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 |
|---|---|---|---|---|---|
| Flynn Zito Capital Management, LLC | 1,056 | $340.9K | 0.14% | +49+4.9% | Added |
| Thrive Capital Management, LLC | 1,059 | $341.7K | 0.11% | −1,025−49.2% | Reduced |
| Trust Co of Vermont | 1,059 | $341.8K | 0.02% | 00.0% | Unchanged |
| Welch Group, LLC | 1,060 | $342.1K | 0.01% | +1,060 | New |
| Legacy Financial Advisors, Inc. | 1,060 | $342.1K | 0.05% | +1,060 | New |
| Advisor OS, LLC | 1,061 | $342.4K | 0.03% | +1,061 | New |
| Capital & Planning, LLC | 1,061 | $342.5K | 0.23% | +1,061 | New |
| TRUE Private Wealth Advisors | 1,061 | $342.6K | 0.04% | +1,061 | New |
| Sterling Investment Advisors, Ltd. | 1,067 | $344.4K | 0.08% | −31−2.8% | Reduced |
| Wealth Preservation Advisors, LLC | 1,068 | $344.6K | 0.21% | +2+0.2% | Added |
| Horizon Wealth Management, LLC | 1,070 | $345.3K | 0.06% | −4−0.4% | Reduced |
| Red Door Wealth Management, LLC | 1,070 | $345.3K | 0.04% | −91−7.8% | Reduced |
| Cambria Investment Management, L.P. | 1,072 | $346.0K | 0.02% | +1,072 | New |
| Pitcairn Co | 1,073 | $346.3K | 0.02% | −195−15.4% | Reduced |
| SCS Capital Management LLC | 1,076 | $347.2K | 0.00% | +30+2.9% | Added |
| Tritonpoint Wealth, LLC | 1,076 | $347.4K | 0.03% | −142−11.7% | Reduced |
| Evercore Wealth Management, LLC | 1,079 | $348.3K | 0.01% | −20−1.8% | Reduced |
| Crawford Investment Counsel Inc | 1,081 | $348.8K | 0.01% | +63+6.2% | Added |
| Philadelphia Trust Co | 1,084 | $350.0K | 0.03% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,101 | $350.4K | 0.12% | −242−18.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,086 | $350.5K | 0.03% | −46−4.1% | Reduced |
| Burns Matteson Capital Management, LLC | 1,087 | $350.9K | 0.17% | +82+8.2% | Added |
| RIA Advisory Group LLC | 1,087 | $351.0K | 0.10% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 1,089 | $351.6K | 0.16% | +81+8.0% | Added |
| Riverwater Partners LLC | 1,092 | $352.5K | 0.17% | +2+0.2% | Added |
| Liberty One Investment Management, LLC | 1,095 | $353.4K | 0.04% | −1−0.1% | Reduced |
| Fielder Capital Group LLC | 1,095 | $353.4K | 0.09% | −29−2.6% | Reduced |
| Advisory Alpha, LLC | 1,098 | $354.5K | 0.01% | +1,098 | New |
| Dynamic Advisor Solutions LLC | 1,100 | $355.0K | 0.01% | −261−19.2% | Reduced |
| Syverson Strege & Co | 1,102 | $355.7K | 0.08% | +1,102 | New |
| North Star Asset Management Inc | 1,111 | $358.6K | 0.02% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,119 | $361.2K | 0.04% | −260−18.9% | Reduced |
| Bedel Financial Consulting, Inc. | 1,120 | $361.6K | 0.05% | +1+0.1% | Added |
| Lionsbridge Wealth Management LLC | 1,122 | $362.1K | 0.36% | +1,122 | New |
| Affinity Capital Advisors, LLC | 1,124 | $362.8K | 0.06% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,124 | $362.8K | 0.02% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,126 | $363.6K | 0.24% | −60−5.1% | Reduced |
| Focus Financial Network, Inc. | 1,127 | $363.7K | 0.01% | +1,127 | New |
| Vision Capital Management, Inc. | 1,134 | $366.0K | 0.05% | −133−10.5% | Reduced |
| AIA Group Ltd | 1,134 | $366.0K | 0.01% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 1,136 | $366.7K | 0.11% | +11+1.0% | Added |
| Ashton Thomas Private Wealth, LLC | 1,141 | $368.2K | 0.01% | +1,141 | New |
| Optimize Financial Inc | 1,147 | $370.2K | 0.23% | −8−0.7% | Reduced |
| Quotient Wealth Partners, LLC | 1,149 | $370.8K | 0.01% | +20+1.8% | Added |
| Smith Chas P & Associates Pa Cpas | 1,150 | $371.2K | 0.02% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 1,159 | $372.6K | 0.13% | −213−15.5% | Reduced |
| Searle & Co. | 1,155 | $372.8K | 0.11% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,156 | $373.1K | 0.13% | +56+5.1% | Added |
| Heartland Bank & Trust Co | 1,157 | $373.4K | 0.17% | −25−2.1% | Reduced |
| Continuum Advisory, LLC | 1,159 | $374.1K | 0.05% | +34+3.0% | Added |
