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 |
|---|---|---|---|---|---|
| Bright Financial Advisors, Inc. | 776 | $255.4K | 0.12% | +776 | New |
| Yelin Lapidot Holdings Management Ltd. | 781 | $257.0K | 0.05% | −142−15.4% | Reduced |
| Advocate Group LLC | 782 | $257.3K | 0.04% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 784 | $258.0K | 0.03% | +784 | New |
| Smith, Salley & Associates | 784 | $258.0K | 0.01% | −25−3.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 788 | $259.3K | 0.00% | +272+52.7% | Added |
| Burke & Herbert Bank & Trust Co | 789 | $259.6K | 0.06% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 790 | $260.0K | 0.02% | +11+1.4% | Added |
| BIP Wealth, LLC | 791 | $260.3K | 0.01% | +791 | New |
| Moss Adams Wealth Advisors LLC | 791 | $260.3K | 0.02% | +41+5.5% | Added |
| First Foundation Advisors | 792 | $260.6K | 0.01% | +68+9.4% | Added |
| Ashton Thomas Securities, LLC | 793 | $261.0K | 0.04% | +793 | New |
| Wexford Capital LP | 801 | $263.6K | 0.08% | +801 | New |
| Jacksonville Wealth Management, LLC | 802 | $263.9K | 0.19% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 803 | $264.2K | 0.18% | +23+2.9% | Added |
| Versant Capital Management, Inc | 804 | $264.6K | 0.04% | +56+7.5% | Added |
| United Advisor Group, LLC | 808 | $265.9K | 0.04% | +7+0.9% | Added |
| Genesis Private Wealth, LLC | 810 | $266.5K | 0.11% | +810 | New |
| Pinnacle Financial Group, LLC | 812 | $267.2K | 0.08% | +2+0.2% | Added |
| Lake Hills Wealth Management, LLC | 814 | $267.9K | 0.14% | +10+1.2% | Added |
| IVC Wealth Advisors LLC | 815 | $268.2K | 0.12% | +815 | New |
| Dunhill Financial, LLC | 816 | $268.6K | 0.07% | +791+3,164.0% | Added |
| GAM Holding AG | 817 | $268.9K | 0.02% | +817 | New |
| Green Harvest Asset Management LLC | 817 | $269.0K | 0.00% | −485−37.3% | Reduced |
| Chemistry Wealth Management LLC | 818 | $269.3K | 0.05% | 00.0% | Unchanged |
| Zhang Financial LLC | 819 | $269.5K | 0.01% | +122+17.5% | Added |
| OneAscent Investment Solutions LLC | 820 | $269.8K | 0.29% | −32−3.8% | Reduced |
| Members Wealth LLC | 771 | $270.5K | 0.17% | +771 | New |
| TruWealth Advisors, LLC | 828 | $272.5K | 0.01% | −3−0.4% | Reduced |
| Northwest Financial Advisors | 828 | $272.6K | 0.35% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 831 | $273.6K | 0.10% | +26+3.2% | Added |
| BCJ Capital Management, LLC | 832 | $273.8K | 0.02% | −50−5.7% | Reduced |
| MJP Associates Inc | 833 | $274.1K | 0.04% | +833 | New |
| Argus Investors' Counsel, Inc. | 833 | $274.1K | 0.22% | +68+8.9% | Added |
| Hoge Financial Services, LLC | 838 | $275.9K | 0.16% | +8+1.0% | Added |
| Up Strategic Wealth Investment Advisors LLC | 684 | $276.3K | 0.21% | 00.0% | Unchanged |
| Onefund, LLC | 841 | $276.7K | 0.18% | +30+3.7% | Added |
| Thrive Wealth Management, LLC | 843 | $277.5K | 0.04% | +36+4.5% | Added |
| Prepared Retirement Institute LLC | 843 | $277.6K | 0.14% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 845 | $278.1K | 0.03% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 846 | $278.4K | 0.08% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 846 | $278.4K | 0.16% | +2+0.2% | Added |
| Foundation Wealth Management, LLC | 847 | $278.7K | 0.11% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 847 | $278.7K | 0.01% | +144+20.5% | Added |
| My Personal CFO, LLC | 847 | $278.7K | 0.11% | +847 | New |
| Freedom Financial Partners LLC | 849 | $279.4K | 0.11% | 00.0% | Unchanged |
| Camden Capital, LLC | 853 | $280.6K | 0.02% | +853 | New |
| Wellspring Financial Advisors, LLC | 26,862 | $280.8K | 0.03% | +26,073+3,304.6% | Added |
| Chicago Trust Co NA | 854 | $281.0K | 0.04% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 854 | $281.2K | 0.03% | +854 | New |
