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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 1,056 | $213.0K | 0.02% | −1−0.1% | Reduced |
| Kanawha Capital Management LLC | 1,048 | $211.3K | 0.02% | +1,048 | New |
| SCS Capital Management LLC | 1,046 | $210.8K | 0.00% | +1,046 | New |
| Daymark Wealth Partners, LLC | 1,045 | $210.7K | 0.01% | +1,045 | New |
| Greatmark Investment Partners, Inc. | 1,038 | $209.3K | 0.03% | +1,038 | New |
| Swisher Financial Concepts, Inc. | 1,038 | $209.3K | 0.17% | +1,038 | New |
| Q3 Asset Management | 1,041 | $209.0K | 0.14% | +1,041 | New |
| Tradewinds, LLC. | 1,035 | $208.8K | 0.06% | +1,035 | New |
| Rehmann Capital Advisory Group | 1,033 | $208.4K | 0.01% | +1,033 | New |
| NTV Asset Management LLC | 1,032 | $208.1K | 0.03% | −13−1.2% | Reduced |
| San Luis Wealth Advisors LLC | 1,030 | $208.0K | 0.05% | −59−5.4% | Reduced |
| Icapital Wealth LLC | 1,026 | $206.9K | 0.13% | +1,026 | New |
| Brandywine Oak Private Wealth LLC | 1,026 | $206.8K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,023 | $206.3K | 0.04% | 00.0% | Unchanged |
| Innova Wealth Partners | 1,020 | $205.7K | 0.13% | +1,020 | New |
| Crawford Investment Counsel Inc | 1,018 | $205.2K | 0.00% | +28+2.8% | Added |
| ICONIQ Capital, LLC | 1,017 | $205.1K | 0.00% | +71+7.5% | Added |
| Azimuth Capital Investment Management LLC | 1,016 | $204.9K | 0.01% | −38−3.6% | Reduced |
| LexAurum Advisors, LLC | 1,014 | $204.5K | 0.04% | +1,014 | New |
| Headinvest, LLC | 1,008 | $203.2K | 0.04% | +17+1.7% | Added |
| Quad-Cities Investment Group, LLC | 1,008 | $203.2K | 0.10% | +1,008 | New |
| Flynn Zito Capital Management, LLC | 1,007 | $203.1K | 0.09% | +56+5.9% | Added |
| Claro Advisors LLC | 1,007 | $203.0K | 0.03% | −14−1.4% | Reduced |
| Burns Matteson Capital Management, LLC | 1,005 | $202.7K | 0.11% | +1,005 | New |
| Inspirion Wealth Advisors, LLC | 1,001 | $201.7K | 0.03% | +147+17.2% | Added |
| Greenland Capital Management LP | 1,000 | $201.6K | 0.03% | +1,000 | New |
| Childress Capital Advisors, LLC | 999 | $201.5K | 0.06% | −74−6.9% | Reduced |
| Ullmann Financial Group, Inc. | 998 | $201.1K | 0.03% | +998 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 936 | $196.4K | 0.00% | −22−2.3% | Reduced |
| Independence Bank of Kentucky | 953 | $192.2K | 0.03% | +405+73.9% | Added |
| Creative Financial Designs Inc | 933 | $188.1K | 0.02% | +259+38.4% | Added |
| HFM Investment Advisors, LLC | 920 | $185.5K | 0.09% | +920 | New |
| Zions Bancorporation, National Association | 918 | $185.1K | 0.01% | +918 | New |
| JNBA Financial Advisors | 897 | $180.9K | 0.02% | +50+5.9% | Added |
| Rossby Financial, LCC | 807 | $180.0K | 0.08% | +807 | New |
| NBT Bank N A | 877 | $176.8K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 877 | $176.8K | 0.11% | 00.0% | Unchanged |
| Coastline Trust Co | 866 | $174.6K | 0.02% | +810+1,446.4% | Added |
| Noble Wealth Management PBC | 860 | $173.4K | 0.12% | +860 | New |
| Hexagon Capital Partners LLC | 858 | $173.0K | 0.03% | +75+9.6% | Added |
| SIMA Wealth Partners, LLC | 834 | $168.1K | 0.14% | +2+0.2% | Added |
| ORG Partners LLC | 812 | $166.4K | 0.04% | +31+4.0% | Added |
| Curat Global, LLC | 808 | $162.9K | 0.20% | +808 | New |
| Board of the Pension Protection Fund | 800 | $161.3K | 0.18% | −2,900−78.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 789 | $159.1K | 0.06% | +563+249.1% | Added |
| Community Bank, N.A. | 765 | $154.2K | 0.02% | +483+171.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 761 | $153.4K | 0.03% | +35+4.8% | Added |
| Sit Investment Associates Inc | 760 | $153.0K | 0.00% | +25+3.4% | Added |
| N.E.W. Advisory Services LLC | 734 | $148.0K | 0.01% | +734 | New |
