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 |
|---|---|---|---|---|---|
| Bright Financial Advisors, Inc. | 776 | $274.1K | 0.13% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 779 | $275.2K | 0.08% | +41+5.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 779 | $275.5K | 0.08% | +13+1.7% | Added |
| Advocate Group LLC | 782 | $276.3K | 0.04% | 00.0% | Unchanged |
| Smith, Salley & Associates | 784 | $277.0K | 0.01% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 788 | $278.2K | 0.12% | −27−3.3% | Reduced |
| Optiver Holding B.V. | 788 | $278.4K | 0.01% | +788 | New |
| Daner Wealth Management, LLC | 1,029 | $279.0K | 0.17% | +1,029 | New |
| Bartlett & Co. Wealth Management LLC | 790 | $279.1K | 0.00% | +2+0.3% | Added |
| Winthrop Advisory Group LLC | 792 | $279.4K | 0.02% | +170+27.3% | Added |
| Steel Peak Wealth Management LLC | 793 | $280.1K | 0.01% | −292−26.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 795 | $280.8K | 0.10% | +468+143.1% | Added |
| Virtu Financial LLC | 796 | $281.0K | 0.01% | +796 | New |
| Fortem Financial Group, LLC | 796 | $281.2K | 0.08% | +134+20.2% | Added |
| N.E.W. Advisory Services LLC | 798 | $282.0K | 0.02% | +24+3.1% | Added |
| Ashton Thomas Securities, LLC | 801 | $282.8K | 0.05% | +8+1.0% | Added |
| Live Oak Private Wealth LLC | 801 | $283.0K | 0.04% | −365−31.3% | Reduced |
| Jacksonville Wealth Management, LLC | 802 | $283.3K | 0.20% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 802 | $283.5K | 0.03% | −52−6.1% | Reduced |
| Sentry Investment Management LLC | 807 | $285.0K | 0.19% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 807 | $285.1K | 0.03% | +807 | New |
| Pinnacle Financial Group, LLC | 807 | $285.1K | 0.08% | −5−0.6% | Reduced |
| OneAscent Investment Solutions LLC | 810 | $286.1K | 0.30% | −10−1.2% | Reduced |
| D.B. Root & Company, LLC | 814 | $287.6K | 0.07% | −219−21.2% | Reduced |
| Hilltop National Bank | 816 | $288.3K | 0.07% | +109+15.4% | Added |
| TruWealth Advisors, LLC | 817 | $288.6K | 0.01% | −11−1.3% | Reduced |
| Chemistry Wealth Management LLC | 819 | $289.2K | 0.05% | +1+0.1% | Added |
| Nwam LLC | 1,013 | $289.6K | 0.02% | −160−13.6% | Reduced |
| C M Bidwell & Associates Ltd | 821 | $290.0K | 0.14% | −981−54.4% | Reduced |
| Certior Financial Group, LLC | 823 | $290.7K | 0.20% | +20+2.5% | Added |
| Gateway Wealth Partners, LLC | 824 | $291.3K | 0.03% | +142+20.8% | Added |
| Dunhill Financial, LLC | 825 | $291.4K | 0.07% | +9+1.1% | Added |
| Tower Bridge Advisors | 826 | $291.8K | 0.03% | +200+31.9% | Added |
| MJP Associates Inc | 827 | $292.1K | 0.04% | −6−0.7% | Reduced |
| Ellevest, Inc. | 827 | $292.2K | 0.04% | −114−12.1% | Reduced |
| Perennial Advisors, LLC | 828 | $292.5K | 0.05% | +828 | New |
| Northwest Financial Advisors | 828 | $292.6K | 0.60% | 00.0% | Unchanged |
| LMR Partners LLP | 830 | $293.2K | 0.00% | −3,791−82.0% | Reduced |
| Fielder Capital Group LLC | 831 | $293.6K | 0.06% | −264−24.1% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 835 | $295.0K | 0.19% | −6,499−88.6% | Reduced |
| JGP Wealth Management, LLC | 835 | $295.0K | 0.03% | +8+1.0% | Added |
| TRUE Private Wealth Advisors | 836 | $295.4K | 0.03% | −225−21.2% | Reduced |
| Capital Planning Advisors, LLC | 837 | $295.7K | 0.04% | +837 | New |
| Avidian Wealth Solutions, LLC | 843 | $297.9K | 0.01% | +113+15.5% | Added |
| Measured Wealth Private Client Group, LLC | 846 | $298.9K | 0.08% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 846 | $298.9K | 0.17% | 00.0% | Unchanged |
| Foundation Wealth Management, LLC | 847 | $299.2K | 0.11% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 847 | $299.2K | 0.06% | +167+24.6% | Added |
| TD Private Client Wealth LLC | 848 | $299.7K | 0.01% | +227+36.6% | Added |
