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, Q4 2025
Institutional positions in Constellation Energy Corp as of Dec 31, 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
- 2,008
- +220 vs. Q3 2025
- Shares held
- 258.1M
- +9.06M (+3.6%) vs. Q3 2025
- Total value
- $91.1B
- +$9.13B (+11.1%) vs. Q3 2025
- New holders
- 343
- 840 more added
- Sold out
- 123
- 576 more reduced
36 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vivaldi Capital Management, LLC | 1,737 | $613.6K | 0.08% | +22+1.3% | Added |
| Gamco Investors, Inc. Et Al | 1,744 | $616.1K | 0.01% | −243−12.2% | Reduced |
| Kestra Investment Management, LLC | 1,746 | $616.8K | 0.02% | +1+0.1% | Added |
| Providence First Trust Co | 1,746 | $616.8K | 0.21% | +1,746 | New |
| Breakwater Capital Group | 1,747 | $617.2K | 0.09% | −22−1.2% | Reduced |
| Crescent Grove Advisors, LLC | 1,749 | $617.9K | 0.06% | −306−14.9% | Reduced |
| STF Management LP | 1,752 | $618.9K | 0.58% | −2,941−62.7% | Reduced |
| Optas, LLC | 1,753 | $619.3K | 0.10% | +273+18.4% | Added |
| PDS Planning, Inc | 1,758 | $621.0K | 0.04% | −116−6.2% | Reduced |
| J.Safra Asset Management Corp | 1,758 | $621.1K | 0.03% | −408−18.8% | Reduced |
| SmartHarvest Portfolios, LLC | 1,771 | $625.6K | 0.22% | +1,771 | New |
| Fukoku Mutual Life Insurance Co | 1,775 | $627.1K | 0.04% | +609+52.2% | Added |
| Accurate Wealth Management, LLC | 1,833 | $627.9K | 0.08% | +308+20.2% | Added |
| MTM Investment Management, LLC | 1,778 | $628.1K | 0.20% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 1,782 | $629.5K | 0.20% | −288−13.9% | Reduced |
| Compton Financial Group, LLC | 1,789 | $632.0K | 0.14% | +37+2.1% | Added |
| Marex Group plc | 1,791 | $632.7K | 0.01% | +1,791 | New |
| Successful Portfolios LLC | 1,866 | $639.3K | 0.33% | +3+0.2% | Added |
| Ascent Group, LLC | 1,813 | $640.5K | 0.02% | +163+9.9% | Added |
| Grove Bank & Trust | 1,819 | $642.6K | 0.07% | +89+5.1% | Added |
| Net Worth Advisory Group | 1,825 | $644.7K | 0.13% | −273−13.0% | Reduced |
| Eagle Wealth Strategies LLC | 1,829 | $646.2K | 0.30% | 00.0% | Unchanged |
| Cooper Financial Group | 1,830 | $646.4K | 0.07% | −434−19.2% | Reduced |
| FSM Wealth Advisors, LLC | 1,831 | $646.9K | 0.09% | +115+6.7% | Added |
| Marion Wealth Management | 2,247 | $649.6K | 0.14% | +14+0.6% | Added |
| Financial Council Asset Management Inc | 1,849 | $653.2K | 0.26% | 00.0% | Unchanged |
| Oakmont Investment Advisors, Inc. | 1,849 | $653.2K | 0.48% | +1,849 | New |
| TCG Advisory Services, LLC | 1,851 | $654.1K | 0.02% | +488+35.8% | Added |
| Alpha Omega Wealth Management LLC | 1,871 | $661.0K | 0.11% | −100−5.1% | Reduced |
| Wealth Management Associates, Inc. | 1,873 | $661.6K | 0.23% | −4−0.2% | Reduced |
| Joel Isaacson & Co., LLC | 1,875 | $662.4K | 0.02% | +148+8.6% | Added |
| Vestmark Advisory Solutions, Inc. | 1,877 | $663.3K | 0.01% | +1,877 | New |
| SFG Wealth Management, LLC. | 1,887 | $666.5K | 0.26% | 00.0% | Unchanged |
| Index Technologies Group LLC | 1,891 | $668.0K | 0.70% | +1,891 | New |
| Prestige Wealth Management Group LLC | 1,894 | $669.1K | 0.13% | +40+2.2% | Added |
| Dana Investment Advisors, Inc. | 1,895 | $669.3K | 0.02% | +383+25.3% | Added |
| Embree Financial Group | 1,901 | $671.6K | 0.08% | +41+2.2% | Added |
| Trinity Wealth Management, LLC | 1,902 | $671.9K | 0.25% | +1+0.1% | Added |
| Spirepoint Private Client, LLC | 1,906 | $673.3K | 0.06% | +51+2.7% | Added |
| Symphony Financial, Ltd. Co. | 1,886 | $674.1K | 0.09% | −151−7.4% | Reduced |
| Recurrent Investment Advisors LLC | 1,919 | $677.9K | 0.05% | −236−11.0% | Reduced |
| Trust Co of Toledo NA | 1,921 | $678.6K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,925 | $680.1K | 0.05% | +58+3.1% | Added |
| Telos Capital Management, Inc. | 1,934 | $683.2K | 0.06% | 00.0% | Unchanged |
| David Loasby | 2,044 | $686.5K | 0.05% | +178+9.5% | Added |
| Pettee Investors, Inc. | 1,946 | $687.5K | 0.39% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,951 | $689.3K | 0.36% | +405+26.2% | Added |
