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 |
|---|---|---|---|---|---|
| Seven Mile Advisory | 628 | $206.5K | 0.03% | +628 | New |
| CJM Wealth Advisers, Ltd. | 628 | $206.6K | 0.06% | +628 | New |
| Allegiance Financial Group Advisory Services LLC | 633 | $208.3K | 0.05% | +633 | New |
| Hedeker Wealth, LLC | 634 | $208.6K | 0.04% | −27−4.1% | Reduced |
| Stone Run Capital, LLC | 636 | $209.3K | 0.08% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 636 | $209.3K | 0.03% | +636 | New |
| Rosenberg Matthew Hamilton | 637 | $209.6K | 0.05% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 637 | $209.6K | 0.13% | +637 | New |
| Intrua Financial, LLC | 638 | $210.0K | 0.02% | −1,409−68.8% | Reduced |
| Cascades Capital Asset Management, LLC | 641 | $211.0K | 0.09% | +641 | New |
| Fragasso Group Inc. | 590 | $212.4K | 0.01% | +590 | New |
| Baker Avenue Asset Management, LP | 647 | $213.0K | 0.01% | +647 | New |
| TownSquare Capital, LLC | 650 | $213.9K | 0.03% | −683−51.2% | Reduced |
| Deltec Asset Management LLC | 650 | $213.9K | 0.04% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 653 | $214.9K | 0.04% | +31+5.0% | Added |
| WT Wealth Management | 654 | $215.2K | 0.06% | −71−9.8% | Reduced |
| Barings LLC | 654 | $215.2K | 0.00% | +654 | New |
| World Equity Group, Inc. | 654 | $215.4K | 0.05% | +654 | New |
| Gerber Kawasaki Wealth & Investment Management | 656 | $216.1K | 0.01% | +656 | New |
| Rollins Financial Advisors, LLC | 660 | $217.3K | 0.03% | −148−18.3% | Reduced |
| CVA Family Office, LLC | 661 | $217.5K | 0.03% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 662 | $217.8K | 0.03% | −43−6.1% | Reduced |
| Fortem Financial Group, LLC | 662 | $217.8K | 0.06% | +662 | New |
| McDonald Partners LLC | 664 | $218.7K | 0.07% | +664 | New |
| Cornerstone Planning Group LLC | 572 | $218.9K | 0.04% | +9+1.6% | Added |
| Yoffe Investment Management, LLC | 666 | $219.2K | 0.29% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 673 | $221.5K | 0.07% | −149−18.1% | Reduced |
| Liberty Capital Management, Inc. | 674 | $221.8K | 0.04% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 854 | $221.9K | 0.03% | −147−14.7% | Reduced |
| Valley Brook Capital Group | 676 | $222.5K | 0.15% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 677 | $222.8K | 0.01% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 677 | $222.8K | 0.01% | +9+1.3% | Added |
| Sunpointe, LLC | 678 | $223.1K | 0.08% | +678 | New |
| Jain Global LLC | 678 | $223.1K | 0.00% | +678 | New |
| MSH Capital Advisors LLC | 680 | $223.8K | 0.06% | −92−11.9% | Reduced |
| Guardian Wealth Advisors, LLC | 681 | $224.1K | 0.01% | −2−0.3% | Reduced |
| Gateway Wealth Partners, LLC | 682 | $224.5K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 684 | $225.0K | 0.14% | +1+0.1% | Added |
| Mystic Asset Management, Inc. | 687 | $226.1K | 0.05% | 00.0% | Unchanged |
| Plancorp, LLC | 692 | $227.7K | 0.01% | −29−4.0% | Reduced |
| Southland Equity Partners LLC | 692 | $227.7K | 0.05% | +692 | New |
| Cove Private Wealth, LLC | 693 | $228.0K | 0.07% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 693 | $228.1K | 0.00% | +693 | New |
| Old Port Advisors | 695 | $228.7K | 0.06% | +695 | New |
| Foster Group, Inc. | 695 | $228.7K | 0.01% | +10+1.5% | Added |
| Lodestone Wealth Management LLC | 698 | $229.7K | 0.10% | +37+5.6% | Added |
| SNS Financial Group, LLC | 699 | $230.0K | 0.02% | +3+0.4% | Added |
| Crowley Wealth Management, Inc. | 700 | $230.3K | 0.18% | +93+15.3% | Added |
| Conscious Wealth Investments, LLC | 612 | $230.7K | 0.14% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 701 | $230.8K | 0.05% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 702 | $231.1K | 0.17% | +23+3.4% | Added |