| MFA Wealth Services | 849 | $299.8K | 0.20% | −58−6.4% | Reduced |
| Freedom Financial Partners LLC | 849 | $299.9K | 0.11% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 852 | $301.0K | 0.02% | −144−14.5% | Reduced |
| Hoge Financial Services, LLC | 852 | $301.1K | 0.16% | +14+1.7% | Added |
| Zhang Financial LLC | 853 | $301.4K | 0.01% | +34+4.2% | Added |
| Chicago Trust Co NA | 854 | $301.7K | 0.05% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 856 | $302.4K | 0.03% | +11+1.3% | Added |
| KPP Advisory Services LLC | 857 | $302.8K | 0.04% | +92+12.0% | Added |
| Moss Adams Wealth Advisors LLC | 858 | $303.1K | 0.02% | +67+8.5% | Added |
| Pickering Energy Partners LP | 860 | $303.8K | 1.19% | −770−47.2% | Reduced |
| Autumn Glory Partners, LLC | 860 | $303.8K | 0.11% | −190−18.1% | Reduced |
| Sivia Capital Partners, LLC | 860 | $303.8K | 0.06% | −11−1.3% | Reduced |
| Rollins Financial Advisors, LLC | 860 | $303.9K | 0.04% | +200+30.3% | Added |
| Rayburn West Financial Services LLC | 861 | $304.2K | 0.19% | +861 | New |
| Charles Schwab Trust Co | 862 | $304.5K | 0.02% | +862 | New |
| Greenspring Advisors, LLC | 862 | $304.5K | 0.02% | +862 | New |
| Camden Capital, LLC | 862 | $304.8K | 0.02% | +9+1.1% | Added |
| Sunpointe, LLC | 866 | $305.9K | 0.10% | +188+27.7% | Added |
| BCS Wealth Management | 870 | $307.3K | 0.03% | +870 | New |
| BCJ Capital Management, LLC | 872 | $308.1K | 0.02% | +40+4.8% | Added |
| Cromwell Holdings LLC | 877 | $309.8K | 0.17% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 878 | $310.2K | 0.10% | −35−3.8% | Reduced |
| SC&H Financial Advisors, Inc. | 879 | $310.7K | 0.05% | −7−0.8% | Reduced |
| Versant Capital Management, Inc | 881 | $311.2K | 0.04% | +77+9.6% | Added |
| Elyxium Wealth, LLC | 882 | $311.7K | 0.09% | +51+6.1% | Added |
| BKD Wealth Advisors, LLC | 883 | $311.8K | 0.01% | −5−0.6% | Reduced |
| Sovran Advisors, LLC | 916 | $312.6K | 0.03% | −42−4.4% | Reduced |
| LiftPoint Family Wealth Advisors LLC | 892 | $315.1K | 0.27% | +892 | New |
| Newbridge Financial Services Group, Inc. | 893 | $315.4K | 0.05% | +30+3.5% | Added |
| Onefund, LLC | 893 | $315.5K | 0.19% | +52+6.2% | Added |
| Roberts Glore & Co Inc | 894 | $315.8K | 0.08% | +7+0.8% | Added |
| Linscomb & Williams, Inc. | 894 | $315.9K | 0.01% | −10−1.1% | Reduced |
| Wellspring Financial Advisors, LLC | 29,090 | $316.2K | 0.03% | +2,228+8.3% | Added |
| New Republic Capital, LLC | 898 | $317.4K | 0.08% | +898 | New |
| Klingenstein Fields & Co LP | 899 | $317.6K | 0.01% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 900 | $317.9K | 0.01% | +900 | New |
| Concorde Asset Management, LLC | 900 | $318.0K | 0.13% | −27−2.9% | Reduced |
| Whalerock Point Partners, LLC | 901 | $318.3K | 0.06% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 903 | $319.0K | 0.14% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 903 | $319.1K | 0.11% | +1+0.1% | Added |
| West Family Investments, Inc. | 904 | $319.4K | 0.07% | −264−22.6% | Reduced |
| Portside Wealth Group, LLC | 904 | $319.4K | 0.04% | +41+4.8% | Added |
| Connective Capital Management, LLC | 904 | $319.4K | 0.19% | +904 | New |
| Gerber Kawasaki Wealth & Investment Management | 905 | $319.8K | 0.01% | +249+38.0% | Added |
| Round Rock Advisors, LLC | 906 | $320.1K | 0.05% | +5+0.6% | Added |
| Cary Street Partner Investment Advisory LLC | 907 | $320.4K | 0.09% | +21+2.4% | Added |
| Johnson Financial Group, Inc. | 909 | $321.1K | 0.01% | −252−21.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 911 | $321.8K | 0.06% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 911 | $321.9K | 0.06% | −16−1.7% | Reduced |
| Anb Bank | 912 | $322.2K | 0.13% | +16+1.8% | Added |
| 1st Source Bank | 914 | $322.9K | 0.02% | 00.0% | Unchanged |