| Nadler Financial Group, Inc. | 859 | $282.8K | 0.03% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 862 | $283.6K | 0.02% | −1,101−56.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 863 | $283.9K | 0.04% | −4,622−84.3% | Reduced |
| Portside Wealth Group, LLC | 863 | $284.0K | 0.04% | +863 | New |
| Rossby Financial, LCC | 811 | $284.6K | 0.09% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 865 | $284.7K | 0.11% | +136+18.7% | Added |
| Armistice Capital, LLC | 866 | $285.0K | 0.01% | +866 | New |
| National Wealth Management Group, LLC | 867 | $285.3K | 0.11% | +193+28.6% | Added |
| Sivia Capital Partners, LLC | 871 | $286.6K | 0.08% | +43+5.2% | Added |
| Cromwell Holdings LLC | 877 | $288.6K | 0.15% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 879 | $289.3K | 0.03% | −14−1.6% | Reduced |
| Buttonwood Financial Advisors Inc. | 882 | $290.1K | 0.10% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 771 | $290.7K | 0.07% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 885 | $291.2K | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 886 | $291.6K | 0.12% | +87+10.9% | Added |
| SC&H Financial Advisors, Inc. | 886 | $291.6K | 0.05% | −492−35.7% | Reduced |
| Roberts Glore & Co Inc | 887 | $291.9K | 0.08% | 00.0% | Unchanged |
| SIH Partners, LLLP | 888 | $292.2K | 0.03% | +888 | New |
| BKD Wealth Advisors, LLC | 888 | $292.3K | 0.01% | +89+11.1% | Added |
| Sonoma Allocations LLC | 751 | $292.6K | 0.11% | +751 | New |
| Balyasny Asset Management LLC | 893 | $293.9K | 0.00% | +893 | New |
| Astoria Portfolio Advisors LLC. | 794 | $294.5K | 0.08% | +52+7.0% | Added |
| Anb Bank | 896 | $294.8K | 0.12% | +896 | New |
| Cobblestone Capital Advisors LLC | 898 | $295.5K | 0.01% | +29+3.3% | Added |
| JGP Wealth Management, LLC | 827 | $295.6K | 0.03% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 899 | $295.8K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 900 | $296.0K | 0.04% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 900 | $296.0K | 0.52% | +900 | New |
| EHP Funds Inc. | 900 | $296.2K | 0.39% | −100−10.0% | Reduced |
| LexAurum Advisors, LLC | 901 | $296.5K | 0.04% | −2−0.2% | Reduced |
| Round Rock Advisors, LLC | 901 | $296.5K | 0.05% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 901 | $296.5K | 0.06% | +901 | New |
| Glass Jacobson Investment Advisors llc | 902 | $296.9K | 0.11% | +1+0.1% | Added |
| Second Half Financial Partners, LLC | 903 | $297.1K | 0.13% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 904 | $297.5K | 0.01% | +904 | New |
| Sonora Investment Management Group, LLC | 907 | $298.4K | 0.02% | +40+4.6% | Added |
| MFA Wealth Services | 907 | $298.6K | 0.21% | +43+5.0% | Added |
| Sentry Investment Management LLC | 807 | $299.0K | 0.20% | +130+19.2% | Added |
| Blue Zone Wealth Advisors, LLC | 911 | $299.8K | 0.06% | +911 | New |
| Fountainhead AM, LLC | 911 | $299.8K | 0.04% | +102+12.6% | Added |
| Moseley Investment Management Inc | 913 | $300.4K | 0.09% | +913 | New |
| 1st Source Bank | 914 | $300.8K | 0.02% | −26−2.8% | Reduced |
| Soltis Investment Advisors LLC | 915 | $301.2K | 0.02% | +130+16.6% | Added |
| Sage Rhino Capital LLC | 927 | $305.1K | 0.06% | −2−0.2% | Reduced |
| Perfromance Wealth Partners, LLC | 928 | $305.4K | 0.01% | +928 | New |
| RNC Capital Management LLC | 929 | $305.6K | 0.01% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 934 | $307.4K | 0.19% | −7−0.7% | Reduced |
| Sterling Wealth Management, Inc. | 939 | $309.0K | 0.09% | 00.0% | Unchanged |
| Ellevest, Inc. | 941 | $309.7K | 0.04% | −422−31.0% | Reduced |
| Roundview Capital LLC | 945 | $311.0K | 0.02% | +31+3.4% | Added |