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 |
|---|---|---|---|---|---|
| Burns Matteson Capital Management, LLC | 1,087 | $350.9K | 0.17% | +82+8.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,086 | $350.5K | 0.03% | −46−4.1% | Reduced |
| Wealth Management Partners, LLC | 1,101 | $350.4K | 0.12% | −242−18.0% | Reduced |
| Philadelphia Trust Co | 1,084 | $350.0K | 0.03% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 1,081 | $348.8K | 0.01% | +63+6.2% | Added |
| Evercore Wealth Management, LLC | 1,079 | $348.3K | 0.01% | −20−1.8% | Reduced |
| Tritonpoint Wealth, LLC | 1,076 | $347.4K | 0.03% | −142−11.7% | Reduced |
| SCS Capital Management LLC | 1,076 | $347.2K | 0.00% | +30+2.9% | Added |
| Pitcairn Co | 1,073 | $346.3K | 0.02% | −195−15.4% | Reduced |
| Cambria Investment Management, L.P. | 1,072 | $346.0K | 0.02% | +1,072 | New |
| Red Door Wealth Management, LLC | 1,070 | $345.3K | 0.04% | −91−7.8% | Reduced |
| Horizon Wealth Management, LLC | 1,070 | $345.3K | 0.06% | −4−0.4% | Reduced |
| Wealth Preservation Advisors, LLC | 1,068 | $344.6K | 0.21% | +2+0.2% | Added |
| Sterling Investment Advisors, Ltd. | 1,067 | $344.4K | 0.08% | −31−2.8% | Reduced |
| TRUE Private Wealth Advisors | 1,061 | $342.6K | 0.04% | +1,061 | New |
| Capital & Planning, LLC | 1,061 | $342.5K | 0.23% | +1,061 | New |
| Advisor OS, LLC | 1,061 | $342.4K | 0.03% | +1,061 | New |
| Legacy Financial Advisors, Inc. | 1,060 | $342.1K | 0.05% | +1,060 | New |
| Welch Group, LLC | 1,060 | $342.1K | 0.01% | +1,060 | New |
| Trust Co of Vermont | 1,059 | $341.8K | 0.02% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 1,059 | $341.7K | 0.11% | −1,025−49.2% | Reduced |
| Flynn Zito Capital Management, LLC | 1,056 | $340.9K | 0.14% | +49+4.9% | Added |
| Princeton Global Asset Management LLC | 1,052 | $339.5K | 0.06% | +892+557.5% | Added |
| Sterling Capital Management LLC | 1,051 | $339.2K | 0.00% | −1,731−62.2% | Reduced |
| Rehmann Capital Advisory Group | 1,048 | $338.4K | 0.02% | +15+1.5% | Added |
| Carter Financial Group, INC. | 1,048 | $338.1K | 0.22% | +1,048 | New |
| Greatmark Investment Partners, Inc. | 1,045 | $337.3K | 0.04% | +7+0.7% | Added |
| 3Chopt Investment Partners, LLC | 1,044 | $337.0K | 0.08% | +1,044 | New |
| Tower Trust & Investment Co | 1,042 | $336.3K | 0.24% | +966+1,271.1% | Added |
| Thompson Siegel & Walmsley LLC | 1,041 | $336.0K | 0.01% | +1,041 | New |
| Swisher Financial Concepts, Inc. | 1,036 | $334.4K | 0.22% | −2−0.2% | Reduced |
| Norris Perne & French LLP | 1,033 | $333.4K | 0.02% | +1,033 | New |
| NTV Asset Management LLC | 1,032 | $333.1K | 0.04% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,023 | $330.2K | 0.02% | −25−2.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,020 | $329.3K | 0.03% | −6−0.6% | Reduced |
| Patton Fund Management, Inc. | 1,019 | $328.9K | 0.07% | −14,695−93.5% | Reduced |
| D.B. Root & Company, LLC | 1,014 | $327.3K | 0.10% | +1,014 | New |
| Headinvest, LLC | 1,011 | $326.3K | 0.07% | +3+0.3% | Added |
| Jaffetilchin Investment Partners, LLC | 1,010 | $326.1K | 0.02% | −46−4.4% | Reduced |
| Carret Asset Management, LLC | 1,010 | $326.0K | 0.03% | −86−7.8% | Reduced |
| Ullmann Financial Group, Inc. | 1,008 | $325.2K | 0.04% | +10+1.0% | Added |
| HFM Investment Advisors, LLC | 1,007 | $325.0K | 0.14% | +87+9.5% | Added |
| Moneta Group Investment Advisors LLC | 1,005 | $324.4K | 0.00% | +1,005 | New |
| Robertson Stephens Wealth Management, LLC | 1,003 | $323.7K | 0.01% | −1,539−60.5% | Reduced |
| Inspirion Wealth Advisors, LLC | 1,001 | $322.9K | 0.04% | 00.0% | Unchanged |
| EHP Funds Inc. | 1,000 | $322.8K | 0.37% | −100−9.1% | Reduced |
| Meitav Dash Investments Ltd | 1,000 | $322.8K | 0.00% | +1,000 | New |
