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 |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 75 | $24.1K | 0.00% | +35+87.5% | Added |
| Iron Horse Wealth Management, LLC | 75 | $24.2K | 0.01% | −3−3.8% | Reduced |
| Compass Financial Services Inc | 75 | $24.2K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 75 | $24.2K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 76 | $24.4K | 0.01% | +1+1.3% | Added |
| Frazier Financial Advisors, LLC | 76 | $24.5K | 0.02% | +17+28.8% | Added |
| Center for Financial Planning, Inc. | 77 | $24.9K | 0.00% | −108−58.4% | Reduced |
| PrairieView Partners, LLC | 79 | $25.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 82 | $26.5K | 0.00% | +82 | New |
| Bank of Jackson Hole Trust | 83 | $26.8K | 0.02% | −36−30.3% | Reduced |
| Gen-Wealth Partners Inc | 84 | $27.1K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 87 | $28.1K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 90 | $29.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 91 | $29.4K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 100 | $32.3K | 0.01% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 100 | $32.3K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 100 | $32.3K | 0.02% | +50+100.0% | Added |
| Oakworth Capital, Inc. | 103 | $33.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 106 | $34.0K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 113 | $34.8K | 0.02% | +1+0.9% | Added |
| Sunbelt Securities, Inc. | 157 | $35.1K | 0.00% | −37−19.1% | Reduced |
| TD Capital Management LLC | 109 | $35.2K | 0.00% | +108+10,800.0% | Added |
| ORG Wealth Partners, LLC | 115 | $35.4K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 110 | $35.5K | 0.02% | +110 | New |
| Atlas Capital Advisors LLC | 112 | $36.1K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 113 | $36.5K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 113 | $36.5K | 0.01% | +1+0.9% | Added |
| Fairman Group, LLC | 114 | $36.8K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 117 | $37.0K | 0.01% | +63+116.7% | Added |
| Richardson Capital Management LLC | 116 | $37.4K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 116 | $37.4K | 0.02% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 117 | $37.8K | 0.04% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 117 | $37.8K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 119 | $38.4K | 0.06% | 00.0% | Unchanged |
| South State Corp. | 120 | $38.8K | 0.00% | +1+0.8% | Added |
| HM Payson & Co | 122 | $39.4K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 131 | $42.0K | 0.02% | −40−23.4% | Reduced |
| CoreFirst Bank & Trust | 133 | $42.9K | 0.02% | +133 | New |
| Financial Management Professionals, Inc. | 133 | $43.0K | 0.00% | +8+6.4% | Added |
| BankPlus Trust Department | 136 | $43.9K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 141 | $45.5K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 141 | $45.5K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 145 | $46.8K | 0.03% | −44−23.3% | Reduced |
| TCTC Holdings, LLC | 148 | $47.8K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 152 | $49.1K | 0.01% | +6+4.1% | Added |
| Atlantic Trust, LLC | 153 | $49.4K | 0.01% | +12+8.5% | Added |
| BFSG, LLC | 154 | $49.7K | 0.01% | −8−4.9% | Reduced |
| Anchor Investment Management, LLC | 154 | $49.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 155 | $50.0K | 0.00% | −1−0.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 156 | $50.4K | 0.01% | +101+183.6% | Added |
| Financial Perspectives, Inc | 160 | $51.6K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 165 | $53.0K | 0.00% | −27,183−99.4% | Reduced |
| Hanson & Doremus Investment Management | 163 | $53.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 166 | $53.6K | 0.02% | 00.0% | Unchanged |
| Raelipskie Partnership | 166 | $53.6K | 0.02% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 166 | $53.6K | 0.03% | +166 | New |
| Boyd Watterson Asset Management LLC | 167 | $53.9K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 168 | $54.2K | 0.00% | −408−70.8% | Reduced |
| Bell Investment Advisors, Inc | 171 | $55.2K | 0.01% | +13+8.2% | Added |
| Private Wealth Management Group, LLC | 173 | $55.8K | 0.02% | −8−4.4% | Reduced |
| Deseret Mutual Benefit Administrators | 174 | $56.2K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 176 | $56.9K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 179 | $57.8K | 0.05% | +179 | New |
| Reyes Financial Architecture, Inc. | 183 | $59.1K | 0.05% | 00.0% | Unchanged |
| NewSquare Capital LLC | 184 | $59.4K | 0.00% | +97+111.5% | Added |
| Barrett & Company, Inc. | 185 | $59.7K | 0.02% | +25+15.6% | Added |
| Catalyst Capital Advisors LLC | 188 | $60.7K | 0.00% | −55−22.6% | Reduced |
| Stone House Investment Management, LLC | 188 | $60.7K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 191 | $61.6K | 0.02% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 191 | $61.7K | 0.02% | −20−9.5% | Reduced |
| Opal Wealth Advisors, LLC | 204 | $65.8K | 0.02% | +41+25.2% | Added |
| Holos Integrated Wealth LLC | 198 | $66.5K | 0.04% | 00.0% | Unchanged |
| Activest Wealth Management | 206 | $66.5K | 0.02% | +143+227.0% | Added |
| Optimum Investment Advisors | 207 | $66.8K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 207 | $66.8K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 208 | $67.1K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 211 | $68.1K | 0.03% | +3+1.4% | Added |
| Salomon & Ludwin, LLC | 222 | $68.1K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 212 | $68.5K | 0.06% | +167+371.1% | Added |
| Capital Advisors, Ltd. LLC | 215 | $69.0K | 0.01% | −8−3.6% | Reduced |
| Pinney & Scofield, Inc. | 220 | $71.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 227 | $73.3K | 0.00% | +1+0.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 221 | $75.0K | 0.02% | +221 | New |
| Evolution Advisers, Inc. | 232 | $75.0K | 0.04% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 233 | $75.2K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 234 | $75.7K | 0.01% | +34+17.0% | Added |
| Sierra Ocean, LLC | 238 | $76.9K | 0.06% | +2+0.8% | Added |
| Bernard Wealth Management Corp. | 242 | $78.1K | 0.04% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 247 | $79.7K | 0.03% | +11+4.7% | Added |
| Millstone Evans Group, LLC | 250 | $80.7K | 0.06% | 00.0% | Unchanged |
| Albion Financial Group | 251 | $81.0K | 0.01% | +45+21.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 251 | $81.0K | 0.01% | −510−67.0% | Reduced |
| Peoples Financial Services Corp. | 266 | $85.9K | 0.04% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 266 | $85.9K | 0.00% | +246+1,230.0% | Added |
| DT Investment Partners, LLC | 267 | $86.2K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 267 | $86.2K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 271 | $87.5K | 0.07% | +12+4.6% | Added |
| Fortis Group Advisors, LLC | 277 | $89.4K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 280 | $90.4K | 0.03% | +280 | New |
| MJT & Associates Financial Advisory Group, Inc. | 281 | $90.7K | 0.11% | 00.0% | Unchanged |