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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 1,867 | $614.4K | 0.05% | −150−7.4% | Reduced |
| PDS Planning, Inc | 1,874 | $616.7K | 0.04% | −28−1.5% | Reduced |
| Wealth Management Associates, Inc. | 1,877 | $617.6K | 0.22% | −243−11.5% | Reduced |
| SFG Wealth Management, LLC. | 1,887 | $620.8K | 0.27% | +1,887 | New |
| Grandview Asset Management LLC | 1,887 | $620.9K | 0.17% | +310+19.7% | Added |
| Machina Capital S.A.S. | 1,887 | $621.0K | 0.11% | +1,887 | New |
| Catalyst Funds Management Pty Ltd | 1,900 | $625.2K | 0.09% | +1,900 | New |
| Trinity Wealth Management, LLC | 1,901 | $625.6K | 0.23% | −50−2.6% | Reduced |
| Paragon Private Wealth Management, LLC | 1,902 | $625.9K | 0.21% | +1,057+125.1% | Added |
| First Command Advisory Services, Inc. | 1,919 | $631.5K | 0.00% | +10+0.5% | Added |
| Trust Co of Toledo NA | 1,921 | $632.1K | 0.06% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,930 | $635.1K | 0.06% | +465+31.7% | Added |
| Telos Capital Management, Inc. | 1,934 | $636.4K | 0.06% | −22−1.1% | Reduced |
| Accel Wealth Management | 1,941 | $638.9K | 0.19% | −871−31.0% | Reduced |
| Venturi Wealth Management, LLC | 1,943 | $639.4K | 0.03% | +117+6.4% | Added |
| Pettee Investors, Inc. | 1,946 | $640.4K | 0.35% | +1,946 | New |
| Advisory Alpha, LLC | 1,794 | $641.4K | 0.02% | +696+63.4% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,957 | $644.0K | 0.51% | −219−10.1% | Reduced |
| Centiva Capital, LP | 1,963 | $646.0K | 0.06% | +1,963 | New |
| Coastline Trust Co | 1,964 | $646.3K | 0.07% | +422+27.4% | Added |
| Lineweaver Wealth Advisors, LLC | 1,965 | $646.6K | 0.09% | −33−1.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,970 | $648.3K | 0.11% | −80−3.9% | Reduced |
| Alpha Omega Wealth Management LLC | 1,971 | $648.6K | 0.11% | −30−1.5% | Reduced |
| KLCM Advisors, Inc. | 1,976 | $650.2K | 0.06% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 1,977 | $650.6K | 0.50% | +1,977 | New |
| Ewa, LLC | 1,981 | $652.0K | 0.18% | −15−0.8% | Reduced |
| Gamco Investors, Inc. Et Al | 1,987 | $653.9K | 0.01% | +37+1.9% | Added |
| Vantage Point Financial LLC | 1,993 | $655.9K | 0.25% | −6−0.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,994 | $656.3K | 0.05% | +43+2.2% | Added |
| McHugh Group, LLC | 2,000 | $658.1K | 0.39% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 2,000 | $658.1K | 1.09% | +2,000 | New |
| Alpha Family Trust | 2,005 | $659.8K | 0.31% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2,008 | $660.8K | 0.13% | +2,008 | New |
| Aventura Private Wealth, LLC | 2,012 | $662.2K | 0.24% | −227−10.1% | Reduced |
| Cornerstone Advisory, LLC | 2,013 | $662.3K | 0.07% | −275−12.0% | Reduced |
| Bridgefront Capital, LLC | 2,016 | $663.4K | 0.20% | +2,016 | New |
| Conning Inc. | 2,017 | $663.7K | 0.02% | 00.0% | Unchanged |
| Evexia Wealth LLC | 1,743 | $664.0K | 0.20% | +40+2.3% | Added |
| Souders Financial Advisors | 2,027 | $667.2K | 0.08% | −69−3.3% | Reduced |
| Volterra Technologies LP | 2,028 | $667.4K | 0.44% | +2,028 | New |
| David Loasby | 1,866 | $668.3K | 0.05% | +42+2.3% | Added |
| Childress Capital Advisors, LLC | 2,032 | $668.6K | 0.12% | +833+69.5% | Added |
| Interchange Capital Partners, LLC | 2,035 | $669.7K | 0.13% | +356+21.2% | Added |
| Symphony Financial, Ltd. Co. | 2,037 | $673.6K | 0.08% | −1,209−37.2% | Reduced |
| Crescent Grove Advisors, LLC | 2,055 | $676.2K | 0.06% | +1,314+177.3% | Added |
| Plotkin Financial Advisors, LLC | 2,063 | $678.9K | 0.34% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,065 | $679.5K | 0.35% | +6+0.3% | Added |
| Wealth Effects LLC | 2,067 | $680.2K | 0.22% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 2,070 | $681.2K | 0.22% | −75−3.5% | Reduced |
| NewEdge Wealth, LLC | 1,885 | $684.7K | 0.01% | +728+62.9% | Added |
