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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 3,129 | $1.01M | 0.01% | +1,489+90.8% | Added |
| Capstone Financial Advisors, Inc. | 3,123 | $1.01M | 0.06% | +3,123 | New |
| Cornercap Investment Counsel Inc | 3,117 | $1.01M | 0.52% | −75−2.3% | Reduced |
| Harbour Capital Advisors, LLC | 3,273 | $1.00M | 0.21% | +311+10.5% | Added |
| Sagefield Capital LP | 3,098 | $999.9K | 0.14% | +3,098 | New |
| RMG Wealth Management LLC | 3,067 | $999.2K | 0.15% | +3,067 | New |
| Cadent Capital Advisors, LLC | 3,091 | $997.7K | 0.33% | +20+0.7% | Added |
| Cigna Investments Inc | 3,085 | $996.0K | 0.17% | −80−2.5% | Reduced |
| Ballentine Partners, LLC | 3,082 | $994.7K | 0.01% | +371+13.7% | Added |
| VSM Wealth Advisory, LLC | 3,078 | $993.5K | 0.33% | +382+14.2% | Added |
| VeraBank, N.A. | 3,074 | $992.2K | 0.20% | +573+22.9% | Added |
| Romano Brothers and Company | 3,067 | $989.9K | 0.12% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3,064 | $988.9K | 0.05% | −454−12.9% | Reduced |
| First Manhattan Co | 3,053 | $985.4K | 0.00% | −116−3.7% | Reduced |
| Crew Capital Management, Ltd. | 3,053 | $985.4K | 0.71% | +3,053 | New |
| 111 Capital | 3,048 | $983.8K | 0.17% | −3,367−52.5% | Reduced |
| Strategies Wealth Advisors, LLC | 3,046 | $983.2K | 0.11% | −28−0.9% | Reduced |
| Univest Financial Corp | 3,043 | $982.2K | 0.06% | −105−3.3% | Reduced |
| Resources Investment Advisors, LLC. | 3,040 | $981.1K | 0.01% | +114+3.9% | Added |
| Buckley Wealth Management, LLC | 3,033 | $978.9K | 0.29% | −9−0.3% | Reduced |
| Kennedy Investment Group | 3,024 | $976.1K | 0.41% | −21−0.7% | Reduced |
| AA Financial Advisors, LLC | 3,013 | $972.5K | 0.21% | +166+5.8% | 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 |
| Hobbs Group Advisors, LLC | 2,995 | $966.8K | 0.33% | +1,194+66.3% | Added |
| Custom Index Systems, LLC | 2,993 | $966.0K | 0.46% | −48−1.6% | Reduced |
| Terra Nova Asset Management LLC | 2,992 | $965.7K | 0.68% | +2,992 | New |
| Paragon Financial Partners, Inc. | 2,977 | $960.9K | 0.66% | −90−2.9% | Reduced |
| Frank, Rimerman Advisors LLC | 2,953 | $953.1K | 0.06% | +1,012+52.1% | Added |
| Key Financial Inc | 2,938 | $948.3K | 0.19% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 2,934 | $947.0K | 0.40% | +140+5.0% | Added |
| Prosperity Wealth Management, Inc. | 2,932 | $946.4K | 0.35% | −6−0.2% | Reduced |
| one8zero8, LLC | 2,923 | $943.4K | 0.22% | −225−7.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,919 | $942.2K | 0.07% | +2,919 | New |
| Pickering Energy Partners LP | 2,910 | $939.2K | 23.08% | +880+43.3% | Added |
| First Horizon Advisors, Inc. | 2,901 | $936.5K | 0.02% | +222+8.3% | Added |
| Sentinus, LLC | 2,898 | $935.4K | 0.23% | +15+0.5% | Added |
| Advisors Asset Management, Inc. | 2,890 | $932.8K | 0.02% | +1,661+135.2% | Added |
| Cornerstone National Bank & Trust Co | 2,886 | $931.5K | 0.40% | 00.0% | Unchanged |
| FORA Capital, LLC | 2,867 | $925.4K | 0.10% | +2,867 | New |
| Ritholtz Wealth Management | 2,836 | $915.4K | 0.02% | +926+48.5% | Added |
| Avenue 1 Advisors, LLC | 2,829 | $913.1K | 0.31% | −672−19.2% | Reduced |
| StoneX Group Inc. | 2,824 | $911.6K | 0.04% | −164−5.5% | Reduced |
| RKL Wealth Management LLC | 2,819 | $909.8K | 0.08% | +10.0% | Added |
| Confluence Wealth Services, Inc. | 2,817 | $908.9K | 0.05% | 00.0% | Unchanged |
| Accel Wealth Management | 2,812 | $907.5K | 0.30% | +38+1.4% | Added |
| CWA Asset Management Group, LLC | 2,806 | $905.7K | 0.04% | +382+15.8% | Added |
| Avestar Capital, LLC | 2,796 | $902.4K | 0.07% | +1,300+86.9% | Added |