| Shelter Rock Management, LLC | 1,953 | $690.1K | 0.69% | +1,953 | New |
| SeaCrest Wealth Management, LLC | 2,047 | $693.2K | 0.07% | +546+36.4% | Added |
| RFG Advisory, LLC | 1,965 | $694.1K | 0.01% | +356+22.1% | Added |
| ORBA Wealth Advisors, L.L.C. | 1,971 | $696.3K | 0.60% | +1,971 | New |
| Federated Hermes, Inc. | 1,971 | $696.3K | 0.00% | −4,862−71.2% | Reduced |
| Morris Retirement Advisors, LLC | 1,971 | $696.5K | 0.29% | +1,971 | New |
| Accel Wealth Management | 1,971 | $696.5K | 0.19% | +30+1.5% | Added |
| Ethos Financial Group, LLC | 1,975 | $697.7K | 0.05% | +428+27.7% | Added |
| KLCM Advisors, Inc. | 1,976 | $698.1K | 0.06% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 1,978 | $698.8K | 0.55% | +1+0.1% | Added |
| Colonial River Wealth Management, LLC | 1,980 | $699.3K | 0.25% | −619−23.8% | Reduced |
| Itau Unibanco Holding S.A. | 1,994 | $704.4K | 0.02% | −10,058−83.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,995 | $704.8K | 0.06% | +1+0.1% | Added |
| McHugh Group, LLC | 2,000 | $706.5K | 0.40% | 00.0% | Unchanged |
| Settian Capital LP | 2,000 | $706.5K | 0.47% | +2,000 | New |
| Cornerstone Advisory, LLC | 2,002 | $707.1K | 0.07% | −11−0.5% | Reduced |
| Krilogy Financial LLC | 2,479 | $707.2K | 0.02% | +121+5.1% | Added |
| Alpha Family Trust | 2,005 | $708.3K | 0.32% | 00.0% | Unchanged |
| Ewa, LLC | 2,005 | $708.4K | 0.17% | +24+1.2% | Added |
| Rational Advisors LLC | 2,010 | $710.1K | 0.07% | +750+59.5% | Added |
| Cavalier Investments, LLC | 2,017 | $712.5K | 0.22% | −9,898−83.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,019 | $713.3K | 0.03% | −160−7.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,023 | $714.7K | 0.14% | +15+0.7% | Added |
| HBW Advisory Services LLC | 2,034 | $718.6K | 0.08% | +2,034 | New |
| Vantage Point Financial LLC | 2,037 | $719.7K | 0.26% | +44+2.2% | Added |
| BlueChip Wealth Advisors LLC | 2,038 | $720.0K | 0.30% | +198+10.8% | Added |
| Endeavor Private Wealth, Inc. | 2,040 | $720.7K | 0.21% | +723+54.9% | Added |
| Birch Hill Investment Advisors LLC | 2,044 | $722.1K | 0.03% | +2,044 | New |
| Venturi Wealth Management, LLC | 2,050 | $723.9K | 0.03% | +107+5.5% | Added |
| Plotkin Financial Advisors, LLC | 2,063 | $728.8K | 0.36% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 2,064 | $729.1K | 0.10% | +2,064 | New |
| Tradition Wealth Management, LLC | 2,066 | $729.9K | 0.05% | +957+86.3% | Added |
| Wealth Effects LLC | 2,067 | $730.3K | 0.23% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 2,075 | $733.1K | 0.02% | +1,370+194.3% | Added |
| SHP Wealth Management | 2,082 | $735.3K | 0.06% | +2,082 | New |
| Enterprise Financial Services Corp | 2,086 | $736.9K | 0.37% | +21+1.0% | Added |
| Souders Financial Advisors | 2,090 | $738.2K | 0.08% | +63+3.1% | Added |
| Innova Wealth Partners | 2,091 | $738.8K | 0.37% | −157−7.0% | Reduced |
| TFB Advisors LLC | 2,097 | $740.8K | 0.21% | +195+10.3% | Added |
| Tower Trust & Investment Co | 2,101 | $742.2K | 0.47% | +1,059+101.6% | Added |
| Bank & Trust Co | 2,108 | $744.7K | 0.53% | −216−9.3% | Reduced |
| Aventura Private Wealth, LLC | 2,121 | $749.4K | 0.27% | +109+5.4% | Added |
| Greystone Financial Group, LLC | 2,123 | $750.0K | 0.12% | −363−14.6% | Reduced |
| Garrett Investment Advisors LLC | 2,129 | $752.2K | 0.06% | −301−12.4% | Reduced |
| CX Institutional | 2,131 | $753.0K | 0.02% | −11−0.5% | Reduced |
| Prelude Capital Management, LLC | 2,139 | $755.6K | 0.06% | −3,222−60.1% | Reduced |
| Essex Savings Bank | 2,142 | $756.7K | 0.16% | +8+0.4% | Added |
| Signature Estate & Investment Advisors LLC | 2,142 | $756.7K | 0.02% | −55−2.5% | Reduced |
| Interchange Capital Partners, LLC | 2,142 | $757.0K | 0.14% | +107+5.3% | Added |
| Carroll Investors, Inc | 2,146 | $758.1K | 0.36% | −156−6.8% | Reduced |
| Facet Wealth, Inc. | 2,634 | $758.5K | 0.01% | +2,634 | New |
| First Horizon Corp | 2,149 | $759.2K | 0.03% | −165−7.1% | Reduced |
| Grandview Asset Management LLC | 2,149 | $759.4K | 0.21% | +262+13.9% | Added |