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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 2,079 | $419.2K | 0.02% | −1,437−40.9% | Reduced |
| Aigen Investment Management, LP | 2,076 | $418.6K | 0.07% | +561+37.0% | Added |
| Premier Path Wealth Partners, LLC | 2,069 | $417.2K | 0.06% | +362+21.2% | Added |
| Wealth Effects LLC | 2,066 | $416.6K | 0.18% | +150+7.8% | Added |
| Silver Oak Securities, Inc | 2,028 | $416.6K | 0.04% | −375−15.6% | Reduced |
| Plotkin Financial Advisors, LLC | 2,063 | $416.0K | 0.26% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 2,055 | $414.4K | 0.06% | +8+0.4% | Added |
| Sompo Asset Management Co., Ltd. | 2,050 | $413.3K | 0.08% | +200+10.8% | Added |
| Wellington Shields & Co., LLC | 2,038 | $410.8K | 0.13% | +1,521+294.2% | Added |
| Regent Peak Wealth Advisors LLC | 2,036 | $410.5K | 0.10% | +104+5.4% | Added |
| Calton & Associates, Inc. | 2,035 | $410.4K | 0.09% | +313+18.2% | Added |
| Pickering Energy Partners LP | 2,030 | $409.3K | 6.01% | +2,030 | New |
| Wealth Management Associates, Inc. | 2,020 | $407.3K | 0.17% | +176+9.5% | Added |
| Sage Mountain Advisors LLC | 2,019 | $407.1K | 0.03% | +52+2.6% | Added |
| Brevan Howard Capital Management LP | 2,025 | $405.0K | 0.01% | −61,039−96.8% | Reduced |
| Galvin, Gaustad & Stein, LLC | 2,006 | $404.5K | 0.04% | −542−21.3% | Reduced |
| Vantage Point Financial LLC | 2,002 | $403.7K | 0.20% | −244−10.9% | Reduced |
| Enterprise Financial Services Corp | 2,002 | $403.7K | 0.24% | +14+0.7% | Added |
| 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 |
| Choate Investment Advisors | 1,991 | $401.4K | 0.01% | −566−22.1% | Reduced |
| Capital Investment Advisors, LLC | 1,990 | $401.3K | 0.01% | −144−6.7% | Reduced |
| Garda Capital Partners LP | 1,990 | $401.2K | 0.23% | +1,990 | New |
| White Knight Strategic Wealth Advisors, LLC | 1,989 | $401.1K | 0.37% | −1,909−49.0% | Reduced |
| C M Bidwell & Associates Ltd | 1,981 | $399.4K | 0.24% | −22−1.1% | Reduced |
| Quent Capital, LLC | 1,981 | $399.4K | 0.04% | +102+5.4% | Added |
| First National Bank of Hutchinson | 1,978 | $398.8K | 0.26% | +1,978 | New |
| Earnest Partners LLC | 1,975 | $398.2K | 0.00% | +31+1.6% | Added |
| Venture Visionary Partners LLC | 1,972 | $397.6K | 0.02% | +202+11.4% | Added |
| Paradigm Financial Partners, LLC | 1,966 | $396.4K | 0.05% | −51−2.5% | Reduced |
| Ewa, LLC | 1,964 | $396.1K | 0.15% | +72+3.8% | Added |
| Trinity Wealth Management, LLC | 1,945 | $392.2K | 0.18% | −32−1.6% | 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 |
| Cooper Financial Group | 1,938 | $390.8K | 0.05% | −136−6.6% | Reduced |
| Telos Capital Management, Inc. | 1,937 | $390.6K | 0.04% | +22+1.1% | Added |
| Winton Group Ltd | 1,928 | $388.7K | 0.02% | +1,928 | New |
| Clarius Group, LLC | 1,927 | $388.5K | 0.02% | −414−17.7% | Reduced |
| CX Institutional | 1,925 | $388.0K | 0.01% | −184−8.7% | Reduced |
| Trust Co of Toledo NA | 1,921 | $387.3K | 0.05% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 1,919 | $387.0K | 0.44% | +1,919 | New |
| Legacy Advisors, LLC | 1,914 | $385.9K | 0.04% | +491+34.5% | Added |
| Aaron Wealth Advisors | 1,912 | $385.5K | 0.04% | +192+11.2% | Added |
| Ritholtz Wealth Management | 1,910 | $385.2K | 0.01% | +635+49.8% | Added |
| Alpha Omega Wealth Management LLC | 1,904 | $383.9K | 0.07% | −240−11.2% | Reduced |
| Acropolis Investment Management, LLC | 1,898 | $382.6K | 0.02% | +3+0.2% | Added |
| OneAscent Investment Solutions LLC | 1,889 | $381.0K | 0.45% | +1,889 | New |
| Thoroughbred Financial Services, LLC | 1,881 | $379.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 1,873 | $377.7K | 0.03% | +17+0.9% | Added |
| Sava Infond d.o.o. | 1,850 | $373.0K | 0.07% | +1,850 | New |
