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 |
|---|---|---|---|---|---|
| Mediolanum International Funds Ltd | 1,659 | $531.2K | 0.01% | −3,715−69.1% | Reduced |
| Alta Advisers Ltd | 1,649 | $532.2K | 0.19% | 00.0% | Unchanged |
| Verus Wealth Management, LLC | 1,650 | $532.4K | 0.54% | −7−0.4% | Reduced |
| Patten & Patten Inc | 1,658 | $535.1K | 0.03% | 00.0% | Unchanged |
| FIL Ltd | 1,665 | $537.4K | 0.00% | +1,342+415.5% | Added |
| Edge Financial Advisors LLC | 1,680 | $539.9K | 0.28% | +152+9.9% | Added |
| Vivaldi Capital Management, LLC | 1,673 | $540.0K | 0.08% | −412−19.8% | Reduced |
| BayBridge Capital Group, LLC | 1,674 | $540.3K | 0.35% | +4+0.2% | Added |
| ARS Wealth Advisors Group, LLC | 1,676 | $540.9K | 0.06% | +12+0.7% | Added |
| Interchange Capital Partners, LLC | 1,679 | $542.1K | 0.13% | +165+10.9% | Added |
| Brown Brothers Harriman & Co | 1,689 | $545.1K | 0.00% | +396+30.6% | Added |
| Evexia Wealth LLC | 1,703 | $547.4K | 0.17% | +280+19.7% | Added |
| First Community Trust NA | 1,700 | $548.7K | 0.45% | −40−2.3% | Reduced |
| Strategic Investment Solutions, Inc. | 1,716 | $554.0K | 0.17% | +187+12.2% | Added |
| Court Place Advisors, LLC | 1,724 | $556.4K | 0.17% | 00.0% | Unchanged |
| TFB Advisors LLC | 1,739 | $561.3K | 0.15% | −351−16.8% | Reduced |
| Joel Isaacson & Co., LLC | 1,749 | $564.5K | 0.02% | +133+8.2% | Added |
| Compton Financial Group, LLC | 1,752 | $565.5K | 0.15% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 1,759 | $567.7K | 0.10% | +1,759 | New |
| Breakwater Capital Group | 1,769 | $571.0K | 0.09% | +45+2.6% | Added |
| Norden Group LLC | 1,769 | $571.1K | 0.06% | +81+4.8% | Added |
| Grove Bank & Trust | 1,773 | $572.3K | 0.07% | +28+1.6% | Added |
| Athena Investment Management | 1,775 | $572.9K | 0.32% | 00.0% | Unchanged |
| Graypoint LLC | 1,776 | $573.1K | 0.03% | +402+29.3% | Added |
| Venture Visionary Partners LLC | 1,780 | $574.5K | 0.02% | −192−9.7% | Reduced |
| Aurora Private Wealth, Inc. | 1,789 | $577.0K | 0.43% | −20−1.1% | Reduced |
| Evernest Financial Advisors, LLC | 1,792 | $578.3K | 0.19% | +229+14.7% | Added |
| MTM Investment Management, LLC | 1,808 | $583.5K | 0.20% | +30+1.7% | Added |
| Strategic Financial Concepts, LLC | 1,810 | $584.1K | 0.08% | +1,810 | New |
| Ameritas Advisory Services, LLC | 1,810 | $584.3K | 0.03% | −2,037−53.0% | Reduced |
| Private Wealth Asset Management, LLC | 1,815 | $585.8K | 0.08% | −7−0.4% | Reduced |
| Venturi Wealth Management, LLC | 1,826 | $589.4K | 0.03% | +79+4.5% | Added |
| Evoke Wealth, LLC | 1,831 | $591.0K | 0.01% | +399+27.9% | Added |
| Gryphon Financial Partners LLC | 1,835 | $592.4K | 0.08% | +391+27.1% | Added |
| Spirepoint Private Client, LLC | 1,840 | $593.9K | 0.07% | +2+0.1% | Added |
| Prestige Wealth Management Group LLC | 1,846 | $595.8K | 0.12% | +52+2.9% | Added |
| Financial Council Asset Management Inc | 1,849 | $596.8K | 0.29% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,858 | $599.7K | 0.05% | +274+17.3% | Added |
| Bare Financial Services, Inc | 1,861 | $600.7K | 0.20% | +776+71.5% | Added |
| Embree Financial Group | 1,863 | $601.2K | 0.09% | −280−13.1% | Reduced |
| Symphony Financial, Ltd. Co. | 3,246 | $601.3K | 0.08% | +3,246 | New |
| Cooper Financial Group | 1,864 | $601.8K | 0.07% | −74−3.8% | Reduced |
| C M Bidwell & Associates Ltd | 1,872 | $604.2K | 0.31% | −109−5.5% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,900 | $613.2K | 0.02% | +1,900 | New |
| PDS Planning, Inc | 1,902 | $613.9K | 0.05% | +58+3.1% | Added |
| Acropolis Investment Management, LLC | 1,908 | $615.8K | 0.03% | +10+0.5% | Added |
| First Command Advisory Services, Inc. | 1,909 | $616.1K | 0.01% | +130+7.3% | Added |
| Trust Co of Toledo NA | 1,921 | $620.0K | 0.07% | 00.0% | Unchanged |
| David Loasby | 1,824 | $621.6K | 0.05% | +272+17.5% | Added |
