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 |
|---|---|---|---|---|---|
| McDonald Partners LLC | 664 | $218.7K | 0.07% | +664 | New |
| Mayflower Financial Advisors, LLC | 662 | $217.8K | 0.03% | −43−6.1% | Reduced |
| Fortem Financial Group, LLC | 662 | $217.8K | 0.06% | +662 | New |
| CVA Family Office, LLC | 661 | $217.5K | 0.03% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 660 | $217.3K | 0.03% | −148−18.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 656 | $216.1K | 0.01% | +656 | New |
| World Equity Group, Inc. | 654 | $215.4K | 0.05% | +654 | New |
| WT Wealth Management | 654 | $215.2K | 0.06% | −71−9.8% | Reduced |
| Barings LLC | 654 | $215.2K | 0.00% | +654 | New |
| Madison Wealth Partners, Inc | 653 | $214.9K | 0.04% | +31+5.0% | Added |
| TownSquare Capital, LLC | 650 | $213.9K | 0.03% | −683−51.2% | Reduced |
| Deltec Asset Management LLC | 650 | $213.9K | 0.04% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 647 | $213.0K | 0.01% | +647 | New |
| Fragasso Group Inc. | 590 | $212.4K | 0.01% | +590 | New |
| Cascades Capital Asset Management, LLC | 641 | $211.0K | 0.09% | +641 | New |
| Intrua Financial, LLC | 638 | $210.0K | 0.02% | −1,409−68.8% | Reduced |
| Rosenberg Matthew Hamilton | 637 | $209.6K | 0.05% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 637 | $209.6K | 0.13% | +637 | New |
| Ellenbecker Investment Group | 636 | $209.3K | 0.03% | +636 | New |
| Stone Run Capital, LLC | 636 | $209.3K | 0.08% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 634 | $208.6K | 0.04% | −27−4.1% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 633 | $208.3K | 0.05% | +633 | New |
| CJM Wealth Advisers, Ltd. | 628 | $206.6K | 0.06% | +628 | New |
| Seven Mile Advisory | 628 | $206.5K | 0.03% | +628 | New |
| Tower Bridge Advisors | 626 | $206.0K | 0.02% | +626 | New |
| Pallas Capital Advisors LLC | 626 | $205.9K | 0.01% | −53−7.8% | Reduced |
| Drive Wealth Management, LLC | 624 | $205.4K | 0.04% | +624 | New |
| Garde Capital, Inc. | 624 | $205.3K | 0.01% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 585 | $205.3K | 0.03% | +585 | New |
| Legacy Financial Group LLC | 623 | $205.1K | 0.03% | +623 | New |
| Delta Asset Management LLC | 623 | $205.0K | 0.02% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 622 | $204.8K | 0.02% | 00.0% | Unchanged |
| Keystone Financial Services | 622 | $204.7K | 0.06% | −16−2.5% | Reduced |
| TD Private Client Wealth LLC | 621 | $204.5K | 0.00% | +37+6.3% | Added |
| Hoey Investments, Inc | 620 | $204.0K | 0.03% | +154+33.0% | Added |
| Bernardo Wealth Planning LLC | 619 | $203.7K | 0.04% | +619 | New |
| BOS Asset Management, LLC | 617 | $203.0K | 0.06% | +617 | New |
| Fortress Wealth Group, LLC | 505 | $202.7K | 0.09% | +505 | New |
| Capula Management Ltd | 614 | $202.0K | 0.00% | +614 | New |
| Purus Wealth Management, LLC | 613 | $201.9K | 0.06% | +613 | New |
| RCS Financial Planning, LLC | 613 | $201.7K | 0.09% | +613 | New |
| Bellecapital International Ltd. | 612 | $201.4K | 0.03% | +612 | New |
| Fulton Bank, N.A. | 611 | $201.1K | 0.01% | +611 | New |
| Enzi Wealth | 507 | $201.0K | 0.07% | +507 | New |
| MV Capital Management, Inc. | 598 | $196.8K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 598 | $196.8K | 0.06% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 583 | $191.8K | 0.03% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 582 | $191.6K | 0.01% | +1+0.2% | Added |
| NBT Bank N A | 577 | $189.9K | 0.01% | −300−34.2% | Reduced |
| St Germain D J Co Inc | 575 | $189.2K | 0.01% | −22−3.7% | Reduced |
