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 |
|---|---|---|---|---|---|
| Acropolis Investment Management, LLC | 2,171 | $766.9K | 0.03% | +28+1.3% | Added |
| Schonfeld Strategic Advisors LLC | 2,170 | $766.6K | 0.00% | +2,066+1,986.5% | Added |
| NorthRock Partners, LLC | 2,169 | $766.4K | 0.01% | −2,533−53.9% | Reduced |
| First National Bank & Trust Co of Newtown | 2,169 | $766.2K | 0.14% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 2,170 | $766.0K | 0.05% | −248−10.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,163 | $764.1K | 0.06% | +233+12.1% | Added |
| Capital Square, LLC | 2,158 | $762.2K | 0.39% | +4+0.2% | Added |
| Generali Investments, Management Co LLC | 2,155 | $761.3K | 0.15% | +444+25.9% | Added |
| Grandview Asset Management LLC | 2,149 | $759.4K | 0.21% | +262+13.9% | Added |
| First Horizon Corp | 2,149 | $759.2K | 0.03% | −165−7.1% | Reduced |
| Facet Wealth, Inc. | 2,634 | $758.5K | 0.01% | +2,634 | New |
| Carroll Investors, Inc | 2,146 | $758.1K | 0.36% | −156−6.8% | Reduced |
| Interchange Capital Partners, LLC | 2,142 | $757.0K | 0.14% | +107+5.3% | Added |
| Signature Estate & Investment Advisors LLC | 2,142 | $756.7K | 0.02% | −55−2.5% | Reduced |
| Essex Savings Bank | 2,142 | $756.7K | 0.16% | +8+0.4% | Added |
| Prelude Capital Management, LLC | 2,139 | $755.6K | 0.06% | −3,222−60.1% | Reduced |
| CX Institutional | 2,131 | $753.0K | 0.02% | −11−0.5% | Reduced |
| Garrett Investment Advisors LLC | 2,129 | $752.2K | 0.06% | −301−12.4% | Reduced |
| Greystone Financial Group, LLC | 2,123 | $750.0K | 0.12% | −363−14.6% | Reduced |
| Aventura Private Wealth, LLC | 2,121 | $749.4K | 0.27% | +109+5.4% | Added |
| Bank & Trust Co | 2,108 | $744.7K | 0.53% | −216−9.3% | Reduced |
| Tower Trust & Investment Co | 2,101 | $742.2K | 0.47% | +1,059+101.6% | Added |
| TFB Advisors LLC | 2,097 | $740.8K | 0.21% | +195+10.3% | Added |
| Innova Wealth Partners | 2,091 | $738.8K | 0.37% | −157−7.0% | Reduced |
| Souders Financial Advisors | 2,090 | $738.2K | 0.08% | +63+3.1% | Added |
| Enterprise Financial Services Corp | 2,086 | $736.9K | 0.37% | +21+1.0% | Added |
| SHP Wealth Management | 2,082 | $735.3K | 0.06% | +2,082 | New |
| AlphaCore Capital LLC | 2,075 | $733.1K | 0.02% | +1,370+194.3% | Added |
| Wealth Effects LLC | 2,067 | $730.3K | 0.23% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,066 | $729.9K | 0.05% | +957+86.3% | Added |
| Cambient Family Office, LLC | 2,064 | $729.1K | 0.10% | +2,064 | New |
| Plotkin Financial Advisors, LLC | 2,063 | $728.8K | 0.36% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,050 | $723.9K | 0.03% | +107+5.5% | Added |
| Birch Hill Investment Advisors LLC | 2,044 | $722.1K | 0.03% | +2,044 | New |
| Endeavor Private Wealth, Inc. | 2,040 | $720.7K | 0.21% | +723+54.9% | Added |
| BlueChip Wealth Advisors LLC | 2,038 | $720.0K | 0.30% | +198+10.8% | Added |
| Vantage Point Financial LLC | 2,037 | $719.7K | 0.26% | +44+2.2% | Added |
| HBW Advisory Services LLC | 2,034 | $718.6K | 0.08% | +2,034 | New |
| Regent Peak Wealth Advisors LLC | 2,023 | $714.7K | 0.14% | +15+0.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,019 | $713.3K | 0.03% | −160−7.3% | Reduced |
| Cavalier Investments, LLC | 2,017 | $712.5K | 0.22% | −9,898−83.1% | Reduced |
| Rational Advisors LLC | 2,010 | $710.1K | 0.07% | +750+59.5% | Added |
| Ewa, LLC | 2,005 | $708.4K | 0.17% | +24+1.2% | Added |
| Alpha Family Trust | 2,005 | $708.3K | 0.32% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,479 | $707.2K | 0.02% | +121+5.1% | Added |
| Cornerstone Advisory, LLC | 2,002 | $707.1K | 0.07% | −11−0.5% | Reduced |
| McHugh Group, LLC | 2,000 | $706.5K | 0.40% | 00.0% | Unchanged |
| Settian Capital LP | 2,000 | $706.5K | 0.47% | +2,000 | New |
| Galvin, Gaustad & Stein, LLC | 1,995 | $704.8K | 0.06% | +1+0.1% | Added |
