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 |
|---|---|---|---|---|---|
| Doliver Advisors, LP | 4,134 | $833.5K | 0.23% | +2,559+162.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,099 | $826.5K | 0.04% | +4,099 | New |
| Stableford Capital II LLC | 3,953 | $817.0K | 0.35% | −201−4.8% | Reduced |
| EverSource Wealth Advisors, LLC | 4,028 | $812.3K | 0.04% | +611+17.9% | Added |
| Ingalls & Snyder LLC | 4,017 | $810.0K | 0.03% | −51−1.3% | Reduced |
| Ameritas Advisory Services, LLC | 3,847 | $809.8K | 0.03% | +63+1.7% | Added |
| PFG Advisors | 4,013 | $809.2K | 0.05% | −67−1.6% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 4,012 | $808.9K | 0.11% | −60−1.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,000 | $806.5K | 0.25% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 4,000 | $806.5K | 0.71% | +4,000 | New |
| Value Star Asset Management (Hong Kong) Ltd | 4,000 | $806.5K | 4.93% | +4,000 | New |
| Beacon Pointe Advisors, LLC | 3,970 | $800.5K | 0.01% | +56+1.4% | Added |
| Tiemann Investment Advisors, LLC | 3,957 | $797.9K | 0.36% | −28−0.7% | Reduced |
| Aviso Wealth Management | 3,938 | $794.1K | 0.42% | −251−6.0% | Reduced |
| Diversified Trust Co | 3,912 | $788.8K | 0.02% | −269−6.4% | Reduced |
| Arkadios Wealth Advisors | 3,883 | $782.9K | 0.03% | −13,739−78.0% | Reduced |
| TD Waterhouse Canada Inc. | 3,767 | $778.7K | 0.01% | +764+25.4% | Added |
| Invesco, LLC | 3,861 | $778.5K | 0.32% | −607−13.6% | Reduced |
| Haverford Trust Co | 3,834 | $773.0K | 0.01% | 00.0% | Unchanged |
| PTM Wealth Management, LLC | 4,173 | $771.7K | 0.81% | +4,173 | New |
| Savvy Advisors, Inc. | 3,805 | $767.2K | 0.08% | +180+5.0% | Added |
| Rithm Capital Corp. | 3,800 | $766.2K | 1.71% | +1,300+52.0% | Added |
| NorthRock Partners, LLC | 3,790 | $764.1K | 0.03% | +268+7.6% | Added |
| Argent Trust Co | 3,755 | $757.1K | 0.03% | −839−18.3% | Reduced |
| Strategic Blueprint, LLC | 3,746 | $755.3K | 0.04% | +454+13.8% | Added |
| Investment Advisory Services Inc | 3,738 | $753.8K | 0.27% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 3,687 | $743.4K | 0.49% | −432−10.5% | Reduced |
| Concurrent Investment Advisors, LLC | 3,682 | $742.3K | 0.02% | −3,110−45.8% | Reduced |
| Qtron Investments LLC | 3,678 | $741.6K | 0.11% | +2,337+174.3% | Added |
| Gs Investments, Inc. | 3,665 | $739.0K | 0.35% | +3,665 | New |
| Catalyst Financial Partners LLC | 3,663 | $738.6K | 0.14% | −92−2.5% | Reduced |
| Smartleaf Asset Management LLC | 3,567 | $732.8K | 0.07% | −169−4.5% | Reduced |
| Shelton Wealth Management, LLC | 3,618 | $729.4K | 0.42% | −1,077−22.9% | Reduced |
| Umb Bank N A | 3,613 | $728.5K | 0.01% | −21,967−85.9% | Reduced |
| Perigon Wealth Management, LLC | 3,599 | $725.7K | 0.02% | −220−5.8% | Reduced |
| Boston Private Wealth LLC | 3,579 | $721.7K | 0.03% | +971+37.2% | Added |
| KLCM Advisors, Inc. | 3,576 | $721.0K | 0.08% | +800+28.8% | Added |
| We Are One Seven, LLC | 3,574 | $720.6K | 0.03% | −2,558−41.7% | Reduced |
| Checchi Capital Advisers, LLC | 3,542 | $714.2K | 0.05% | +20+0.6% | Added |
| AdvisorNet Financial, Inc | 3,527 | $711.2K | 0.05% | +506+16.7% | Added |
| BLB&B Advisors, LLC | 3,518 | $709.3K | 0.04% | −75−2.1% | Reduced |
| Stephens Inc | 3,504 | $706.5K | 0.01% | +336+10.6% | Added |
| Avenue 1 Advisors, LLC | 3,501 | $705.9K | 0.27% | +154+4.6% | Added |
| Prosperity Consulting Group, LLC | 3,498 | $705.4K | 0.05% | −73−2.0% | Reduced |
| Fox Hill Wealth Management | 3,479 | $701.5K | 0.41% | −7,769−69.1% | Reduced |
| Cornerstone Advisory, LLC | 2,539 | $695.2K | 0.08% | −161−6.0% | Reduced |
| Goldstone Financial Group, LLC | 3,437 | $693.0K | 0.10% | +29+0.9% | Added |
| Integrated Advisors Network LLC | 3,429 | $691.4K | 0.03% | −15,874−82.2% | Reduced |
| Addis & Hill, Inc | 3,416 | $688.8K | 0.48% | +3,416 | New |
| V-Square Quantitative Management LLC | 3,416 | $688.8K | 0.10% | −97−2.8% | Reduced |