| Heartland Advisors Inc | 568 | $186.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 568 | $186.9K | 0.04% | +4+0.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 510 | $186.6K | 0.00% | −80−13.6% | Reduced |
| GW&K Investment Management, LLC | 564 | $186.0K | 0.00% | +11+2.0% | Added |
| Pin Oak Investment Advisors Inc | 564 | $185.6K | 0.13% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 541 | $178.0K | 0.02% | +2+0.4% | Added |
| Ostrum Asset Management | 527 | $173.4K | 0.01% | −17−3.1% | Reduced |
| Eastern Bank | 525 | $172.8K | 0.00% | −18−3.3% | Reduced |
| Chapman Financial Group, LLC | 477 | $157.0K | 0.11% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 470 | $154.7K | 0.08% | +470 | New |
| Stephenson National Bank & Trust | 462 | $152.0K | 0.05% | 00.0% | Unchanged |
| Crewe Advisors LLC | 452 | $148.7K | 0.01% | +28+6.6% | Added |
| Fortis Group Advisors, LLC | 452 | $148.7K | 0.03% | +175+63.2% | Added |
| Paradigm Asset Management Co LLC | 451 | $148.4K | 0.03% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 449 | $147.8K | 0.05% | −180−28.6% | Reduced |
| McIlrath & Eck, LLC | 441 | $145.2K | 0.01% | +60+15.7% | Added |
| Abich Financial Wealth Management LLC | 436 | $143.5K | 0.05% | +436 | New |
| DT Investment Partners, LLC | 433 | $142.5K | 0.01% | +166+62.2% | Added |
| Park Place Capital Corp | 433 | $142.5K | 0.03% | −12−2.7% | Reduced |
| Asset Planning,Inc | 431 | $141.8K | 0.10% | +101+30.6% | Added |
| AllSquare Wealth Management LLC | 428 | $140.8K | 0.07% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 383 | $137.9K | 0.01% | +161+72.5% | Added |
| Hughes Financial Services, LLC | 382 | $137.9K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 410 | $134.8K | 0.00% | +20+5.1% | Added |
| SJS Investment Consulting Inc. | 402 | $132.3K | 0.02% | +388+2,771.4% | Added |
| Boit C F David | 400 | $131.6K | 0.06% | 00.0% | Unchanged |
| Lavaca Capital LLC | 400 | $131.6K | 0.02% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 399 | $131.3K | 0.10% | +1+0.3% | Added |
| Archer Investment Corp | 397 | $130.6K | 0.03% | −23−5.5% | Reduced |
| Tripletail Wealth Management, LLC | 354 | $129.4K | 0.15% | +354 | New |
| Capital Analysts, LLC | 388 | $128.0K | 0.00% | +65+20.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 385 | $126.7K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 381 | $125.4K | 0.02% | −110−22.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 378 | $124.4K | 0.01% | −50−11.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 371 | $122.1K | 0.03% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 366 | $120.4K | 0.04% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 360 | $118.5K | 0.02% | +360 | New |
| LRI Investments, LLC | 357 | $117.6K | 0.01% | −10−2.7% | Reduced |
| Albion Financial Group | 351 | $115.5K | 0.01% | +100+39.8% | Added |
| Berbice Capital Management LLC | 350 | $115.2K | 0.07% | +10+2.9% | Added |
| City State Bank | 346 | $113.9K | 0.03% | −10−2.8% | Reduced |
| Alpine Bank Wealth Management | 340 | $111.9K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 329 | $108.0K | 0.01% | +20+6.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 327 | $107.6K | 0.21% | +76+30.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 325 | $107.0K | 0.00% | −995−75.4% | Reduced |
| Operose Advisors LLC | 317 | $104.3K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 316 | $103.9K | 0.02% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 309 | $101.7K | 0.02% | +309 | New |
| Kayne Anderson Rudnick Investment Management LLC | 305 | $100.5K | 0.00% | +1+0.3% | Added |
| Asset Dedication, LLC | 301 | $99.1K | 0.01% | +146+94.2% | Added |