| Itau Unibanco Holding S.A. | 1,994 | $704.4K | 0.02% | −10,058−83.5% | Reduced |
| Colonial River Wealth Management, LLC | 1,980 | $699.3K | 0.25% | −619−23.8% | Reduced |
| Williamson Legacy Group, LLC | 1,978 | $698.8K | 0.55% | +1+0.1% | Added |
| KLCM Advisors, Inc. | 1,976 | $698.1K | 0.06% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 1,975 | $697.7K | 0.05% | +428+27.7% | Added |
| Accel Wealth Management | 1,971 | $696.5K | 0.19% | +30+1.5% | Added |
| Morris Retirement Advisors, LLC | 1,971 | $696.5K | 0.29% | +1,971 | New |
| Federated Hermes, Inc. | 1,971 | $696.3K | 0.00% | −4,862−71.2% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 1,971 | $696.3K | 0.60% | +1,971 | New |
| RFG Advisory, LLC | 1,965 | $694.1K | 0.01% | +356+22.1% | Added |
| SeaCrest Wealth Management, LLC | 2,047 | $693.2K | 0.07% | +546+36.4% | Added |
| Shelter Rock Management, LLC | 1,953 | $690.1K | 0.69% | +1,953 | New |
| Values First Advisors, Inc. | 1,951 | $689.3K | 0.36% | +405+26.2% | Added |
| Pettee Investors, Inc. | 1,946 | $687.5K | 0.39% | 00.0% | Unchanged |
| David Loasby | 2,044 | $686.5K | 0.05% | +178+9.5% | Added |
| Telos Capital Management, Inc. | 1,934 | $683.2K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,925 | $680.1K | 0.05% | +58+3.1% | Added |
| Trust Co of Toledo NA | 1,921 | $678.6K | 0.07% | 00.0% | Unchanged |
| Recurrent Investment Advisors LLC | 1,919 | $677.9K | 0.05% | −236−11.0% | Reduced |
| Symphony Financial, Ltd. Co. | 1,886 | $674.1K | 0.09% | −151−7.4% | Reduced |
| Spirepoint Private Client, LLC | 1,906 | $673.3K | 0.06% | +51+2.7% | Added |
| Trinity Wealth Management, LLC | 1,902 | $671.9K | 0.25% | +1+0.1% | Added |
| Embree Financial Group | 1,901 | $671.6K | 0.08% | +41+2.2% | Added |
| Dana Investment Advisors, Inc. | 1,895 | $669.3K | 0.02% | +383+25.3% | Added |
| Prestige Wealth Management Group LLC | 1,894 | $669.1K | 0.13% | +40+2.2% | Added |
| Index Technologies Group LLC | 1,891 | $668.0K | 0.70% | +1,891 | New |
| SFG Wealth Management, LLC. | 1,887 | $666.5K | 0.26% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,877 | $663.3K | 0.01% | +1,877 | New |
| Joel Isaacson & Co., LLC | 1,875 | $662.4K | 0.02% | +148+8.6% | Added |
| Wealth Management Associates, Inc. | 1,873 | $661.6K | 0.23% | −4−0.2% | Reduced |
| Alpha Omega Wealth Management LLC | 1,871 | $661.0K | 0.11% | −100−5.1% | Reduced |
| TCG Advisory Services, LLC | 1,851 | $654.1K | 0.02% | +488+35.8% | 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 |
| Marion Wealth Management | 2,247 | $649.6K | 0.14% | +14+0.6% | Added |
| FSM Wealth Advisors, LLC | 1,831 | $646.9K | 0.09% | +115+6.7% | Added |
| Cooper Financial Group | 1,830 | $646.4K | 0.07% | −434−19.2% | Reduced |
| Eagle Wealth Strategies LLC | 1,829 | $646.2K | 0.30% | 00.0% | Unchanged |
| Net Worth Advisory Group | 1,825 | $644.7K | 0.13% | −273−13.0% | Reduced |
| Grove Bank & Trust | 1,819 | $642.6K | 0.07% | +89+5.1% | Added |
| Ascent Group, LLC | 1,813 | $640.5K | 0.02% | +163+9.9% | Added |
| Successful Portfolios LLC | 1,866 | $639.3K | 0.33% | +3+0.2% | Added |
| Marex Group plc | 1,791 | $632.7K | 0.01% | +1,791 | New |
| Compton Financial Group, LLC | 1,789 | $632.0K | 0.14% | +37+2.1% | Added |
| Etesian Wealth Advisors, Inc. | 1,782 | $629.5K | 0.20% | −288−13.9% | Reduced |
| MTM Investment Management, LLC | 1,778 | $628.1K | 0.20% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,833 | $627.9K | 0.08% | +308+20.2% | Added |
| Fukoku Mutual Life Insurance Co | 1,775 | $627.1K | 0.04% | +609+52.2% | Added |
| SmartHarvest Portfolios, LLC | 1,771 | $625.6K | 0.22% | +1,771 | New |
| J.Safra Asset Management Corp | 1,758 | $621.1K | 0.03% | −408−18.8% | Reduced |
| PDS Planning, Inc | 1,758 | $621.0K | 0.04% | −116−6.2% | Reduced |