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 |
|---|---|---|---|---|---|
| Meridian Wealth Management, LLC | 1,337 | $269.5K | 0.01% | +170+14.6% | Added |
| Keystone Financial Group | 1,336 | $269.4K | 0.03% | +189+16.5% | Added |
| Lindbrook Capital, LLC | 1,336 | $269.4K | 0.02% | −188−12.3% | Reduced |
| Franklin Street Advisors Inc | 1,333 | $269.0K | 0.02% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 1,330 | $268.2K | 0.09% | +367+38.1% | Added |
| River Street Advisors LLC | 1,329 | $268.0K | 0.13% | +526+65.5% | Added |
| Capital Wealth Planning, LLC | 1,327 | $267.6K | 0.00% | +1+0.1% | Added |
| Green Harvest Asset Management LLC | 1,325 | $267.2K | 0.01% | +180+15.7% | Added |
| Stonebridge Financial Group, LLC | 1,321 | $266.4K | 0.03% | −790−37.4% | Reduced |
| Ancora Advisors, LLC | 1,317 | $265.6K | 0.01% | −115−8.0% | Reduced |
| Crestwood Advisors Group LLC | 1,316 | $265.4K | 0.01% | +179+15.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,313 | $264.7K | 0.04% | +114+9.5% | Added |
| Northwest Wealth Management, LLC | 1,297 | $261.5K | 0.05% | +383+41.9% | Added |
| Western Wealth Management, LLC | 1,294 | $261.0K | 0.02% | +156+13.7% | Added |
| Brown Brothers Harriman & Co | 1,293 | $260.7K | 0.00% | −578−30.9% | Reduced |
| Lodestar Private Asset Management LLC | 1,280 | $258.1K | 0.03% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,151 | $257.3K | 0.03% | +1,151 | New |
| Meritage Portfolio Management | 1,276 | $257.3K | 0.02% | +194+17.9% | Added |
| Magnolia Capital Management Ltd | 1,270 | $256.0K | 0.22% | 00.0% | Unchanged |
| Pitcairn Co | 1,268 | $255.7K | 0.02% | +206+19.4% | Added |
| Vision Capital Management, Inc. | 1,267 | $255.5K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,262 | $254.5K | 0.02% | −79−5.9% | Reduced |
| SkyOak Wealth, LLC | 1,261 | $254.3K | 0.06% | −354−21.9% | Reduced |
| Apollon Financial, LLC | 1,260 | $254.0K | 0.06% | +14+1.1% | Added |
| Sweeney & Michel, LLC | 1,372 | $253.7K | 0.11% | +1,372 | New |
| Poehling Capital Management, LLC | 1,255 | $253.0K | 0.06% | −254−16.8% | Reduced |
| ABLE Financial Group, LLC | 1,254 | $252.8K | 0.07% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,252 | $252.5K | 0.01% | −636−33.7% | Reduced |
| CMC Financial Group | 1,251 | $252.2K | 0.57% | +1,251 | New |
| Diversify Advisory Services, LLC | 1,114 | $252.2K | 0.02% | −1,400−55.7% | Reduced |
| Phoenix Holdings Ltd. | 1,240 | $250.0K | 0.00% | −1,283−50.9% | Reduced |
| TD Private Client Wealth LLC | 1,239 | $249.8K | 0.01% | −27−2.1% | Reduced |
| Crumly & Associates Inc. | 1,236 | $249.2K | 0.07% | +1,236 | New |
| SPC Financial, Inc. | 1,234 | $248.8K | 0.02% | +41+3.4% | Added |
| Accurate Wealth Management, LLC | 1,190 | $247.8K | 0.05% | +7+0.6% | Added |
| Advisors Asset Management, Inc. | 1,229 | $247.8K | 0.00% | +1,146+1,380.7% | Added |
| Kathmere Capital Management, LLC | 1,227 | $247.4K | 0.02% | +130+11.9% | Added |
| Delta Wealth Advisors LLC | 1,226 | $247.2K | 0.22% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,224 | $246.8K | 0.02% | −120−8.9% | Reduced |
| Autumn Glory Partners, LLC | 1,220 | $246.0K | 0.12% | −295−19.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,220 | $246.0K | 0.09% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 1,219 | $245.8K | 0.03% | +1,219 | New |
| Tritonpoint Wealth, LLC | 1,218 | $245.5K | 0.02% | −296−19.6% | Reduced |
| Chicago Capital, LLC | 1,214 | $244.8K | 0.01% | +55+4.7% | Added |
| FSM Wealth Advisors, LLC | 1,214 | $244.7K | 0.06% | +43+3.7% | Added |
| Bridgewater Advisors Inc. | 1,073 | $243.0K | 0.02% | +1,073 | New |
| Gallagher Fiduciary Advisors, LLC | 1,205 | $242.9K | 0.01% | +164+15.8% | Added |
| Nwam LLC | 1,204 | $242.8K | 0.02% | +1,204 | New |
| Challenger Wealth Management | 1,200 | $242.0K | 0.19% | 00.0% | Unchanged |
