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, Q3 2025
Institutional positions in Constellation Energy Corp as of Sep 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
- 1,824
- +127 vs. Q2 2025
- Shares held
- 249.4M
- −1.84M (−0.7%) vs. Q2 2025
- Total value
- $82.1B
- +$1.03B (+1.3%) vs. Q2 2025
- New holders
- 214
- 786 more added
- Sold out
- 87
- 517 more reduced
25 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Partnership Wealth Management, LLC | 4,489 | $1.48M | 1.14% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 4,564 | $1.50M | 0.40% | +367+8.7% | Added |
| Premier Fund Managers Ltd | 4,500 | $1.50M | 0.06% | −2,500−35.7% | Reduced |
| Mather Group, LLC. | 4,588 | $1.51M | 0.02% | +183+4.2% | Added |
| Fiduciary Alliance LLC | 4,594 | $1.51M | 0.10% | +46+1.0% | Added |
| LMR Partners LLP | 4,621 | $1.52M | 0.02% | +3,791+456.7% | Added |
| PTM Wealth Management, LLC | 4,184 | $1.52M | 0.91% | +6+0.1% | Added |
| Williams Jones Wealth Management, LLC. | 4,640 | $1.53M | 0.02% | −73−1.5% | Reduced |
| Donoghue Forlines LLC | 4,647 | $1.53M | 0.47% | −392−7.8% | Reduced |
| Concurrent Investment Advisors, LLC | 4,656 | $1.53M | 0.03% | +458+10.9% | Added |
| Plato Investment Management Ltd | 4,704 | $1.54M | 0.10% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 4,673 | $1.54M | 0.01% | +295+6.7% | Added |
| STF Management LP | 4,693 | $1.54M | 0.57% | −130−2.7% | Reduced |
| StoneX Group Inc. | 4,702 | $1.55M | 0.07% | +1,878+66.5% | Added |
| NorthRock Partners, LLC | 4,702 | $1.55M | 0.03% | +564+13.6% | Added |
| TSFG, LLC | 4,707 | $1.55M | 0.25% | +712+17.8% | Added |
| Schear Investment Advisers, LLC | 4,739 | $1.56M | 0.69% | +157+3.4% | Added |
| Nicholson Wealth Management Group, LLC | 4,781 | $1.57M | 0.92% | +4,781 | New |
| Foundations Investment Advisors, LLC | 4,787 | $1.58M | 0.02% | +1,515+46.3% | Added |
| Wealthcare Capital Partners, LLC | 4,790 | $1.58M | 0.72% | −11−0.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 4,797 | $1.58M | 0.17% | +869+22.1% | Added |
| TD Waterhouse Canada Inc. | 4,516 | $1.58M | 0.01% | +262+6.2% | Added |
| Buckingham Strategic Partners | 4,590 | $1.59M | 0.02% | −462−9.1% | Reduced |
| Clarus Wealth Advisors | 4,409 | $1.59M | 0.70% | +142+3.3% | Added |
| Wetherby Asset Management Inc | 4,837 | $1.59M | 0.07% | +76+1.6% | Added |
| Kennedy Investment Group | 4,838 | $1.59M | 0.63% | +1,814+60.0% | Added |
| Neo Ivy Capital Management | 4,852 | $1.60M | 0.39% | +4,852 | New |
| Tema ETFs LLC | 4,902 | $1.61M | 0.13% | +4,902 | New |
| Savvy Advisors, Inc. | 4,921 | $1.62M | 0.07% | +63+1.3% | Added |
| Keybank National Association | 4,977 | $1.64M | 0.01% | +611+14.0% | Added |
| Artemis Wealth Advisors, LLC | 5,000 | $1.65M | 0.28% | 00.0% | Unchanged |
| PFG Investments, LLC | 5,009 | $1.65M | 0.09% | +329+7.0% | Added |
| Transcend Wealth Collective, LLC | 5,011 | $1.65M | 0.12% | +29+0.6% | Added |
| Modern Wealth Management, LLC | 5,066 | $1.67M | 0.03% | +84+1.7% | Added |
| Smartleaf Asset Management LLC | 4,998 | $1.67M | 0.10% | +1,270+34.1% | Added |
| Johnson Investment Counsel Inc | 5,112 | $1.68M | 0.01% | −23−0.4% | Reduced |
| Marshall Financial Group LLC | 5,114 | $1.68M | 0.33% | +4+0.1% | Added |
| Riggs Asset Managment Co. Inc. | 5,118 | $1.68M | 0.37% | −4,975−49.3% | Reduced |
| Prakash Investment Advisors LLC | 5,120 | $1.68M | 1.21% | +5,120 | New |
| Thompson Siegel & Walmsley LLC | 5,141 | $1.69M | 0.03% | +4,100+393.9% | Added |
| Black Diamond Financial, LLC | 5,172 | $1.70M | 0.19% | +55+1.1% | Added |
| Valeo Financial Advisors, LLC | 5,219 | $1.72M | 0.04% | −361−6.5% | Reduced |
| Aptus Capital Advisors, LLC | 5,227 | $1.72M | 0.02% | +1,684+47.5% | Added |
| Kingsview Wealth Management, LLC | 5,243 | $1.73M | 0.03% | −3,129−37.4% | Reduced |
| SageView Advisory Group, LLC | 5,259 | $1.73M | 0.06% | −36−0.7% | Reduced |
| Quantum Private Wealth, LLC | 5,306 | $1.75M | 0.51% | +1,140+27.4% | Added |
| Prelude Capital Management, LLC | 5,361 | $1.76M | 0.14% | +46+0.9% | Added |
