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 |
|---|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 1,205 | $242.9K | 0.01% | +164+15.8% | Added |
| Bridgewater Advisors Inc. | 1,073 | $243.0K | 0.02% | +1,073 | New |
| FSM Wealth Advisors, LLC | 1,214 | $244.7K | 0.06% | +43+3.7% | Added |
| Chicago Capital, LLC | 1,214 | $244.8K | 0.01% | +55+4.7% | Added |
| Tritonpoint Wealth, LLC | 1,218 | $245.5K | 0.02% | −296−19.6% | Reduced |
| Shepherd Financial Partners LLC | 1,219 | $245.8K | 0.03% | +1,219 | New |
| Autumn Glory Partners, LLC | 1,220 | $246.0K | 0.12% | −295−19.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,220 | $246.0K | 0.09% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,224 | $246.8K | 0.02% | −120−8.9% | Reduced |
| Delta Wealth Advisors LLC | 1,226 | $247.2K | 0.22% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,227 | $247.4K | 0.02% | +130+11.9% | Added |
| Advisors Asset Management, Inc. | 1,229 | $247.8K | 0.00% | +1,146+1,380.7% | Added |
| Accurate Wealth Management, LLC | 1,190 | $247.8K | 0.05% | +7+0.6% | Added |
| SPC Financial, Inc. | 1,234 | $248.8K | 0.02% | +41+3.4% | Added |
| Crumly & Associates Inc. | 1,236 | $249.2K | 0.07% | +1,236 | New |
| TD Private Client Wealth LLC | 1,239 | $249.8K | 0.01% | −27−2.1% | Reduced |
| Phoenix Holdings Ltd. | 1,240 | $250.0K | 0.00% | −1,283−50.9% | Reduced |
| Diversify Advisory Services, LLC | 1,114 | $252.2K | 0.02% | −1,400−55.7% | Reduced |
| CMC Financial Group | 1,251 | $252.2K | 0.57% | +1,251 | New |
| GeoWealth Management, LLC | 1,252 | $252.5K | 0.01% | −636−33.7% | Reduced |
| ABLE Financial Group, LLC | 1,254 | $252.8K | 0.07% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 1,255 | $253.0K | 0.06% | −254−16.8% | Reduced |
| Sweeney & Michel, LLC | 1,372 | $253.7K | 0.11% | +1,372 | New |
| Apollon Financial, LLC | 1,260 | $254.0K | 0.06% | +14+1.1% | Added |
| SkyOak Wealth, LLC | 1,261 | $254.3K | 0.06% | −354−21.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,262 | $254.5K | 0.02% | −79−5.9% | Reduced |
| Vision Capital Management, Inc. | 1,267 | $255.5K | 0.04% | 00.0% | Unchanged |
| Pitcairn Co | 1,268 | $255.7K | 0.02% | +206+19.4% | Added |
| Magnolia Capital Management Ltd | 1,270 | $256.0K | 0.22% | 00.0% | Unchanged |
| Meritage Portfolio Management | 1,276 | $257.3K | 0.02% | +194+17.9% | Added |
| Cable Hill Partners, LLC | 1,151 | $257.3K | 0.03% | +1,151 | New |
| Lodestar Private Asset Management LLC | 1,280 | $258.1K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,293 | $260.7K | 0.00% | −578−30.9% | Reduced |
| Western Wealth Management, LLC | 1,294 | $261.0K | 0.02% | +156+13.7% | Added |
| Northwest Wealth Management, LLC | 1,297 | $261.5K | 0.05% | +383+41.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,313 | $264.7K | 0.04% | +114+9.5% | Added |
| Crestwood Advisors Group LLC | 1,316 | $265.4K | 0.01% | +179+15.7% | Added |
| Ancora Advisors, LLC | 1,317 | $265.6K | 0.01% | −115−8.0% | Reduced |
| Stonebridge Financial Group, LLC | 1,321 | $266.4K | 0.03% | −790−37.4% | Reduced |
| Green Harvest Asset Management LLC | 1,325 | $267.2K | 0.01% | +180+15.7% | Added |
| Capital Wealth Planning, LLC | 1,327 | $267.6K | 0.00% | +1+0.1% | Added |
| River Street Advisors LLC | 1,329 | $268.0K | 0.13% | +526+65.5% | Added |
| Legacy Capital Group California, Inc. | 1,330 | $268.2K | 0.09% | +367+38.1% | Added |
| Franklin Street Advisors Inc | 1,333 | $269.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,336 | $269.4K | 0.02% | −188−12.3% | Reduced |
| Keystone Financial Group | 1,336 | $269.4K | 0.03% | +189+16.5% | Added |
| Meridian Wealth Management, LLC | 1,337 | $269.5K | 0.01% | +170+14.6% | Added |
| Vermillion & White Wealth Management Group, LLC | 1,338 | $269.8K | 0.20% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,338 | $269.8K | 0.03% | +3+0.2% | Added |