| Independence Bank of Kentucky | 998 | $322.1K | 0.05% | +45+4.7% | Added |
| Vestmark Advisory Solutions, Inc. | 992 | $320.1K | 0.00% | +992 | New |
| Park Capital Management, LLC | 985 | $318.0K | 0.29% | +985 | New |
| Azimuth Capital Investment Management LLC | 981 | $316.6K | 0.01% | −35−3.4% | Reduced |
| Generali Investments, Management Co LLC | 982 | $316.5K | 0.07% | +779+383.7% | Added |
| Brookwood Investment Group LLC | 979 | $316.0K | 0.05% | +979 | New |
| Oak Asset Management, LLC | 975 | $314.7K | 0.11% | +975 | New |
| Rice Partnership, LLC | 970 | $313.1K | 0.05% | +970 | New |
| Wimmer Associates 1, LLC | 970 | $313.1K | 0.16% | 00.0% | Unchanged |
| Diversified Trust Co | 969 | $312.8K | 0.01% | −2,943−75.2% | Reduced |
| Bill Few Associates, Inc. | 969 | $312.8K | 0.09% | +969 | New |
| 4WEALTH Advisors, Inc. | 966 | $311.7K | 0.32% | +966 | New |
| Petros Family Wealth, LLC | 956 | $308.6K | 0.28% | +956 | New |
| Macroview Investment Management LLC | 955 | $308.3K | 0.25% | +955 | New |
| American National Bank | 954 | $307.9K | 0.03% | +924+3,080.0% | Added |
| Widmann Financial Services, Inc. | 941 | $303.8K | 0.21% | +941 | New |
| 1st Source Bank | 940 | $303.4K | 0.02% | +940 | New |
| Sterling Wealth Management, Inc. | 939 | $303.1K | 0.10% | +939 | New |
| Quest Partners LLC | 938 | $302.7K | 0.03% | +299+46.8% | Added |
| Riversedge Advisors, LLC | 935 | $301.6K | 0.06% | +935 | New |
| XML Financial, LLC | 931 | $300.5K | 0.03% | +931 | New |
| ORG Partners LLC | 960 | $300.2K | 0.06% | +148+18.2% | Added |
| Sage Rhino Capital LLC | 929 | $299.9K | 0.06% | +929 | New |
| RNC Capital Management LLC | 929 | $299.7K | 0.01% | +929 | New |
| MUFG Securities EMEA plc | 926 | $298.9K | 0.01% | +926 | New |
| Yelin Lapidot Holdings Management Ltd. | 923 | $297.9K | 0.05% | +923 | New |
| Inscription Capital, LLC | 921 | $297.3K | 0.04% | +921 | New |
| Roundview Capital LLC | 914 | $295.0K | 0.02% | +914 | New |
| West Family Investments, Inc. | 914 | $295.0K | 0.08% | +914 | New |
| Oxford Financial Group Ltd | 911 | $294.0K | 0.02% | −153−14.4% | Reduced |
| Clearbridge Investments, LLC | 910 | $293.7K | 0.00% | +910 | New |
| LexAurum Advisors, LLC | 903 | $291.5K | 0.05% | −111−10.9% | Reduced |
| Second Half Financial Partners, LLC | 903 | $291.5K | 0.14% | +903 | New |
| Glass Jacobson Investment Advisors llc | 901 | $290.9K | 0.11% | −145−13.9% | Reduced |
| Round Rock Advisors, LLC | 901 | $290.8K | 0.05% | +901 | New |
| Klingenstein Fields & Co LP | 899 | $290.2K | 0.01% | +899 | New |
| SkyView Investment Advisors, LLC | 900 | $290.0K | 0.04% | +900 | New |
| Kovack Advisors, Inc. | 893 | $288.2K | 0.03% | +893 | New |
| Roberts Glore & Co Inc | 887 | $286.3K | 0.08% | +887 | New |
| RFG Advisory, LLC | 886 | $285.9K | 0.01% | −569−39.1% | Reduced |
| Old Second National Bank of Aurora | 885 | $285.6K | 0.06% | +250+39.4% | Added |
| BCJ Capital Management, LLC | 882 | $284.7K | 0.02% | +882 | New |
| Buttonwood Financial Advisors Inc. | 882 | $284.6K | 0.11% | +882 | New |
| SRS Capital Advisors, Inc. | 879 | $283.8K | 0.01% | +452+105.9% | Added |
| Money Concepts Capital Corp | 877 | $283.2K | 0.02% | +877 | New |
| NBT Bank N A | 877 | $283.1K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 877 | $283.1K | 0.17% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 869 | $280.5K | 0.01% | +869 | New |
| Sonora Investment Management Group, LLC | 867 | $279.7K | 0.02% | +867 | New |
| J. W. Coons Advisors, LLC | 866 | $279.5K | 0.06% | +866 | New |
| Tradition Wealth Management, LLC | 864 | $278.9K | 0.02% | +864 | New |
| MFA Wealth Services | 864 | $278.7K | 0.21% | +864 | New |
| SeaCrest Wealth Management, LLC | 862 | $278.2K | 0.03% | −279−24.5% | Reduced |