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 |
|---|---|---|---|---|---|
| Goldstone Financial Group, LLC | 3,437 | $693.0K | 0.10% | +29+0.9% | Added |
| Cornerstone Advisory, LLC | 2,539 | $695.2K | 0.08% | −161−6.0% | Reduced |
| Fox Hill Wealth Management | 3,479 | $701.5K | 0.41% | −7,769−69.1% | Reduced |
| Prosperity Consulting Group, LLC | 3,498 | $705.4K | 0.05% | −73−2.0% | Reduced |
| Avenue 1 Advisors, LLC | 3,501 | $705.9K | 0.27% | +154+4.6% | Added |
| Stephens Inc | 3,504 | $706.5K | 0.01% | +336+10.6% | Added |
| BLB&B Advisors, LLC | 3,518 | $709.3K | 0.04% | −75−2.1% | Reduced |
| AdvisorNet Financial, Inc | 3,527 | $711.2K | 0.05% | +506+16.7% | Added |
| Checchi Capital Advisers, LLC | 3,542 | $714.2K | 0.05% | +20+0.6% | Added |
| We Are One Seven, LLC | 3,574 | $720.6K | 0.03% | −2,558−41.7% | Reduced |
| KLCM Advisors, Inc. | 3,576 | $721.0K | 0.08% | +800+28.8% | Added |
| Boston Private Wealth LLC | 3,579 | $721.7K | 0.03% | +971+37.2% | Added |
| Perigon Wealth Management, LLC | 3,599 | $725.7K | 0.02% | −220−5.8% | Reduced |
| Umb Bank N A | 3,613 | $728.5K | 0.01% | −21,967−85.9% | Reduced |
| Shelton Wealth Management, LLC | 3,618 | $729.4K | 0.42% | −1,077−22.9% | Reduced |
| Smartleaf Asset Management LLC | 3,567 | $732.8K | 0.07% | −169−4.5% | Reduced |
| Catalyst Financial Partners LLC | 3,663 | $738.6K | 0.14% | −92−2.5% | Reduced |
| Gs Investments, Inc. | 3,665 | $739.0K | 0.35% | +3,665 | New |
| Qtron Investments LLC | 3,678 | $741.6K | 0.11% | +2,337+174.3% | Added |
| Concurrent Investment Advisors, LLC | 3,682 | $742.3K | 0.02% | −3,110−45.8% | Reduced |
| Lakeside Advisors, INC. | 3,687 | $743.4K | 0.49% | −432−10.5% | Reduced |
| Investment Advisory Services Inc | 3,738 | $753.8K | 0.27% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 3,746 | $755.3K | 0.04% | +454+13.8% | Added |
| Argent Trust Co | 3,755 | $757.1K | 0.03% | −839−18.3% | Reduced |
| NorthRock Partners, LLC | 3,790 | $764.1K | 0.03% | +268+7.6% | Added |
| Rithm Capital Corp. | 3,800 | $766.2K | 1.71% | +1,300+52.0% | Added |
| Savvy Advisors, Inc. | 3,805 | $767.2K | 0.08% | +180+5.0% | Added |
| PTM Wealth Management, LLC | 4,173 | $771.7K | 0.81% | +4,173 | New |
| Haverford Trust Co | 3,834 | $773.0K | 0.01% | 00.0% | Unchanged |
| Invesco, LLC | 3,861 | $778.5K | 0.32% | −607−13.6% | Reduced |
| TD Waterhouse Canada Inc. | 3,767 | $778.7K | 0.01% | +764+25.4% | Added |
| Arkadios Wealth Advisors | 3,883 | $782.9K | 0.03% | −13,739−78.0% | Reduced |
| Diversified Trust Co | 3,912 | $788.8K | 0.02% | −269−6.4% | Reduced |
| Aviso Wealth Management | 3,938 | $794.1K | 0.42% | −251−6.0% | Reduced |
| Tiemann Investment Advisors, LLC | 3,957 | $797.9K | 0.36% | −28−0.7% | Reduced |
| Beacon Pointe Advisors, LLC | 3,970 | $800.5K | 0.01% | +56+1.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 4,000 | $806.5K | 0.25% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 4,000 | $806.5K | 0.71% | +4,000 | New |
| Value Star Asset Management (Hong Kong) Ltd | 4,000 | $806.5K | 4.93% | +4,000 | New |
| ICICI Prudential Asset Management Co Ltd | 4,012 | $808.9K | 0.11% | −60−1.5% | Reduced |
| PFG Advisors | 4,013 | $809.2K | 0.05% | −67−1.6% | Reduced |
| Ameritas Advisory Services, LLC | 3,847 | $809.8K | 0.03% | +63+1.7% | Added |
| Ingalls & Snyder LLC | 4,017 | $810.0K | 0.03% | −51−1.3% | Reduced |
| EverSource Wealth Advisors, LLC | 4,028 | $812.3K | 0.04% | +611+17.9% | Added |
| Stableford Capital II LLC | 3,953 | $817.0K | 0.35% | −201−4.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,099 | $826.5K | 0.04% | +4,099 | New |
| Doliver Advisors, LP | 4,134 | $833.5K | 0.23% | +2,559+162.5% | Added |
| Scientech Research LLC | 4,149 | $836.6K | 0.22% | −418−9.2% | Reduced |
| TSFG, LLC | 4,171 | $841.0K | 0.17% | +58+1.4% | Added |
| Lansing Street Advisors | 4,206 | $848.1K | 0.28% | −3−0.1% | Reduced |
