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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 2,836 | $1.00M | 0.06% | +211+8.0% | Added |
| Polen Capital Management LLC | 2,812 | $993.4K | 0.00% | −1,387−33.0% | Reduced |
| Silvercrest Asset Management Group LLC | 2,803 | $990.2K | 0.01% | +32+1.2% | Added |
| Norden Group LLC | 2,794 | $987.0K | 0.10% | +390+16.2% | Added |
| VeraBank, N.A. | 2,778 | $981.4K | 0.18% | −166−5.6% | Reduced |
| Fisher Asset Management, LLC | 2,768 | $978.1K | 0.00% | +508+22.5% | Added |
| Personal Cfo Solutions, LLC | 2,746 | $970.1K | 0.15% | +292+11.9% | Added |
| Dorsey & Whitney Trust CO LLC | 2,741 | $968.4K | 0.05% | +238+9.5% | Added |
| Prudent Man Advisors, LLC | 2,741 | $968.3K | 0.35% | +2,741 | New |
| X-Square Capital, LLC | 2,727 | $963.0K | 0.32% | −373−12.0% | Reduced |
| Aull & Monroe Investment Management Corp | 2,724 | $962.3K | 0.48% | −53−1.9% | Reduced |
| Affinity Investment Advisors, LLC | 2,721 | $961.2K | 0.64% | −3−0.1% | Reduced |
| Riverbend Wealth Management, LLC | 2,719 | $960.7K | 0.61% | +160+6.3% | Added |
| Calton & Associates, Inc. | 2,712 | $958.0K | 0.14% | +198+7.9% | Added |
| VSM Wealth Advisory, LLC | 2,698 | $953.2K | 0.29% | −381−12.4% | Reduced |
| SBI Securities Co., Ltd. | 2,693 | $951.4K | 0.02% | +451+20.1% | Added |
| Redhawk Wealth Advisors, Inc. | 2,690 | $950.2K | 0.11% | +3+0.1% | Added |
| Krane Funds Advisors LLC | 2,683 | $947.8K | 0.03% | +2,683 | New |
| Sage Mountain Advisors LLC | 2,678 | $946.0K | 0.05% | +68+2.6% | Added |
| Hilton Head Capital Partners, LLC | 2,673 | $944.3K | 0.55% | +2,673 | New |
| Avestar Capital, LLC | 2,670 | $943.6K | 0.06% | +126+5.0% | Added |
| RMG Wealth Management LLC | 3,227 | $942.1K | 0.12% | +3,227 | New |
| Osmosis Investment Management UK Ltd | 2,655 | $937.9K | 0.02% | +2,655 | New |
| PeakShares LLC | 2,652 | $936.9K | 0.91% | +2,652 | New |
| Martingale Asset Management L P | 2,649 | $935.8K | 0.02% | +2,649 | New |
| SummitTX Capital, L.P. | 2,642 | $933.3K | 0.03% | −6,893−72.3% | Reduced |
| Forum Financial Management, LP | 2,636 | $931.3K | 0.01% | +169+6.9% | Added |
| Chesley Taft & Associates LLC | 2,635 | $930.7K | 0.04% | +418+18.9% | Added |
| Friedenthal Financial | 2,625 | $927.3K | 0.48% | −182−6.5% | Reduced |
| First Command Advisory Services, Inc. | 2,623 | $926.6K | 0.01% | +704+36.7% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 2,620 | $925.6K | 0.04% | +84+3.3% | Added |
| FIL Ltd | 2,618 | $924.9K | 0.00% | −19,022−87.9% | Reduced |
| Wolff Wiese Magana LLC | 2,618 | $924.9K | 0.51% | +22+0.8% | Added |
| HBK Sorce Advisory LLC | 3,513 | $918.4K | 0.02% | −34−1.0% | Reduced |
| WBH Advisory Inc | 2,594 | $916.4K | 0.07% | 00.0% | Unchanged |
| Ticino Wealth | 2,580 | $911.4K | 0.34% | +2,580 | New |
| Resonant Capital Advisors, LLC | 2,574 | $909.3K | 0.05% | +27+1.1% | Added |
| Pursuit Wealth Management LLC | 2,525 | $892.0K | 0.77% | +2,525 | New |
| Paragon Private Wealth Management, LLC | 2,494 | $881.1K | 0.27% | +592+31.1% | Added |
| JFS Wealth Advisors, LLC | 2,494 | $881.1K | 0.05% | +51+2.1% | Added |
| Cassaday & Co Wealth Management LLC | 2,481 | $876.5K | 0.02% | −11−0.4% | Reduced |
| Koshinski Asset Management, Inc. | 2,478 | $875.5K | 0.06% | +293+13.4% | Added |
| Stonebridge Financial Group, LLC | 2,478 | $875.4K | 0.07% | +941+61.2% | Added |
| Fox Hill Wealth Management | 2,465 | $871.0K | 0.40% | −364−12.9% | Reduced |
| Cornerstone Planning, LLC | 2,440 | $866.3K | 0.20% | +2,440 | New |
| Crestwood Advisors Group LLC | 2,448 | $864.8K | 0.01% | +621+34.0% | Added |
| Titleist Asset Management, LLC | 2,448 | $864.8K | 0.07% | +2,448 | New |
| John G Ullman & Associates Inc | 2,432 | $859.2K | 0.11% | −33−1.3% | Reduced |
| MidWestOne Financial Group, Inc. | 2,421 | $855.3K | 0.09% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 2,418 | $854.3K | 0.33% | −53−2.1% | Reduced |