| Cyndeo Wealth Partners, LLC | 2,087 | $686.9K | 0.04% | +747+55.7% | Added |
| Net Worth Advisory Group | 2,098 | $690.3K | 0.20% | −2,224−51.5% | Reduced |
| Acropolis Investment Management, LLC | 2,143 | $691.7K | 0.04% | +235+12.3% | Added |
| Brighton Jones LLC | 2,108 | $693.8K | 0.02% | −26−1.2% | Reduced |
| Rakuten Investment Management, Inc. | 38,653 | $697.3K | 0.00% | +38,653 | New |
| Bare Financial Services, Inc | 2,125 | $699.1K | 0.21% | +264+14.2% | Added |
| Essex Savings Bank | 2,134 | $702.2K | 0.16% | +5+0.2% | Added |
| CX Institutional | 2,142 | $705.0K | 0.02% | −24−1.1% | Reduced |
| Capital Square, LLC | 2,154 | $708.9K | 0.36% | +10.0% | Added |
| Recurrent Investment Advisors LLC | 2,155 | $709.1K | 0.05% | −150−6.5% | Reduced |
| Schnieders Capital Management, LLC. | 2,159 | $710.5K | 0.13% | +2,159 | New |
| J.Safra Asset Management Corp | 2,166 | $712.8K | 0.04% | +783+56.6% | Added |
| First National Bank & Trust Co of Newtown | 2,169 | $713.7K | 0.14% | −217−9.1% | Reduced |
| Marietta Wealth Management, LLC | 2,171 | $714.4K | 0.09% | +130+6.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,179 | $717.0K | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,185 | $719.1K | 0.05% | +327+17.6% | Added |
| Signature Estate & Investment Advisors LLC | 2,197 | $723.0K | 0.02% | +3+0.1% | Added |
| Evoke Wealth, LLC | 2,202 | $724.7K | 0.02% | +371+20.3% | Added |
| LSP Investment Advisors, LLC | 2,208 | $726.6K | 0.44% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 2,216 | $726.8K | 0.01% | +2,216 | New |
| Fox Run Management, L.L.C. | 2,216 | $729.2K | 0.11% | +2,216 | New |
| Chesley Taft & Associates LLC | 2,217 | $729.5K | 0.03% | +192+9.5% | Added |
| Armis Advisers, LLC | 1,935 | $730.8K | 0.07% | −254−11.6% | Reduced |
| Marion Wealth Management | 2,233 | $734.9K | 0.17% | +48+2.2% | Added |
| Great Lakes Advisors, LLC | 2,241 | $737.4K | 0.01% | −505−18.4% | Reduced |
| SBI Securities Co., Ltd. | 2,242 | $737.8K | 0.02% | −95−4.1% | Reduced |
| Evergreen Capital Management LLC | 2,243 | $738.1K | 0.02% | +213+10.5% | Added |
| Modera Wealth Management, LLC | 2,248 | $739.7K | 0.01% | +71+3.3% | Added |
| Innova Wealth Partners | 2,248 | $739.8K | 0.40% | +850+60.8% | Added |
| TFB Advisors LLC | 1,902 | $740.9K | 0.22% | +163+9.4% | Added |
| Platform Technology Partners | 2,260 | $743.6K | 0.18% | −70−3.0% | Reduced |
| Fisher Asset Management, LLC | 2,260 | $743.8K | 0.00% | −388−14.7% | Reduced |
| Cooper Financial Group | 2,264 | $744.9K | 0.08% | +400+21.5% | Added |
| Gryphon Financial Partners LLC | 2,282 | $750.8K | 0.09% | +447+24.4% | Added |
| Berger Financial Group, Inc | 2,284 | $751.6K | 0.04% | +40+1.8% | Added |
| Hobbs Group Advisors, LLC | 2,288 | $753.0K | 0.23% | −707−23.6% | Reduced |
| Highview Capital Management LLC | 2,293 | $754.6K | 0.28% | −411−15.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 2,294 | $755.0K | 0.12% | +2,294 | New |
| CoreCap Advisors, LLC | 2,298 | $756.5K | 0.03% | −24−1.0% | Reduced |
| WSFS Capital Management, LLC | 2,302 | $757.4K | 0.04% | +1,444+168.3% | Added |
| Moneta Group Investment Advisors LLC | 2,302 | $757.5K | 0.01% | +1,297+129.1% | Added |
| SRS Capital Advisors, Inc. | 2,303 | $758.1K | 0.01% | +1,424+162.0% | Added |
| Carroll Investors, Inc | 2,302 | $760.9K | 0.37% | 00.0% | Unchanged |
| First Horizon Corp | 2,314 | $761.5K | 0.04% | +2,314 | New |
| Brown Brothers Harriman & Co | 2,315 | $761.8K | 0.00% | +626+37.1% | Added |
| Hanlon Investment Management, Inc. | 2,315 | $761.8K | 0.46% | +35+1.5% | Added |
| Essex Financial Services, Inc. | 2,323 | $764.5K | 0.05% | −15−0.6% | Reduced |
| Bank & Trust Co | 2,324 | $764.8K | 0.56% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 2,332 | $767.5K | 0.13% | +2,332 | New |
| LGT Fund Management Co Ltd. | 2,190 | $768.5K | 0.06% | +590+36.9% | Added |