| Ipswich Investment Management Co., Inc. | 703 | $231.3K | 0.05% | +20+2.9% | Added |
| MPS Loria Financial Planners, LLC | 704 | $231.6K | 0.06% | +1+0.1% | Added |
| Simmons Bank | 704 | $231.7K | 0.02% | −33−4.5% | Reduced |
| First Commonwealth Financial Corp | 704 | $231.7K | 0.04% | +26+3.8% | Added |
| Douglas Lane & Associates, LLC | 705 | $232.0K | 0.00% | −20−2.8% | Reduced |
| AlphaCore Capital LLC | 705 | $232.0K | 0.01% | +267+61.0% | Added |
| Johnson Bixby & Associates, LLC | 706 | $232.3K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 707 | $232.7K | 0.06% | +2+0.3% | Added |
| Keebeck Alpha, LP | 707 | $232.7K | 0.32% | +707 | New |
| Pine Harbor Wealth Management, LLC | 709 | $233.6K | 0.07% | +1+0.1% | Added |
| Quartz Partners, LLC | 710 | $233.6K | 0.08% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 713 | $234.0K | 0.08% | 00.0% | Unchanged |
| First National Trust Co | 713 | $234.6K | 0.01% | 00.0% | Unchanged |
| Postrock Partners LLC | 721 | $237.3K | 0.10% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 722 | $237.6K | 0.10% | 00.0% | Unchanged |
| HC Advisors, LLC | 722 | $237.6K | 0.17% | +1+0.1% | Added |
| Francis Financial, Inc. | 391 | $239.2K | 0.04% | +391 | New |
| Patrick M Sweeney & Associates, Inc | 728 | $239.6K | 0.15% | 00.0% | Unchanged |
| Atom Investors LP | 728 | $239.6K | 0.02% | +728 | New |
| Avidian Wealth Solutions, LLC | 730 | $240.2K | 0.01% | +730 | New |
| Visionary Wealth Advisors | 731 | $240.6K | 0.01% | −100−12.0% | Reduced |
| Meridian Wealth Advisors, LLC | 732 | $240.9K | 0.03% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 732 | $240.9K | 0.05% | +34+4.9% | Added |
| Cidel Asset Management Inc | 734 | $241.5K | 0.01% | −56−7.1% | Reduced |
| Addison Capital Co | 734 | $241.5K | 0.07% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 734 | $242.0K | 0.00% | −6,880−90.4% | Reduced |
| Bridgewealth Advisory Group, LLC | 735 | $242.0K | 0.06% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 738 | $242.8K | 0.01% | +738 | New |
| Crown Wealth Group, LLC | 738 | $242.9K | 0.07% | +16+2.2% | Added |
| Beacon Investment Advisory Services, Inc. | 741 | $243.9K | 0.01% | +31+4.4% | Added |
| Curat Global, LLC | 745 | $245.8K | 0.23% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 747 | $246.0K | 0.02% | −38−4.8% | Reduced |
| Financial Perspectives, Inc | 750 | $246.8K | 0.07% | +590+368.8% | Added |
| Colorado Capital Management, Inc. | 750 | $247.0K | 0.10% | +62+9.0% | Added |
| Certified Advisory Corp | 752 | $247.4K | 0.02% | +67+9.8% | Added |
| US Asset Management LLC | 755 | $248.4K | 0.20% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 756 | $248.8K | 0.01% | −20−2.6% | Reduced |
| Sit Investment Associates Inc | 760 | $250.0K | 0.01% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 761 | $250.4K | 0.05% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 762 | $250.8K | 0.05% | +128+20.2% | Added |
| Edgemoor Investment Advisors, Inc. | 763 | $251.1K | 0.02% | +3+0.4% | Added |
| Global Trust Asset Management, LLC | 764 | $251.5K | 0.11% | +215+39.2% | Added |
| KPP Advisory Services LLC | 765 | $251.7K | 0.04% | +765 | New |
| Pension & Wealth Management Advisors, Inc. | 766 | $252.1K | 0.08% | −42−5.2% | Reduced |
| Activest Wealth Management | 766 | $252.2K | 0.05% | +560+271.8% | Added |
| AMG National Trust Bank | 767 | $252.4K | 0.01% | −10−1.3% | Reduced |
| Huntleigh Advisors, Inc. | 772 | $254.0K | 0.04% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 774 | $254.7K | 0.03% | +774 | New |
| N.E.W. Advisory Services LLC | 774 | $254.7K | 0.02% | +10+1.3% | Added |