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 |
|---|---|---|---|---|---|
| Richards, Merrill & Peterson, Inc. | 2,199 | $709.8K | 0.34% | +1,594+263.5% | Added |
| LSP Investment Advisors, LLC | 2,208 | $712.7K | 0.51% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2,239 | $722.7K | 0.31% | +617+38.0% | Added |
| Berger Financial Group, Inc | 2,244 | $724.3K | 0.05% | +50+2.3% | Added |
| Journey Strategic Wealth LLC | 2,262 | $730.1K | 0.02% | +858+61.1% | Added |
| Hanlon Investment Management, Inc. | 2,280 | $735.9K | 0.53% | −3,084−57.5% | Reduced |
| Cornerstone Advisory, LLC | 2,288 | $738.5K | 0.08% | −251−9.9% | Reduced |
| Snowden Capital Advisors LLC | 2,296 | $741.3K | 0.02% | −13,852−85.8% | Reduced |
| Carroll Investors, Inc | 2,302 | $741.4K | 0.39% | +852+58.8% | Added |
| Sage Mountain Advisors LLC | 2,297 | $741.4K | 0.05% | +278+13.8% | Added |
| Everhart Financial Group, Inc. | 2,300 | $742.3K | 0.09% | +218+10.5% | Added |
| Mutual Advisors, LLC | 2,268 | $742.4K | 0.02% | +826+57.3% | Added |
| Recurrent Investment Advisors LLC | 2,305 | $744.0K | 0.06% | +152+7.1% | Added |
| CoreCap Advisors, LLC | 2,322 | $749.7K | 0.03% | +243+11.7% | Added |
| Bank & Trust Co | 2,324 | $750.1K | 0.59% | 00.0% | Unchanged |
| Platform Technology Partners | 2,330 | $752.2K | 0.20% | +166+7.7% | Added |
| Premier Path Wealth Partners, LLC | 2,332 | $752.7K | 0.10% | +263+12.7% | Added |
| Forum Financial Management, LP | 2,337 | $754.2K | 0.01% | +851+57.3% | Added |
| SBI Securities Co., Ltd. | 2,337 | $754.3K | 0.02% | −374−13.8% | Reduced |
| Essex Financial Services, Inc. | 2,338 | $754.7K | 0.05% | −91−3.7% | Reduced |
| Davis Investment Partners, LLC | 2,452 | $755.0K | 0.27% | +2,452 | New |
| Baltimore-Washington Financial Advisors, Inc. | 2,356 | $760.4K | 0.04% | −101−4.1% | Reduced |
| Personal Cfo Solutions, LLC | 2,371 | $765.2K | 0.14% | +126+5.6% | Added |
| Mainstream Capital Management LLC | 2,371 | $765.3K | 0.56% | −538−18.5% | Reduced |
| WBH Advisory Inc | 2,372 | $765.6K | 0.07% | −854−26.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,373 | $766.0K | 0.10% | −202−7.8% | Reduced |
| Cornerstone Wealth Management, LLC | 2,383 | $769.2K | 0.05% | +248+11.6% | Added |
| First National Bank & Trust Co of Newtown | 2,386 | $770.1K | 0.15% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,396 | $773.3K | 0.01% | +15+0.6% | Added |
| Providence Capital Advisors, LLC | 2,404 | $775.9K | 0.14% | +2,404 | New |
| MidWestOne Financial Group, Inc. | 2,421 | $781.4K | 0.10% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,421 | $781.4K | 0.02% | +430+21.6% | Added |
| Fire Capital Management LLC | 2,426 | $783.0K | 0.50% | −125−4.9% | Reduced |
| Garrett Investment Advisors LLC | 2,430 | $784.4K | 0.07% | −4−0.2% | Reduced |
| Riverbend Wealth Management, LLC | 2,434 | $785.4K | 0.59% | +2,434 | New |
| Westover Capital Advisors, LLC | 2,435 | $785.9K | 0.16% | −10.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,448 | $790.1K | 0.10% | +507+26.1% | Added |
| Cora Capital Advisors LLC | 2,457 | $793.0K | 0.35% | −262−9.6% | Reduced |
| Sowell Financial Services LLC | 2,459 | $793.8K | 0.03% | −79−3.1% | Reduced |
| John G Ullman & Associates Inc | 2,465 | $795.6K | 0.12% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,492 | $804.4K | 0.02% | +207+9.1% | Added |
| Dorsey & Whitney Trust CO LLC | 2,499 | $806.5K | 0.04% | +419+20.1% | Added |
| Temasek Holdings (Private) Ltd | 2,507 | $809.2K | 0.00% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 2,514 | $811.4K | 0.02% | +52+2.1% | Added |
| Resonant Capital Advisors, LLC | 2,526 | $815.3K | 0.05% | +417+19.8% | Added |
| Duncker Streett & Co Inc | 2,541 | $820.1K | 0.15% | +745+41.5% | Added |
| Boston Private Wealth LLC | 2,555 | $824.7K | 0.04% | −1,024−28.6% | Reduced |
| Wolff Wiese Magana LLC | 2,556 | $825.0K | 0.51% | +2,527+8,713.8% | Added |
| Simplicity Wealth,LLC | 2,564 | $827.6K | 0.03% | +2,564 | New |
