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 |
|---|---|---|---|---|---|
| Rational Advisors LLC | 395 | $79.6K | 0.01% | +395 | New |
| Hughes Financial Services, LLC | 381 | $78.8K | 0.02% | +381 | New |
| Atlantic Edge Private Wealth Management, LLC | 371 | $74.8K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 366 | $73.8K | 0.03% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 357 | $72.0K | 0.06% | +63+21.4% | Added |
| City State Bank | 356 | $71.8K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 355 | $71.6K | 0.00% | +355 | New |
| Capital A Wealth Management, LLC | 354 | $71.4K | 0.07% | +2+0.6% | Added |
| Versant Capital Management, Inc | 347 | $70.0K | 0.01% | +33+10.5% | Added |
| Centricity Wealth Management, LLC | 346 | $69.8K | 0.06% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 335 | $67.5K | 0.06% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 298 | $66.7K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 323 | $65.1K | 0.00% | −96−22.9% | Reduced |
| Capital Analysts, LLC | 322 | $65.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 317 | $63.9K | 0.02% | +223+237.2% | Added |
| SOA Wealth Advisors, LLC. | 315 | $63.6K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 310 | $62.0K | 0.01% | +36+13.1% | Added |
| LRI Investments, LLC | 306 | $61.6K | 0.01% | −190−38.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 300 | $60.5K | 0.04% | −100−25.0% | Reduced |
| Robbins Farley LLC | 299 | $60.3K | 0.03% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 299 | $60.3K | 0.02% | +33+12.4% | Added |
| Dynamic Wealth Strategies, LLC | 297 | $59.9K | 0.05% | +297 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 285 | $57.5K | 0.02% | −60−17.4% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 281 | $56.7K | 0.05% | +281 | New |
| Asset Planning,Inc | 280 | $56.5K | 0.04% | +180+180.0% | Added |
| Fortis Group Advisors, LLC | 277 | $55.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 270 | $54.0K | 0.04% | +67+33.0% | Added |
| DT Investment Partners, LLC | 267 | $53.8K | 0.01% | −541−67.0% | Reduced |
| Tompkins Financial Corp | 267 | $53.8K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 266 | $53.6K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 266 | $53.6K | 0.03% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 213 | $53.4K | 0.01% | +204+2,266.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 261 | $52.8K | 0.00% | −11−4.0% | Reduced |
| Beacon Capital Management, LLC | 261 | $52.6K | 0.01% | +1+0.4% | Added |
| Bruce G. Allen Investments, LLC | 259 | $52.2K | 0.04% | −100−27.9% | Reduced |
| Compagnie Lombard Odier SCmA | 256 | $51.6K | 0.00% | −44−14.7% | Reduced |
| Millstone Evans Group, LLC | 250 | $50.4K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 246 | $49.6K | 0.01% | +246 | New |
| St Germain D J Co Inc | 244 | $49.2K | 0.00% | −364−59.9% | Reduced |
| Catalyst Capital Advisors LLC | 243 | $49.0K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 242 | $48.8K | 0.02% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 236 | $47.6K | 0.04% | +9+4.0% | Added |
| Fortitude Family Office, LLC | 236 | $47.6K | 0.02% | −424−64.2% | Reduced |
| Evolution Advisers, Inc. | 232 | $47.0K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 233 | $47.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 226 | $45.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 223 | $45.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 222 | $44.8K | 0.01% | +95+74.8% | Added |
| Salomon & Ludwin, LLC | 222 | $44.8K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 220 | $44.4K | 0.03% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 211 | $42.5K | 0.02% | +20+10.5% | Added |
| Missouri Trust & Investment Co | 208 | $41.9K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 208 | $41.9K | 0.02% | +27+14.9% | Added |
| Optimum Investment Advisors | 207 | $41.7K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 207 | $41.7K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 206 | $41.5K | 0.00% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 203 | $40.9K | 0.01% | −432−68.0% | Reduced |
| Concord Wealth Partners | 200 | $40.3K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 198 | $39.9K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 194 | $39.1K | 0.00% | +37+23.6% | Added |
| DAGCO, Inc. | 191 | $38.5K | 0.01% | +191 | New |
| Studio Investment Management LLC | 189 | $38.1K | 0.01% | +28+17.4% | Added |
| Stone House Investment Management, LLC | 188 | $37.9K | 0.01% | +188 | New |
| Center for Financial Planning, Inc. | 185 | $37.3K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 183 | $36.9K | 0.03% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 181 | $36.5K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 180 | $36.3K | 0.00% | +165+1,100.0% | Added |
| Banque Transatlantique SA | 180 | $36.3K | 0.00% | −101−35.9% | Reduced |
| Whipplewood Advisors, LLC | 189 | $35.9K | 0.02% | +116+158.9% | Added |
| GHP Investment Advisors, Inc. | 176 | $35.5K | 0.00% | +2+1.1% | Added |
| Deseret Mutual Benefit Administrators | 174 | $35.1K | 0.02% | −30−14.7% | Reduced |
| Medallion Wealth Advisors, LLC | 171 | $34.8K | 0.02% | +44+34.6% | Added |
| Truvestments Capital LLC | 172 | $34.8K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 167 | $33.7K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 166 | $33.5K | 0.02% | 00.0% | Unchanged |
| Raelipskie Partnership | 166 | $33.5K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 164 | $33.1K | 0.01% | +164 | New |
| Hanson & Doremus Investment Management | 163 | $33.0K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 163 | $32.9K | 0.01% | +163 | New |
| BFSG, LLC | 162 | $32.7K | 0.00% | +8+5.2% | Added |
| Barrett & Company, Inc. | 160 | $32.3K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 160 | $32.3K | 0.01% | −10−5.9% | Reduced |
| Financial Perspectives, Inc | 160 | $32.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 158 | $31.9K | 0.01% | +1+0.6% | Added |
| Asset Dedication, LLC | 156 | $31.5K | 0.00% | +1+0.6% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 155 | $31.3K | 0.01% | +155 | New |
| Anchor Investment Management, LLC | 154 | $31.1K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 150 | $30.2K | 0.03% | −50−25.0% | Reduced |
| TCTC Holdings, LLC | 148 | $29.8K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 119 | $29.8K | 0.02% | +30+33.7% | Added |
| Stephens Consulting, LLC | 146 | $29.4K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 141 | $28.4K | 0.00% | +24+20.5% | Added |
| Ridgewood Investments LLC | 141 | $28.4K | 0.01% | −25−15.1% | Reduced |
| Atlantic Trust, LLC | 141 | $28.4K | 0.01% | +31+28.2% | Added |
| Ameriflex Group, Inc. | 141 | $28.4K | 0.01% | +76+116.9% | Added |
| Webster Bank, N. A. | 139 | $28.0K | 0.00% | −395−74.0% | Reduced |
| BankPlus Trust Department | 136 | $27.4K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 114 | $25.5K | 0.02% | −17−13.0% | Reduced |
| Financial Management Professionals, Inc. | 125 | $25.2K | 0.00% | +23+22.5% | Added |
| Saudi Central Bank | 123 | $24.8K | 0.13% | +123 | New |