| Affinity Investment Advisors, LLC | 2,793 | $901.5K | 0.68% | −40−1.4% | Reduced |
| Aull & Monroe Investment Management Corp | 2,780 | $897.3K | 0.48% | −66−2.3% | Reduced |
| Silvercrest Asset Management Group LLC | 2,771 | $894.4K | 0.01% | +46+1.7% | Added |
| Great Lakes Advisors, LLC | 2,746 | $886.2K | 0.01% | −67−2.4% | Reduced |
| High Net Worth Advisory Group LLC | 2,706 | $873.4K | 0.23% | +1,600+144.7% | Added |
| Parallel Advisors, LLC | 2,704 | $872.8K | 0.02% | +62+2.3% | Added |
| Highview Capital Management LLC | 2,704 | $872.7K | 0.34% | 00.0% | Unchanged |
| 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 |
| 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 |
| Knollwood Investment Advisory, LLC | 2,700 | $871.5K | 0.08% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 2,693 | $869.2K | 0.02% | +7+0.3% | Added |
| Change Path, LLC | 2,683 | $866.0K | 0.02% | +36+1.4% | Added |
| Gladstone Institutional Advisory LLC | 2,678 | $864.2K | 0.04% | −585−17.9% | Reduced |
| Yardley Wealth Management LLC | 2,666 | $860.0K | 0.47% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 2,648 | $854.9K | 0.00% | +444+20.1% | Added |
| Pathway Financial Advisers, LLC | 2,638 | $851.3K | 0.28% | +449+20.5% | Added |
| Fox Hill Wealth Management | 2,637 | $851.1K | 0.44% | −842−24.2% | Reduced |
| Allegheny Financial Group LTD | 2,629 | $848.8K | 0.19% | +61+2.4% | Added |
| Kingswood Wealth Advisors, LLC | 2,608 | $841.7K | 0.07% | −622−19.3% | Reduced |
| Principal Street Partners, LLC | 2,589 | $835.6K | 0.08% | +1,511+140.2% | Added |
| Diversify Advisory Services, LLC | 2,463 | $833.9K | 0.03% | +1,349+121.1% | Added |
| Simplicity Wealth,LLC | 2,564 | $827.6K | 0.03% | +2,564 | New |
| Wolff Wiese Magana LLC | 2,556 | $825.0K | 0.51% | +2,527+8,713.8% | Added |
| Boston Private Wealth LLC | 2,555 | $824.7K | 0.04% | −1,024−28.6% | Reduced |
| Duncker Streett & Co Inc | 2,541 | $820.1K | 0.15% | +745+41.5% | Added |
| Resonant Capital Advisors, LLC | 2,526 | $815.3K | 0.05% | +417+19.8% | Added |
| Wesbanco Bank Inc | 2,514 | $811.4K | 0.02% | +52+2.1% | Added |
| Temasek Holdings (Private) Ltd | 2,507 | $809.2K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,499 | $806.5K | 0.04% | +419+20.1% | Added |
| Cassaday & Co Wealth Management LLC | 2,492 | $804.4K | 0.02% | +207+9.1% | Added |
| John G Ullman & Associates Inc | 2,465 | $795.6K | 0.12% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 2,459 | $793.8K | 0.03% | −79−3.1% | Reduced |
| Cora Capital Advisors LLC | 2,457 | $793.0K | 0.35% | −262−9.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,448 | $790.1K | 0.10% | +507+26.1% | Added |
| Westover Capital Advisors, LLC | 2,435 | $785.9K | 0.16% | −10.0% | Reduced |
| Riverbend Wealth Management, LLC | 2,434 | $785.4K | 0.59% | +2,434 | New |
| Garrett Investment Advisors LLC | 2,430 | $784.4K | 0.07% | −4−0.2% | Reduced |
| Fire Capital Management LLC | 2,426 | $783.0K | 0.50% | −125−4.9% | Reduced |
| 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 |
| Providence Capital Advisors, LLC | 2,404 | $775.9K | 0.14% | +2,404 | New |
| Ronald Blue Trust, Inc. | 2,396 | $773.3K | 0.01% | +15+0.6% | Added |
| First National Bank & Trust Co of Newtown | 2,386 | $770.1K | 0.15% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,383 | $769.2K | 0.05% | +248+11.6% | Added |
| Redhawk Wealth Advisors, Inc. | 2,373 | $766.0K | 0.10% | −202−7.8% | Reduced |
| WBH Advisory Inc | 2,372 | $765.6K | 0.07% | −854−26.5% | Reduced |
| Mainstream Capital Management LLC | 2,371 | $765.3K | 0.56% | −538−18.5% | Reduced |
| Personal Cfo Solutions, LLC | 2,371 | $765.2K | 0.14% | +126+5.6% | Added |