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 |
|---|---|---|---|---|---|
| OneAscent Investment Solutions LLC | 1,889 | $381.0K | 0.45% | +1,889 | New |
| Acropolis Investment Management, LLC | 1,898 | $382.6K | 0.02% | +3+0.2% | Added |
| Alpha Omega Wealth Management LLC | 1,904 | $383.9K | 0.07% | −240−11.2% | Reduced |
| Ritholtz Wealth Management | 1,910 | $385.2K | 0.01% | +635+49.8% | Added |
| Aaron Wealth Advisors | 1,912 | $385.5K | 0.04% | +192+11.2% | Added |
| Legacy Advisors, LLC | 1,914 | $385.9K | 0.04% | +491+34.5% | Added |
| Capital Markets Trading UK LLP | 1,919 | $387.0K | 0.44% | +1,919 | New |
| Trust Co of Toledo NA | 1,921 | $387.3K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 1,925 | $388.0K | 0.01% | −184−8.7% | Reduced |
| Clarius Group, LLC | 1,927 | $388.5K | 0.02% | −414−17.7% | Reduced |
| Winton Group Ltd | 1,928 | $388.7K | 0.02% | +1,928 | New |
| Telos Capital Management, Inc. | 1,937 | $390.6K | 0.04% | +22+1.1% | Added |
| Cooper Financial Group | 1,938 | $390.8K | 0.05% | −136−6.6% | Reduced |
| Frank, Rimerman Advisors LLC | 1,941 | $391.4K | 0.03% | +15+0.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,941 | $391.4K | 0.06% | +69+3.7% | Added |
| Trinity Wealth Management, LLC | 1,945 | $392.2K | 0.18% | −32−1.6% | Reduced |
| Ewa, LLC | 1,964 | $396.1K | 0.15% | +72+3.8% | Added |
| Paradigm Financial Partners, LLC | 1,966 | $396.4K | 0.05% | −51−2.5% | Reduced |
| Venture Visionary Partners LLC | 1,972 | $397.6K | 0.02% | +202+11.4% | Added |
| Earnest Partners LLC | 1,975 | $398.2K | 0.00% | +31+1.6% | Added |
| First National Bank of Hutchinson | 1,978 | $398.8K | 0.26% | +1,978 | New |
| Quent Capital, LLC | 1,981 | $399.4K | 0.04% | +102+5.4% | Added |
| C M Bidwell & Associates Ltd | 1,981 | $399.4K | 0.24% | −22−1.1% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,989 | $401.1K | 0.37% | −1,909−49.0% | Reduced |
| Garda Capital Partners LP | 1,990 | $401.2K | 0.23% | +1,990 | New |
| Capital Investment Advisors, LLC | 1,990 | $401.3K | 0.01% | −144−6.7% | Reduced |
| Choate Investment Advisors | 1,991 | $401.4K | 0.01% | −566−22.1% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $403.0K | 0.22% | −5,000−71.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,000 | $403.0K | 0.01% | +1,712+594.4% | Added |
| Enterprise Financial Services Corp | 2,002 | $403.7K | 0.24% | +14+0.7% | Added |
| Vantage Point Financial LLC | 2,002 | $403.7K | 0.20% | −244−10.9% | Reduced |
| Galvin, Gaustad & Stein, LLC | 2,006 | $404.5K | 0.04% | −542−21.3% | Reduced |
| Brevan Howard Capital Management LP | 2,025 | $405.0K | 0.01% | −61,039−96.8% | Reduced |
| Sage Mountain Advisors LLC | 2,019 | $407.1K | 0.03% | +52+2.6% | Added |
| Wealth Management Associates, Inc. | 2,020 | $407.3K | 0.17% | +176+9.5% | Added |
| Pickering Energy Partners LP | 2,030 | $409.3K | 6.01% | +2,030 | New |
| Calton & Associates, Inc. | 2,035 | $410.4K | 0.09% | +313+18.2% | Added |
| Regent Peak Wealth Advisors LLC | 2,036 | $410.5K | 0.10% | +104+5.4% | Added |
| Wellington Shields & Co., LLC | 2,038 | $410.8K | 0.13% | +1,521+294.2% | Added |
| Sompo Asset Management Co., Ltd. | 2,050 | $413.3K | 0.08% | +200+10.8% | Added |
| Marietta Wealth Management, LLC | 2,055 | $414.4K | 0.06% | +8+0.4% | Added |
| Plotkin Financial Advisors, LLC | 2,063 | $416.0K | 0.26% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 2,028 | $416.6K | 0.04% | −375−15.6% | Reduced |
| Wealth Effects LLC | 2,066 | $416.6K | 0.18% | +150+7.8% | Added |
| Premier Path Wealth Partners, LLC | 2,069 | $417.2K | 0.06% | +362+21.2% | Added |
| Aigen Investment Management, LP | 2,076 | $418.6K | 0.07% | +561+37.0% | Added |
| CoreCap Advisors, LLC | 2,079 | $419.2K | 0.02% | −1,437−40.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,080 | $419.4K | 0.02% | +402+24.0% | Added |
| Everhart Financial Group, Inc. | 2,082 | $419.8K | 0.06% | +287+16.0% | Added |
