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 |
|---|---|---|---|---|---|
| Clarus Wealth Advisors | 4,409 | $1.59M | 0.70% | +142+3.3% | Added |
| Buckingham Strategic Partners | 4,590 | $1.59M | 0.02% | −462−9.1% | Reduced |
| TD Waterhouse Canada Inc. | 4,516 | $1.58M | 0.01% | +262+6.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 4,797 | $1.58M | 0.17% | +869+22.1% | Added |
| Wealthcare Capital Partners, LLC | 4,790 | $1.58M | 0.72% | −11−0.2% | Reduced |
| Foundations Investment Advisors, LLC | 4,787 | $1.58M | 0.02% | +1,515+46.3% | Added |
| Nicholson Wealth Management Group, LLC | 4,781 | $1.57M | 0.92% | +4,781 | New |
| Schear Investment Advisers, LLC | 4,739 | $1.56M | 0.69% | +157+3.4% | Added |
| TSFG, LLC | 4,707 | $1.55M | 0.25% | +712+17.8% | Added |
| NorthRock Partners, LLC | 4,702 | $1.55M | 0.03% | +564+13.6% | Added |
| StoneX Group Inc. | 4,702 | $1.55M | 0.07% | +1,878+66.5% | Added |
| STF Management LP | 4,693 | $1.54M | 0.57% | −130−2.7% | Reduced |
| Beacon Pointe Advisors, LLC | 4,673 | $1.54M | 0.01% | +295+6.7% | Added |
| Plato Investment Management Ltd | 4,704 | $1.54M | 0.10% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 4,656 | $1.53M | 0.03% | +458+10.9% | Added |
| Donoghue Forlines LLC | 4,647 | $1.53M | 0.47% | −392−7.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,640 | $1.53M | 0.02% | −73−1.5% | Reduced |
| PTM Wealth Management, LLC | 4,184 | $1.52M | 0.91% | +6+0.1% | Added |
| LMR Partners LLP | 4,621 | $1.52M | 0.02% | +3,791+456.7% | Added |
| Fiduciary Alliance LLC | 4,594 | $1.51M | 0.10% | +46+1.0% | Added |
| Mather Group, LLC. | 4,588 | $1.51M | 0.02% | +183+4.2% | Added |
| Premier Fund Managers Ltd | 4,500 | $1.50M | 0.06% | −2,500−35.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,564 | $1.50M | 0.40% | +367+8.7% | Added |
| Partnership Wealth Management, LLC | 4,489 | $1.48M | 1.14% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 4,483 | $1.48M | 0.08% | +3,725+491.4% | Added |
| Ofi Invest Asset Management | 5,228 | $1.46M | 0.03% | −638−10.9% | Reduced |
| Wallace Hart LLC | 4,434 | $1.46M | 1.07% | −131−2.9% | Reduced |
| Chapin Davis, Inc. | 4,385 | $1.44M | 0.35% | +418+10.5% | Added |
| Stephens Inc | 4,362 | $1.44M | 0.02% | +709+19.4% | Added |
| HBK Sorce Advisory LLC | 3,547 | $1.43M | 0.04% | +23+0.7% | Added |
| BOCHK Asset Management Ltd | 4,345 | $1.43M | 0.38% | +3,545+443.1% | Added |
| Diversified Enterprises, LLC | 4,343 | $1.43M | 0.10% | +272+6.7% | Added |
| Syon Capital LLC | 4,319 | $1.42M | 0.08% | +814+23.2% | Added |
| Aviso Wealth Management | 4,306 | $1.42M | 0.62% | −74−1.7% | Reduced |
| Grimes & Company, Inc. | 4,296 | $1.41M | 0.03% | +2,771+181.7% | Added |
| Westbourne Investments, Inc. | 3,740 | $1.41M | 0.67% | +740+24.7% | Added |
| Level Four Advisory Services, LLC | 4,284 | $1.41M | 0.05% | +421+10.9% | Added |
| Sageworth Trust Co | 4,284 | $1.41M | 0.07% | +4,284 | New |
| Custom Index Systems, LLC | 4,281 | $1.41M | 0.42% | +1,288+43.0% | Added |
| Zuckerman Investment Group, LLC | 4,277 | $1.41M | 0.13% | 00.0% | Unchanged |
| apricus wealth, LLC | 4,277 | $1.41M | 0.76% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 4,273 | $1.41M | 0.07% | −1,934−31.2% | Reduced |
| Cordatus Wealth Management LLC | 4,261 | $1.40M | 0.33% | −17−0.4% | Reduced |
| Bryn Mawr Trust Co | 4,257 | $1.40M | 0.03% | −922−17.8% | Reduced |
| Dynamic Advisor Solutions LLC | 4,250 | $1.40M | 0.04% | +3,150+286.4% | Added |
| PFG Advisors | 4,250 | $1.40M | 0.06% | −392−8.4% | Reduced |
| Dakota Wealth Management | 4,248 | $1.40M | 0.03% | +474+12.6% | Added |
| Truxt Investmentos Ltda. | 4,245 | $1.40M | 1.96% | +4,245 | New |
| Lansing Street Advisors | 4,244 | $1.40M | 0.37% | +29+0.7% | Added |