| Allegheny Financial Group LTD | 2,417 | $853.9K | 0.13% | +2+0.1% | Added |
| Westover Capital Advisors, LLC | 2,417 | $853.9K | 0.16% | −14−0.6% | Reduced |
| Duff & Phelps Investment Management Co | 2,416 | $853.5K | 0.01% | −281−10.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,415 | $853.1K | 0.09% | −15−0.6% | Reduced |
| McLaughlin Asset Management, Inc. | 2,411 | $851.8K | 0.76% | +2,411 | New |
| Gryphon Financial Partners LLC | 2,411 | $851.6K | 0.09% | +129+5.7% | Added |
| Triasima Portfolio Management inc. | 2,407 | $850.3K | 0.13% | −1,200−33.3% | Reduced |
| Providence Capital Advisors, LLC | 2,400 | $847.8K | 0.14% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,392 | $845.1K | 0.01% | −12−0.5% | Reduced |
| First Community Trust NA | 2,391 | $844.7K | 0.63% | +691+40.6% | Added |
| Town Capital LLC | 2,390 | $844.3K | 0.69% | +2,390 | New |
| Venture Visionary Partners LLC | 2,389 | $844.0K | 0.03% | +617+34.8% | Added |
| Choate Investment Advisors | 2,387 | $843.3K | 0.02% | −46−1.9% | Reduced |
| Hanlon Investment Management, Inc. | 2,384 | $842.2K | 0.47% | +69+3.0% | Added |
| IFG Advisory, LLC | 2,379 | $840.3K | 0.04% | +1,068+81.5% | Added |
| Berger Financial Group, Inc | 2,375 | $839.1K | 0.05% | +91+4.0% | Added |
| FNY Investment Advisers, LLC | 2,366 | $835.0K | 0.24% | −3,299−58.2% | Reduced |
| Essex Financial Services, Inc. | 2,362 | $834.6K | 0.05% | +39+1.7% | Added |
| Royal Fund Management, LLC | 2,358 | $833.0K | 0.08% | +2,358 | New |
| Childress Capital Advisors, LLC | 2,357 | $832.8K | 0.13% | +325+16.0% | Added |
| Premier Path Wealth Partners, LLC | 2,349 | $829.7K | 0.11% | −17−0.7% | Reduced |
| SRS Capital Advisors, Inc. | 2,346 | $828.7K | 0.02% | +43+1.9% | Added |
| Family Management Corp | 2,327 | $822.1K | 0.10% | +1,141+96.2% | Added |
| WSFS Capital Management, LLC | 2,325 | $821.3K | 0.04% | +23+1.0% | Added |
| Hobbs Group Advisors, LLC | 2,304 | $813.9K | 0.25% | +16+0.7% | Added |
| Diversify Advisory Services, LLC | 2,633 | $810.1K | 0.03% | −137−4.9% | Reduced |
| Highview Capital Management LLC | 2,293 | $810.0K | 0.29% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 2,268 | $809.5K | 0.01% | −1,583−41.1% | Reduced |
| Sandler Capital Management | 2,291 | $809.3K | 0.36% | −1,264−35.6% | Reduced |
| Great Lakes Advisors, LLC | 2,288 | $808.2K | 0.01% | +47+2.1% | Added |
| Wallace Hart LLC | 2,286 | $807.6K | 0.60% | −2,148−48.4% | Reduced |
| Cornerstone Wealth Management, LLC | 2,285 | $807.0K | 0.04% | −74−3.1% | Reduced |
| Addison Capital Co | 2,284 | $806.9K | 0.20% | +1,550+211.2% | Added |
| Moneta Group Investment Advisors LLC | 2,274 | $803.4K | 0.01% | −28−1.2% | Reduced |
| Planning Directions Inc | 2,273 | $802.9K | 0.40% | +707+45.1% | Added |
| Modera Wealth Management, LLC | 2,271 | $802.2K | 0.01% | +23+1.0% | Added |
| Fire Capital Management LLC | 2,266 | $800.5K | 0.40% | −200−8.1% | Reduced |
| Stratos Wealth Advisors, LLC | 2,255 | $797.0K | 0.04% | −229−9.2% | Reduced |
| Scientech Research LLC | 2,232 | $788.5K | 0.50% | +1,209+118.2% | Added |
| Advisory Alpha, LLC | 2,230 | $788.1K | 0.02% | +436+24.3% | Added |
| Unify Financial Advisors | 2,224 | $785.7K | 0.82% | +2,224 | New |
| Cyndeo Wealth Partners, LLC | 2,220 | $784.2K | 0.04% | +133+6.4% | Added |
| LSP Investment Advisors, LLC | 2,208 | $780.0K | 0.41% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 2,200 | $777.2K | 0.01% | −500−18.5% | Reduced |
| Argus Investors' Counsel, Inc. | 2,200 | $777.2K | 0.62% | +1,367+164.1% | Added |
| First National Bank of Hutchinson | 2,192 | $774.4K | 0.45% | −1,507−40.7% | Reduced |
| Northstar Financial Companies, Inc. | 2,191 | $774.1K | 0.62% | +2,191 | New |
| Evoke Wealth, LLC | 2,189 | $773.4K | 0.01% | −13−0.6% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 2,172 | $767.4K | 0.56% | +215+11.0% | Added |
| Marietta Wealth Management, LLC | 2,171 | $766.9K | 0.09% | 00.0% | Unchanged |