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 |
|---|---|---|---|---|---|
| KLCM Advisors, Inc. | 1,976 | $650.2K | 0.06% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 1,971 | $648.6K | 0.11% | −30−1.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,970 | $648.3K | 0.11% | −80−3.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,965 | $646.6K | 0.09% | −33−1.7% | Reduced |
| Coastline Trust Co | 1,964 | $646.3K | 0.07% | +422+27.4% | Added |
| Centiva Capital, LP | 1,963 | $646.0K | 0.06% | +1,963 | New |
| White Knight Strategic Wealth Advisors, LLC | 1,957 | $644.0K | 0.51% | −219−10.1% | Reduced |
| Advisory Alpha, LLC | 1,794 | $641.4K | 0.02% | +696+63.4% | Added |
| Pettee Investors, Inc. | 1,946 | $640.4K | 0.35% | +1,946 | New |
| Venturi Wealth Management, LLC | 1,943 | $639.4K | 0.03% | +117+6.4% | Added |
| Accel Wealth Management | 1,941 | $638.9K | 0.19% | −871−31.0% | Reduced |
| Telos Capital Management, Inc. | 1,934 | $636.4K | 0.06% | −22−1.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,930 | $635.1K | 0.06% | +465+31.7% | Added |
| Trust Co of Toledo NA | 1,921 | $632.1K | 0.06% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,919 | $631.5K | 0.00% | +10+0.5% | Added |
| Paragon Private Wealth Management, LLC | 1,902 | $625.9K | 0.21% | +1,057+125.1% | Added |
| Trinity Wealth Management, LLC | 1,901 | $625.6K | 0.23% | −50−2.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,900 | $625.2K | 0.09% | +1,900 | New |
| Machina Capital S.A.S. | 1,887 | $621.0K | 0.11% | +1,887 | New |
| Grandview Asset Management LLC | 1,887 | $620.9K | 0.17% | +310+19.7% | Added |
| SFG Wealth Management, LLC. | 1,887 | $620.8K | 0.27% | +1,887 | New |
| Wealth Management Associates, Inc. | 1,877 | $617.6K | 0.22% | −243−11.5% | Reduced |
| PDS Planning, Inc | 1,874 | $616.7K | 0.04% | −28−1.5% | Reduced |
| Quent Capital, LLC | 1,867 | $614.4K | 0.05% | −150−7.4% | Reduced |
| Penserra Capital Management LLC | 1,871 | $614.0K | 0.01% | +1,844+6,829.6% | Added |
| Successful Portfolios LLC | 1,863 | $613.1K | 0.36% | −260−12.2% | Reduced |
| Embree Financial Group | 1,860 | $612.1K | 0.08% | −3−0.2% | Reduced |
| Spirepoint Private Client, LLC | 1,855 | $610.4K | 0.06% | +15+0.8% | Added |
| Prestige Wealth Management Group LLC | 1,854 | $610.1K | 0.12% | +8+0.4% | Added |
| Financial Council Asset Management Inc | 1,849 | $608.5K | 0.27% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,845 | $607.2K | 0.01% | −1,873−50.4% | Reduced |
| BlueChip Wealth Advisors LLC | 1,840 | $605.5K | 0.26% | −87−4.5% | Reduced |
| Eagle Wealth Strategies LLC | 1,829 | $601.9K | 0.30% | +204+12.6% | Added |
| Crestwood Advisors Group LLC | 1,827 | $601.0K | 0.01% | +276+17.8% | Added |
| Private Wealth Asset Management, LLC | 1,815 | $597.3K | 0.07% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 1,810 | $596.6K | 0.09% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,812 | $596.3K | 0.04% | −287−13.7% | Reduced |
| Accurate Wealth Management, LLC | 1,525 | $594.1K | 0.08% | +119+8.5% | Added |
| C M Bidwell & Associates Ltd | 1,802 | $593.0K | 0.29% | −70−3.7% | Reduced |
| Evernest Financial Advisors, LLC | 1,802 | $592.9K | 0.17% | +10+0.6% | Added |
| MTM Investment Management, LLC | 1,778 | $585.1K | 0.19% | −30−1.7% | Reduced |
| Athena Investment Management | 1,775 | $584.1K | 0.30% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 1,772 | $583.1K | 0.02% | −8−0.4% | Reduced |
| Breakwater Capital Group | 1,769 | $582.1K | 0.09% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 1,763 | $580.2K | 0.34% | +1,763 | New |
| Flagship Harbor Advisors, LLC | 1,761 | $579.5K | 0.03% | +232+15.2% | Added |
| Compton Financial Group, LLC | 1,752 | $576.7K | 0.14% | 00.0% | Unchanged |
| Interval Partners, LP | 1,749 | $575.5K | 0.01% | +1,749 | New |
| Kestra Investment Management, LLC | 1,745 | $574.2K | 0.02% | −2,680−60.6% | Reduced |
