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 |
|---|---|---|---|---|---|
| HM Payson & Co | 122 | $24.6K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 119 | $24.0K | 0.00% | +92+340.7% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 117 | $24.0K | 0.02% | +96+457.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 119 | $24.0K | 0.05% | +5+4.4% | Added |
| ORG Wealth Partners, LLC | 115 | $23.8K | 0.01% | −341−74.8% | Reduced |
| TruNorth Capital Management, LLC | 117 | $23.6K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 116 | $23.4K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 116 | $23.4K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 113 | $22.8K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 112 | $22.6K | 0.02% | +109+3,633.3% | Added |
| Arlington Trust Co LLC | 112 | $22.6K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 112 | $22.6K | 0.00% | −1,932−94.5% | Reduced |
| Smithfield Trust Co | 106 | $22.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 103 | $20.8K | 0.00% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 100 | $20.2K | 0.01% | −5,760−98.3% | Reduced |
| Flagship Wealth Advisors, LLC | 100 | $20.2K | 0.01% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 100 | $20.2K | 0.01% | +100 | New |
| West Branch Capital LLC | 91 | $18.3K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 90 | $18.1K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 87 | $17.6K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 87 | $17.5K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 87 | $17.5K | 0.00% | +72+480.0% | Added |
| Cullen/Frost Bankers, Inc. | 85 | $17.2K | 0.00% | −1,002−92.2% | Reduced |
| Tower Trust & Investment Co | 76 | $17.0K | 0.01% | +76 | New |
| Gen-Wealth Partners Inc | 84 | $16.9K | 0.01% | −20−19.2% | Reduced |
| Laurel Wealth Advisors LLC | 83 | $16.7K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 82 | $16.5K | 0.01% | −224−73.2% | Reduced |
| FWL Investment Management, LLC | 80 | $16.1K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 78 | $15.7K | 0.01% | +3+4.0% | Added |
| Cedar Mountain Advisors, LLC | 75 | $15.2K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 75 | $15.1K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 75 | $15.1K | 0.00% | +75 | Added |
| PrairieView Partners, LLC | 79 | $15.0K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 68 | $13.7K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 67 | $13.5K | 0.01% | −8−10.7% | Reduced |
| Kentucky Trust Co | 66 | $13.3K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 66 | $13.3K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 66 | $13.3K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 66 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 66 | $13.0K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 63 | $12.7K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 63 | $12.7K | 0.00% | +61+3,050.0% | Added |
| Mascoma Wealth Management LLC | 62 | $12.5K | 0.00% | −42−40.4% | Reduced |
| Bangor Savings Bank | 61 | $12.4K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 61 | $12.3K | 0.00% | −66−52.0% | Reduced |
| Proffitt & Goodson Inc | 61 | $12.3K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 59 | $11.9K | 0.01% | +12+25.5% | Added |
| Olistico Wealth, LLC | 59 | $11.9K | 0.01% | +59 | New |
| Indiana Trust & Investment Management CO | 58 | $11.7K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 58 | $11.7K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 58 | $11.7K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 56 | $11.3K | 0.01% | −10−15.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 55 | $11.1K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 51 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 58 | $11.0K | 0.00% | +58 | New |
| Kessler Investment Group, LLC | 52 | $10.5K | 0.01% | −27,906−99.8% | Reduced |
| Park Square Financial Group, LLC | 52 | $10.5K | 0.01% | +52 | New |
| Colonial Trust Advisors | 51 | $10.3K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 38 | $10.3K | 0.00% | +10+35.7% | Added |
| Pingora Partners LLC | 50 | $10.1K | 0.01% | +20+66.7% | Added |
| Smallwood Wealth Investment Management, LLC | 50 | $10.1K | 0.01% | +50 | New |
| Valley National Advisers Inc | 54 | $10.0K | 0.00% | +1+1.9% | Added |
| Global Financial Private Client, LLC | 49 | $9.88K | 0.00% | +8+19.5% | Added |
| Abound Wealth Management | 48 | $9.68K | 0.00% | −12−20.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 47 | $9.57K | 0.00% | +47 | New |
| WPG Advisers, LLC | 45 | $9.13K | 0.01% | +9+25.0% | Added |
| Highline Wealth Partners LLC | 45 | $9.12K | 0.00% | +11+32.4% | Added |
| Ogorek Anthony Joseph | 46 | $9.00K | 0.00% | +46 | New |
| Ruedi Wealth Management, Inc. | 44 | $8.87K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 40 | $8.09K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 40 | $8.01K | 0.01% | +2+5.3% | Added |
| UMA Financial Services, Inc. | 40 | $7.99K | 0.00% | +36+900.0% | Added |
| Raffa Wealth Management, LLC | 38 | $7.66K | 0.00% | −4−9.5% | Reduced |
| Thompson Investment Management, Inc. | 36 | $7.26K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $6.93K | 0.00% | −49−98.0% | Reduced |
| Putney Financial Group LLC | 33 | $6.65K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 32 | $6.46K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 32 | $6.45K | 0.00% | −16−33.3% | Reduced |
| American National Bank | 30 | $6.05K | 0.00% | −23−43.4% | Reduced |
| Coston, McIsaac & Partners | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 29 | $5.85K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 29 | $5.85K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 28 | $5.65K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 28 | $5.65K | 0.00% | +28 | New |
| Synergy Investment Management, LLC | 25 | $5.09K | 0.00% | −1−3.8% | Reduced |
| 1620 Investment Advisors, Inc. | 25 | $5.04K | 0.00% | −4−13.8% | Reduced |
| First Pacific Financial | 25 | $5.04K | 0.00% | +25 | New |
| Penserra Capital Management LLC | 27 | $5.00K | 0.00% | −793−96.7% | Reduced |
| Godsey & Gibb Associates | 24 | $4.84K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $4.84K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 22 | $4.44K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 21 | $4.24K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 21 | $4.23K | 0.00% | −279−93.0% | Reduced |
| Glynn Capital Management LLC | 21 | $4.23K | 0.00% | −29−58.0% | Reduced |
| City Holding Co | 21 | $4.23K | 0.00% | +21 | New |
| Tidemark, LLC | 20 | $4.04K | 0.00% | +20 | New |
| Valued Wealth Advisors LLC | 20 | $4.04K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 20 | $4.03K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 20 | $4.03K | 0.00% | +10+100.0% | Added |
| Decker Retirement Planning Inc. | 18 | $3.63K | 0.00% | −53−74.6% | Reduced |