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 |
|---|---|---|---|---|---|
| Beaumont Financial Advisors, LLC | 1,495 | $301.4K | 0.02% | +14+0.9% | Added |
| Founders Financial Alliance, LLC | 1,496 | $301.6K | 0.07% | +1,496 | New |
| Avestar Capital, LLC | 1,496 | $301.6K | 0.03% | −588−28.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,496 | $301.6K | 0.02% | +93+6.6% | Added |
| RPS Advisory Solutions LLC | 1,497 | $301.8K | 0.21% | +574+62.2% | Added |
| Keel Point, LLC | 1,497 | $301.8K | 0.02% | +288+23.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,500 | $302.0K | 0.11% | −10−0.7% | Reduced |
| Blackstone Group Inc. | 1,500 | $302.4K | 0.00% | +573+61.8% | Added |
| Boston Partners | 1,502 | $302.9K | 0.00% | +1,502 | New |
| Planning Directions Inc | 1,511 | $304.6K | 0.13% | +38+2.6% | Added |
| Grimes & Company, Inc. | 1,514 | $305.3K | 0.01% | +62+4.3% | Added |
| Interchange Capital Partners, LLC | 1,514 | $305.4K | 0.09% | +1,514 | New |
| Welch & Forbes LLC | 1,516 | $305.7K | 0.00% | +12+0.8% | Added |
| Bedel Financial Consulting, Inc. | 1,119 | $306.4K | 0.04% | +71+6.8% | Added |
| Dana Investment Advisors, Inc. | 1,520 | $306.5K | 0.01% | +582+62.0% | Added |
| Evexia Wealth LLC | 1,423 | $306.6K | 0.11% | −7−0.5% | Reduced |
| Optas, LLC | 1,524 | $307.3K | 0.05% | +54+3.7% | Added |
| Newton One Investments LLC | 1,525 | $307.5K | 0.11% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 1,528 | $308.0K | 0.19% | +3+0.2% | Added |
| Strategic Investment Solutions, Inc. | 1,529 | $308.2K | 0.09% | +720+89.0% | Added |
| Contravisory Investment Management, Inc. | 1,531 | $308.7K | 0.07% | +76+5.2% | Added |
| Los Angeles Capital Management LLC | 1,533 | $309.1K | 0.00% | −84,192−98.2% | Reduced |
| Kuhn & Co Investment Counsel | 1,533 | $309.1K | 0.26% | 00.0% | Unchanged |
| GWN Securities Inc. | 1,537 | $310.0K | 0.02% | +422+37.8% | Added |
| Wealth Dimensions Group, Ltd. | 1,539 | $310.3K | 0.07% | −121−7.3% | Reduced |
| Heritage Trust Co | 1,546 | $311.7K | 0.04% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 1,547 | $311.9K | 0.03% | +1,547 | New |
| Trust Co of Virginia | 1,550 | $312.5K | 0.03% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 1,552 | $312.9K | 0.16% | −121−7.2% | Reduced |
| Evernest Financial Advisors, LLC | 1,563 | $315.1K | 0.11% | +55+3.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,563 | $315.2K | 0.01% | +1,563 | New |
| Lineweaver Wealth Advisors, LLC | 1,572 | $317.0K | 0.05% | +99+6.7% | Added |
| David Loasby | 1,552 | $317.4K | 0.03% | +623+67.1% | Added |
| Evergreen Capital Management LLC | 1,575 | $317.6K | 0.01% | +328+26.3% | Added |
| FORM Wealth Advisors, LLC | 1,576 | $317.8K | 0.04% | +1,576 | New |
| Koshinski Asset Management, Inc. | 1,584 | $319.4K | 0.03% | +186+13.3% | Added |
| Values First Advisors, Inc. | 1,584 | $320.1K | 0.19% | +396+33.3% | Added |
| Stonebridge Capital Advisors LLC | 1,590 | $320.6K | 0.03% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,592 | $321.0K | 0.01% | −178−10.1% | Reduced |
| Mutual Advisors, LLC | 1,442 | $321.5K | 0.01% | +9+0.6% | Added |
| LGT Fund Management Co Ltd. | 1,600 | $322.6K | 0.03% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1,600 | $322.6K | 0.20% | +1,590+15,900.0% | Added |
| Ellevest, Inc. | 1,610 | $324.6K | 0.02% | −59−3.5% | Reduced |
| Seelaus Asset Management LLC | 1,614 | $325.4K | 0.31% | −350−17.8% | Reduced |
| Eagle Wealth Strategies LLC | 1,616 | $325.8K | 0.20% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,616 | $325.8K | 0.01% | +459+39.7% | Added |
| Gamco Investors, Inc. Et Al | 1,620 | $326.6K | 0.00% | +1,620 | New |
| Aventura Private Wealth, LLC | 1,622 | $327.1K | 0.17% | +1,102+211.9% | Added |
| First American Bank | 1,633 | $329.3K | 0.02% | −100−5.8% | Reduced |
| Alps Advisors Inc | 1,640 | $330.7K | 0.00% | −160−8.9% | Reduced |