| Arete Wealth Advisors, LLC | 4,228 | $1.39M | 0.09% | +164+4.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 4,220 | $1.39M | 0.04% | +4,220 | New |
| Hilltop Holdings Inc. | 4,204 | $1.38M | 0.07% | +846+25.2% | Added |
| Polen Capital Management LLC | 4,199 | $1.38M | 0.00% | +189+4.7% | Added |
| Alps Advisors Inc | 4,154 | $1.37M | 0.01% | +1,025+32.8% | Added |
| Garden State Investment Advisory Services LLC | 4,082 | $1.35M | 0.34% | +275+7.2% | Added |
| Creekmur Asset Management LLC | 4,059 | $1.34M | 0.22% | +651+19.1% | Added |
| Advisory Resource Group | 4,051 | $1.33M | 0.24% | +4,051 | New |
| Monetta Financial Services Inc | 4,000 | $1.32M | 0.92% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,000 | $1.32M | 0.35% | 00.0% | Unchanged |
| Rithm Capital Corp. | 4,000 | $1.32M | 2.66% | 00.0% | Unchanged |
| Viking Fund Management LLC | 4,000 | $1.32M | 0.16% | +1,000+33.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $1.32M | 0.64% | +2,500+166.7% | Added |
| Pathway Financial Advisers, LLC | 4,049 | $1.31M | 0.38% | +1,411+53.5% | Added |
| Argent Trust Co | 3,984 | $1.31M | 0.05% | −79−1.9% | Reduced |
| Shelton Wealth Management, LLC | 3,982 | $1.31M | 0.61% | −120−2.9% | Reduced |
| Ingalls & Snyder LLC | 3,968 | $1.31M | 0.04% | −49−1.2% | Reduced |
| Perigon Wealth Management, LLC | 3,961 | $1.30M | 0.03% | +350+9.7% | Added |
| Willis Johnson & Associates, Inc. | 3,913 | $1.29M | 0.08% | −493−11.2% | Reduced |
| Erste Asset Management GmbH | 3,851 | $1.29M | 0.01% | −581−13.1% | Reduced |
| Annex Advisory Services, LLC | 3,906 | $1.29M | 0.03% | −236−5.7% | Reduced |
| Verdence Capital Advisors LLC | 3,282 | $1.28M | 0.07% | +70+2.2% | Added |
| Catalyst Financial Partners LLC | 3,886 | $1.28M | 0.15% | +56+1.5% | Added |
| Tiemann Investment Advisors, LLC | 3,856 | $1.27M | 0.49% | −86−2.2% | Reduced |
| Invesco, LLC | 3,849 | $1.27M | 0.43% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 3,831 | $1.26M | 0.08% | +600+18.6% | Added |
| Investment Advisory Services Inc | 3,737 | $1.23M | 0.39% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,838 | $1.23M | 0.17% | −8−0.2% | Reduced |
| Crumly & Associates Inc. | 3,715 | $1.22M | 0.27% | +341+10.1% | Added |
| Kingswood Wealth Advisors, LLC | 3,707 | $1.22M | 0.07% | +1,099+42.1% | Added |
| Haverford Trust Co | 3,705 | $1.22M | 0.01% | −27−0.7% | Reduced |
| First National Bank of Hutchinson | 3,699 | $1.22M | 0.64% | +256+7.4% | Added |
| Gs Investments, Inc. | 3,682 | $1.21M | 0.60% | −2−0.1% | Reduced |
| Prosperity Consulting Group, LLC | 3,659 | $1.20M | 0.06% | +22+0.6% | Added |
| Lantz Financial LLC | 3,658 | $1.20M | 0.27% | +432+13.4% | Added |
| Impact Partnership Wealth, LLC | 3,652 | $1.20M | 0.18% | +3,652 | New |
| Addis & Hill, Inc | 3,416 | $1.20M | 0.73% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 3,641 | $1.20M | 0.01% | −10,833−74.8% | Reduced |
| Harbour Capital Advisors, LLC | 3,318 | $1.19M | 0.24% | +45+1.4% | Added |
| Triasima Portfolio Management inc. | 3,607 | $1.19M | 0.18% | +12+0.3% | Added |
| Parsonex Advisory Services, Inc. | 3,603 | $1.19M | 0.81% | −146−3.9% | Reduced |
| Adviser Investments LLC | 3,595 | $1.18M | 0.01% | +61+1.7% | Added |
| Flow Traders U.S. LLC | 3,570 | $1.18M | 0.05% | −230−6.1% | Reduced |
| Doliver Advisors, LP | 3,569 | $1.17M | 0.30% | −623−14.9% | Reduced |
| Sandler Capital Management | 3,555 | $1.17M | 0.43% | −1,244−25.9% | Reduced |
| Qtron Investments LLC | 3,528 | $1.16M | 0.14% | −150−4.1% | Reduced |
| Capital Investment Advisors, LLC | 3,515 | $1.16M | 0.02% | +90+2.6% | Added |
| Headlands Technologies LLC | 3,480 | $1.15M | 0.09% | +3,480 | New |
| Sagespring Wealth Partners, LLC | 3,476 | $1.14M | 0.02% | +115+3.4% | Added |
| Gateway Investment Advisers LLC | 3,475 | $1.14M | 0.01% | +137+4.1% | Added |
| Manchester Capital Management LLC | 3,473 | $1.14M | 0.16% | −941−21.3% | Reduced |