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 |
|---|---|---|---|---|---|
| West Family Investments, Inc. | 1,168 | $384.4K | 0.09% | +254+27.8% | Added |
| GeoWealth Management, LLC | 1,169 | $384.5K | 0.01% | −32−2.7% | Reduced |
| Bill Few Associates, Inc. | 1,170 | $385.0K | 0.10% | +201+20.7% | Added |
| Keystone Financial Group | 1,170 | $385.1K | 0.03% | −100−7.9% | Reduced |
| Cary Street Partners Financial LLC | 1,171 | $385.3K | 0.01% | −111−8.7% | Reduced |
| Destination Wealth Management | 1,173 | $385.9K | 0.01% | +542+85.9% | Added |
| Investment Research Partners LLC | 962 | $386.2K | 0.17% | +962 | New |
| Family Management Corp | 1,186 | $390.3K | 0.05% | 00.0% | Unchanged |
| McAdam, LLC | 1,186 | $390.3K | 0.02% | +337+39.7% | Added |
| Fiducient Advisors LLC | 1,187 | $390.6K | 0.05% | +15+1.3% | Added |
| Berman McAleer LLC | 1,194 | $392.9K | 0.05% | +1,194 | New |
| Franklin Street Advisors Inc | 1,197 | $393.9K | 0.02% | 00.0% | Unchanged |
| Cullinan Associates Inc | 1,200 | $394.9K | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 1,204 | $396.2K | 0.03% | +266+28.4% | Added |
| Simplex Trading, LLC | 1,210 | $398.0K | 0.01% | +1,210 | New |
| LCM Capital Management Inc | 1,214 | $399.5K | 0.19% | 00.0% | Unchanged |
| Cyr Financial Inc. | 1,219 | $401.1K | 0.27% | +537+78.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 1,220 | $401.5K | 0.12% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 1,124 | $401.8K | 0.06% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,225 | $403.1K | 0.09% | +625+104.2% | Added |
| Delta Wealth Advisors LLC | 1,226 | $403.4K | 0.32% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 1,227 | $403.8K | 0.34% | +271+28.3% | Added |
| Chicago Capital, LLC | 1,229 | $404.4K | 0.01% | +6+0.5% | Added |
| KRS Capital Management, LLC | 1,232 | $405.3K | 0.24% | +106+9.4% | Added |
| Earnest Partners LLC | 1,232 | $405.4K | 0.00% | −743−37.6% | Reduced |
| Meridian Wealth Management, LLC | 1,234 | $406.0K | 0.02% | −27−2.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,236 | $406.8K | 0.12% | +1,236 | New |
| Csenge Advisory Group | 1,236 | $406.8K | 0.02% | −497−28.7% | Reduced |
| Gibbs Wealth Management | 1,242 | $408.7K | 0.09% | −4−0.3% | Reduced |
| SPC Financial, Inc. | 1,248 | $410.7K | 0.03% | +14+1.1% | Added |
| Poehling Capital Management, LLC | 1,255 | $413.0K | 0.09% | 00.0% | Unchanged |
| Rational Advisors LLC | 1,260 | $414.6K | 0.04% | +948+303.8% | Added |
| Vermillion & White Wealth Management Group, LLC | 1,261 | $415.0K | 0.24% | +15+1.2% | Added |
| Gradient Capital Advisors, LLC | 1,264 | $416.1K | 0.11% | +3+0.2% | Added |
| Montag A & Associates Inc | 1,266 | $416.6K | 0.02% | −333−20.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 1,267 | $416.9K | 0.02% | +21+1.7% | Added |
| Pitcairn Co | 1,267 | $416.9K | 0.03% | +194+18.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,268 | $417.1K | 0.01% | +56+4.6% | Added |
| Willner & Heller, LLC | 1,273 | $419.0K | 0.32% | −60−4.5% | Reduced |
| Traphagen Investment Advisors LLC | 1,276 | $419.9K | 0.04% | −164−11.4% | Reduced |
| Journey Strategic Wealth LLC | 1,277 | $420.2K | 0.01% | −985−43.5% | Reduced |
| Ellis Investment Partners, LLC | 1,278 | $420.6K | 0.08% | −39−3.0% | Reduced |
| Masso Torrence Wealth Management Inc. | 1,284 | $422.5K | 0.18% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 1,285 | $423.0K | 0.13% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,290 | $424.5K | 0.03% | +76+6.3% | Added |
| Parisi Gray Wealth Management | 1,290 | $424.5K | 0.11% | +542+72.5% | Added |
| Paradigm Financial Partners, LLC | 1,295 | $426.1K | 0.04% | −44−3.3% | Reduced |
| McCollum Christoferson Group LLC | 1,296 | $426.5K | 0.12% | +108+9.1% | Added |
| Continuum Advisory, LLC | 1,296 | $426.5K | 0.05% | +137+11.8% | Added |
| Western Wealth Management, LLC | 1,297 | $426.8K | 0.02% | +10+0.8% | Added |
