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 |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 1,620 | $326.6K | 0.00% | +1,620 | New |
| Joel Isaacson & Co., LLC | 1,616 | $325.8K | 0.01% | +459+39.7% | Added |
| Eagle Wealth Strategies LLC | 1,616 | $325.8K | 0.20% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,614 | $325.4K | 0.31% | −350−17.8% | Reduced |
| Ellevest, Inc. | 1,610 | $324.6K | 0.02% | −59−3.5% | Reduced |
| 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 |
| Mutual Advisors, LLC | 1,442 | $321.5K | 0.01% | +9+0.6% | Added |
| Clifford Swan Investment Counsel LLC | 1,592 | $321.0K | 0.01% | −178−10.1% | Reduced |
| Stonebridge Capital Advisors LLC | 1,590 | $320.6K | 0.03% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,584 | $320.1K | 0.19% | +396+33.3% | Added |
| Koshinski Asset Management, Inc. | 1,584 | $319.4K | 0.03% | +186+13.3% | Added |
| FORM Wealth Advisors, LLC | 1,576 | $317.8K | 0.04% | +1,576 | New |
| Evergreen Capital Management LLC | 1,575 | $317.6K | 0.01% | +328+26.3% | Added |
| David Loasby | 1,552 | $317.4K | 0.03% | +623+67.1% | Added |
| Lineweaver Wealth Advisors, LLC | 1,572 | $317.0K | 0.05% | +99+6.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,563 | $315.2K | 0.01% | +1,563 | New |
| Evernest Financial Advisors, LLC | 1,563 | $315.1K | 0.11% | +55+3.6% | Added |
| Retirement Planning Co of New England, Inc. | 1,552 | $312.9K | 0.16% | −121−7.2% | Reduced |
| Trust Co of Virginia | 1,550 | $312.5K | 0.03% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 1,547 | $311.9K | 0.03% | +1,547 | New |
| Heritage Trust Co | 1,546 | $311.7K | 0.04% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 1,539 | $310.3K | 0.07% | −121−7.3% | Reduced |
| GWN Securities Inc. | 1,537 | $310.0K | 0.02% | +422+37.8% | 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 |
| Contravisory Investment Management, Inc. | 1,531 | $308.7K | 0.07% | +76+5.2% | Added |
| Strategic Investment Solutions, Inc. | 1,529 | $308.2K | 0.09% | +720+89.0% | Added |
| Edge Financial Advisors LLC | 1,528 | $308.0K | 0.19% | +3+0.2% | Added |
| Newton One Investments LLC | 1,525 | $307.5K | 0.11% | 00.0% | Unchanged |
| Optas, LLC | 1,524 | $307.3K | 0.05% | +54+3.7% | Added |
| Evexia Wealth LLC | 1,423 | $306.6K | 0.11% | −7−0.5% | Reduced |
| Dana Investment Advisors, Inc. | 1,520 | $306.5K | 0.01% | +582+62.0% | Added |
| Bedel Financial Consulting, Inc. | 1,119 | $306.4K | 0.04% | +71+6.8% | Added |
| Welch & Forbes LLC | 1,516 | $305.7K | 0.00% | +12+0.8% | Added |
| Interchange Capital Partners, LLC | 1,514 | $305.4K | 0.09% | +1,514 | New |
| Grimes & Company, Inc. | 1,514 | $305.3K | 0.01% | +62+4.3% | Added |
| Planning Directions Inc | 1,511 | $304.6K | 0.13% | +38+2.6% | Added |
| Boston Partners | 1,502 | $302.9K | 0.00% | +1,502 | New |
| Blackstone Group Inc. | 1,500 | $302.4K | 0.00% | +573+61.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,500 | $302.0K | 0.11% | −10−0.7% | Reduced |
| Keel Point, LLC | 1,497 | $301.8K | 0.02% | +288+23.8% | Added |
| RPS Advisory Solutions LLC | 1,497 | $301.8K | 0.21% | +574+62.2% | Added |
| Procyon Private Wealth Partners, LLC | 1,496 | $301.6K | 0.02% | +93+6.6% | Added |
| Avestar Capital, LLC | 1,496 | $301.6K | 0.03% | −588−28.2% | Reduced |
| Founders Financial Alliance, LLC | 1,496 | $301.6K | 0.07% | +1,496 | New |
| Beaumont Financial Advisors, LLC | 1,495 | $301.4K | 0.02% | +14+0.9% | Added |
| Latitude Advisors, LLC | 1,488 | $300.1K | 0.17% | +197+15.3% | Added |
| Forum Financial Management, LP | 1,486 | $299.5K | 0.00% | −37−2.4% | Reduced |
