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 |
|---|---|---|---|---|---|
| Baltimore-Washington Financial Advisors, Inc. | 2,356 | $760.4K | 0.04% | −101−4.1% | Reduced |
| Davis Investment Partners, LLC | 2,452 | $755.0K | 0.27% | +2,452 | New |
| Essex Financial Services, Inc. | 2,338 | $754.7K | 0.05% | −91−3.7% | Reduced |
| SBI Securities Co., Ltd. | 2,337 | $754.3K | 0.02% | −374−13.8% | Reduced |
| Forum Financial Management, LP | 2,337 | $754.2K | 0.01% | +851+57.3% | Added |
| Premier Path Wealth Partners, LLC | 2,332 | $752.7K | 0.10% | +263+12.7% | Added |
| Platform Technology Partners | 2,330 | $752.2K | 0.20% | +166+7.7% | Added |
| Bank & Trust Co | 2,324 | $750.1K | 0.59% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,322 | $749.7K | 0.03% | +243+11.7% | Added |
| Recurrent Investment Advisors LLC | 2,305 | $744.0K | 0.06% | +152+7.1% | Added |
| Mutual Advisors, LLC | 2,268 | $742.4K | 0.02% | +826+57.3% | Added |
| Everhart Financial Group, Inc. | 2,300 | $742.3K | 0.09% | +218+10.5% | Added |
| Sage Mountain Advisors LLC | 2,297 | $741.4K | 0.05% | +278+13.8% | Added |
| Carroll Investors, Inc | 2,302 | $741.4K | 0.39% | +852+58.8% | Added |
| Snowden Capital Advisors LLC | 2,296 | $741.3K | 0.02% | −13,852−85.8% | Reduced |
| Cornerstone Advisory, LLC | 2,288 | $738.5K | 0.08% | −251−9.9% | Reduced |
| Hanlon Investment Management, Inc. | 2,280 | $735.9K | 0.53% | −3,084−57.5% | Reduced |
| Journey Strategic Wealth LLC | 2,262 | $730.1K | 0.02% | +858+61.1% | Added |
| Berger Financial Group, Inc | 2,244 | $724.3K | 0.05% | +50+2.3% | Added |
| Aventura Private Wealth, LLC | 2,239 | $722.7K | 0.31% | +617+38.0% | Added |
| LSP Investment Advisors, LLC | 2,208 | $712.7K | 0.51% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 2,199 | $709.8K | 0.34% | +1,594+263.5% | Added |
| Signature Estate & Investment Advisors LLC | 2,194 | $708.1K | 0.02% | −281−11.4% | Reduced |
| Marion Wealth Management | 2,185 | $705.2K | 0.18% | +483+28.4% | Added |
| Armis Advisers, LLC | 2,189 | $703.8K | 0.06% | +2,189 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,179 | $702.9K | 0.03% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,177 | $702.5K | 0.01% | +444+25.6% | Added |
| White Knight Strategic Wealth Advisors, LLC | 2,176 | $702.4K | 0.60% | +187+9.4% | Added |
| Larson Financial Group LLC | 2,171 | $700.8K | 0.03% | +780+56.1% | Added |
| CX Institutional | 2,166 | $699.0K | 0.02% | +241+12.5% | Added |
| Catalytic Wealth RIA, LLC | 2,149 | $693.6K | 0.06% | +2,149 | New |
| Capital Square, LLC | 2,153 | $692.5K | 0.37% | +489+29.4% | Added |
| Etesian Wealth Advisors, Inc. | 2,145 | $692.3K | 0.26% | −312−12.7% | Reduced |
| Calton & Associates, Inc. | 2,142 | $691.5K | 0.12% | +107+5.3% | Added |
| Brighton Jones LLC | 2,134 | $688.6K | 0.02% | +349+19.6% | Added |
| Essex Savings Bank | 2,129 | $687.2K | 0.16% | +20+0.9% | Added |
| Successful Portfolios LLC | 2,123 | $685.2K | 0.42% | −5−0.2% | Reduced |
| Wealth Management Associates, Inc. | 2,120 | $684.4K | 0.27% | +100+5.0% | Added |
| Avantax Planning Partners, Inc. | 2,111 | $681.3K | 0.02% | +2+0.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,102 | $678.4K | 0.04% | +369+21.3% | Added |
| Clarius Group, LLC | 2,099 | $677.5K | 0.04% | +172+8.9% | Added |
| Souders Financial Advisors | 2,096 | $676.6K | 0.09% | +382+22.3% | Added |
| ICONIQ Capital, LLC | 2,076 | $670.0K | 0.01% | +1,059+104.1% | Added |
| Wealth Effects LLC | 2,067 | $667.1K | 0.25% | +10.0% | Added |
| Plotkin Financial Advisors, LLC | 2,063 | $665.9K | 0.37% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,060 | $664.9K | 0.07% | +148+7.7% | Added |
| Enterprise Financial Services Corp | 2,059 | $664.6K | 0.35% | +57+2.8% | Added |
| Sompo Asset Management Co., Ltd. | 2,050 | $661.7K | 0.11% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,047 | $660.7K | 0.09% | +2,047 | New |