| Waterloo Capital, L.P. | 3,412 | $688.0K | 0.06% | +3,412 | New |
| Blue Bell Private Wealth Management, LLC | 3,400 | $685.5K | 0.13% | −92−2.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 3,400 | $685.5K | 0.09% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 3,536 | $681.8K | 0.01% | −2,224−38.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,297 | $665.0K | 0.16% | −20−0.6% | Reduced |
| Significant Wealth Partners LLC | 3,277 | $660.7K | 0.34% | −11−0.3% | Reduced |
| Schear Investment Advisers, LLC | 3,268 | $658.9K | 0.38% | +3,268 | New |
| Midland Wealth Advisors LLC | 3,264 | $658.1K | 0.04% | +192+6.3% | Added |
| Garden State Investment Advisory Services LLC | 3,253 | $657.9K | 0.21% | +656+25.3% | Added |
| Gladstone Institutional Advisory LLC | 3,263 | $657.8K | 0.03% | +660+25.4% | Added |
| Callan Family Office, LLC | 3,255 | $656.3K | 0.05% | −1,335−29.1% | Reduced |
| HBK Sorce Advisory LLC | 3,243 | $653.8K | 0.02% | −713−18.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,230 | $651.3K | 0.06% | +601+22.9% | Added |
| WBH Advisory Inc | 3,226 | $650.5K | 0.06% | +35+1.1% | Added |
| Syon Capital LLC | 3,223 | $649.9K | 0.05% | +379+13.3% | Added |
| Lantz Financial LLC | 3,218 | $648.8K | 0.18% | +12+0.4% | Added |
| LGT Group Foundation | 3,197 | $644.6K | 0.01% | +692+27.6% | Added |
| Cornercap Investment Counsel Inc | 3,192 | $643.6K | 0.34% | −32−1.0% | Reduced |
| Verdence Capital Advisors LLC | 3,188 | $642.7K | 0.05% | +1,087+51.7% | Added |
| First Manhattan Co | 3,169 | $639.0K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,168 | $638.8K | 0.11% | +526+19.9% | Added |
| Cigna Investments Inc | 3,165 | $638.0K | 0.12% | −43−1.3% | Reduced |
| Independent Financial Group, LLC | 3,160 | $637.2K | 0.02% | −1,044−24.8% | Reduced |
| Gsa Capital Partners LLP | 3,160 | $637.0K | 0.06% | +929+41.6% | Added |
| one8zero8, LLC | 3,148 | $634.7K | 0.15% | 00.0% | Unchanged |
| Univest Financial Corp | 3,148 | $634.7K | 0.04% | +196+6.6% | Added |
| Legacy Solutions, LLC | 3,130 | $631.1K | 0.70% | −6−0.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,127 | $630.5K | 0.09% | +47+1.5% | Added |
| Strategies Wealth Advisors, LLC | 3,074 | $619.7K | 0.08% | +3,074 | New |
| Cadent Capital Advisors, LLC | 3,071 | $619.2K | 0.24% | +3,071 | New |
| Romano Brothers and Company | 3,067 | $618.4K | 0.08% | −68−2.2% | Reduced |
| Paragon Financial Partners, Inc. | 3,067 | $618.4K | 0.48% | 00.0% | Unchanged |
| Kennedy Investment Group | 3,045 | $614.0K | 0.29% | −18−0.6% | Reduced |
| Buckley Wealth Management, LLC | 3,042 | $613.4K | 0.19% | +80+2.7% | Added |
| Custom Index Systems, LLC | 3,041 | $613.2K | 0.31% | +2,010+195.0% | Added |
| Hilltop Holdings Inc. | 3,022 | $609.1K | 0.04% | −89−2.9% | Reduced |
| Segment Wealth Management, LLC | 3,018 | $608.5K | 0.04% | +393+15.0% | Added |
| StoneX Group Inc. | 2,988 | $602.5K | 0.03% | +801+36.6% | Added |
| Impact Partnership Wealth, LLC | 2,976 | $600.1K | 0.13% | −131−4.2% | Reduced |
| Prosperity Wealth Management, Inc. | 2,938 | $592.4K | 0.28% | +587+25.0% | Added |
| Key Financial Inc | 2,938 | $592.4K | 0.13% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 2,929 | $591.0K | 0.01% | +365+14.2% | Added |
| Confluence Wealth Services, Inc. | 2,817 | $590.8K | 0.04% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,926 | $590.0K | 0.01% | +461+18.7% | Added |
| Mainstream Capital Management LLC | 2,909 | $586.5K | 0.46% | +327+12.7% | Added |
| Golden State Wealth Management, LLC | 2,908 | $586.5K | 0.09% | +577+24.8% | Added |
| SFG Wealth Management, LLC. | 2,893 | $583.4K | 0.28% | +500+20.9% | Added |
| Chapin Davis, Inc. | 2,893 | $583.3K | 0.20% | −6,244−68.3% | Reduced |
| Arete Wealth Advisors, LLC | 2,893 | $583.0K | 0.04% | −225−7.2% | Reduced |
| Cornerstone National Bank & Trust Co | 2,886 | $581.9K | 0.26% | 00.0% | Unchanged |