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 |
|---|---|---|---|---|---|
| Aviso Wealth Management | 3,885 | $1.37M | 0.58% | −421−9.8% | Reduced |
| National Asset Management, Inc. | 3,878 | $1.37M | 0.06% | +490+14.5% | Added |
| First Foundation Advisors | 3,832 | $1.35M | 0.05% | +3,040+383.8% | Added |
| Segment Wealth Management, LLC | 3,814 | $1.35M | 0.08% | −17−0.4% | Reduced |
| BIP Wealth, LLC | 3,812 | $1.35M | 0.05% | +3,021+381.9% | Added |
| BankChampaign, National Association | 3,807 | $1.34M | 1.33% | +3,807 | New |
| Financial Engines Advisors L.L.C. | 3,771 | $1.33M | 0.00% | +2,384+171.9% | Added |
| Capital Investment Advisors, LLC | 3,738 | $1.32M | 0.02% | +223+6.3% | Added |
| Investment Advisory Services Inc | 3,720 | $1.31M | 0.41% | −17−0.5% | Reduced |
| Prosperity Consulting Group, LLC | 3,702 | $1.31M | 0.06% | +43+1.2% | Added |
| Mount Yale Investment Advisors, LLC | 3,691 | $1.30M | 0.06% | +653+21.5% | Added |
| Aaron Wealth Advisors | 3,689 | $1.30M | 0.07% | +1,217+49.2% | Added |
| Lantz Financial LLC | 3,666 | $1.30M | 0.27% | +8+0.2% | Added |
| Crumly & Associates Inc. | 3,663 | $1.29M | 0.27% | −52−1.4% | Reduced |
| Tiemann Investment Advisors, LLC | 3,646 | $1.29M | 0.50% | −210−5.4% | Reduced |
| PFG Advisors | 3,641 | $1.29M | 0.06% | −609−14.3% | Reduced |
| Fideuram Asset Management (Ireland) dac | 5,254 | $1.28M | 0.10% | +5,254 | New |
| Phoenix Holdings Ltd. | 3,619 | $1.28M | 0.01% | −22−0.6% | Reduced |
| Haverford Trust Co | 3,615 | $1.28M | 0.01% | −90−2.4% | Reduced |
| True North Advisors, LLC | 3,587 | $1.27M | 0.16% | +3,587 | New |
| Washburn Capital Management, Inc. | 3,571 | $1.26M | 0.69% | +258+7.8% | Added |
| Sagespring Wealth Partners, LLC | 3,564 | $1.26M | 0.02% | +88+2.5% | Added |
| Ponta Wealth Partners, LLC | 3,561 | $1.26M | 1.17% | +3,561 | New |
| Evergreen Capital Management LLC | 3,557 | $1.26M | 0.03% | +1,314+58.6% | Added |
| Gs Investments, Inc. | 3,546 | $1.25M | 0.68% | −136−3.7% | Reduced |
| Qtron Investments LLC | 3,528 | $1.25M | 0.16% | 00.0% | Unchanged |
| Financial Consulate, Inc | 3,506 | $1.24M | 0.17% | +90+2.6% | Added |
| Custom Index Systems, LLC | 3,490 | $1.23M | 0.54% | −791−18.5% | Reduced |
| Parsonex Advisory Services, Inc. | 3,484 | $1.23M | 0.78% | −119−3.3% | Reduced |
| Azzad Asset Management Inc | 3,471 | $1.23M | 0.12% | +3,471 | New |
| Onyx Bridge Wealth Group LLC | 3,456 | $1.22M | 0.13% | +198+6.1% | Added |
| Ritholtz Wealth Management | 3,455 | $1.22M | 0.02% | +223+6.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,450 | $1.22M | 0.32% | −550−13.8% | Reduced |
| Sowell Financial Services LLC | 3,441 | $1.22M | 0.04% | +928+36.9% | Added |
| Harbour Capital Advisors, LLC | 3,318 | $1.22M | 0.25% | 00.0% | Unchanged |
| Addis & Hill, Inc | 3,416 | $1.21M | 0.73% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 3,400 | $1.20M | 0.36% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,389 | $1.20M | 0.16% | −84−2.4% | Reduced |
| Acadian Asset Management LLC | 3,393 | $1.20M | 0.00% | +1,908+128.5% | Added |
| Commerzbank Aktiengesellschaft | 3,360 | $1.19M | 0.02% | +188+5.9% | Added |
| Blue Bell Private Wealth Management, LLC | 3,347 | $1.18M | 0.17% | +7+0.2% | Added |
| BOCHK Asset Management Ltd | 3,345 | $1.18M | 0.32% | −1,000−23.0% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $1.18M | 0.50% | −3,143−100.0% | Reduced |
| Atlantic Union Bankshares Corp | 3,323 | $1.17M | 0.02% | +1,786+116.2% | Added |
| Gladstone Institutional Advisory LLC | 3,303 | $1.17M | 0.04% | +346+11.7% | Added |
| Insight Advisors, LLC | 3,302 | $1.17M | 0.18% | +47+1.4% | Added |
| Powell Investment Advisors, LLC | 3,300 | $1.17M | 0.40% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 3,297 | $1.17M | 0.24% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 3,288 | $1.16M | 0.07% | +6+0.2% | Added |