| BlueChip Wealth Advisors LLC | 1,927 | $622.0K | 0.28% | +1,927 | New |
| Gamco Investors, Inc. Et Al | 1,950 | $629.4K | 0.01% | +330+20.4% | Added |
| Trinity Wealth Management, LLC | 1,951 | $629.7K | 0.25% | +6+0.3% | Added |
| Galvin, Gaustad & Stein, LLC | 1,951 | $629.8K | 0.05% | −55−2.7% | Reduced |
| Telos Capital Management, Inc. | 1,956 | $631.3K | 0.06% | +19+1.0% | Added |
| Silver Oak Securities, Inc | 1,963 | $633.5K | 0.05% | −65−3.2% | Reduced |
| Stratos Wealth Advisors, LLC | 1,972 | $636.6K | 0.03% | +1,972 | New |
| Thoroughbred Financial Services, LLC | 1,975 | $637.0K | 0.04% | +94+5.0% | Added |
| Earnest Partners LLC | 1,975 | $637.5K | 0.00% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 1,976 | $637.8K | 0.07% | −1,600−44.7% | Reduced |
| Ewa, LLC | 1,996 | $644.2K | 0.20% | +32+1.6% | Added |
| Lineweaver Wealth Advisors, LLC | 1,998 | $644.8K | 0.10% | +426+27.1% | Added |
| Vantage Point Financial LLC | 1,999 | $645.2K | 0.28% | −3−0.1% | Reduced |
| Anson Funds Management LP | 2,000 | $645.5K | 0.12% | −4,000−66.7% | Reduced |
| McHugh Group, LLC | 2,000 | $645.5K | 0.43% | −400−16.7% | Reduced |
| Alpha Omega Wealth Management LLC | 2,001 | $645.8K | 0.12% | +97+5.1% | Added |
| Alpha Family Trust | 2,005 | $647.1K | 0.32% | +575+40.2% | Added |
| Quent Capital, LLC | 2,017 | $650.9K | 0.06% | +36+1.8% | Added |
| Conning Inc. | 2,017 | $651.0K | 0.02% | −81−3.9% | Reduced |
| Chesley Taft & Associates LLC | 2,025 | $653.5K | 0.03% | −74−3.5% | Reduced |
| JFS Wealth Advisors, LLC | 2,028 | $654.5K | 0.04% | −70−3.3% | Reduced |
| Evergreen Capital Management LLC | 2,030 | $655.2K | 0.02% | +455+28.9% | Added |
| Marietta Wealth Management, LLC | 2,041 | $658.8K | 0.09% | −14−0.7% | Reduced |
| Eqis Capital Management, Inc. | 2,043 | $659.3K | 0.05% | −177−8.0% | Reduced |
| Intrua Financial, LLC | 2,047 | $660.7K | 0.09% | +2,047 | New |
| Sompo Asset Management Co., Ltd. | 2,050 | $661.7K | 0.11% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,059 | $664.6K | 0.35% | +57+2.8% | Added |
| Aaron Wealth Advisors | 2,060 | $664.9K | 0.07% | +148+7.7% | Added |
| Plotkin Financial Advisors, LLC | 2,063 | $665.9K | 0.37% | 00.0% | Unchanged |
| Wealth Effects LLC | 2,067 | $667.1K | 0.25% | +10.0% | Added |
| ICONIQ Capital, LLC | 2,076 | $670.0K | 0.01% | +1,059+104.1% | Added |
| Souders Financial Advisors | 2,096 | $676.6K | 0.09% | +382+22.3% | Added |
| Clarius Group, LLC | 2,099 | $677.5K | 0.04% | +172+8.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,102 | $678.4K | 0.04% | +369+21.3% | Added |
| Avantax Planning Partners, Inc. | 2,111 | $681.3K | 0.02% | +2+0.1% | Added |
| Wealth Management Associates, Inc. | 2,120 | $684.4K | 0.27% | +100+5.0% | Added |
| Successful Portfolios LLC | 2,123 | $685.2K | 0.42% | −5−0.2% | Reduced |
| Essex Savings Bank | 2,129 | $687.2K | 0.16% | +20+0.9% | Added |
| Brighton Jones LLC | 2,134 | $688.6K | 0.02% | +349+19.6% | Added |
| Calton & Associates, Inc. | 2,142 | $691.5K | 0.12% | +107+5.3% | Added |
| Etesian Wealth Advisors, Inc. | 2,145 | $692.3K | 0.26% | −312−12.7% | Reduced |
| Capital Square, LLC | 2,153 | $692.5K | 0.37% | +489+29.4% | Added |
| Catalytic Wealth RIA, LLC | 2,149 | $693.6K | 0.06% | +2,149 | New |
| CX Institutional | 2,166 | $699.0K | 0.02% | +241+12.5% | Added |
| Larson Financial Group LLC | 2,171 | $700.8K | 0.03% | +780+56.1% | Added |
| White Knight Strategic Wealth Advisors, LLC | 2,176 | $702.4K | 0.60% | +187+9.4% | Added |
| Modera Wealth Management, LLC | 2,177 | $702.5K | 0.01% | +444+25.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,179 | $702.9K | 0.03% | 00.0% | Unchanged |
| Armis Advisers, LLC | 2,189 | $703.8K | 0.06% | +2,189 | New |
| Marion Wealth Management | 2,185 | $705.2K | 0.18% | +483+28.4% | Added |
| Signature Estate & Investment Advisors LLC | 2,194 | $708.1K | 0.02% | −281−11.4% | Reduced |