| Diversify Advisory Services, LLC | 2,463 | $833.9K | 0.03% | +1,349+121.1% | Added |
| Principal Street Partners, LLC | 2,589 | $835.6K | 0.08% | +1,511+140.2% | Added |
| Kingswood Wealth Advisors, LLC | 2,608 | $841.7K | 0.07% | −622−19.3% | Reduced |
| Allegheny Financial Group LTD | 2,629 | $848.8K | 0.19% | +61+2.4% | Added |
| Fox Hill Wealth Management | 2,637 | $851.1K | 0.44% | −842−24.2% | Reduced |
| Pathway Financial Advisers, LLC | 2,638 | $851.3K | 0.28% | +449+20.5% | Added |
| Fisher Asset Management, LLC | 2,648 | $854.9K | 0.00% | +444+20.1% | Added |
| Yardley Wealth Management LLC | 2,666 | $860.0K | 0.47% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 2,678 | $864.2K | 0.04% | −585−17.9% | Reduced |
| Change Path, LLC | 2,683 | $866.0K | 0.02% | +36+1.4% | Added |
| Pensionmark Financial Group, LLC | 2,693 | $869.2K | 0.02% | +7+0.3% | Added |
| Knollwood Investment Advisory, LLC | 2,700 | $871.5K | 0.08% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,701 | $871.8K | 0.13% | +7+0.3% | Added |
| Pinkerton Retirement Specialists, LLC | 2,701 | $871.8K | 0.10% | +2,701 | New |
| Compagnie Lombard Odier SCmA | 2,702 | $872.1K | 0.01% | +2,446+955.5% | Added |
| FCG Investment Co | 2,702 | $872.1K | 0.46% | +2,702 | New |
| Highview Capital Management LLC | 2,704 | $872.7K | 0.34% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,704 | $872.8K | 0.02% | +62+2.3% | Added |
| High Net Worth Advisory Group LLC | 2,706 | $873.4K | 0.23% | +1,600+144.7% | Added |
| Great Lakes Advisors, LLC | 2,746 | $886.2K | 0.01% | −67−2.4% | Reduced |
| Silvercrest Asset Management Group LLC | 2,771 | $894.4K | 0.01% | +46+1.7% | Added |
| Aull & Monroe Investment Management Corp | 2,780 | $897.3K | 0.48% | −66−2.3% | Reduced |
| Affinity Investment Advisors, LLC | 2,793 | $901.5K | 0.68% | −40−1.4% | Reduced |
| Avestar Capital, LLC | 2,796 | $902.4K | 0.07% | +1,300+86.9% | Added |
| CWA Asset Management Group, LLC | 2,806 | $905.7K | 0.04% | +382+15.8% | Added |
| Accel Wealth Management | 2,812 | $907.5K | 0.30% | +38+1.4% | Added |
| Confluence Wealth Services, Inc. | 2,817 | $908.9K | 0.05% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 2,819 | $909.8K | 0.08% | +10.0% | Added |
| StoneX Group Inc. | 2,824 | $911.6K | 0.04% | −164−5.5% | Reduced |
| Avenue 1 Advisors, LLC | 2,829 | $913.1K | 0.31% | −672−19.2% | Reduced |
| Ritholtz Wealth Management | 2,836 | $915.4K | 0.02% | +926+48.5% | Added |
| FORA Capital, LLC | 2,867 | $925.4K | 0.10% | +2,867 | New |
| Cornerstone National Bank & Trust Co | 2,886 | $931.5K | 0.40% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,890 | $932.8K | 0.02% | +1,661+135.2% | Added |
| Sentinus, LLC | 2,898 | $935.4K | 0.23% | +15+0.5% | Added |
| First Horizon Advisors, Inc. | 2,901 | $936.5K | 0.02% | +222+8.3% | Added |
| Pickering Energy Partners LP | 2,910 | $939.2K | 23.08% | +880+43.3% | Added |
| Mount Yale Investment Advisors, LLC | 2,919 | $942.2K | 0.07% | +2,919 | New |
| one8zero8, LLC | 2,923 | $943.4K | 0.22% | −225−7.1% | Reduced |
| Prosperity Wealth Management, Inc. | 2,932 | $946.4K | 0.35% | −6−0.2% | Reduced |
| Prairie Wealth Advisors, Inc. | 2,934 | $947.0K | 0.40% | +140+5.0% | Added |
| Key Financial Inc | 2,938 | $948.3K | 0.19% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 2,953 | $953.1K | 0.06% | +1,012+52.1% | Added |
| Paragon Financial Partners, Inc. | 2,977 | $960.9K | 0.66% | −90−2.9% | Reduced |
| Terra Nova Asset Management LLC | 2,992 | $965.7K | 0.68% | +2,992 | New |
| Custom Index Systems, LLC | 2,993 | $966.0K | 0.46% | −48−1.6% | Reduced |
| Hobbs Group Advisors, LLC | 2,995 | $966.8K | 0.33% | +1,194+66.3% | Added |
| Mariner Investment Group LLC | 3,000 | $968.3K | 0.35% | −13,500−81.8% | Reduced |
| Value Star Asset Management (Hong Kong) Ltd | 3,000 | $968.3K | 2.98% | −1,000−25.0% | Reduced |
| Westbourne Investments, Inc. | 3,000 | $968.3K | 0.52% | +1,200+66.7% | Added |
| Viking Fund Management LLC | 3,000 | $968.3K | 0.13% | +3,000 | New |