| Cullinan Associates Inc | 1,200 | $242.0K | 0.02% | +1,200 | New |
| McCollum Christoferson Group LLC | 1,188 | $239.5K | 0.07% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,186 | $239.2K | 0.19% | −60−4.8% | Reduced |
| Fedenia Advisers LLC | 1,185 | $238.9K | 0.16% | +210+21.5% | Added |
| Heartland Bank & Trust Co | 1,182 | $238.3K | 0.12% | −2,452−67.5% | Reduced |
| First American Trust, FSB | 1,181 | $238.1K | 0.02% | −184−13.5% | Reduced |
| Gibbs Wealth Management | 1,175 | $236.9K | 0.06% | +60+5.4% | Added |
| LCM Capital Management Inc | 1,172 | $236.3K | 0.14% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 1,172 | $236.3K | 0.03% | +1,172 | New |
| Flagship Harbor Advisors, LLC | 1,170 | $235.9K | 0.01% | +1,170 | New |
| Live Oak Private Wealth LLC | 1,166 | $235.1K | 0.04% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 1,124 | $234.1K | 0.05% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,161 | $234.1K | 0.03% | +138+13.5% | Added |
| Glass Jacobson Investment Advisors llc | 1,046 | $234.0K | 0.08% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,155 | $232.9K | 0.08% | +15+1.3% | Added |
| Searle & Co. | 1,155 | $232.9K | 0.07% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,155 | $232.9K | 0.09% | +1,155 | New |
| Smith Chas P & Associates Pa Cpas | 1,150 | $231.9K | 0.01% | −88−7.1% | Reduced |
| SeaCrest Wealth Management, LLC | 1,141 | $230.1K | 0.03% | +1,141 | New |
| Carnegie Capital Asset Management, LLC | 1,218 | $228.8K | 0.01% | +1,218 | New |
| AIA Group Ltd | 1,134 | $228.6K | 0.01% | +1,134 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,132 | $228.2K | 0.02% | −77−6.4% | Reduced |
| Quotient Wealth Partners, LLC | 1,129 | $227.6K | 0.01% | −41−3.5% | Reduced |
| AlphaStar Capital Management, LLC | 1,127 | $227.2K | 0.02% | +32+2.9% | Added |
| Continuum Advisory, LLC | 1,125 | $226.8K | 0.03% | −6−0.5% | Reduced |
| TriaGen Wealth Management LLC | 1,125 | $226.8K | 0.08% | −154−12.0% | Reduced |
| MCF Advisors LLC | 1,124 | $226.7K | 0.02% | −8−0.7% | Reduced |
| Fielder Capital Group LLC | 1,124 | $226.6K | 0.07% | −17−1.5% | Reduced |
| Brown Miller Wealth Management, LLC | 1,113 | $224.4K | 0.08% | +1,113 | New |
| North Star Asset Management Inc | 1,111 | $224.0K | 0.01% | +1,111 | New |
| Apexium Financial, LP | 1,110 | $223.7K | 0.01% | −373−25.2% | Reduced |
| High Net Worth Advisory Group LLC | 1,106 | $223.0K | 0.06% | +70+6.8% | Added |
| Rakuten Securities, Inc. | 1,105 | $222.8K | 0.11% | +401+57.0% | Added |
| Intact Investment Management Inc. | 1,102 | $222.2K | 0.01% | +1,100+55,000.0% | Added |
| 44 Wealth Management LLC | 1,100 | $221.8K | 0.08% | −306−21.8% | Reduced |
| EHP Funds Inc. | 1,100 | $221.8K | 0.25% | +1,100 | New |
| Evercore Wealth Management, LLC | 1,099 | $221.6K | 0.00% | −44−3.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,098 | $221.4K | 0.05% | −39−3.4% | Reduced |
| Carret Asset Management, LLC | 1,096 | $221.0K | 0.02% | −10−0.9% | Reduced |
| Liberty One Investment Management, LLC | 1,096 | $220.9K | 0.02% | +1,096 | New |
| Polymer Capital Management (US) LLC | 1,094 | $220.6K | 0.07% | +1,094 | New |
| Riverwater Partners LLC | 1,090 | $219.8K | 0.11% | +47+4.5% | Added |
| RIA Advisory Group LLC | 1,087 | $219.3K | 0.07% | 00.0% | Unchanged |
| Philadelphia Trust Co | 1,084 | $219.0K | 0.02% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1,085 | $218.8K | 0.08% | +2+0.2% | Added |
| Principal Street Partners, LLC | 1,078 | $217.4K | 0.04% | +1,078 | New |
| Horizon Wealth Management, LLC | 1,074 | $216.5K | 0.04% | +104+10.7% | Added |
| Optiver Holding B.V. | 1,072 | $216.1K | 0.01% | −20−1.8% | Reduced |
| Wealth Preservation Advisors, LLC | 1,066 | $215.0K | 0.15% | +1,066 | New |
| Oxford Financial Group Ltd | 1,064 | $214.5K | 0.02% | +115+12.1% | Added |
| Trust Co of Vermont | 1,059 | $213.5K | 0.01% | −33−3.0% | Reduced |