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 |
|---|---|---|---|---|---|
| Green Harvest Asset Management LLC | 817 | $269.0K | 0.00% | −485−37.3% | Reduced |
| GAM Holding AG | 817 | $268.9K | 0.02% | +817 | New |
| Dunhill Financial, LLC | 816 | $268.6K | 0.07% | +791+3,164.0% | Added |
| IVC Wealth Advisors LLC | 815 | $268.2K | 0.12% | +815 | New |
| Lake Hills Wealth Management, LLC | 814 | $267.9K | 0.14% | +10+1.2% | Added |
| Pinnacle Financial Group, LLC | 812 | $267.2K | 0.08% | +2+0.2% | Added |
| Genesis Private Wealth, LLC | 810 | $266.5K | 0.11% | +810 | New |
| United Advisor Group, LLC | 808 | $265.9K | 0.04% | +7+0.9% | Added |
| Versant Capital Management, Inc | 804 | $264.6K | 0.04% | +56+7.5% | Added |
| Certior Financial Group, LLC | 803 | $264.2K | 0.18% | +23+2.9% | Added |
| Jacksonville Wealth Management, LLC | 802 | $263.9K | 0.19% | 00.0% | Unchanged |
| Wexford Capital LP | 801 | $263.6K | 0.08% | +801 | New |
| Ashton Thomas Securities, LLC | 793 | $261.0K | 0.04% | +793 | New |
| First Foundation Advisors | 792 | $260.6K | 0.01% | +68+9.4% | Added |
| Moss Adams Wealth Advisors LLC | 791 | $260.3K | 0.02% | +41+5.5% | Added |
| BIP Wealth, LLC | 791 | $260.3K | 0.01% | +791 | New |
| Verus Capital Partners, LLC | 790 | $260.0K | 0.02% | +11+1.4% | Added |
| Burke & Herbert Bank & Trust Co | 789 | $259.6K | 0.06% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 788 | $259.3K | 0.00% | +272+52.7% | Added |
| Smith, Salley & Associates | 784 | $258.0K | 0.01% | −25−3.1% | Reduced |
| Legacy Advisors, LLC | 784 | $258.0K | 0.03% | +784 | New |
| Advocate Group LLC | 782 | $257.3K | 0.04% | 00.0% | Unchanged |
| Yelin Lapidot Holdings Management Ltd. | 781 | $257.0K | 0.05% | −142−15.4% | Reduced |
| Bright Financial Advisors, Inc. | 776 | $255.4K | 0.12% | +776 | New |
| N.E.W. Advisory Services LLC | 774 | $254.7K | 0.02% | +10+1.3% | Added |
| Goldstein Advisors, LLC | 774 | $254.7K | 0.03% | +774 | New |
| Huntleigh Advisors, Inc. | 772 | $254.0K | 0.04% | 00.0% | Unchanged |
| AMG National Trust Bank | 767 | $252.4K | 0.01% | −10−1.3% | Reduced |
| Activest Wealth Management | 766 | $252.2K | 0.05% | +560+271.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 766 | $252.1K | 0.08% | −42−5.2% | Reduced |
| KPP Advisory Services LLC | 765 | $251.7K | 0.04% | +765 | New |
| Global Trust Asset Management, LLC | 764 | $251.5K | 0.11% | +215+39.2% | Added |
| Edgemoor Investment Advisors, Inc. | 763 | $251.1K | 0.02% | +3+0.4% | Added |
| VisionPoint Advisory Group, LLC | 762 | $250.8K | 0.05% | +128+20.2% | Added |
| SkyOak Wealth, LLC | 761 | $250.4K | 0.05% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 760 | $250.0K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 756 | $248.8K | 0.01% | −20−2.6% | Reduced |
| US Asset Management LLC | 755 | $248.4K | 0.20% | 00.0% | Unchanged |
| Certified Advisory Corp | 752 | $247.4K | 0.02% | +67+9.8% | Added |
| Colorado Capital Management, Inc. | 750 | $247.0K | 0.10% | +62+9.0% | Added |
| Financial Perspectives, Inc | 750 | $246.8K | 0.07% | +590+368.8% | Added |
| Means Investment Co., Inc. | 747 | $246.0K | 0.02% | −38−4.8% | Reduced |
| Curat Global, LLC | 745 | $245.8K | 0.23% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 741 | $243.9K | 0.01% | +31+4.4% | Added |
| Crown Wealth Group, LLC | 738 | $242.9K | 0.07% | +16+2.2% | Added |
| Root Financial Partners, LLC | 738 | $242.8K | 0.01% | +738 | New |
| Bridgewealth Advisory Group, LLC | 735 | $242.0K | 0.06% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 734 | $242.0K | 0.00% | −6,880−90.4% | Reduced |
| Cidel Asset Management Inc | 734 | $241.5K | 0.01% | −56−7.1% | Reduced |
