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 |
|---|---|---|---|---|---|
| Meritage Portfolio Management | 1,373 | $485.0K | 0.03% | +43+3.2% | Added |
| High Point Wealth Management, LLC | 1,374 | $485.4K | 0.46% | +1,374 | New |
| Apollon Financial, LLC | 1,380 | $487.6K | 0.07% | +16+1.2% | Added |
| Walsh & Associates, LLC | 1,384 | $488.9K | 0.48% | +1,384 | New |
| Burke & Herbert Bank & Trust Co | 1,387 | $490.0K | 0.14% | +598+75.8% | Added |
| Verus Capital Partners, LLC | 1,387 | $490.1K | 0.03% | +597+75.6% | Added |
| Thrive Wealth Management, LLC | 1,396 | $493.1K | 0.07% | +553+65.6% | Added |
| Elm3 Financial Group, LLC | 1,402 | $495.3K | 0.41% | −42−2.9% | Reduced |
| Platform Technology Partners | 1,404 | $495.9K | 0.11% | −856−37.9% | Reduced |
| Hengehold Capital Management LLC | 1,405 | $496.4K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,406 | $496.8K | 0.03% | −27−1.9% | Reduced |
| Massmutual Trust Co FSB | 1,414 | $499.5K | 0.01% | +32+2.3% | Added |
| KWB Wealth | 1,418 | $500.8K | 0.05% | +1,418 | New |
| Meyer Handelman Co | 1,427 | $504.1K | 0.02% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,431 | $505.5K | 0.12% | −14−1.0% | Reduced |
| RPS Advisory Solutions LLC | 1,436 | $507.1K | 0.24% | −16−1.1% | Reduced |
| Continuum Advisory, LLC | 1,436 | $507.3K | 0.05% | +140+10.8% | Added |
| Aries Wealth Management | 1,438 | $508.0K | 0.11% | +39+2.8% | Added |
| Apriem Advisors | 1,446 | $510.8K | 0.05% | −1−0.1% | Reduced |
| Alliance Wealth Advisors, LLC | 1,450 | $512.2K | 0.24% | 00.0% | Unchanged |
| Menard Financial Group LLC | 1,450 | $512.2K | 0.35% | +1,450 | New |
| River Street Advisors LLC | 1,451 | $512.6K | 0.19% | 00.0% | Unchanged |
| Ridge Creek Global, Inc | 1,455 | $514.0K | 0.43% | +1,455 | New |
| Journey Strategic Wealth LLC | 1,461 | $516.1K | 0.01% | +184+14.4% | Added |
| Strategic Investment Solutions, Inc. | 1,468 | $518.5K | 0.12% | −249−14.5% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,469 | $519.0K | 0.21% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 1,472 | $520.0K | 0.06% | +1,472 | New |
| Carnegie Capital Asset Management, LLC | 1,473 | $520.4K | 0.01% | +130+9.7% | Added |
| Whalen Wealth Management Inc. | 1,473 | $520.4K | 0.28% | −290−16.4% | Reduced |
| Aspetuck Financial Management LLC | 1,475 | $521.1K | 0.35% | +25+1.7% | Added |
| Welch Group, LLC | 1,487 | $525.3K | 0.02% | +92+6.6% | Added |
| Quadcap Wealth Management, LLC | 1,488 | $525.7K | 0.06% | −9−0.6% | Reduced |
| Seelaus Asset Management LLC | 1,491 | $526.7K | 0.42% | −13−0.9% | Reduced |
| Latitude Advisors, LLC | 1,492 | $527.0K | 0.23% | −1−0.1% | Reduced |
| Beaumont Financial Advisors, LLC | 1,492 | $527.1K | 0.03% | +16+1.1% | Added |
| WealthPlan Investment Management, LLC | 1,497 | $528.8K | 0.03% | +11+0.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,500 | $530.0K | 0.15% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,501 | $530.3K | 0.01% | −15−1.0% | Reduced |
| Quest Partners LLC | 1,504 | $531.3K | 0.03% | +300+24.9% | Added |
| West Chester Capital Advisors, Inc | 1,505 | $531.7K | 0.31% | +1,505 | New |
| Quad-Cities Investment Group, LLC | 1,508 | $532.7K | 0.22% | +417+38.2% | Added |
| Compass Ion Advisors, LLC | 1,517 | $536.1K | 0.05% | +43+2.9% | Added |
| Great Lakes Retirement, Inc. | 1,523 | $538.0K | 0.06% | +1,523 | New |
| Newton One Investments LLC | 1,525 | $538.7K | 0.16% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,531 | $540.9K | 0.30% | +1,531 | New |
| Simplicity Wealth,LLC | 1,531 | $540.9K | 0.03% | +176+13.0% | Added |
| Bare Financial Services, Inc | 1,532 | $541.2K | 0.15% | −593−27.9% | Reduced |
| Kuhn & Co Investment Counsel | 1,533 | $541.6K | 0.36% | +103+7.2% | Added |
| Parisi Gray Wealth Management | 1,536 | $542.6K | 0.12% | +246+19.1% | Added |
