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 |
|---|---|---|---|---|---|
| Willner & Heller, LLC | 1,333 | $430.2K | 0.36% | −114−7.9% | Reduced |
| TownSquare Capital, LLC | 1,333 | $430.3K | 0.04% | −5,448−80.3% | Reduced |
| Paradigm Financial Partners, LLC | 1,339 | $432.2K | 0.05% | −627−31.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 1,340 | $432.3K | 0.03% | +1,340 | New |
| Ibex Wealth Advisors | 1,340 | $432.6K | 0.05% | +1,340 | New |
| Northwest Wealth Management, LLC | 1,344 | $433.8K | 0.08% | +47+3.6% | Added |
| Bridgewater Advisors Inc. | 1,314 | $434.3K | 0.03% | +241+22.5% | Added |
| Carnegie Capital Asset Management, LLC | 1,349 | $435.4K | 0.01% | +131+10.8% | Added |
| United Asset Strategies, Inc. | 1,349 | $435.4K | 0.04% | −48,633−97.3% | Reduced |
| Apollon Financial, LLC | 1,360 | $439.0K | 0.09% | +100+7.9% | Added |
| Ellevest, Inc. | 1,363 | $439.9K | 0.07% | −247−15.3% | Reduced |
| Accurate Wealth Management, LLC | 1,406 | $440.9K | 0.07% | +216+18.2% | Added |
| IFG Advisory, LLC | 1,371 | $442.4K | 0.02% | −100−6.8% | Reduced |
| Optas, LLC | 1,371 | $442.5K | 0.08% | −153−10.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,372 | $442.8K | 0.03% | +110+8.7% | Added |
| CTC Alternative Strategies, Ltd. | 1,374 | $443.5K | 0.39% | +1,374 | New |
| Cura Wealth Advisors, LLC | 1,376 | $444.1K | 0.21% | −275−16.7% | Reduced |
| SC&H Financial Advisors, Inc. | 1,378 | $444.8K | 0.08% | −19−1.4% | Reduced |
| J.Safra Asset Management Corp | 1,383 | $446.4K | 0.03% | +14+1.0% | Added |
| OneAscent Financial Services LLC | 1,428 | $447.0K | 0.03% | −370−20.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,389 | $448.3K | 0.05% | +76+5.8% | Added |
| Hengehold Capital Management LLC | 1,398 | $451.2K | 0.04% | +9+0.6% | Added |
| Innova Wealth Partners | 1,398 | $451.3K | 0.27% | +378+37.1% | Added |
| Aries Wealth Management | 1,399 | $451.5K | 0.12% | −22−1.5% | Reduced |
| MONECO Advisors, LLC | 1,400 | $452.0K | 0.04% | +13+0.9% | Added |
| Creative Financial Designs Inc | 1,401 | $452.3K | 0.03% | +468+50.2% | Added |
| Founders Financial Alliance, LLC | 1,410 | $455.1K | 0.10% | −86−5.7% | Reduced |
| L2 Asset Management, LLC | 1,412 | $455.7K | 0.07% | +65+4.8% | Added |
| Meyer Handelman Co | 1,427 | $460.6K | 0.02% | 00.0% | Unchanged |
| Elm3 Financial Group, LLC | 1,429 | $461.2K | 0.38% | +1,429 | New |
| Chronos Wealth Management, LLC | 1,430 | $461.5K | 0.24% | −25−1.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,430 | $461.5K | 0.03% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 1,432 | $462.2K | 0.01% | +21+1.5% | Added |
| Retirement Planning Co of New England, Inc. | 1,433 | $462.5K | 0.21% | −119−7.7% | Reduced |
| Brass Tax Wealth Management, Inc | 1,433 | $462.5K | 0.09% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,440 | $464.7K | 0.04% | +82+6.0% | Added |
| FSM Wealth Advisors, LLC | 1,462 | $465.4K | 0.08% | +248+20.4% | Added |
| JNBA Financial Advisors | 1,447 | $467.0K | 0.04% | +550+61.3% | Added |
| Quadcap Wealth Management, LLC | 1,449 | $467.7K | 0.06% | +36+2.5% | Added |
| Alliance Wealth Advisors, LLC | 1,450 | $468.0K | 0.25% | 00.0% | Unchanged |
| Eagle Bluffs Wealth Management LLC | 1,453 | $469.0K | 0.22% | 00.0% | Unchanged |
| Apexium Financial, LP | 1,458 | $470.6K | 0.02% | +348+31.4% | Added |
| River Street Advisors LLC | 1,461 | $471.6K | 0.20% | +132+9.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,465 | $472.8K | 0.06% | +1,465 | New |
| WealthPlan Investment Management, LLC | 1,470 | $474.5K | 0.03% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 1,475 | $476.1K | 0.36% | 00.0% | Unchanged |
| Apriem Advisors | 1,481 | $478.0K | 0.05% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 1,483 | $478.7K | 0.15% | 00.0% | Unchanged |
| Ascent Group, LLC | 1,483 | $478.7K | 0.02% | +104+7.5% | Added |
