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 |
|---|---|---|---|---|---|
| Sentinus, LLC | 2,883 | $581.2K | 0.16% | +111+4.0% | Added |
| AA Financial Advisors, LLC | 2,847 | $574.0K | 0.14% | −260−8.4% | Reduced |
| Aull & Monroe Investment Management Corp | 2,846 | $573.8K | 0.29% | −84−2.9% | Reduced |
| Affinity Investment Advisors, LLC | 2,833 | $571.2K | 0.47% | −383−11.9% | Reduced |
| Central Pacific Bank - Trust Division | 2,827 | $570.0K | 0.08% | −2,350−45.4% | Reduced |
| RKL Wealth Management LLC | 2,818 | $568.3K | 0.05% | −52−1.8% | Reduced |
| Great Lakes Advisors, LLC | 2,813 | $567.1K | 0.01% | +31+1.1% | Added |
| Harbour Capital Advisors, LLC | 2,962 | $563.5K | 0.14% | −25−0.8% | Reduced |
| Prairie Wealth Advisors, Inc. | 2,794 | $563.4K | 0.28% | +1,058+60.9% | Added |
| Neo Ivy Capital Management | 2,786 | $561.7K | 0.18% | +2,786 | New |
| Sterling Capital Management LLC | 2,782 | $560.9K | 0.01% | −142−4.9% | Reduced |
| Accel Wealth Management | 2,774 | $559.4K | 0.20% | +134+5.1% | Added |
| Focused Wealth Management, Inc | 2,774 | $559.3K | 0.08% | +2,774 | New |
| Geneos Wealth Management Inc. | 2,754 | $555.4K | 0.02% | +642+30.4% | Added |
| Adviser Investments LLC | 2,749 | $554.4K | 0.01% | −2,405−46.7% | Reduced |
| Silvercrest Asset Management Group LLC | 2,725 | $549.4K | 0.00% | +2,725 | New |
| Cora Capital Advisors LLC | 2,719 | $548.2K | 0.26% | −514−15.9% | Reduced |
| Ballentine Partners, LLC | 2,711 | $546.6K | 0.01% | +71+2.7% | Added |
| SBI Securities Co., Ltd. | 2,711 | $546.6K | 0.02% | +899+49.6% | Added |
| Highview Capital Management LLC | 2,704 | $545.2K | 0.23% | +58+2.2% | Added |
| Knollwood Investment Advisory, LLC | 2,700 | $544.4K | 0.06% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 2,696 | $543.7K | 0.20% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,694 | $543.2K | 0.09% | +18+0.7% | Added |
| Pensionmark Financial Group, LLC | 2,686 | $541.5K | 0.01% | +180+7.2% | Added |
| First Horizon Advisors, Inc. | 2,679 | $540.2K | 0.02% | +222+9.0% | Added |
| Yardley Wealth Management LLC | 2,666 | $538.0K | 0.32% | −2,666−50.0% | Reduced |
| Kestra Investment Management, LLC | 2,665 | $537.3K | 0.02% | +624+30.6% | Added |
| Hollencrest Capital Management | 2,658 | $536.0K | 0.02% | −5,963−69.2% | Reduced |
| Stonegate Investment Group, LLC | 2,650 | $534.2K | 0.01% | +82+3.2% | Added |
| Change Path, LLC | 2,647 | $533.7K | 0.02% | −1,617−37.9% | Reduced |
| Parallel Advisors, LLC | 2,642 | $532.8K | 0.01% | +195+8.0% | Added |
| Private Trust Co NA | 2,630 | $530.4K | 0.05% | −162−5.8% | Reduced |
| Advisors Preferred, LLC | 2,539 | $525.4K | 0.07% | −11,419−81.8% | Reduced |
| Sagespring Wealth Partners, LLC | 2,605 | $525.3K | 0.01% | +140+5.7% | Added |
| Portland Investment Counsel Inc. | 2,600 | $524.2K | 0.16% | +800+44.4% | Added |
| Redhawk Wealth Advisors, Inc. | 2,575 | $519.3K | 0.07% | +39+1.5% | Added |
| Allegheny Financial Group LTD | 2,568 | $517.9K | 0.13% | −2,445−48.8% | Reduced |
| Fire Capital Management LLC | 2,551 | $514.4K | 0.38% | +2,551 | New |
| Robertson Stephens Wealth Management, LLC | 2,542 | $512.5K | 0.02% | +1,465+136.0% | Added |
| Sowell Financial Services LLC | 2,538 | $511.7K | 0.02% | +2,538 | New |
| Foundations Investment Advisors, LLC | 2,533 | $510.7K | 0.01% | −1,319−34.2% | Reduced |
| Skopos Labs, Inc. | 2,532 | $510.5K | 0.11% | +1,115+78.7% | Added |
| DRW Securities, LLC | 2,532 | $510.5K | 0.04% | +2,532 | New |
| Pine Valley Investments Ltd Liability Co | 2,524 | $509.0K | 0.03% | +98+4.0% | Added |
| Graham Capital Management, L.P. | 2,519 | $507.9K | 0.02% | −32,221−92.7% | Reduced |
| Temasek Holdings (Private) Ltd | 2,507 | $505.5K | 0.00% | −258−9.3% | Reduced |
| VeraBank, N.A. | 2,501 | $504.3K | 0.14% | 00.0% | Unchanged |
| Valliance Asset Management Ltd | 2,500 | $504.1K | 1.91% | +2,500 | New |
| Signature Estate & Investment Advisors LLC | 2,475 | $499.0K | 0.01% | +592+31.4% | Added |