| Addison Capital Co | 734 | $241.5K | 0.07% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 732 | $240.9K | 0.05% | +34+4.9% | Added |
| Meridian Wealth Advisors, LLC | 732 | $240.9K | 0.03% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 731 | $240.6K | 0.01% | −100−12.0% | Reduced |
| Avidian Wealth Solutions, LLC | 730 | $240.2K | 0.01% | +730 | New |
| Patrick M Sweeney & Associates, Inc | 728 | $239.6K | 0.15% | 00.0% | Unchanged |
| Atom Investors LP | 728 | $239.6K | 0.02% | +728 | New |
| Francis Financial, Inc. | 391 | $239.2K | 0.04% | +391 | New |
| HC Advisors, LLC | 722 | $237.6K | 0.17% | +1+0.1% | Added |
| Redwood Wealth Management Group, LLC | 722 | $237.6K | 0.10% | 00.0% | Unchanged |
| Postrock Partners LLC | 721 | $237.3K | 0.10% | 00.0% | Unchanged |
| First National Trust Co | 713 | $234.6K | 0.01% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 713 | $234.0K | 0.08% | 00.0% | Unchanged |
| Quartz Partners, LLC | 710 | $233.6K | 0.08% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 709 | $233.6K | 0.07% | +1+0.1% | Added |
| Hilltop National Bank | 707 | $232.7K | 0.06% | +2+0.3% | Added |
| Keebeck Alpha, LP | 707 | $232.7K | 0.32% | +707 | New |
| Johnson Bixby & Associates, LLC | 706 | $232.3K | 0.03% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 705 | $232.0K | 0.00% | −20−2.8% | Reduced |
| AlphaCore Capital LLC | 705 | $232.0K | 0.01% | +267+61.0% | Added |
| First Commonwealth Financial Corp | 704 | $231.7K | 0.04% | +26+3.8% | Added |
| Simmons Bank | 704 | $231.7K | 0.02% | −33−4.5% | Reduced |
| MPS Loria Financial Planners, LLC | 704 | $231.6K | 0.06% | +1+0.1% | Added |
| Ipswich Investment Management Co., Inc. | 703 | $231.3K | 0.05% | +20+2.9% | Added |
| Forefront Wealth Management Inc. | 702 | $231.1K | 0.17% | +23+3.4% | Added |
| Frisch Financial Group, Inc. | 701 | $230.8K | 0.05% | 00.0% | Unchanged |
| Conscious Wealth Investments, LLC | 612 | $230.7K | 0.14% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 700 | $230.3K | 0.18% | +93+15.3% | Added |
| SNS Financial Group, LLC | 699 | $230.0K | 0.02% | +3+0.4% | Added |
| Lodestone Wealth Management LLC | 698 | $229.7K | 0.10% | +37+5.6% | Added |
| Foster Group, Inc. | 695 | $228.7K | 0.01% | +10+1.5% | Added |
| Old Port Advisors | 695 | $228.7K | 0.06% | +695 | New |
| Dynasty Wealth Management, LLC | 693 | $228.1K | 0.00% | +693 | New |
| Cove Private Wealth, LLC | 693 | $228.0K | 0.07% | 00.0% | Unchanged |
| Plancorp, LLC | 692 | $227.7K | 0.01% | −29−4.0% | Reduced |
| Southland Equity Partners LLC | 692 | $227.7K | 0.05% | +692 | New |
| Mystic Asset Management, Inc. | 687 | $226.1K | 0.05% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 684 | $225.0K | 0.14% | +1+0.1% | Added |
| Gateway Wealth Partners, LLC | 682 | $224.5K | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 681 | $224.1K | 0.01% | −2−0.3% | Reduced |
| MSH Capital Advisors LLC | 680 | $223.8K | 0.06% | −92−11.9% | Reduced |
| Sunpointe, LLC | 678 | $223.1K | 0.08% | +678 | New |
| Jain Global LLC | 678 | $223.1K | 0.00% | +678 | New |
| Connecticut Wealth Management, LLC | 677 | $222.8K | 0.01% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 677 | $222.8K | 0.01% | +9+1.3% | Added |
| Valley Brook Capital Group | 676 | $222.5K | 0.15% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 854 | $221.9K | 0.03% | −147−14.7% | Reduced |
| Liberty Capital Management, Inc. | 674 | $221.8K | 0.04% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 673 | $221.5K | 0.07% | −149−18.1% | Reduced |
| Yoffe Investment Management, LLC | 666 | $219.2K | 0.29% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 572 | $218.9K | 0.04% | +9+1.6% | Added |