| Pennsylvania Capital Management Inc | 1,644 | $331.5K | 0.12% | −5−0.3% | Reduced |
| Alta Advisers Ltd | 1,649 | $332.5K | 0.14% | +600+57.2% | Added |
| Cura Wealth Advisors, LLC | 1,651 | $332.9K | 0.13% | −675−29.0% | Reduced |
| Plato Investment Management Ltd | 1,637 | $333.6K | 0.03% | −243−12.9% | Reduced |
| Verus Wealth Management, LLC | 1,657 | $334.0K | 0.37% | +57+3.6% | Added |
| Patten & Patten Inc | 1,658 | $334.3K | 0.02% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 1,664 | $335.5K | 0.05% | +35+2.1% | Added |
| Capital Square, LLC | 1,664 | $335.5K | 0.20% | −5−0.3% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 1,665 | $335.7K | 0.08% | −308−15.6% | Reduced |
| Founders Financial Securities LLC | 1,494 | $335.9K | 0.03% | −115−7.1% | Reduced |
| BayBridge Capital Group, LLC | 1,670 | $336.7K | 0.24% | +1,670 | New |
| Oxford Asset Management LLP | 1,679 | $338.5K | 0.15% | +53+3.3% | Added |
| Nemes Rush Group LLC | 1,688 | $340.3K | 0.04% | +23+1.4% | Added |
| Norden Group LLC | 1,688 | $340.4K | 0.04% | +160+10.5% | Added |
| Banco Santander, S.A. | 1,691 | $341.0K | 0.00% | −2,247−57.1% | Reduced |
| Simon Quick Advisors, LLC | 1,697 | $342.2K | 0.02% | +242+16.6% | Added |
| Marion Wealth Management | 1,702 | $343.1K | 0.09% | +106+6.6% | Added |
| Csenge Advisory Group | 1,661 | $343.3K | 0.02% | +1,661 | New |
| Mission Wealth Management, LP | 1,708 | $344.3K | 0.01% | −16−0.9% | Reduced |
| Souders Financial Advisors | 1,714 | $345.6K | 0.05% | +327+23.6% | Added |
| Court Place Advisors, LLC | 1,724 | $347.6K | 0.12% | 00.0% | Unchanged |
| Breakwater Capital Group | 1,724 | $347.6K | 0.06% | +128+8.0% | Added |
| Headland Capital, LLC | 1,731 | $349.0K | 0.12% | −60−3.4% | Reduced |
| Modera Wealth Management, LLC | 1,733 | $349.3K | 0.00% | −494−22.2% | Reduced |
| First Community Trust NA | 1,740 | $350.8K | 0.31% | +175+11.2% | Added |
| Grove Bank & Trust | 1,745 | $351.8K | 0.05% | +56+3.3% | Added |
| Venturi Wealth Management, LLC | 1,747 | $352.2K | 0.02% | +370+26.9% | Added |
| Compton Financial Group, LLC | 1,752 | $353.2K | 0.10% | −324−15.6% | Reduced |
| Athena Investment Management | 1,775 | $357.9K | 0.22% | −77−4.2% | Reduced |
| First Command Advisory Services, Inc. | 1,779 | $358.7K | 0.00% | +9+0.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,733 | $358.8K | 0.03% | −2−0.1% | Reduced |
| Brighton Jones LLC | 1,785 | $359.9K | 0.01% | +262+17.2% | Added |
| Prestige Wealth Management Group LLC | 1,794 | $361.7K | 0.08% | +1,189+196.5% | Added |
| Duncker Streett & Co Inc | 1,796 | $362.1K | 0.07% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 1,800 | $362.9K | 0.22% | +1,800 | New |
| CastleKnight Management LP | 1,800 | $362.9K | 0.04% | +1,800 | New |
| Delta Financial Group, Inc. | 1,589 | $363.0K | 0.08% | +8+0.5% | Added |
| Hobbs Group Advisors, LLC | 1,801 | $363.1K | 0.14% | −1,534−46.0% | Reduced |
| Aurora Private Wealth, Inc. | 1,809 | $365.0K | 0.29% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,639 | $366.7K | 0.12% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,822 | $367.4K | 0.05% | +1,822 | New |
| MTM Investment Management, LLC | 1,778 | $367.9K | 0.14% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,798 | $368.0K | 0.02% | +902+100.7% | Added |
| Wealth Group, Ltd. | 1,831 | $369.0K | 0.24% | +1,831 | New |
| Spirepoint Private Client, LLC | 1,838 | $370.6K | 0.05% | −65−3.4% | Reduced |
| PDS Planning, Inc | 1,844 | $371.8K | 0.03% | +160+9.5% | Added |
| Financial Council Asset Management Inc | 1,849 | $372.8K | 0.20% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 1,850 | $373.0K | 0.07% | +1,850 | New |
| Cornerstone Wealth Group, LLC | 1,873 | $377.7K | 0.03% | +17+0.9% | Added |
| Thoroughbred Financial Services, LLC | 1,881 | $379.0K | 0.02% | 00.0% | Unchanged |