| Wells Trecaso Financial Group, LLC | 1,483 | $299.0K | 0.10% | +20+1.4% | Added |
| Apriem Advisors | 1,481 | $298.6K | 0.03% | +1,481 | New |
| Grandview Asset Management LLC | 1,477 | $298.0K | 0.11% | +159+12.1% | Added |
| Aspetuck Financial Management LLC | 1,475 | $297.4K | 0.26% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1,471 | $296.7K | 0.02% | +1,471 | New |
| Lake Street Financial LLC | 1,471 | $296.6K | 0.05% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 1,470 | $296.4K | 0.03% | 00.0% | Unchanged |
| Hudock, Inc. | 1,464 | $295.4K | 0.05% | +278+23.4% | Added |
| US Asset Management LLC | 1,463 | $295.0K | 0.28% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 1,461 | $294.6K | 0.17% | −102−6.5% | Reduced |
| Cynosure Management, LLC | 1,461 | $294.6K | 0.04% | +215+17.3% | Added |
| Carroll Investors, Inc | 1,450 | $294.4K | 0.20% | +1,450 | New |
| RFG Advisory, LLC | 1,455 | $293.4K | 0.01% | −228−13.5% | Reduced |
| Chronos Wealth Management, LLC | 1,455 | $293.4K | 0.16% | +485+50.0% | Added |
| Eagle Bluffs Wealth Management LLC | 1,453 | $293.0K | 0.15% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,450 | $292.4K | 0.17% | −50−3.3% | Reduced |
| Willner & Heller, LLC | 1,447 | $291.7K | 0.27% | +3+0.2% | Added |
| Gryphon Financial Partners LLC | 1,444 | $291.2K | 0.04% | +1,444 | New |
| Brass Tax Wealth Management, Inc | 1,433 | $288.9K | 0.06% | +13+0.9% | Added |
| Evoke Wealth, LLC | 1,432 | $288.7K | 0.01% | −60−4.0% | Reduced |
| 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 |
| Leigh Baldwin & Co., LLC | 1,427 | $287.8K | 0.23% | +150+11.7% | Added |
| Meyer Handelman Co | 1,427 | $287.7K | 0.01% | +1,427 | New |
| Parkside Financial Bank & Trust | 1,426 | $287.5K | 0.04% | +123+9.4% | Added |
| Aries Wealth Management | 1,421 | $286.5K | 0.08% | +100+7.6% | Added |
| Quadcap Wealth Management, LLC | 1,413 | $284.9K | 0.04% | +9+0.6% | Added |
| Apella Capital, LLC | 1,322 | $284.8K | 0.01% | +1,322 | New |
| Flputnam Investment Management Co | 1,411 | $284.4K | 0.01% | −15,026−91.4% | Reduced |
| Journey Strategic Wealth LLC | 1,404 | $283.0K | 0.01% | +131+10.3% | Added |
| Wimmer Associates 1, LLC | 970 | $282.8K | 0.15% | +970 | New |
| Compass Ion Advisors, LLC | 1,400 | $282.4K | 0.03% | −4−0.3% | Reduced |
| Trust Point Inc. | 1,399 | $282.1K | 0.03% | −1,708−55.0% | Reduced |
| SC&H Financial Advisors, Inc. | 1,397 | $281.7K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,391 | $280.5K | 0.01% | +107+8.3% | Added |
| Hengehold Capital Management LLC | 1,389 | $280.0K | 0.03% | +18+1.3% | Added |
| MONECO Advisors, LLC | 1,387 | $279.7K | 0.03% | +1,387 | New |
| Masso Torrence Wealth Management Inc. | 1,382 | $278.7K | 0.15% | +1,382 | New |
| Ascent Group, LLC | 1,379 | $278.1K | 0.01% | +1,379 | New |
| MBB Public Markets I LLC | 1,379 | $278.0K | 0.03% | −47,588−97.2% | Reduced |
| Creekmur Asset Management LLC | 1,376 | $277.5K | 0.06% | +39+2.9% | Added |
| Graypoint LLC | 1,374 | $277.0K | 0.02% | −132−8.8% | Reduced |
| J.Safra Asset Management Corp | 1,369 | $276.0K | 0.02% | +639+87.5% | Added |
| Massmutual Trust Co FSB | 1,367 | $275.6K | 0.01% | +73+5.6% | Added |
| Dynamic Advisor Solutions LLC | 1,361 | $274.5K | 0.01% | +1,361 | New |
| Traphagen Investment Advisors LLC | 1,358 | $273.7K | 0.03% | −87−6.0% | Reduced |
| 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 |
| Wealth Management Partners, LLC | 1,343 | $270.8K | 0.13% | +1,343 | New |
| FourThought Financial Partners, LLC | 1,338 | $269.8K | 0.03% | +3+0.2% | Added |
| Vermillion & White Wealth Management Group, LLC | 1,338 | $269.8K | 0.20% | 00.0% | Unchanged |