| Stanley-Laman Group, Ltd. | 1,301 | $428.1K | 0.06% | +1,301 | New |
| Wisconsin Wealth Advisors, LLC | 1,304 | $429.1K | 0.41% | −5−0.4% | Reduced |
| Inscription Capital, LLC | 1,309 | $430.9K | 0.05% | +388+42.1% | Added |
| IFG Advisory, LLC | 1,311 | $431.5K | 0.02% | −60−4.4% | Reduced |
| Cynosure Management, LLC | 1,315 | $432.7K | 0.05% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,316 | $433.0K | 0.03% | −786−37.4% | Reduced |
| Endeavor Private Wealth, Inc. | 1,317 | $433.3K | 0.13% | +1,317 | New |
| Nwam LLC | 1,173 | $433.7K | 0.02% | +39+3.4% | Added |
| Brass Tax Wealth Management, Inc | 1,324 | $435.7K | 0.07% | −109−7.6% | Reduced |
| Capital Wealth Planning, LLC | 1,329 | $437.4K | 0.00% | +1+0.1% | Added |
| Fedenia Advisers LLC | 1,330 | $437.7K | 0.17% | −2,237−62.7% | Reduced |
| Meritage Portfolio Management | 1,330 | $437.7K | 0.03% | +54+4.2% | Added |
| United Asset Strategies, Inc. | 1,333 | $438.7K | 0.04% | −16−1.2% | Reduced |
| DRW Securities, LLC | 1,338 | $440.3K | 0.02% | −12,061−90.0% | Reduced |
| Lodestar Private Asset Management LLC | 1,339 | $440.6K | 0.05% | +110+9.0% | Added |
| Carnegie Capital Asset Management, LLC | 1,343 | $441.9K | 0.01% | −6−0.4% | Reduced |
| Northwest Wealth Management, LLC | 1,347 | $443.3K | 0.07% | +3+0.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,153 | $443.8K | 0.07% | +415+56.2% | Added |
| Ibex Wealth Advisors | 1,349 | $444.0K | 0.04% | +9+0.7% | Added |
| Simplicity Wealth,LLC | 1,355 | $445.9K | 0.03% | −1,209−47.2% | Reduced |
| Apexium Financial, LP | 1,355 | $445.9K | 0.02% | −103−7.1% | Reduced |
| Sweeney & Michel, LLC | 1,212 | $446.6K | 0.15% | +53+4.6% | Added |
| Founders Financial Securities LLC | 1,362 | $448.2K | 0.03% | −197−12.6% | Reduced |
| TCG Advisory Services, LLC | 1,363 | $448.6K | 0.02% | +553+68.3% | Added |
| Apollon Financial, LLC | 1,364 | $448.9K | 0.07% | +4+0.3% | Added |
| Procyon Private Wealth Partners, LLC | 1,370 | $450.7K | 0.03% | +200+17.1% | Added |
| Sound View Wealth Advisors Group, LLC | 1,372 | $451.5K | 0.03% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,380 | $454.1K | 0.09% | −30−2.1% | Reduced |
| Quotient Wealth Partners, LLC | 1,380 | $454.2K | 0.01% | +231+20.1% | Added |
| Massmutual Trust Co FSB | 1,382 | $454.8K | 0.01% | −229−14.2% | Reduced |
| First American Trust, FSB | 1,383 | $455.3K | 0.03% | +74+5.7% | Added |
| Financial Engines Advisors L.L.C. | 1,387 | $456.4K | 0.00% | +1,387 | New |
| First Financial Bankshares Inc | 1,388 | $456.7K | 0.01% | −2,011−59.2% | Reduced |
| Welch Group, LLC | 1,395 | $459.1K | 0.02% | +335+31.6% | Added |
| Aries Wealth Management | 1,399 | $460.4K | 0.11% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 1,403 | $461.7K | 0.07% | −1,186−45.8% | Reduced |
| Pure Financial Advisors, Inc. | 1,404 | $461.9K | 0.01% | −149−9.6% | Reduced |
| Hengehold Capital Management LLC | 1,405 | $462.3K | 0.04% | +7+0.5% | Added |
| Retirement Planning Co of New England, Inc. | 1,412 | $464.6K | 0.19% | −21−1.5% | Reduced |
| Bridgewater Advisors Inc. | 1,334 | $468.6K | 0.03% | +20+1.5% | Added |
| Meyer Handelman Co | 1,427 | $469.6K | 0.01% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 1,430 | $470.6K | 0.37% | −103−6.7% | Reduced |
| Creative Financial Designs Inc | 1,433 | $471.6K | 0.03% | +32+2.3% | Added |
| Axq Capital, LP | 1,437 | $472.9K | 0.18% | +1,437 | New |
| Ancora Advisors, LLC | 1,443 | $475.0K | 0.01% | +125+9.5% | Added |
| Elm3 Financial Group, LLC | 1,444 | $475.2K | 0.39% | +15+1.0% | Added |
| Avantax Planning Partners, Inc. | 1,445 | $475.5K | 0.01% | −666−31.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,445 | $475.5K | 0.12% | +212+17.2% | Added |
| Apriem Advisors | 1,447 | $476.2K | 0.05% | −34−2.3% | Reduced |
| JNBA Financial Advisors | 1,447 | $476.2K | 0.04% | 00.0% | Unchanged |