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 |
|---|---|---|---|---|---|
| Hengehold Capital Management LLC | 1,398 | $451.2K | 0.04% | +9+0.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,389 | $448.3K | 0.05% | +76+5.8% | Added |
| OneAscent Financial Services LLC | 1,428 | $447.0K | 0.03% | −370−20.6% | Reduced |
| J.Safra Asset Management Corp | 1,383 | $446.4K | 0.03% | +14+1.0% | Added |
| SC&H Financial Advisors, Inc. | 1,378 | $444.8K | 0.08% | −19−1.4% | Reduced |
| Cura Wealth Advisors, LLC | 1,376 | $444.1K | 0.21% | −275−16.7% | Reduced |
| CTC Alternative Strategies, Ltd. | 1,374 | $443.5K | 0.39% | +1,374 | New |
| Sound View Wealth Advisors Group, LLC | 1,372 | $442.8K | 0.03% | +110+8.7% | Added |
| Optas, LLC | 1,371 | $442.5K | 0.08% | −153−10.0% | Reduced |
| IFG Advisory, LLC | 1,371 | $442.4K | 0.02% | −100−6.8% | Reduced |
| Accurate Wealth Management, LLC | 1,406 | $440.9K | 0.07% | +216+18.2% | Added |
| Ellevest, Inc. | 1,363 | $439.9K | 0.07% | −247−15.3% | Reduced |
| Apollon Financial, LLC | 1,360 | $439.0K | 0.09% | +100+7.9% | Added |
| United Asset Strategies, Inc. | 1,349 | $435.4K | 0.04% | −48,633−97.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,349 | $435.4K | 0.01% | +131+10.8% | Added |
| Bridgewater Advisors Inc. | 1,314 | $434.3K | 0.03% | +241+22.5% | Added |
| Northwest Wealth Management, LLC | 1,344 | $433.8K | 0.08% | +47+3.6% | Added |
| Ibex Wealth Advisors | 1,340 | $432.6K | 0.05% | +1,340 | New |
| Cyndeo Wealth Partners, LLC | 1,340 | $432.3K | 0.03% | +1,340 | New |
| Paradigm Financial Partners, LLC | 1,339 | $432.2K | 0.05% | −627−31.9% | Reduced |
| TownSquare Capital, LLC | 1,333 | $430.3K | 0.04% | −5,448−80.3% | Reduced |
| Willner & Heller, LLC | 1,333 | $430.2K | 0.36% | −114−7.9% | Reduced |
| Capital Wealth Planning, LLC | 1,328 | $428.7K | 0.00% | +1+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,320 | $426.0K | 0.00% | −680−34.0% | Reduced |
| Apella Capital, LLC | 1,337 | $425.6K | 0.01% | +15+1.1% | Added |
| Ancora Advisors, LLC | 1,318 | $425.5K | 0.01% | +1+0.1% | Added |
| Signal Advisors Wealth, LLC | 1,318 | $425.3K | 0.03% | +1,318 | New |
| Ellis Investment Partners, LLC | 1,317 | $425.1K | 0.08% | +1,317 | New |
| Cynosure Management, LLC | 1,315 | $424.4K | 0.05% | −146−10.0% | Reduced |
| ABLE Financial Group, LLC | 1,312 | $423.5K | 0.10% | +58+4.6% | Added |
| Wisconsin Wealth Advisors, LLC | 1,309 | $422.5K | 0.49% | +1,309 | New |
| First American Trust, FSB | 1,309 | $422.5K | 0.03% | +128+10.8% | Added |
| Green Harvest Asset Management LLC | 1,302 | $420.3K | 0.01% | −23−1.7% | Reduced |
| Western Wealth Management, LLC | 1,287 | $415.3K | 0.02% | −7−0.5% | Reduced |
| LOM Asset Management Ltd | 1,285 | $415.0K | 0.14% | +1,285 | New |
| Masso Torrence Wealth Management Inc. | 1,284 | $414.4K | 0.19% | −98−7.1% | Reduced |
| Cary Street Partners Financial LLC | 1,282 | $413.8K | 0.01% | +701+120.7% | Added |
| Meritage Portfolio Management | 1,276 | $411.8K | 0.03% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 1,270 | $410.0K | 0.33% | 00.0% | Unchanged |
| Keystone Financial Group | 1,270 | $409.9K | 0.04% | −66−4.9% | Reduced |
| Trust Point Inc. | 1,266 | $408.6K | 0.04% | −133−9.5% | Reduced |
| Gradient Capital Advisors, LLC | 1,261 | $407.1K | 0.12% | +106+9.2% | Added |
| Meridian Wealth Management, LLC | 1,261 | $406.9K | 0.02% | −76−5.7% | Reduced |
| Atlantic Union Bankshares Corp | 1,257 | $405.7K | 0.01% | +1,257 | New |
| Poehling Capital Management, LLC | 1,255 | $405.1K | 0.09% | 00.0% | Unchanged |
