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 |
|---|---|---|---|---|---|
| Stratos Wealth Advisors, LLC | 2,484 | $817.6K | 0.04% | +512+26.0% | Added |
| Aaron Wealth Advisors | 2,472 | $813.5K | 0.05% | +412+20.0% | Added |
| Cora Capital Advisors LLC | 2,471 | $813.2K | 0.35% | +14+0.6% | Added |
| Larson Financial Group LLC | 2,469 | $812.4K | 0.03% | +298+13.7% | Added |
| Forum Financial Management, LP | 2,467 | $811.8K | 0.01% | +130+5.6% | Added |
| Fire Capital Management LLC | 2,466 | $811.5K | 0.47% | +40+1.6% | Added |
| Mainstream Capital Management LLC | 2,466 | $811.5K | 0.54% | +95+4.0% | Added |
| John G Ullman & Associates Inc | 2,465 | $811.2K | 0.11% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,454 | $807.5K | 0.14% | +83+3.5% | Added |
| JFS Wealth Advisors, LLC | 2,443 | $803.9K | 0.05% | +415+20.5% | Added |
| Choate Investment Advisors | 2,433 | $800.6K | 0.02% | +12+0.5% | Added |
| Westover Capital Advisors, LLC | 2,431 | $800.0K | 0.15% | −4−0.2% | Reduced |
| Garrett Investment Advisors LLC | 2,430 | $799.7K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,430 | $799.6K | 0.09% | −18−0.7% | Reduced |
| Daymark Wealth Partners, LLC | 2,426 | $798.4K | 0.03% | +883+57.2% | Added |
| MidWestOne Financial Group, Inc. | 2,421 | $796.7K | 0.10% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,415 | $795.0K | 0.15% | −214−8.1% | Reduced |
| Thoroughbred Financial Services, LLC | 2,418 | $795.0K | 0.05% | +443+22.4% | Added |
| Ashton Thomas Private Wealth, LLC | 2,413 | $794.1K | 0.02% | +1,272+111.5% | Added |
| Norden Group LLC | 2,404 | $791.3K | 0.08% | +635+35.9% | Added |
| Ronald Blue Trust, Inc. | 2,404 | $791.1K | 0.01% | +8+0.3% | Added |
| Providence Capital Advisors, LLC | 2,400 | $789.8K | 0.14% | −4−0.2% | Reduced |
| Premier Path Wealth Partners, LLC | 2,366 | $778.5K | 0.10% | +34+1.5% | Added |
| Cornerstone Wealth Management, LLC | 2,359 | $776.4K | 0.04% | −24−1.0% | Reduced |
| LGT Fund Management Co Ltd. | 2,190 | $768.5K | 0.06% | +590+36.9% | Added |
| Lebenthal Global Advisors, LLC | 2,332 | $767.5K | 0.13% | +2,332 | New |
| Bank & Trust Co | 2,324 | $764.8K | 0.56% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,323 | $764.5K | 0.05% | −15−0.6% | Reduced |
| Hanlon Investment Management, Inc. | 2,315 | $761.8K | 0.46% | +35+1.5% | Added |
| Brown Brothers Harriman & Co | 2,315 | $761.8K | 0.00% | +626+37.1% | Added |
| First Horizon Corp | 2,314 | $761.5K | 0.04% | +2,314 | New |
| Carroll Investors, Inc | 2,302 | $760.9K | 0.37% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,303 | $758.1K | 0.01% | +1,424+162.0% | Added |
| Moneta Group Investment Advisors LLC | 2,302 | $757.5K | 0.01% | +1,297+129.1% | Added |
| WSFS Capital Management, LLC | 2,302 | $757.4K | 0.04% | +1,444+168.3% | Added |
| CoreCap Advisors, LLC | 2,298 | $756.5K | 0.03% | −24−1.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 2,294 | $755.0K | 0.12% | +2,294 | New |
| Highview Capital Management LLC | 2,293 | $754.6K | 0.28% | −411−15.2% | Reduced |
| Hobbs Group Advisors, LLC | 2,288 | $753.0K | 0.23% | −707−23.6% | Reduced |
| Berger Financial Group, Inc | 2,284 | $751.6K | 0.04% | +40+1.8% | Added |
| Gryphon Financial Partners LLC | 2,282 | $750.8K | 0.09% | +447+24.4% | Added |
| Cooper Financial Group | 2,264 | $744.9K | 0.08% | +400+21.5% | Added |
| Fisher Asset Management, LLC | 2,260 | $743.8K | 0.00% | −388−14.7% | Reduced |
| Platform Technology Partners | 2,260 | $743.6K | 0.18% | −70−3.0% | Reduced |
| TFB Advisors LLC | 1,902 | $740.9K | 0.22% | +163+9.4% | Added |
| Innova Wealth Partners | 2,248 | $739.8K | 0.40% | +850+60.8% | Added |
| Modera Wealth Management, LLC | 2,248 | $739.7K | 0.01% | +71+3.3% | Added |
| Evergreen Capital Management LLC | 2,243 | $738.1K | 0.02% | +213+10.5% | Added |