| John G Ullman & Associates Inc | 2,465 | $497.0K | 0.08% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 2,462 | $496.4K | 0.02% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 2,457 | $495.4K | 0.03% | −6−0.2% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,457 | $495.4K | 0.21% | −4−0.2% | Reduced |
| Westover Capital Advisors, LLC | 2,436 | $491.2K | 0.11% | +12+0.5% | Added |
| Garrett Investment Advisors LLC | 2,434 | $490.8K | 0.05% | +4+0.2% | Added |
| Essex Financial Services, Inc. | 2,429 | $489.8K | 0.04% | −162−6.3% | Reduced |
| CWA Asset Management Group, LLC | 2,424 | $488.8K | 0.02% | +38+1.6% | Added |
| MidWestOne Financial Group, Inc. | 2,421 | $488.1K | 0.07% | −1,311−35.1% | Reduced |
| McHugh Group, LLC | 2,400 | $483.9K | 0.37% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,390 | $481.9K | 0.02% | −461−16.2% | Reduced |
| First National Bank & Trust Co of Newtown | 2,386 | $481.1K | 0.10% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,381 | $480.1K | 0.01% | −22−0.9% | Reduced |
| Jump Financial, LLC | 2,373 | $478.5K | 0.01% | −39,987−94.4% | Reduced |
| Centre Asset Management, LLC | 2,371 | $478.0K | 0.12% | +75+3.3% | Added |
| SummitTX Capital, L.P. | 2,369 | $477.7K | 0.02% | +2,369 | New |
| Bank & Trust Co | 2,324 | $468.6K | 0.38% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 2,056 | $462.2K | 0.26% | +88+4.5% | Added |
| Cassaday & Co Wealth Management LLC | 2,285 | $460.8K | 0.01% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,196 | $457.6K | 0.18% | +357+19.4% | Added |
| Quantum Private Wealth, LLC | 2,267 | $457.1K | 0.17% | +2,267 | New |
| Duff & Phelps Investment Management Co | 2,258 | $455.3K | 0.01% | +860+61.5% | Added |
| Caitong International Asset Management Co., Ltd | 2,246 | $452.9K | 0.34% | +2,246 | New |
| Personal Cfo Solutions, LLC | 2,245 | $452.6K | 0.09% | −39−1.7% | Reduced |
| Eqis Capital Management, Inc. | 2,220 | $447.6K | 0.04% | −98−4.2% | Reduced |
| LSP Investment Advisors, LLC | 2,208 | $445.2K | 0.38% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 2,204 | $444.5K | 0.00% | −423−16.1% | Reduced |
| SevenBridge Financial Group, LLC | 1,558 | $444.5K | 0.09% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 2,194 | $442.4K | 0.03% | +20+0.9% | Added |
| SMART Wealth LLC | 2,192 | $441.9K | 0.16% | +2,192 | New |
| Pathway Financial Advisers, LLC | 2,189 | $441.4K | 0.15% | +1,583+261.2% | Added |
| Schechter Investment Advisors, LLC | 2,188 | $441.2K | 0.04% | −666−23.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,179 | $439.0K | 0.02% | 00.0% | Unchanged |
| Platform Technology Partners | 2,164 | $436.4K | 0.13% | −92−4.1% | Reduced |
| Sapient Capital LLC | 2,160 | $435.5K | 0.01% | −30−1.4% | Reduced |
| Recurrent Investment Advisors LLC | 2,153 | $434.1K | 0.04% | +394+22.4% | Added |
| Embree Financial Group | 2,143 | $432.2K | 0.07% | +230+12.0% | Added |
| Cornerstone Wealth Management, LLC | 2,135 | $430.5K | 0.03% | +380+21.7% | Added |
| Successful Portfolios LLC | 2,128 | $429.1K | 0.29% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,109 | $425.2K | 0.02% | +5+0.2% | Added |
| Resonant Capital Advisors, LLC | 2,109 | $425.2K | 0.03% | +5+0.2% | Added |
| Essex Savings Bank | 2,109 | $425.2K | 0.10% | +217+11.5% | Added |
| Tyler-Stone Wealth Management | 2,104 | $424.2K | 0.08% | −400−16.0% | Reduced |
| Chesley Taft & Associates LLC | 2,099 | $423.1K | 0.02% | +806+62.3% | Added |
| Conning Inc. | 2,098 | $423.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,098 | $422.9K | 0.03% | +81+4.0% | Added |
| TFB Advisors LLC | 2,090 | $421.4K | 0.12% | +137+7.0% | Added |
| Vivaldi Capital Management, LLC | 2,085 | $420.4K | 0.07% | +25+1.2% | Added |
| Thrive Capital Management, LLC | 2,084 | $420.2K | 0.25% | +2,084 | New |
| Everhart Financial Group, Inc. | 2,082 | $419.8K | 0.06% | +287+16.0% | Added |
| Dorsey & Whitney Trust CO LLC | 2,080 | $419.4K | 0.02% | +402+24.0% | Added |