| Contravisory Investment Management, Inc. | 1,486 | $479.6K | 0.09% | −45−2.9% | Reduced |
| Lake Street Financial LLC | 1,486 | $479.6K | 0.07% | +15+1.0% | Added |
| Latitude Advisors, LLC | 1,486 | $479.7K | 0.24% | −2−0.1% | Reduced |
| Keel Point, LLC | 1,487 | $479.9K | 0.03% | −10−0.7% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,500 | $484.0K | 0.25% | −500−25.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,500 | $484.0K | 0.15% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,505 | $485.8K | 0.00% | −28−1.8% | Reduced |
| Planning Directions Inc | 1,511 | $487.6K | 0.27% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 1,514 | $488.7K | 0.04% | +19+1.3% | Added |
| Cornerstone Wealth Group, LLC | 1,514 | $488.7K | 0.04% | −359−19.2% | Reduced |
| Welch & Forbes LLC | 1,516 | $489.3K | 0.01% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,517 | $489.7K | 0.05% | +117+8.4% | Added |
| Newton One Investments LLC | 1,525 | $492.2K | 0.15% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,525 | $492.3K | 0.01% | +11+0.7% | Added |
| Dana Investment Advisors, Inc. | 1,528 | $493.3K | 0.02% | +8+0.5% | Added |
| Flagship Harbor Advisors, LLC | 1,529 | $493.6K | 0.02% | +359+30.7% | Added |
| RPS Advisory Solutions LLC | 1,531 | $494.3K | 0.27% | +34+2.3% | Added |
| Kuhn & Co Investment Counsel | 1,533 | $494.8K | 0.37% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 1,539 | $496.7K | 0.11% | 00.0% | Unchanged |
| Coastline Trust Co | 1,542 | $497.7K | 0.06% | +676+78.1% | Added |
| Daymark Wealth Partners, LLC | 1,543 | $497.9K | 0.02% | +498+47.7% | Added |
| Heritage Trust Co | 1,546 | $499.0K | 0.06% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 1,547 | $499.3K | 0.04% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,550 | $500.3K | 0.04% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,551 | $500.6K | 0.01% | +235+17.9% | Added |
| Pure Financial Advisors, Inc. | 1,553 | $501.1K | 0.01% | +1,553 | New |
| Founders Financial Securities LLC | 1,559 | $503.2K | 0.04% | +65+4.4% | Added |
| Values First Advisors, Inc. | 1,566 | $505.5K | 0.28% | −18−1.1% | Reduced |
| Proficio Capital Partners LLC | 1,567 | $505.7K | 0.03% | +343+28.0% | Added |
| Shepherd Financial Partners LLC | 1,570 | $506.6K | 0.05% | +351+28.8% | Added |
| Headland Capital, LLC | 1,572 | $507.3K | 0.15% | −159−9.2% | Reduced |
| Parkside Financial Bank & Trust | 1,575 | $508.3K | 0.05% | +149+10.4% | Added |
| FORM Wealth Advisors, LLC | 1,576 | $508.7K | 0.06% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,577 | $509.0K | 0.29% | +551+53.7% | Added |
| Grandview Asset Management LLC | 1,577 | $509.0K | 0.16% | +100+6.8% | Added |
| Stonebridge Financial Group, LLC | 1,588 | $512.5K | 0.05% | +267+20.2% | Added |
| Seelaus Asset Management LLC | 1,589 | $512.9K | 0.45% | −25−1.5% | Reduced |
| Stonebridge Capital Advisors LLC | 1,590 | $513.2K | 0.04% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 1,591 | $513.3K | 0.31% | +1,591 | New |
| Clifford Swan Investment Counsel LLC | 1,594 | $514.6K | 0.02% | +2+0.1% | Added |
| Montag A & Associates Inc | 1,599 | $516.1K | 0.03% | −4,250−72.7% | Reduced |
| LGT Fund Management Co Ltd. | 1,600 | $516.4K | 0.05% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,611 | $520.0K | 0.01% | +244+17.8% | Added |
| Bluesphere Advisors, LLC | 1,623 | $523.9K | 0.26% | +162+11.1% | Added |
| Eagle Wealth Strategies LLC | 1,625 | $524.5K | 0.29% | +9+0.6% | Added |
| Leigh Baldwin & Co., LLC | 1,628 | $525.4K | 0.35% | +201+14.1% | Added |
| First American Bank | 1,633 | $527.1K | 0.04% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,639 | $529.0K | 0.17% | −5−0.3% | Reduced |
| Napa Wealth Management | 1,643 | $530.3K | 0.25% | +1,643 | New |
| Csenge Advisory Group | 1,733 | $530.6K | 0.03% | +72+4.3% | Added |
| Kera Capital Partners, Inc. | 1,644 | $530.6K | 0.10% | +1,644 | New |