| Eqis Capital Management, Inc. | 2,043 | $659.3K | 0.05% | −177−8.0% | Reduced |
| Marietta Wealth Management, LLC | 2,041 | $658.8K | 0.09% | −14−0.7% | Reduced |
| Evergreen Capital Management LLC | 2,030 | $655.2K | 0.02% | +455+28.9% | Added |
| JFS Wealth Advisors, LLC | 2,028 | $654.5K | 0.04% | −70−3.3% | Reduced |
| Chesley Taft & Associates LLC | 2,025 | $653.5K | 0.03% | −74−3.5% | Reduced |
| Conning Inc. | 2,017 | $651.0K | 0.02% | −81−3.9% | Reduced |
| Quent Capital, LLC | 2,017 | $650.9K | 0.06% | +36+1.8% | Added |
| Alpha Family Trust | 2,005 | $647.1K | 0.32% | +575+40.2% | Added |
| Alpha Omega Wealth Management LLC | 2,001 | $645.8K | 0.12% | +97+5.1% | Added |
| 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 |
| Vantage Point Financial LLC | 1,999 | $645.2K | 0.28% | −3−0.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,998 | $644.8K | 0.10% | +426+27.1% | Added |
| Ewa, LLC | 1,996 | $644.2K | 0.20% | +32+1.6% | Added |
| KLCM Advisors, Inc. | 1,976 | $637.8K | 0.07% | −1,600−44.7% | Reduced |
| Earnest Partners LLC | 1,975 | $637.5K | 0.00% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 1,975 | $637.0K | 0.04% | +94+5.0% | Added |
| Stratos Wealth Advisors, LLC | 1,972 | $636.6K | 0.03% | +1,972 | New |
| Silver Oak Securities, Inc | 1,963 | $633.5K | 0.05% | −65−3.2% | Reduced |
| Telos Capital Management, Inc. | 1,956 | $631.3K | 0.06% | +19+1.0% | Added |
| Galvin, Gaustad & Stein, LLC | 1,951 | $629.8K | 0.05% | −55−2.7% | Reduced |
| Trinity Wealth Management, LLC | 1,951 | $629.7K | 0.25% | +6+0.3% | Added |
| Gamco Investors, Inc. Et Al | 1,950 | $629.4K | 0.01% | +330+20.4% | Added |
| BlueChip Wealth Advisors LLC | 1,927 | $622.0K | 0.28% | +1,927 | New |
| David Loasby | 1,824 | $621.6K | 0.05% | +272+17.5% | Added |
| Trust Co of Toledo NA | 1,921 | $620.0K | 0.07% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,909 | $616.1K | 0.01% | +130+7.3% | Added |
| Acropolis Investment Management, LLC | 1,908 | $615.8K | 0.03% | +10+0.5% | Added |
| PDS Planning, Inc | 1,902 | $613.9K | 0.05% | +58+3.1% | Added |
| 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 |
| C M Bidwell & Associates Ltd | 1,872 | $604.2K | 0.31% | −109−5.5% | Reduced |
| Cooper Financial Group | 1,864 | $601.8K | 0.07% | −74−3.8% | Reduced |
| Symphony Financial, Ltd. Co. | 3,246 | $601.3K | 0.08% | +3,246 | New |
| Embree Financial Group | 1,863 | $601.2K | 0.09% | −280−13.1% | Reduced |
| Bare Financial Services, Inc | 1,861 | $600.7K | 0.20% | +776+71.5% | Added |
| Koshinski Asset Management, Inc. | 1,858 | $599.7K | 0.05% | +274+17.3% | Added |
| Financial Council Asset Management Inc | 1,849 | $596.8K | 0.29% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,846 | $595.8K | 0.12% | +52+2.9% | Added |
| Spirepoint Private Client, LLC | 1,840 | $593.9K | 0.07% | +2+0.1% | Added |
| Gryphon Financial Partners LLC | 1,835 | $592.4K | 0.08% | +391+27.1% | Added |
| Evoke Wealth, LLC | 1,831 | $591.0K | 0.01% | +399+27.9% | Added |
| Venturi Wealth Management, LLC | 1,826 | $589.4K | 0.03% | +79+4.5% | Added |
| Private Wealth Asset Management, LLC | 1,815 | $585.8K | 0.08% | −7−0.4% | Reduced |
| Ameritas Advisory Services, LLC | 1,810 | $584.3K | 0.03% | −2,037−53.0% | Reduced |
| Strategic Financial Concepts, LLC | 1,810 | $584.1K | 0.08% | +1,810 | New |
| MTM Investment Management, LLC | 1,808 | $583.5K | 0.20% | +30+1.7% | Added |
| Evernest Financial Advisors, LLC | 1,792 | $578.3K | 0.19% | +229+14.7% | Added |
| Aurora Private Wealth, Inc. | 1,789 | $577.0K | 0.43% | −20−1.1% | Reduced |
| Venture Visionary Partners LLC | 1,780 | $574.5K | 0.02% | −192−9.7% | Reduced |
| Graypoint LLC | 1,776 | $573.1K | 0.03% | +402+29.3% | Added |
| Athena Investment Management | 1,775 | $572.9K | 0.32% | 00.0% | Unchanged |