| Live Oak Private Wealth LLC | 1,166 | $376.3K | 0.06% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,170 | $377.8K | 0.04% | −326−21.8% | Reduced |
| Fiducient Advisors LLC | 1,172 | $378.3K | 0.05% | 00.0% | Unchanged |
| Hudock, Inc. | 1,173 | $378.6K | 0.06% | −291−19.9% | Reduced |
| Family Management Corp | 1,186 | $382.8K | 0.06% | +1,186 | New |
| McCollum Christoferson Group LLC | 1,188 | $383.4K | 0.11% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 1,197 | $386.0K | 0.02% | −136−10.2% | Reduced |
| Childress Capital Advisors, LLC | 1,199 | $387.1K | 0.10% | +200+20.0% | Added |
| Cullinan Associates Inc | 1,200 | $387.3K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,201 | $387.5K | 0.02% | −51−4.1% | Reduced |
| Challenger Wealth Management | 1,204 | $388.6K | 0.27% | +4+0.3% | Added |
| NewEdge Wealth, LLC | 1,157 | $389.1K | 0.01% | −4,296−78.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,212 | $391.0K | 0.01% | −351−22.5% | Reduced |
| Kathmere Capital Management, LLC | 1,214 | $391.8K | 0.03% | −13−1.1% | Reduced |
| LCM Capital Management Inc | 1,214 | $391.8K | 0.20% | +42+3.6% | Added |
| Autumn Glory Partners, LLC | 1,220 | $393.8K | 0.18% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 1,220 | $393.8K | 0.13% | 00.0% | Unchanged |
| Nwam LLC | 1,134 | $394.3K | 0.02% | −70−5.8% | Reduced |
| Chicago Capital, LLC | 1,223 | $394.7K | 0.01% | +9+0.7% | Added |
| Delta Wealth Advisors LLC | 1,226 | $395.7K | 0.33% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 1,229 | $396.7K | 0.05% | −51−4.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,233 | $398.0K | 0.11% | +1,233 | New |
| FourThought Financial Partners, LLC | 1,234 | $398.3K | 0.04% | −104−7.8% | Reduced |
| SPC Financial, Inc. | 1,234 | $398.3K | 0.03% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 1,246 | $402.1K | 0.02% | +41+3.4% | Added |
| Vermillion & White Wealth Management Group, LLC | 1,246 | $402.2K | 0.26% | −92−6.9% | Reduced |
| Gibbs Wealth Management | 1,246 | $402.2K | 0.08% | +71+6.0% | Added |
| Poehling Capital Management, LLC | 1,255 | $405.1K | 0.09% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,257 | $405.7K | 0.01% | +1,257 | New |
| Meridian Wealth Management, LLC | 1,261 | $406.9K | 0.02% | −76−5.7% | Reduced |
| Gradient Capital Advisors, LLC | 1,261 | $407.1K | 0.12% | +106+9.2% | Added |
| Trust Point Inc. | 1,266 | $408.6K | 0.04% | −133−9.5% | Reduced |
| Keystone Financial Group | 1,270 | $409.9K | 0.04% | −66−4.9% | Reduced |
| Magnolia Capital Management Ltd | 1,270 | $410.0K | 0.33% | 00.0% | Unchanged |
| Meritage Portfolio Management | 1,276 | $411.8K | 0.03% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 1,282 | $413.8K | 0.01% | +701+120.7% | Added |
| Masso Torrence Wealth Management Inc. | 1,284 | $414.4K | 0.19% | −98−7.1% | Reduced |
| LOM Asset Management Ltd | 1,285 | $415.0K | 0.14% | +1,285 | New |
| Western Wealth Management, LLC | 1,287 | $415.3K | 0.02% | −7−0.5% | Reduced |
| Green Harvest Asset Management LLC | 1,302 | $420.3K | 0.01% | −23−1.7% | Reduced |
| First American Trust, FSB | 1,309 | $422.5K | 0.03% | +128+10.8% | Added |
| Wisconsin Wealth Advisors, LLC | 1,309 | $422.5K | 0.49% | +1,309 | New |
| ABLE Financial Group, LLC | 1,312 | $423.5K | 0.10% | +58+4.6% | Added |
| Cynosure Management, LLC | 1,315 | $424.4K | 0.05% | −146−10.0% | Reduced |
| Ellis Investment Partners, LLC | 1,317 | $425.1K | 0.08% | +1,317 | New |
| Signal Advisors Wealth, LLC | 1,318 | $425.3K | 0.03% | +1,318 | New |
| Ancora Advisors, LLC | 1,318 | $425.5K | 0.01% | +1+0.1% | Added |
| Apella Capital, LLC | 1,337 | $425.6K | 0.01% | +15+1.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,320 | $426.0K | 0.00% | −680−34.0% | Reduced |
| Capital Wealth Planning, LLC | 1,328 | $428.7K | 0.00% | +1+0.1% | Added |