| Apella Capital, LLC | 1,538 | $543.2K | 0.01% | +110+7.7% | Added |
| Lake Street Financial LLC | 1,548 | $546.9K | 0.07% | +13+0.8% | Added |
| Trust Co of Virginia | 1,550 | $547.6K | 0.04% | 00.0% | Unchanged |
| Heritage Trust Co | 1,551 | $547.9K | 0.06% | +5+0.3% | Added |
| Wealth Dimensions Group, Ltd. | 1,554 | $548.9K | 0.11% | −5−0.3% | Reduced |
| Flagship Harbor Advisors, LLC | 1,556 | $549.7K | 0.03% | −205−11.6% | Reduced |
| FORM Wealth Advisors, LLC | 1,567 | $553.6K | 0.06% | +1,567 | New |
| L2 Asset Management, LLC | 1,572 | $555.3K | 0.07% | +105+7.2% | Added |
| Keel Point, LLC | 1,575 | $556.5K | 0.03% | +90+6.1% | Added |
| Icapital Wealth LLC | 1,577 | $557.0K | 0.27% | 00.0% | Unchanged |
| ATX Financial Planning, LLC | 1,578 | $557.6K | 0.43% | +1,578 | New |
| Patten & Patten Inc | 1,583 | $559.3K | 0.03% | +75+5.0% | Added |
| Ancora Advisors, LLC | 1,584 | $559.7K | 0.01% | +141+9.8% | Added |
| Avantax Planning Partners, Inc. | 1,590 | $561.8K | 0.02% | +145+10.0% | Added |
| Horizon Family Wealth, Inc. | 1,592 | $562.2K | 0.30% | +1+0.1% | Added |
| Stonebridge Capital Advisors LLC | 1,592 | $562.4K | 0.04% | +2+0.1% | Added |
| Willner & Heller, LLC | 1,597 | $564.2K | 0.41% | +324+25.5% | Added |
| Inscription Capital, LLC | 1,600 | $565.1K | 0.06% | +291+22.2% | Added |
| Sompo Asset Management Co., Ltd. | 1,600 | $565.2K | 0.10% | −370−18.8% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,600 | $565.2K | 0.03% | +284+21.6% | Added |
| Focus Financial Network, Inc. | 1,601 | $565.8K | 0.02% | +465+40.9% | Added |
| BayBridge Capital Group, LLC | 1,605 | $567.0K | 0.35% | +15+0.9% | Added |
| OpenArc Corporate Advisory, LLC | 1,607 | $567.7K | 0.01% | +1,607 | New |
| Clifford Swan Investment Counsel LLC | 1,611 | $569.1K | 0.02% | −18−1.1% | Reduced |
| Cornerstone Wealth Group, LLC | 1,613 | $570.0K | 0.04% | +101+6.7% | Added |
| Meridian Wealth Management, LLC | 1,615 | $570.5K | 0.02% | +381+30.9% | Added |
| Leigh Baldwin & Co., LLC | 1,629 | $575.0K | 0.38% | −34−2.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,644 | $576.0K | 0.18% | +192+13.2% | Added |
| Pennsylvania Capital Management Inc | 1,634 | $577.2K | 0.16% | −6−0.4% | Reduced |
| Bluesphere Advisors, LLC | 1,640 | $579.4K | 0.26% | +179+12.3% | Added |
| WBI Investments | 1,656 | $585.0K | 0.15% | +1,656 | New |
| Magnolia Capital Management Ltd | 1,665 | $588.0K | 0.44% | +70+4.4% | Added |
| Trust Point Inc. | 1,666 | $588.5K | 0.05% | 00.0% | Unchanged |
| Conning Inc. | 1,677 | $592.4K | 0.02% | −340−16.9% | Reduced |
| Cura Wealth Advisors, LLC | 1,678 | $592.7K | 0.22% | +525+45.5% | Added |
| ARS Wealth Advisors Group, LLC | 1,683 | $594.6K | 0.05% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 1,683 | $594.6K | 0.06% | +113+7.2% | Added |
| Founders Financial Securities LLC | 1,686 | $595.6K | 0.04% | +324+23.8% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 1,693 | $598.1K | 0.11% | +1,693 | New |
| Catalytic Wealth RIA, LLC | 1,697 | $599.5K | 0.02% | −4,040−70.4% | Reduced |
| Frec Markets, Inc. | 1,698 | $600.1K | 0.18% | +1,698 | New |
| Oak Grove Capital LLC | 1,700 | $600.6K | 0.12% | +1,700 | New |
| Parkside Financial Bank & Trust | 1,715 | $605.9K | 0.05% | +60+3.6% | Added |
| Clarius Group, LLC | 1,719 | $607.3K | 0.03% | −93−5.1% | Reduced |
| Armis Advisers, LLC | 2,155 | $607.6K | 0.07% | +220+11.4% | Added |
| Advisor OS, LLC | 1,720 | $607.6K | 0.05% | +43+2.6% | Added |
| ABN AMRO Bank N.V. | 1,728 | $608.2K | 0.01% | −488−22.0% | Reduced |
| Engineers Gate Manager LP | 1,727 | $610.1K | 0.01% | −23,335−93.1% | Reduced |
| Pure Financial Advisors, Inc. | 1,729 | $610.8K | 0.01% | +325+23.1% | Added |
| Athena Investment Management | 1,729 | $610.8K | 0.31% | −46−2.6% | Reduced |
| Quantbot Technologies LP | 1,731 | $611.5K | 0.02% | +1,731 | New |