FSB | 1,181 | $238.1K | 0.02% | −184−13.5% | Reduced |
| Heartland Bank & Trust Co | 1,182 | $238.3K | 0.12% | −2,452−67.5% | Reduced |
| Fedenia Advisers LLC | 1,185 | $238.9K | 0.16% | +210+21.5% | Added |
| KRS Capital Management, LLC | 1,186 | $239.2K | 0.19% | −60−4.8% | Reduced |
| McCollum Christoferson Group LLC | 1,188 | $239.5K | 0.07% | 00.0% | Unchanged |
| Challenger Wealth Management | 1,200 | $242.0K | 0.19% | 00.0% | Unchanged |
| Cullinan Associates Inc | 1,200 | $242.0K | 0.02% | +1,200 | New |
| Nwam LLC | 1,204 | $242.8K | 0.02% | +1,204 | New |