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, Q2 2025
Institutional positions in Constellation Energy Corp as of Jun 30, 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
- 1,722
- +193 vs. Q1 2025
- Shares held
- 256.4M
- −426.1K (−0.2%) vs. Q1 2025
- Total value
- $82.7B
- +$30.9B (+59.8%) vs. Q1 2025
- New holders
- 327
- 703 more added
- Sold out
- 134
- 473 more reduced
18 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Polen Capital Management LLC | 4,010 | $1.29M | 0.00% | +4,010 | New |
| Options Solutions, LLC | 4,010 | $1.29M | 0.46% | +4,010 | New |
| Ingalls & Snyder LLC | 4,017 | $1.30M | 0.05% | 00.0% | Unchanged |
| PTM Wealth Management, LLC | 4,178 | $1.30M | 0.86% | +5+0.1% | Added |
| GTS Securities LLC | 4,047 | $1.31M | 0.06% | −5,371−57.0% | Reduced |
| TD Waterhouse Canada Inc. | 4,254 | $1.31M | 0.01% | +487+12.9% | Added |
| Argent Trust Co | 4,063 | $1.31M | 0.05% | +308+8.2% | Added |
| Arete Wealth Advisors, LLC | 4,064 | $1.31M | 0.09% | +1,171+40.5% | Added |
| Diversified Enterprises, LLC | 4,071 | $1.31M | 0.10% | −746−15.5% | Reduced |
| Shelton Wealth Management, LLC | 4,102 | $1.32M | 0.67% | +484+13.4% | Added |
| Hudson Bay Capital Management LP | 4,109 | $1.33M | 0.01% | −35,741−89.7% | Reduced |
| Clarus Wealth Advisors | 4,267 | $1.33M | 0.62% | +35+0.8% | Added |
| NorthRock Partners, LLC | 4,138 | $1.34M | 0.03% | +348+9.2% | Added |
| Annex Advisory Services, LLC | 4,142 | $1.34M | 0.03% | −658−13.7% | Reduced |
| EverSource Wealth Advisors, LLC | 4,146 | $1.34M | 0.06% | +118+2.9% | Added |
| Quantum Private Wealth, LLC | 4,166 | $1.34M | 0.44% | +1,899+83.8% | Added |
| Doliver Advisors, LP | 4,192 | $1.35M | 0.37% | +58+1.4% | Added |
| Total Clarity Wealth Management, Inc. | 4,197 | $1.35M | 0.39% | +2,558+156.1% | Added |
| Concurrent Investment Advisors, LLC | 4,198 | $1.36M | 0.03% | +516+14.0% | Added |
| Bank of Hawaii | 4,205 | $1.36M | 0.07% | +4,205 | New |
| Lansing Street Advisors | 4,215 | $1.36M | 0.41% | +9+0.2% | Added |
| Arkadios Wealth Advisors | 4,236 | $1.37M | 0.04% | +353+9.1% | Added |
| Light Street Capital Management, LLC | 4,277 | $1.38M | 0.28% | −814−16.0% | Reduced |
| Zuckerman Investment Group, LLC | 4,277 | $1.38M | 0.13% | −140−3.2% | Reduced |
| apricus wealth, LLC | 4,277 | $1.38M | 0.80% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 4,278 | $1.38M | 0.34% | −70−1.6% | Reduced |
| Net Worth Advisory Group | 4,322 | $1.39M | 0.31% | −695−13.9% | Reduced |
| J. Safra Sarasin Holding AG | 4,329 | $1.40M | 0.02% | −420−8.8% | Reduced |
| Keybank National Association | 4,366 | $1.41M | 0.01% | +48+1.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 6,999 | $1.41M | 0.55% | +6,999 | New |
| Beacon Pointe Advisors, LLC | 4,378 | $1.41M | 0.01% | +408+10.3% | Added |
| Sumitomo Life Insurance Co | 4,378 | $1.41M | 0.10% | −254−5.5% | Reduced |
| Aviso Wealth Management | 4,380 | $1.41M | 0.66% | +442+11.2% | Added |
| Roman Butler Fullerton & Co | 4,318 | $1.41M | 0.42% | +2,122+96.6% | Added |
| Erste Asset Management GmbH | 4,432 | $1.42M | 0.01% | +3,792+592.5% | Added |
| Mather Group, LLC. | 4,405 | $1.42M | 0.02% | +88+2.0% | Added |
| Willis Johnson & Associates, Inc. | 4,406 | $1.42M | 0.10% | +16+0.4% | Added |
| Manchester Capital Management LLC | 4,414 | $1.42M | 0.19% | −824−15.7% | Reduced |
| Applied Finance Capital Management, LLC | 4,418 | $1.43M | 0.10% | +4,418 | New |
| Golden State Wealth Management, LLC | 4,433 | $1.43M | 0.17% | +1,525+52.4% | Added |
| Atomi Financial Group, Inc. | 4,463 | $1.44M | 0.05% | +2,073+86.7% | Added |
| Partnership Wealth Management, LLC | 4,489 | $1.45M | 1.17% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 4,540 | $1.47M | 0.41% | +2,502+122.8% | Added |
| Fiduciary Alliance LLC | 4,548 | $1.47M | 0.11% | +4,548 | New |
| Wallace Hart LLC | 4,565 | $1.47M | 1.17% | +4,565 | New |
| Schear Investment Advisers, LLC | 4,582 | $1.48M | 0.73% | +1,314+40.2% | Added |
| Cloverfields Capital Group, LP | 4,614 | $1.49M | 0.44% | +10.0% | Added |