| Gibbs Wealth Management | 1,246 | $402.2K | 0.08% | +71+6.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 1,246 | $402.2K | 0.26% | −92−6.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 1,246 | $402.1K | 0.02% | +41+3.4% | Added |
| 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 |
| Oak Harbor Wealth Partners, LLC | 1,233 | $398.0K | 0.11% | +1,233 | New |
| Lodestar Private Asset Management LLC | 1,229 | $396.7K | 0.05% | −51−4.0% | Reduced |
| Delta Wealth Advisors LLC | 1,226 | $395.7K | 0.33% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,223 | $394.7K | 0.01% | +9+0.7% | Added |
| Nwam LLC | 1,134 | $394.3K | 0.02% | −70−5.8% | Reduced |
| 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 |
| 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 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,212 | $391.0K | 0.01% | −351−22.5% | Reduced |
| NewEdge Wealth, LLC | 1,157 | $389.1K | 0.01% | −4,296−78.8% | Reduced |
| Challenger Wealth Management | 1,204 | $388.6K | 0.27% | +4+0.3% | Added |
| GeoWealth Management, LLC | 1,201 | $387.5K | 0.02% | −51−4.1% | Reduced |
| Cullinan Associates Inc | 1,200 | $387.3K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,199 | $387.1K | 0.10% | +200+20.0% | Added |
| Franklin Street Advisors Inc | 1,197 | $386.0K | 0.02% | −136−10.2% | Reduced |
| McCollum Christoferson Group LLC | 1,188 | $383.4K | 0.11% | 00.0% | Unchanged |
| Family Management Corp | 1,186 | $382.8K | 0.06% | +1,186 | New |
| Hudock, Inc. | 1,173 | $378.6K | 0.06% | −291−19.9% | Reduced |
| Fiducient Advisors LLC | 1,172 | $378.3K | 0.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,170 | $377.8K | 0.04% | −326−21.8% | Reduced |
| Live Oak Private Wealth LLC | 1,166 | $376.3K | 0.06% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,159 | $374.1K | 0.05% | +34+3.0% | Added |
| Heartland Bank & Trust Co | 1,157 | $373.4K | 0.17% | −25−2.1% | Reduced |
| 44 Wealth Management LLC | 1,156 | $373.1K | 0.13% | +56+5.1% | Added |
| Searle & Co. | 1,155 | $372.8K | 0.11% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 1,159 | $372.6K | 0.13% | −213−15.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 1,150 | $371.2K | 0.02% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,149 | $370.8K | 0.01% | +20+1.8% | Added |
| Optimize Financial Inc | 1,147 | $370.2K | 0.23% | −8−0.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,141 | $368.2K | 0.01% | +1,141 | New |
| TriaGen Wealth Management LLC | 1,136 | $366.7K | 0.11% | +11+1.0% | Added |
| 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 |
| Focus Financial Network, Inc. | 1,127 | $363.7K | 0.01% | +1,127 | New |
| KRS Capital Management, LLC | 1,126 | $363.6K | 0.24% | −60−5.1% | Reduced |
| MCF Advisors LLC | 1,124 | $362.8K | 0.02% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 1,124 | $362.8K | 0.06% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 1,122 | $362.1K | 0.36% | +1,122 | New |
| Bedel Financial Consulting, Inc. | 1,120 | $361.6K | 0.05% | +1+0.1% | Added |
| MBB Public Markets I LLC | 1,119 | $361.2K | 0.04% | −260−18.9% | Reduced |
| North Star Asset Management Inc | 1,111 | $358.6K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,102 | $355.7K | 0.08% | +1,102 | New |
| Dynamic Advisor Solutions LLC | 1,100 | $355.0K | 0.01% | −261−19.2% | Reduced |
| Advisory Alpha, LLC | 1,098 | $354.5K | 0.01% | +1,098 | New |
| Fielder Capital Group LLC | 1,095 | $353.4K | 0.09% | −29−2.6% | Reduced |
| Liberty One Investment Management, LLC | 1,095 | $353.4K | 0.04% | −1−0.1% | Reduced |
| Riverwater Partners LLC | 1,092 | $352.5K | 0.17% | +2+0.2% | Added |
| Quad-Cities Investment Group, LLC | 1,089 | $351.6K | 0.16% | +81+8.0% | Added |
| RIA Advisory Group LLC | 1,087 | $351.0K | 0.10% | 00.0% | Unchanged |