| Wealth Management Partners, LLC | 1,343 | $270.8K | 0.13% | +1,343 | New |
| Sierra Summit Advisors LLC | 1,347 | $271.6K | 0.06% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,347 | $271.6K | 0.06% | +127+10.4% | Added |
| Traphagen Investment Advisors LLC | 1,358 | $273.7K | 0.03% | −87−6.0% | Reduced |
| Dynamic Advisor Solutions LLC | 1,361 | $274.5K | 0.01% | +1,361 | New |
| Massmutual Trust Co FSB | 1,367 | $275.6K | 0.01% | +73+5.6% | Added |
| J.Safra Asset Management Corp | 1,369 | $276.0K | 0.02% | +639+87.5% | Added |
| Graypoint LLC | 1,374 | $277.0K | 0.02% | −132−8.8% | Reduced |
| Creekmur Asset Management LLC | 1,376 | $277.5K | 0.06% | +39+2.9% | Added |
| MBB Public Markets I LLC | 1,379 | $278.0K | 0.03% | −47,588−97.2% | Reduced |
| Ascent Group, LLC | 1,379 | $278.1K | 0.01% | +1,379 | New |
| Masso Torrence Wealth Management Inc. | 1,382 | $278.7K | 0.15% | +1,382 | New |
| MONECO Advisors, LLC | 1,387 | $279.7K | 0.03% | +1,387 | New |
| Hengehold Capital Management LLC | 1,389 | $280.0K | 0.03% | +18+1.3% | Added |
| Larson Financial Group LLC | 1,391 | $280.5K | 0.01% | +107+8.3% | Added |
| SC&H Financial Advisors, Inc. | 1,397 | $281.7K | 0.06% | 00.0% | Unchanged |
| Trust Point Inc. | 1,399 | $282.1K | 0.03% | −1,708−55.0% | Reduced |
| Compass Ion Advisors, LLC | 1,400 | $282.4K | 0.03% | −4−0.3% | Reduced |
| Wimmer Associates 1, LLC | 970 | $282.8K | 0.15% | +970 | New |
| Journey Strategic Wealth LLC | 1,404 | $283.0K | 0.01% | +131+10.3% | Added |
| Flputnam Investment Management Co | 1,411 | $284.4K | 0.01% | −15,026−91.4% | Reduced |
| Apella Capital, LLC | 1,322 | $284.8K | 0.01% | +1,322 | New |
| Quadcap Wealth Management, LLC | 1,413 | $284.9K | 0.04% | +9+0.6% | Added |
| Aries Wealth Management | 1,421 | $286.5K | 0.08% | +100+7.6% | Added |
| Parkside Financial Bank & Trust | 1,426 | $287.5K | 0.04% | +123+9.4% | Added |
| Meyer Handelman Co | 1,427 | $287.7K | 0.01% | +1,427 | New |
| Leigh Baldwin & Co., LLC | 1,427 | $287.8K | 0.23% | +150+11.7% | Added |
| Fukoku Mutual Life Insurance Co | 1,430 | $288.3K | 0.02% | 00.0% | Unchanged |
| Alpha Family Trust | 1,430 | $288.3K | 0.17% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,432 | $288.7K | 0.01% | −60−4.0% | Reduced |
| Brass Tax Wealth Management, Inc | 1,433 | $288.9K | 0.06% | +13+0.9% | Added |
| Gryphon Financial Partners LLC | 1,444 | $291.2K | 0.04% | +1,444 | New |
| Willner & Heller, LLC | 1,447 | $291.7K | 0.27% | +3+0.2% | Added |
| Alliance Wealth Advisors, LLC | 1,450 | $292.4K | 0.17% | −50−3.3% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,453 | $293.0K | 0.15% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 1,455 | $293.4K | 0.16% | +485+50.0% | Added |
| RFG Advisory, LLC | 1,455 | $293.4K | 0.01% | −228−13.5% | Reduced |
| Carroll Investors, Inc | 1,450 | $294.4K | 0.20% | +1,450 | New |
| Cynosure Management, LLC | 1,461 | $294.6K | 0.04% | +215+17.3% | Added |
| Bluesphere Advisors, LLC | 1,461 | $294.6K | 0.17% | −102−6.5% | Reduced |
| US Asset Management LLC | 1,463 | $295.0K | 0.28% | 00.0% | Unchanged |
| Hudock, Inc. | 1,464 | $295.4K | 0.05% | +278+23.4% | Added |
| WealthPlan Investment Management, LLC | 1,470 | $296.4K | 0.03% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,471 | $296.6K | 0.05% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1,471 | $296.7K | 0.02% | +1,471 | New |
| Aspetuck Financial Management LLC | 1,475 | $297.4K | 0.26% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 1,477 | $298.0K | 0.11% | +159+12.1% | Added |
| Apriem Advisors | 1,481 | $298.6K | 0.03% | +1,481 | New |
| Wells Trecaso Financial Group, LLC | 1,483 | $299.0K | 0.10% | +20+1.4% | Added |
| Forum Financial Management, LP | 1,486 | $299.5K | 0.00% | −37−2.4% | Reduced |
| Latitude Advisors, LLC | 1,488 | $300.1K | 0.17% | +197+15.3% | Added |