| PFG Advisors | 4,642 | $1.50M | 0.07% | +629+15.7% | Added |
| AdvisorNet Financial, Inc | 4,659 | $1.50M | 0.10% | +1,132+32.1% | Added |
| PFG Investments, LLC | 4,680 | $1.51M | 0.09% | +347+8.0% | Added |
| Plato Investment Management Ltd | 4,704 | $1.51M | 0.11% | +3,067+187.4% | Added |
| Tower Research Capital LLC (TRC) | 4,710 | $1.52M | 0.04% | −19,041−80.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,713 | $1.52M | 0.02% | −267−5.4% | Reduced |
| We Are One Seven, LLC | 4,730 | $1.53M | 0.05% | +1,156+32.3% | Added |
| Wetherby Asset Management Inc | 4,761 | $1.54M | 0.07% | +4,761 | New |
| Sandler Capital Management | 4,799 | $1.55M | 0.54% | +4,799 | New |
| Wealthcare Capital Partners, LLC | 4,801 | $1.55M | 0.78% | +6+0.1% | Added |
| STF Management LP | 4,823 | $1.56M | 0.61% | +118+2.5% | Added |
| Savvy Advisors, Inc. | 4,858 | $1.57M | 0.10% | +1,053+27.7% | Added |
| Maridea Wealth Management LLC | 4,898 | $1.58M | 0.41% | +4,898 | New |
| Castle Rock Wealth Management, LLC | 5,005 | $1.59M | 0.37% | +5,005 | New |
| BNP Paribas | 4,973 | $1.60M | 0.05% | −562−10.2% | Reduced |
| Transcend Wealth Collective, LLC | 4,982 | $1.61M | 0.12% | −2,388−32.4% | Reduced |
| Modern Wealth Management, LLC | 4,982 | $1.61M | 0.04% | +216+4.5% | Added |
| Ofi Invest Asset Management | 5,866 | $1.61M | 0.04% | +1,135+24.0% | Added |
| Artemis Wealth Advisors, LLC | 5,000 | $1.61M | 0.28% | +5,000 | New |
| Marshall Financial Group LLC | 5,110 | $1.63M | 0.32% | +7+0.1% | Added |
| Donoghue Forlines LLC | 5,039 | $1.63M | 0.46% | +5,039 | New |
| Buckingham Strategic Partners | 5,052 | $1.63M | 0.02% | +702+16.1% | Added |
| Clough Capital Partners L P | 5,070 | $1.64M | 0.16% | +5,070 | New |
| Black Diamond Financial, LLC | 5,117 | $1.65M | 0.26% | +10.0% | Added |
| Johnson Investment Counsel Inc | 5,135 | $1.66M | 0.01% | −1,078−17.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 5,140 | $1.66M | 0.35% | +587+12.9% | Added |
| Bryn Mawr Trust Co | 5,179 | $1.67M | 0.03% | −622−10.7% | Reduced |
| Belpointe Asset Management LLC | 5,184 | $1.67M | 0.07% | +662+14.6% | Added |
| Itau Unibanco Holding S.A. | 5,224 | $1.69M | 0.06% | −7,534−59.1% | Reduced |
| Caldwell Trust Co | 5,228 | $1.69M | 0.17% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 5,265 | $1.70M | 0.23% | +1,849+54.1% | Added |
| Prelude Capital Management, LLC | 5,315 | $1.72M | 0.17% | −22,437−80.8% | Reduced |
| Capstone Investment Advisors, LLC | 5,330 | $1.72M | 0.01% | −10,391−66.1% | Reduced |
| SageView Advisory Group, LLC | 5,295 | $1.74M | 0.07% | −433−7.6% | Reduced |
| Waterloo Capital, L.P. | 5,412 | $1.75M | 0.14% | +2,000+58.6% | Added |
| Regal Investment Advisors LLC | 5,420 | $1.75M | 0.13% | −137−2.5% | Reduced |
| Ninepoint Partners LP | 5,430 | $1.75M | 0.34% | +5,430 | New |
| Newbridge Financial Services Group, Inc. | 5,485 | $1.77M | 0.29% | +4,782+680.2% | Added |
| Capital Management Associates | 5,500 | $1.78M | 2.90% | 00.0% | Unchanged |
| Fractal Investments LLC | 5,500 | $1.78M | 0.25% | 00.0% | Unchanged |
| ING Groep NV | 5,503 | $1.78M | 0.01% | −22,839−80.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,506 | $1.78M | 0.05% | −242−4.2% | Reduced |
| Sig Brokerage, LP | 5,559 | $1.79M | 0.49% | +5,559 | New |
| Ausdal Financial Partners, Inc. | 5,562 | $1.80M | 0.12% | +486+9.6% | Added |
| Valeo Financial Advisors, LLC | 5,580 | $1.80M | 0.04% | +191+3.5% | Added |
| Bokf, NA | 5,607 | $1.81M | 0.03% | +1,042+22.8% | Added |
| Ocean Capital Management, LLC | 5,618 | $1.81M | 0.40% | +730+14.9% | Added |
| Pine Valley Investments Ltd Liability Co | 5,621 | $1.81M | 0.11% | +3,097+122.7% | Added |
| Fiduciary Trust Co | 5,633 | $1.82M | 0.02% | +471+9.1% | Added |
| Morton Community Bank | 5,649 | $1.82M | 0.45% | −1,514−21.1% | Reduced |
| Prudential PLC | 5,687 | $1.84M | 0.01% | +1,169+25.9% | Added |
| Alerus Financial NA | 5,691 | $1.84M | 0.13% | −9,442−62.4% | Reduced |
| Central Pacific Bank - Trust Division | 5,692 | $1.84M | 0.23% | +2,865+101.3% | Added |