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 |
|---|---|---|---|---|---|
| Pin Oak Investment Advisors Inc | 564 | $113.0K | 0.10% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 346 | $111.7K | 0.09% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 340 | $109.7K | 0.02% | +176+107.3% | Added |
| Berbice Capital Management LLC | 340 | $109.7K | 0.08% | +190+126.7% | Added |
| Asset Planning,Inc | 330 | $106.6K | 0.08% | +50+17.9% | Added |
| Capital Analysts, LLC | 323 | $104.0K | 0.00% | +1+0.3% | Added |
| Operose Advisors LLC | 317 | $102.3K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 317 | $102.3K | 0.05% | +176+124.8% | Added |
| SOA Wealth Advisors, LLC. | 316 | $101.8K | 0.02% | +1+0.3% | Added |
| Rational Advisors LLC | 312 | $100.7K | 0.01% | −83−21.0% | Reduced |
| Hemington Wealth Management | 309 | $99.0K | 0.01% | −1−0.3% | Reduced |
| Cape Investment Advisory, Inc. | 306 | $98.8K | 0.04% | +304+15,200.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 304 | $98.3K | 0.00% | +43+16.5% | Added |
| Fourth Dimension Wealth, LLC | 300 | $96.9K | 0.04% | +300 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 300 | $96.8K | 0.05% | 00.0% | Unchanged |
| Robbins Farley LLC | 299 | $96.5K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 299 | $96.5K | 0.03% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 297 | $95.9K | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 289 | $94.0K | 0.06% | +19+7.0% | Added |
| NVWM, LLC | 288 | $93.0K | 0.02% | −4,497−94.0% | Reduced |
| Sachetta, LLC | 287 | $92.6K | 0.04% | −138−32.5% | Reduced |
| Beacon Capital Management, LLC | 283 | $91.4K | 0.01% | +22+8.4% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 281 | $90.7K | 0.11% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 280 | $90.4K | 0.03% | +280 | New |
| Fortis Group Advisors, LLC | 277 | $89.4K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 271 | $87.5K | 0.07% | +12+4.6% | Added |
| DT Investment Partners, LLC | 267 | $86.2K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 267 | $86.2K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 266 | $85.9K | 0.00% | +246+1,230.0% | Added |
| Peoples Financial Services Corp. | 266 | $85.9K | 0.04% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 251 | $81.0K | 0.01% | −510−67.0% | Reduced |
| Albion Financial Group | 251 | $81.0K | 0.01% | +45+21.8% | Added |
| Millstone Evans Group, LLC | 250 | $80.7K | 0.06% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 247 | $79.7K | 0.03% | +11+4.7% | Added |
| Bernard Wealth Management Corp. | 242 | $78.1K | 0.04% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 238 | $76.9K | 0.06% | +2+0.8% | Added |
| Concord Wealth Partners | 234 | $75.7K | 0.01% | +34+17.0% | Added |
| Ransom Advisory, Ltd | 233 | $75.2K | 0.04% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 232 | $75.0K | 0.04% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 221 | $75.0K | 0.02% | +221 | New |
| Farmers & Merchants Investments Inc | 227 | $73.3K | 0.00% | +1+0.4% | Added |
| Pinney & Scofield, Inc. | 220 | $71.0K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 215 | $69.0K | 0.01% | −8−3.6% | Reduced |
| WPG Advisers, LLC | 212 | $68.5K | 0.06% | +167+371.1% | Added |
| Salomon & Ludwin, LLC | 222 | $68.1K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 211 | $68.1K | 0.03% | +3+1.4% | Added |
| Missouri Trust & Investment Co | 208 | $67.1K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 207 | $66.8K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 207 | $66.8K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 206 | $66.5K | 0.02% | +143+227.0% | Added |
| Holos Integrated Wealth LLC | 198 | $66.5K | 0.04% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 204 | $65.8K | 0.02% | +41+25.2% | Added |
| Burkett Financial Services, LLC | 191 | $61.7K | 0.02% | −20−9.5% | Reduced |
| DAGCO, Inc. | 191 | $61.6K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 188 | $60.7K | 0.00% | −55−22.6% | Reduced |
| Stone House Investment Management, LLC | 188 | $60.7K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 185 | $59.7K | 0.02% | +25+15.6% | Added |
| NewSquare Capital LLC | 184 | $59.4K | 0.00% | +97+111.5% | Added |
| Reyes Financial Architecture, Inc. | 183 | $59.1K | 0.05% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 179 | $57.8K | 0.05% | +179 | New |
| GHP Investment Advisors, Inc. | 176 | $56.9K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 174 | $56.2K | 0.03% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 173 | $55.8K | 0.02% | −8−4.4% | Reduced |
| Bell Investment Advisors, Inc | 171 | $55.2K | 0.01% | +13+8.2% | Added |
| Plante Moran Financial Advisors, LLC | 168 | $54.2K | 0.00% | −408−70.8% | Reduced |
| Boyd Watterson Asset Management LLC | 167 | $53.9K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 166 | $53.6K | 0.02% | 00.0% | Unchanged |
| Raelipskie Partnership | 166 | $53.6K | 0.02% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 166 | $53.6K | 0.03% | +166 | New |
| Acadian Asset Management LLC | 165 | $53.0K | 0.00% | −27,183−99.4% | Reduced |
| Hanson & Doremus Investment Management | 163 | $53.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 160 | $51.6K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 156 | $50.4K | 0.01% | +101+183.6% | Added |
| Asset Dedication, LLC | 155 | $50.0K | 0.00% | −1−0.6% | Reduced |
| Anchor Investment Management, LLC | 154 | $49.8K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 154 | $49.7K | 0.01% | −8−4.9% | Reduced |
| Atlantic Trust, LLC | 153 | $49.4K | 0.01% | +12+8.5% | Added |
| Stephens Consulting, LLC | 152 | $49.1K | 0.01% | +6+4.1% | Added |
| TCTC Holdings, LLC | 148 | $47.8K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 145 | $46.8K | 0.03% | −44−23.3% | Reduced |
| Heritage Wealth Advisors | 141 | $45.5K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 141 | $45.5K | 0.02% | 00.0% | Unchanged |
| BankPlus Trust Department | 136 | $43.9K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 133 | $43.0K | 0.00% | +8+6.4% | Added |
| CoreFirst Bank & Trust | 133 | $42.9K | 0.02% | +133 | New |
| Medallion Wealth Advisors, LLC | 131 | $42.0K | 0.02% | −40−23.4% | Reduced |
| HM Payson & Co | 122 | $39.4K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 120 | $38.8K | 0.00% | +1+0.8% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 119 | $38.4K | 0.06% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 117 | $37.8K | 0.04% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 117 | $37.8K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 116 | $37.4K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 116 | $37.4K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 117 | $37.0K | 0.01% | +63+116.7% | Added |
| Fairman Group, LLC | 114 | $36.8K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 113 | $36.5K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 113 | $36.5K | 0.01% | +1+0.9% | Added |
| Atlas Capital Advisors LLC | 112 | $36.1K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 110 | $35.5K | 0.02% | +110 | New |
| ORG Wealth Partners, LLC | 115 | $35.4K | 0.01% | 00.0% | Unchanged |