| Jacobi Capital Management LLC | 4,215 | $850.0K | 0.06% | −50−1.2% | Reduced |
| apricus wealth, LLC | 4,277 | $862.4K | 0.51% | −183−4.1% | Reduced |
| Mather Group, LLC. | 4,317 | $870.4K | 0.01% | −327−7.0% | Reduced |
| Aptus Capital Advisors, LLC | 4,318 | $870.6K | 0.01% | +32+0.7% | Added |
| Keybank National Association | 4,318 | $870.6K | 0.00% | +477+12.4% | Added |
| PFG Investments, LLC | 4,333 | $873.6K | 0.06% | +40+0.9% | Added |
| Cordatus Wealth Management LLC | 4,348 | $877.0K | 0.24% | +4,348 | New |
| Buckingham Strategic Partners | 4,350 | $877.1K | 0.01% | −14−0.3% | Reduced |
| IFP Advisors, Inc | 4,364 | $879.9K | 0.03% | +1,961+81.6% | Added |
| Federated Hermes, Inc. | 4,371 | $881.4K | 0.00% | −26,434−85.8% | Reduced |
| Ofi Invest Asset Management | 4,731 | $883.1K | 0.02% | −83,105−94.6% | Reduced |
| Willis Johnson & Associates, Inc. | 4,390 | $885.1K | 0.07% | −7−0.2% | Reduced |
| Fidelis Capital Partners, LLC | 3,972 | $885.8K | 0.09% | +2,426+156.9% | Added |
| Zuckerman Investment Group, LLC | 4,417 | $890.6K | 0.10% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,417 | $890.7K | 0.03% | +1,460+49.4% | Added |
| Nations Financial Group Inc, | 4,419 | $891.1K | 0.07% | +2,427+121.8% | Added |
| Partnership Wealth Management, LLC | 4,489 | $905.1K | 0.77% | 00.0% | Unchanged |
| Fundamentun, LLC | 4,500 | $907.4K | 0.05% | +4,500 | New |
| Prudential PLC | 4,518 | $911.0K | 0.00% | −2,940−39.4% | Reduced |
| Belpointe Asset Management LLC | 4,522 | $911.8K | 0.05% | −1,018−18.4% | Reduced |
| Clarus Wealth Advisors | 4,232 | $911.8K | 0.49% | +692+19.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,553 | $918.0K | 0.23% | +4,553 | New |
| Bokf, NA | 4,565 | $920.4K | 0.02% | +199+4.6% | Added |
| Cloverfields Capital Group, LP | 4,613 | $930.2K | 0.31% | +667+16.9% | Added |
| Sumitomo Life Insurance Co | 4,632 | $934.0K | 0.03% | −15,382−76.9% | Reduced |
| Kingsview Wealth Management, LLC | 4,655 | $938.6K | 0.02% | +773+19.9% | Added |
| STF Management LP | 4,705 | $948.7K | 0.46% | −11−0.2% | Reduced |
| J. Safra Sarasin Holding AG | 4,749 | $957.5K | 0.02% | +9+0.2% | Added |
| Modern Wealth Management, LLC | 4,766 | $961.0K | 0.03% | +819+20.7% | Added |
| NVWM, LLC | 4,785 | $964.8K | 0.26% | −6−0.1% | Reduced |
| Wealthcare Capital Partners, LLC | 4,795 | $966.8K | 0.50% | +8+0.2% | Added |
| Annex Advisory Services, LLC | 4,800 | $967.8K | 0.03% | −131−2.7% | Reduced |
| Diversified Enterprises, LLC | 4,817 | $971.2K | 0.08% | +119+2.5% | Added |
| RR Advisors, LLC | 5,000 | $980.0K | 0.23% | +5,000 | New |
| Analyst IMS Investment Management Services Ltd. | 4,863 | $981.0K | 0.04% | −589−10.8% | Reduced |
| Ocean Capital Management, LLC | 4,888 | $985.6K | 0.23% | +4,888 | New |
| Two Sigma Securities, LLC | 4,922 | $992.4K | 0.15% | +3,237+192.1% | Added |
| Weatherly Asset Management L. P. | 4,938 | $995.6K | 0.09% | +2,361+91.6% | Added |
| Williams Jones Wealth Management, LLC. | 4,980 | $1.00M | 0.01% | −259−4.9% | Reduced |
| Cookson Peirce & Co Inc | 4,983 | $1.00M | 0.05% | −797−13.8% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 5,016 | $1.01M | 1.71% | −19,234−79.3% | Reduced |
| Net Worth Advisory Group | 5,017 | $1.01M | 0.32% | +2,003+66.5% | Added |
| Stevens Capital Management LP | 5,025 | $1.01M | 0.25% | +3,458+220.7% | Added |
| Benjamin Edwards Inc | 5,074 | $1.02M | 0.01% | −2,125−29.5% | Reduced |
| Ausdal Financial Partners, Inc. | 5,076 | $1.02M | 0.08% | +1,414+38.6% | Added |
| Light Street Capital Management, LLC | 5,091 | $1.03M | 0.33% | +4,054+390.9% | Added |
| Quadrant Capital Group LLC | 5,094 | $1.03M | 0.04% | +2,706+113.3% | Added |
| Marshall Financial Group LLC | 5,103 | $1.03M | 0.22% | −182−3.4% | Reduced |
| Black Diamond Financial, LLC | 5,116 | $1.03M | 0.15% | −13−0.3% | Reduced |
| Fiduciary Trust Co | 5,162 | $1.04M | 0.01% | +84+1.7% | Added |