| Cary Street Partner Investment Advisory LLC | 729 | $147.0K | 0.08% | −35−4.6% | Reduced |
| Johnson Financial Group, Inc. | 704 | $141.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 703 | $141.6K | 0.03% | +5+0.7% | Added |
| McClarren Financial Advisors, Inc. | 681 | $137.0K | 0.09% | +1+0.1% | Added |
| Eastern Bank | 641 | $129.2K | 0.00% | −245−27.7% | Reduced |
| Erste Asset Management GmbH | 640 | $129.0K | 0.00% | +640 | New |
| Quest Partners LLC | 639 | $128.8K | 0.01% | +199+45.2% | Added |
| Rosenberg Matthew Hamilton | 637 | $128.4K | 0.03% | +53+9.1% | Added |
| Old Second National Bank of Aurora | 635 | $128.0K | 0.03% | +25+4.1% | Added |
| Garde Capital, Inc. | 624 | $125.8K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 623 | $125.6K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 615 | $124.0K | 0.01% | +458+291.7% | Added |
| Salem Investment Counselors Inc | 611 | $123.2K | 0.00% | +611 | New |
| CVA Family Office, LLC | 610 | $123.0K | 0.02% | +21+3.6% | Added |
| Sentry Investment Management LLC | 677 | $122.0K | 0.08% | −202−23.0% | Reduced |
| Richards, Merrill & Peterson, Inc. | 605 | $122.0K | 0.06% | +605 | New |
| First United Bank Trust | 598 | $120.6K | 0.05% | −10−1.6% | Reduced |
| Bogart Wealth, LLC | 584 | $117.8K | 0.01% | +584 | New |
| Citizens National Bank Trust Department | 583 | $117.5K | 0.03% | −33−5.4% | Reduced |
| MV Capital Management, Inc. | 581 | $117.1K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 581 | $117.1K | 0.00% | +14+2.5% | Added |
| Hantz Financial Services, Inc. | 580 | $117.0K | 0.00% | +580 | New |
| Plante Moran Financial Advisors, LLC | 576 | $116.1K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 564 | $116.0K | 0.09% | 00.0% | Unchanged |
| Monetary Management Group Inc | 575 | $115.9K | 0.03% | +575 | New |
| Washington Trust Co | 569 | $114.7K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 560 | $112.9K | 0.01% | −1,622−74.3% | Reduced |
| Riverview Trust Co | 556 | $112.1K | 0.11% | −6−1.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 550 | $110.9K | 0.05% | −10−1.8% | Reduced |
| Crowley Wealth Management, Inc. | 547 | $110.3K | 0.11% | 00.0% | Unchanged |
| Hoey Investments, Inc | 534 | $107.7K | 0.02% | +314+142.7% | Added |
| Tortoise Investment Management, LLC | 526 | $106.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 514 | $103.6K | 0.01% | +514 | New |
| Bartlett & Co. Wealth Management LLC | 512 | $103.2K | 0.00% | +2+0.4% | Added |
| Hazlett, Burt & Watson, Inc. | 518 | $103.0K | 0.05% | +61+13.3% | Added |
| GW&K Investment Management, LLC | 489 | $99.0K | 0.00% | +14+2.9% | Added |
| Park Place Capital Corp | 467 | $94.2K | 0.03% | +11+2.4% | Added |
| Stephenson National Bank & Trust | 462 | $93.2K | 0.03% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 451 | $90.9K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 429 | $90.1K | 0.02% | −47−9.9% | Reduced |
| Gables Capital Management Inc. | 432 | $87.1K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 428 | $86.3K | 0.05% | +20+4.9% | Added |
| SRS Capital Advisors, Inc. | 427 | $86.1K | 0.01% | +26+6.5% | Added |
| Mattson Financial Services, LLC | 426 | $85.9K | 0.03% | 00.0% | Unchanged |
| Sachetta, LLC | 425 | $85.7K | 0.04% | −269−38.8% | Reduced |
| Archer Investment Corp | 420 | $84.7K | 0.02% | +6+1.4% | Added |
| Boit C F David | 400 | $80.7K | 0.04% | 00.0% | Unchanged |
| Lavaca Capital LLC | 400 | $80.7K | 0.04% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 398 | $80.2K | 0.07% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 516 | $79.7K | 0.01% | +184+55.4% | Added |
| Sandy Spring Bank | 395 | $79.6K | 0.00% | 00.0% | Unchanged |