| Grove Bank & Trust | 1,730 | $569.3K | 0.07% | −43−2.4% | Reduced |
| Joel Isaacson & Co., LLC | 1,727 | $568.3K | 0.02% | −22−1.3% | Reduced |
| Court Place Advisors, LLC | 1,724 | $567.3K | 0.17% | 00.0% | Unchanged |
| Apella Capital, LLC | 1,428 | $566.3K | 0.01% | +91+6.8% | Added |
| Strategic Investment Solutions, Inc. | 1,717 | $565.1K | 0.15% | +1+0.1% | Added |
| FSM Wealth Advisors, LLC | 1,716 | $564.6K | 0.08% | +254+17.4% | Added |
| Vivaldi Capital Management, LLC | 1,715 | $564.4K | 0.08% | +42+2.5% | Added |
| Generali Investments, Management Co LLC | 1,711 | $563.0K | 0.12% | +729+74.2% | Added |
| First Community Trust NA | 1,700 | $559.4K | 0.43% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,501 | $556.9K | 0.06% | +639+74.1% | Added |
| ARS Wealth Advisors Group, LLC | 1,683 | $553.8K | 0.05% | +7+0.4% | Added |
| Advisor OS, LLC | 1,677 | $551.8K | 0.05% | +616+58.1% | Added |
| Trust Point Inc. | 1,666 | $548.2K | 0.04% | +400+31.6% | Added |
| Leigh Baldwin & Co., LLC | 1,663 | $547.3K | 0.31% | +35+2.1% | Added |
| ING Groep NV | 1,659 | $545.9K | 0.00% | −3,844−69.9% | Reduced |
| Parkside Financial Bank & Trust | 1,655 | $544.6K | 0.04% | +80+5.1% | Added |
| Verus Wealth Management, LLC | 1,654 | $544.2K | 0.51% | +4+0.2% | Added |
| Ameritas Advisory Services, LLC | 1,652 | $543.8K | 0.04% | −158−8.7% | Reduced |
| Ascent Group, LLC | 1,650 | $543.0K | 0.02% | +167+11.3% | Added |
| Alta Advisers Ltd | 1,649 | $542.6K | 0.17% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,640 | $539.7K | 0.16% | +1+0.1% | Added |
| First American Bank | 1,633 | $537.4K | 0.03% | 00.0% | Unchanged |
| Pickering Energy Partners LP | 1,630 | $536.4K | 11.78% | −1,280−44.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,629 | $536.1K | 0.02% | +35+2.2% | Added |
| RFG Advisory, LLC | 1,609 | $529.5K | 0.01% | +723+81.6% | Added |
| Magnolia Capital Management Ltd | 1,595 | $525.0K | 0.40% | +325+25.6% | Added |
| Horizon Family Wealth, Inc. | 1,591 | $523.5K | 0.30% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 1,590 | $523.2K | 0.33% | −84−5.0% | Reduced |
| Stonebridge Capital Advisors LLC | 1,590 | $523.2K | 0.04% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,577 | $518.9K | 0.29% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 1,570 | $516.6K | 0.05% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 1,569 | $516.3K | 0.07% | +590+60.3% | Added |
| Planning Directions Inc | 1,566 | $515.3K | 0.27% | +55+3.6% | Added |
| OneAscent Financial Services LLC | 1,561 | $513.6K | 0.03% | +133+9.3% | Added |
| Wealth Dimensions Group, Ltd. | 1,559 | $513.0K | 0.11% | +20+1.3% | Added |
| Kera Capital Partners, Inc. | 1,550 | $510.1K | 0.08% | −94−5.7% | Reduced |
| Trust Co of Virginia | 1,550 | $510.1K | 0.04% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 1,547 | $509.1K | 0.04% | 00.0% | Unchanged |
| Heritage Trust Co | 1,546 | $508.7K | 0.05% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,546 | $508.7K | 0.27% | −20−1.3% | Reduced |
| Jackson Wealth Management, LLC | 1,541 | $507.0K | 0.05% | +1,541 | New |
| Atlantic Union Bankshares Corp | 1,537 | $505.8K | 0.01% | +280+22.3% | Added |
| Stonebridge Financial Group, LLC | 1,537 | $505.8K | 0.04% | −51−3.2% | Reduced |
| Lake Street Financial LLC | 1,535 | $505.1K | 0.07% | +49+3.3% | Added |
| Wells Trecaso Financial Group, LLC | 1,533 | $504.5K | 0.24% | +50+3.4% | Added |
| Edge Financial Advisors LLC | 1,532 | $504.2K | 0.23% | −148−8.8% | Reduced |
| Capital & Planning, LLC | 1,528 | $502.9K | 0.31% | +467+44.0% | Added |
| Newton One Investments LLC | 1,525 | $501.8K | 0.15% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,524 | $501.7K | 0.12% | +1,524 | New |
| Main Street Financial Solutions, LLC | 1,520 | $500.2K | 0.03% | +1,520 | New |
| Welch & Forbes LLC | 1,516 | $498.9K | 0.01% | 00.0% | Unchanged |