| CAPROCK Group, Inc. | 5,745 | $1.77M | 0.04% | +5,745 | New |
| Capital Management Associates | 5,500 | $1.81M | 2.70% | 00.0% | Unchanged |
| Fractal Investments LLC | 5,500 | $1.81M | 0.26% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 5,502 | $1.81M | 0.13% | +90+1.7% | Added |
| Advisors Asset Management, Inc. | 5,509 | $1.81M | 0.03% | +2,619+90.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,531 | $1.82M | 0.01% | −1,723−23.8% | Reduced |
| Belpointe Asset Management LLC | 5,569 | $1.83M | 0.07% | +385+7.4% | Added |
| Virtus Investment Advisers, Inc. | 5,579 | $1.84M | 0.53% | −634−10.2% | Reduced |
| J. Safra Sarasin Holding AG | 5,611 | $1.85M | 0.03% | +1,282+29.6% | Added |
| Caldwell Trust Co | 5,612 | $1.85M | 0.17% | +384+7.3% | Added |
| Alerus Financial NA | 5,624 | $1.85M | 0.09% | −67−1.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,631 | $1.85M | 0.05% | +125+2.3% | Added |
| Pine Valley Investments Ltd Liability Co | 5,648 | $1.86M | 0.10% | +27+0.5% | Added |
| Central Pacific Bank - Trust Division | 5,654 | $1.86M | 0.23% | −38−0.7% | Reduced |
| Wesbanco Bank Inc | 5,663 | $1.86M | 0.05% | +3,149+125.3% | Added |
| FNY Investment Advisers, LLC | 5,665 | $1.86M | 0.60% | +2,456+76.5% | Added |
| Shell Asset Management Co | 5,667 | $1.86M | 0.19% | −15,115−72.7% | Reduced |
| EverSource Wealth Advisors, LLC | 5,673 | $1.87M | 0.07% | +1,527+36.8% | Added |
| Prudential PLC | 5,687 | $1.87M | 0.01% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 5,612 | $1.88M | 0.04% | −612−9.8% | Reduced |
| Ninepoint Partners LP | 5,706 | $1.88M | 0.26% | +276+5.1% | Added |
| Hendershot Investments Inc. | 5,721 | $1.88M | 0.24% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 5,733 | $1.89M | 0.38% | +115+2.0% | Added |
| Catalytic Wealth RIA, LLC | 5,737 | $1.89M | 0.06% | +3,588+167.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,751 | $1.89M | 0.40% | +611+11.9% | Added |
| Roman Butler Fullerton & Co | 4,719 | $1.89M | 0.51% | +401+9.3% | Added |
| Bokf, NA | 5,786 | $1.90M | 0.03% | +179+3.2% | Added |
| North Star Investment Management Corp. | 5,816 | $1.91M | 0.12% | +4+0.1% | Added |
| Regal Investment Advisors LLC | 5,828 | $1.92M | 0.12% | +408+7.5% | Added |
| Mainstay Capital Management LLC | 5,842 | $1.92M | 0.19% | −5,658−49.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 5,878 | $1.93M | 0.35% | +175+3.1% | Added |
| Jacobi Capital Management LLC | 5,891 | $1.94M | 0.12% | −74−1.2% | Reduced |
| MUFG Securities EMEA plc | 5,980 | $1.97M | 0.05% | +5,054+545.8% | Added |
| Greenleaf Trust | 6,029 | $1.98M | 0.02% | +182+3.1% | Added |
| Morton Community Bank | 5,270 | $1.99M | 0.46% | −379−6.7% | Reduced |
| Fidelis Capital Partners, LLC | 6,053 | $1.99M | 0.16% | +568+10.4% | Added |
| Fiduciary Trust Co | 6,070 | $2.00M | 0.02% | +437+7.8% | Added |
| Uncommon Cents Investing LLC | 6,118 | $2.01M | 0.50% | −50−0.8% | Reduced |
| Limestone Investment Advisors LP | 6,188 | $2.04M | 0.92% | +6,188 | New |
| Foster & Motley Inc | 6,189 | $2.04M | 0.11% | −288−4.4% | Reduced |
| Quadrant Capital Group LLC | 6,204 | $2.04M | 0.07% | +114+1.9% | Added |
| Kassira Wealth Management LLC | 6,217 | $2.05M | 1.97% | +6,217 | New |
| Samjo Management, LLC | 6,225 | $2.05M | 0.78% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 6,245 | $2.06M | 0.05% | +2,009+47.4% | Added |
| Golden State Wealth Management, LLC | 6,251 | $2.06M | 0.23% | +1,818+41.0% | Added |
| Sigma Planning Corp | 6,261 | $2.06M | 0.06% | −226−3.5% | Reduced |
| BancorpSouth Bank | 6,269 | $2.06M | 0.13% | −547−8.0% | Reduced |
| IFP Advisors, Inc | 6,310 | $2.08M | 0.05% | +2,617+70.9% | Added |
| Pinnacle Associates Ltd | 6,335 | $2.08M | 0.03% | +11+0.2% | Added |
| Vennlight Capital Management, LP | 6,365 | $2.09M | 2.73% | +6,365 | New |
| Maridea Wealth Management LLC | 5,663 | $2.10M | 0.33% | +765+15.6% | Added |
| Ausdal Financial Partners, Inc. | 6,491 | $2.14M | 0.10% | +929+16.7% | Added |
| Castle Rock Wealth Management, LLC | 6,146 | $2.14M | 0.47% | +1,141+22.8% | Added |