| Financial Council Asset Management Inc | 1,849 | $372.8K | 0.20% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,844 | $371.8K | 0.03% | +160+9.5% | Added |
| Spirepoint Private Client, LLC | 1,838 | $370.6K | 0.05% | −65−3.4% | Reduced |
| Wealth Group, Ltd. | 1,831 | $369.0K | 0.24% | +1,831 | New |
| OneAscent Financial Services LLC | 1,798 | $368.0K | 0.02% | +902+100.7% | Added |
| MTM Investment Management, LLC | 1,778 | $367.9K | 0.14% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,822 | $367.4K | 0.05% | +1,822 | New |
| Total Clarity Wealth Management, Inc. | 1,639 | $366.7K | 0.12% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,809 | $365.0K | 0.29% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 1,801 | $363.1K | 0.14% | −1,534−46.0% | Reduced |
| Delta Financial Group, Inc. | 1,589 | $363.0K | 0.08% | +8+0.5% | Added |
| Westbourne Investments, Inc. | 1,800 | $362.9K | 0.22% | +1,800 | New |
| CastleKnight Management LP | 1,800 | $362.9K | 0.04% | +1,800 | New |
| Duncker Streett & Co Inc | 1,796 | $362.1K | 0.07% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,794 | $361.7K | 0.08% | +1,189+196.5% | Added |
| Brighton Jones LLC | 1,785 | $359.9K | 0.01% | +262+17.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,733 | $358.8K | 0.03% | −2−0.1% | Reduced |
| First Command Advisory Services, Inc. | 1,779 | $358.7K | 0.00% | +9+0.5% | Added |
| Athena Investment Management | 1,775 | $357.9K | 0.22% | −77−4.2% | Reduced |
| Compton Financial Group, LLC | 1,752 | $353.2K | 0.10% | −324−15.6% | Reduced |
| Venturi Wealth Management, LLC | 1,747 | $352.2K | 0.02% | +370+26.9% | Added |
| Grove Bank & Trust | 1,745 | $351.8K | 0.05% | +56+3.3% | Added |
| First Community Trust NA | 1,740 | $350.8K | 0.31% | +175+11.2% | Added |
| Modera Wealth Management, LLC | 1,733 | $349.3K | 0.00% | −494−22.2% | Reduced |
| Headland Capital, LLC | 1,731 | $349.0K | 0.12% | −60−3.4% | Reduced |
| 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 |
| Souders Financial Advisors | 1,714 | $345.6K | 0.05% | +327+23.6% | Added |
| Mission Wealth Management, LP | 1,708 | $344.3K | 0.01% | −16−0.9% | Reduced |
| Csenge Advisory Group | 1,661 | $343.3K | 0.02% | +1,661 | New |
| Marion Wealth Management | 1,702 | $343.1K | 0.09% | +106+6.6% | Added |
| Simon Quick Advisors, LLC | 1,697 | $342.2K | 0.02% | +242+16.6% | Added |
| Banco Santander, S.A. | 1,691 | $341.0K | 0.00% | −2,247−57.1% | Reduced |
| Norden Group LLC | 1,688 | $340.4K | 0.04% | +160+10.5% | Added |
| Nemes Rush Group LLC | 1,688 | $340.3K | 0.04% | +23+1.4% | Added |
| Oxford Asset Management LLP | 1,679 | $338.5K | 0.15% | +53+3.3% | Added |
| BayBridge Capital Group, LLC | 1,670 | $336.7K | 0.24% | +1,670 | New |
| Founders Financial Securities LLC | 1,494 | $335.9K | 0.03% | −115−7.1% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 1,665 | $335.7K | 0.08% | −308−15.6% | Reduced |
| Capital Square, LLC | 1,664 | $335.5K | 0.20% | −5−0.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 1,664 | $335.5K | 0.05% | +35+2.1% | Added |
| Patten & Patten Inc | 1,658 | $334.3K | 0.02% | 00.0% | Unchanged |
| Verus Wealth Management, LLC | 1,657 | $334.0K | 0.37% | +57+3.6% | Added |
| Plato Investment Management Ltd | 1,637 | $333.6K | 0.03% | −243−12.9% | Reduced |
| Cura Wealth Advisors, LLC | 1,651 | $332.9K | 0.13% | −675−29.0% | Reduced |
| Alta Advisers Ltd | 1,649 | $332.5K | 0.14% | +600+57.2% | Added |
| Pennsylvania Capital Management Inc | 1,644 | $331.5K | 0.12% | −5−0.3% | Reduced |
| Alps Advisors Inc | 1,640 | $330.7K | 0.00% | −160−8.9% | Reduced |
| First American Bank | 1,633 | $329.3K | 0.02% | −100−5.8% | Reduced |
| Aventura Private Wealth, LLC | 1,622 | $327.1K | 0.17% | +1,102+211.9% | Added |