| Thrive Capital Management, LLC | 2,084 | $420.2K | 0.25% | +2,084 | New |
| Vivaldi Capital Management, LLC | 2,085 | $420.4K | 0.07% | +25+1.2% | Added |
| TFB Advisors LLC | 2,090 | $421.4K | 0.12% | +137+7.0% | Added |
| JFS Wealth Advisors, LLC | 2,098 | $422.9K | 0.03% | +81+4.0% | Added |
| Conning Inc. | 2,098 | $423.0K | 0.01% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 2,099 | $423.1K | 0.02% | +806+62.3% | Added |
| Tyler-Stone Wealth Management | 2,104 | $424.2K | 0.08% | −400−16.0% | Reduced |
| Essex Savings Bank | 2,109 | $425.2K | 0.10% | +217+11.5% | Added |
| Avantax Planning Partners, Inc. | 2,109 | $425.2K | 0.02% | +5+0.2% | Added |
| Resonant Capital Advisors, LLC | 2,109 | $425.2K | 0.03% | +5+0.2% | Added |
| Successful Portfolios LLC | 2,128 | $429.1K | 0.29% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,135 | $430.5K | 0.03% | +380+21.7% | Added |
| Embree Financial Group | 2,143 | $432.2K | 0.07% | +230+12.0% | Added |
| Recurrent Investment Advisors LLC | 2,153 | $434.1K | 0.04% | +394+22.4% | Added |
| Sapient Capital LLC | 2,160 | $435.5K | 0.01% | −30−1.4% | Reduced |
| Platform Technology Partners | 2,164 | $436.4K | 0.13% | −92−4.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,179 | $439.0K | 0.02% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 2,188 | $441.2K | 0.04% | −666−23.3% | Reduced |
| Pathway Financial Advisers, LLC | 2,189 | $441.4K | 0.15% | +1,583+261.2% | Added |
| SMART Wealth LLC | 2,192 | $441.9K | 0.16% | +2,192 | New |
| Berger Financial Group, Inc | 2,194 | $442.4K | 0.03% | +20+0.9% | Added |
| SevenBridge Financial Group, LLC | 1,558 | $444.5K | 0.09% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 2,204 | $444.5K | 0.00% | −423−16.1% | Reduced |
| LSP Investment Advisors, LLC | 2,208 | $445.2K | 0.38% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,220 | $447.6K | 0.04% | −98−4.2% | Reduced |
| Personal Cfo Solutions, LLC | 2,245 | $452.6K | 0.09% | −39−1.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 2,246 | $452.9K | 0.34% | +2,246 | New |
| Duff & Phelps Investment Management Co | 2,258 | $455.3K | 0.01% | +860+61.5% | Added |
| Quantum Private Wealth, LLC | 2,267 | $457.1K | 0.17% | +2,267 | New |
| Roman Butler Fullerton & Co | 2,196 | $457.6K | 0.18% | +357+19.4% | Added |
| Cassaday & Co Wealth Management LLC | 2,285 | $460.8K | 0.01% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 2,056 | $462.2K | 0.26% | +88+4.5% | Added |
| Bank & Trust Co | 2,324 | $468.6K | 0.38% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 2,369 | $477.7K | 0.02% | +2,369 | New |
| Centre Asset Management, LLC | 2,371 | $478.0K | 0.12% | +75+3.3% | Added |
| Jump Financial, LLC | 2,373 | $478.5K | 0.01% | −39,987−94.4% | Reduced |
| Ronald Blue Trust, Inc. | 2,381 | $480.1K | 0.01% | −22−0.9% | Reduced |
| First National Bank & Trust Co of Newtown | 2,386 | $481.1K | 0.10% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,390 | $481.9K | 0.02% | −461−16.2% | Reduced |
| McHugh Group, LLC | 2,400 | $483.9K | 0.37% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 2,421 | $488.1K | 0.07% | −1,311−35.1% | Reduced |
| CWA Asset Management Group, LLC | 2,424 | $488.8K | 0.02% | +38+1.6% | Added |
| Essex Financial Services, Inc. | 2,429 | $489.8K | 0.04% | −162−6.3% | Reduced |
| Garrett Investment Advisors LLC | 2,434 | $490.8K | 0.05% | +4+0.2% | Added |
| Westover Capital Advisors, LLC | 2,436 | $491.2K | 0.11% | +12+0.5% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 2,457 | $495.4K | 0.03% | −6−0.2% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,457 | $495.4K | 0.21% | −4−0.2% | Reduced |
| Wesbanco Bank Inc | 2,462 | $496.4K | 0.02% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 2,465 | $497.0K | 0.08% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 2,475 | $499.0K | 0.01% | +592+31.4% | Added |
| Valliance Asset Management Ltd | 2,500 | $504.1K | 1.91% | +2,500 | New |