| Hollencrest Capital Management | 3,273 | $1.16M | 0.04% | −100−3.0% | Reduced |
| Geneos Wealth Management Inc. | 3,260 | $1.15M | 0.03% | −36−1.1% | Reduced |
| Change Path, LLC | 3,258 | $1.15M | 0.03% | +92+2.9% | Added |
| Checchi Capital Advisers, LLC | 3,251 | $1.15M | 0.08% | +63+2.0% | Added |
| Evexia Wealth LLC | 3,464 | $1.14M | 0.32% | +1,721+98.7% | Added |
| Mission Wealth Management, LP | 3,230 | $1.14M | 0.02% | +1,385+75.1% | Added |
| Terra Nova Asset Management LLC | 3,228 | $1.14M | 0.75% | +114+3.7% | Added |
| Stableford Capital II LLC | 3,220 | $1.14M | 0.41% | −90−2.7% | Reduced |
| CRA Financial Services, LLC | 3,209 | $1.13M | 0.15% | +11+0.3% | Added |
| Ballentine Partners, LLC | 3,200 | $1.13M | 0.02% | −4−0.1% | Reduced |
| Hantz Financial Services, Inc. | 3,179 | $1.12M | 0.02% | +300+10.4% | Added |
| Mainstream Capital Management LLC | 3,144 | $1.11M | 0.73% | +678+27.5% | Added |
| Goldstone Financial Group, LLC | 3,140 | $1.11M | 0.12% | −164−5.0% | Reduced |
| Frank, Rimerman Advisors LLC | 3,135 | $1.11M | 0.07% | +40+1.3% | Added |
| First Manhattan Co | 3,127 | $1.10M | 0.00% | +111+3.7% | Added |
| Midland Wealth Advisors LLC | 3,088 | $1.09M | 0.06% | −83−2.6% | Reduced |
| Edge Financial Advisors LLC | 1,540 | $1.09M | 0.46% | +8+0.5% | Added |
| COFG Advisors, LLC | 3,079 | $1.09M | 0.27% | +3,079 | New |
| Romano Brothers and Company | 3,067 | $1.08M | 0.12% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,058 | $1.08M | 0.02% | +161+5.6% | Added |
| Daymark Wealth Partners, LLC | 3,051 | $1.08M | 0.03% | +625+25.8% | Added |
| Univest Financial Corp | 3,046 | $1.08M | 0.06% | +3+0.1% | Added |
| Prosperity Wealth Management, Inc. | 3,046 | $1.08M | 0.36% | +14+0.5% | Added |
| Lakeside Advisors, INC. | 3,039 | $1.07M | 0.69% | −33−1.1% | Reduced |
| Significant Wealth Partners LLC | 3,031 | $1.07M | 1.19% | −386−11.3% | Reduced |
| High Net Worth Advisory Group LLC | 3,021 | $1.07M | 0.25% | −35−1.1% | Reduced |
| Knollwood Investment Advisory, LLC | 3,021 | $1.07M | 0.10% | +197+7.0% | Added |
| Everhart Financial Group, Inc. | 3,020 | $1.07M | 0.10% | +60+2.0% | Added |
| Worldquant Millennium Advisors LLC | 3,016 | $1.07M | 0.00% | +3,016 | New |
| Cigna Investments Inc | 3,015 | $1.06M | 0.16% | −50−1.6% | Reduced |
| Legacy Solutions, LLC | 3,003 | $1.06M | 0.93% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,999 | $1.06M | 0.04% | +130+4.5% | Added |
| BLB&B Advisors, LLC | 2,997 | $1.06M | 0.04% | +18+0.6% | Added |
| Paragon Financial Partners, Inc. | 2,977 | $1.05M | 0.65% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 2,972 | $1.05M | 0.19% | +131+4.6% | Added |
| Sentinus, LLC | 2,965 | $1.05M | 0.10% | +35+1.2% | Added |
| Private Trust Co NA | 2,947 | $1.04M | 0.09% | −332−10.1% | Reduced |
| CoreCap Advisors, LLC | 2,940 | $1.04M | 0.04% | +642+27.9% | Added |
| Westbourne Investments, Inc. | 2,936 | $1.04M | 0.48% | −804−21.5% | Reduced |
| Buckley Wealth Management, LLC | 2,931 | $1.04M | 0.27% | −5−0.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 2,921 | $1.03M | 0.16% | +627+27.3% | Added |
| Resources Investment Advisors, LLC. | 2,912 | $1.03M | 0.01% | −94−3.1% | Reduced |
| Strategies Wealth Advisors, LLC | 2,909 | $1.03M | 0.10% | −138−4.5% | Reduced |
| one8zero8, LLC | 2,904 | $1.03M | 0.22% | 00.0% | Unchanged |
| Doliver Advisors, LP | 2,902 | $1.03M | 0.26% | −667−18.7% | Reduced |
| Cornerstone National Bank & Trust Co | 2,886 | $1.02M | 0.41% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,877 | $1.02M | 0.04% | −40−1.4% | Reduced |
| 111 Capital | 2,876 | $1.02M | 0.22% | +70+2.5% | Added |
| Granite Islands Private Wealth, LLC | 2,883 | $1.01M | 0.93% | +2,883 | New |
| Avenue 1 Advisors, LLC | 2,838 | $1.00M | 0.31% | +6+0.2% | Added |
| RKL Wealth Management LLC | 2,836 | $1.00M | 0.08% | +17+0.6% | Added |