| SBI Securities Co., Ltd. | 2,242 | $737.8K | 0.02% | −95−4.1% | Reduced |
| Great Lakes Advisors, LLC | 2,241 | $737.4K | 0.01% | −505−18.4% | Reduced |
| Marion Wealth Management | 2,233 | $734.9K | 0.17% | +48+2.2% | Added |
| Armis Advisers, LLC | 1,935 | $730.8K | 0.07% | −254−11.6% | Reduced |
| Chesley Taft & Associates LLC | 2,217 | $729.5K | 0.03% | +192+9.5% | Added |
| Fox Run Management, L.L.C. | 2,216 | $729.2K | 0.11% | +2,216 | New |
| ABN AMRO Bank N.V. | 2,216 | $726.8K | 0.01% | +2,216 | New |
| LSP Investment Advisors, LLC | 2,208 | $726.6K | 0.44% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,202 | $724.7K | 0.02% | +371+20.3% | Added |
| Signature Estate & Investment Advisors LLC | 2,197 | $723.0K | 0.02% | +3+0.1% | Added |
| Koshinski Asset Management, Inc. | 2,185 | $719.1K | 0.05% | +327+17.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,179 | $717.0K | 0.03% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 2,171 | $714.4K | 0.09% | +130+6.4% | Added |
| First National Bank & Trust Co of Newtown | 2,169 | $713.7K | 0.14% | −217−9.1% | Reduced |
| J.Safra Asset Management Corp | 2,166 | $712.8K | 0.04% | +783+56.6% | Added |
| Schnieders Capital Management, LLC. | 2,159 | $710.5K | 0.13% | +2,159 | New |
| Recurrent Investment Advisors LLC | 2,155 | $709.1K | 0.05% | −150−6.5% | Reduced |
| Capital Square, LLC | 2,154 | $708.9K | 0.36% | +10.0% | Added |
| CX Institutional | 2,142 | $705.0K | 0.02% | −24−1.1% | Reduced |
| Essex Savings Bank | 2,134 | $702.2K | 0.16% | +5+0.2% | Added |
| Bare Financial Services, Inc | 2,125 | $699.1K | 0.21% | +264+14.2% | Added |
| Rakuten Investment Management, Inc. | 38,653 | $697.3K | 0.00% | +38,653 | New |
| Brighton Jones LLC | 2,108 | $693.8K | 0.02% | −26−1.2% | Reduced |
| Acropolis Investment Management, LLC | 2,143 | $691.7K | 0.04% | +235+12.3% | Added |
| Net Worth Advisory Group | 2,098 | $690.3K | 0.20% | −2,224−51.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,087 | $686.9K | 0.04% | +747+55.7% | Added |
| NewEdge Wealth, LLC | 1,885 | $684.7K | 0.01% | +728+62.9% | Added |
| Etesian Wealth Advisors, Inc. | 2,070 | $681.2K | 0.22% | −75−3.5% | Reduced |
| Wealth Effects LLC | 2,067 | $680.2K | 0.22% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,065 | $679.5K | 0.35% | +6+0.3% | Added |
| Plotkin Financial Advisors, LLC | 2,063 | $678.9K | 0.34% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 2,055 | $676.2K | 0.06% | +1,314+177.3% | Added |
| Symphony Financial, Ltd. Co. | 2,037 | $673.6K | 0.08% | −1,209−37.2% | Reduced |
| Interchange Capital Partners, LLC | 2,035 | $669.7K | 0.13% | +356+21.2% | Added |
| Childress Capital Advisors, LLC | 2,032 | $668.6K | 0.12% | +833+69.5% | Added |
| David Loasby | 1,866 | $668.3K | 0.05% | +42+2.3% | Added |
| Volterra Technologies LP | 2,028 | $667.4K | 0.44% | +2,028 | New |
| Souders Financial Advisors | 2,027 | $667.2K | 0.08% | −69−3.3% | Reduced |
| Evexia Wealth LLC | 1,743 | $664.0K | 0.20% | +40+2.3% | Added |
| Conning Inc. | 2,017 | $663.7K | 0.02% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,016 | $663.4K | 0.20% | +2,016 | New |
| Cornerstone Advisory, LLC | 2,013 | $662.3K | 0.07% | −275−12.0% | Reduced |
| Aventura Private Wealth, LLC | 2,012 | $662.2K | 0.24% | −227−10.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,008 | $660.8K | 0.13% | +2,008 | New |
| Alpha Family Trust | 2,005 | $659.8K | 0.31% | 00.0% | Unchanged |
| 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 |
| Galvin, Gaustad & Stein, LLC | 1,994 | $656.3K | 0.05% | +43+2.2% | Added |
| Vantage Point Financial LLC | 1,993 | $655.9K | 0.25% | −6−0.3% | Reduced |
| Gamco Investors, Inc. Et Al | 1,987 | $653.9K | 0.01% | +37+1.9% | Added |
| Ewa, LLC | 1,981 | $652.0K | 0.18% | −15−0.8% | Reduced |
| Williamson Legacy Group, LLC | 1,977 | $650.6K | 0.50% | +1,977 | New |