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, Q1 2026
Institutional positions in Constellation Energy Corp as of Mar 31, 2026. 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
- 1,907
- −70 vs. Q4 2025
- Shares held
- 287.4M
- +72.6M (+33.8%) vs. Q4 2025
- Total value
- $80.3B
- +$4.53B (+6.0%) vs. Q4 2025
- New holders
- 188
- 836 more added
- Sold out
- 258
- 617 more reduced
31 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barrett & Company, Inc. | 185 | $51.7K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 188 | $52.5K | 0.01% | −2−1.1% | Reduced |
| DAGCO, Inc. | 191 | $53.3K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 191 | $53.4K | 0.02% | −124−39.4% | Reduced |
| Greykasell Wealth Strategies, Inc. | 195 | $54.6K | 0.02% | +51+35.4% | Added |
| Ramirez Asset Management, Inc. | 200 | $55.9K | 0.01% | −200−50.0% | Reduced |
| Beacon Financial Strategies CORP | 200 | $55.9K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 206 | $57.6K | 0.00% | +30+17.0% | Added |
| Silvant Capital Management LLC | 207 | $57.8K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 207 | $57.8K | 0.04% | +19+10.1% | Added |
| BFSG, LLC | 208 | $58.1K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 208 | $58.1K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 212 | $59.2K | 0.03% | +212 | New |
| Capital Advisors, Ltd. LLC | 216 | $60.0K | 0.01% | −4−1.8% | Reduced |
| Ballast Advisors LLC | 216 | $60.3K | 0.02% | +216 | New |
| Private Wealth Asset Management, LLC | 218 | $60.9K | 0.01% | −859−79.8% | Reduced |
| Pinney & Scofield, Inc. | 220 | $61.4K | 0.03% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 221 | $61.7K | 0.05% | +221 | New |
| Axiom Investment Management LLC | 224 | $62.6K | 0.05% | +224 | New |
| CNB Bank | 225 | $62.8K | 0.03% | −20−8.2% | Reduced |
| Advocate Investing Services LLC | 228 | $63.7K | 0.05% | 00.0% | Unchanged |
| West Branch Capital LLC | 229 | $63.9K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 232 | $64.0K | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 232 | $64.8K | 0.00% | −1,499−86.6% | Reduced |
| Bernard Wealth Management Corp. | 242 | $67.6K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 243 | $67.9K | 0.01% | 00.0% | Unchanged |
| Bravera Wealth | 247 | $69.0K | 0.03% | +98+65.8% | Added |
| Millstone Evans Group, LLC | 250 | $69.8K | 0.04% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 250 | $69.9K | 0.02% | +250 | New |
| Steigerwald, Gordon & Koch Inc. | 256 | $71.5K | 0.01% | +91+55.2% | Added |
| Burkett Financial Services, LLC | 262 | $73.2K | 0.03% | +1+0.4% | Added |
| Deseret Mutual Benefit Administrators | 265 | $74.0K | 0.03% | +112+73.2% | Added |
| Peoples Financial Services Corp. | 266 | $74.3K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 267 | $74.6K | 0.01% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 269 | $75.1K | 0.07% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 272 | $76.0K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 272 | $76.0K | 0.01% | +130+91.5% | Added |
| Chapman Financial Group, LLC | 275 | $76.8K | 0.05% | −125−31.3% | Reduced |
| Covestor Ltd | 274 | $77.0K | 0.05% | −1−0.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 277 | $78.2K | 0.03% | −3−1.1% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 281 | $78.5K | 0.06% | 00.0% | Unchanged |
| Community Bank, N.A. | 282 | $78.7K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 286 | $79.7K | 0.02% | +1+0.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 287 | $80.3K | 0.00% | −21−6.8% | Reduced |
| Owl Creek Wealth Partners LLC | 288 | $80.4K | 0.03% | +288 | New |
| Twin Peaks Wealth Advisors, LLC | 288 | $80.6K | 0.02% | +288 | New |
| NVWM, LLC | 290 | $81.0K | 0.02% | −1−0.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 290 | $81.0K | 0.06% | +290 | New |
| JPL Wealth Management, LLC | 296 | $82.7K | 0.02% | +296 | New |
| Monetary Management Group Inc | 300 | $83.8K | 0.02% | −1,000−76.9% | Reduced |
| Ameliora Wealth Management Ltd. | 300 | $83.8K | 0.03% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 300 | $83.8K | 0.04% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 301 | $84.1K | 0.03% | −65−17.8% | Reduced |
| Armstrong Advisory Group, Inc | 301 | $84.1K | 0.01% | 00.0% | Unchanged |
| Heartland Advisors Inc | 303 | $84.6K | 0.00% | −263−46.5% | Reduced |
| PlanVest Financial, Inc | 303 | $84.8K | 0.06% | +303 | New |
| Albion Financial Group | 306 | $85.5K | 0.01% | −1,060−77.6% | Reduced |
| ORG Wealth Partners, LLC | 310 | $86.6K | 0.02% | +310 | New |
| SOA Wealth Advisors, LLC. | 316 | $88.3K | 0.02% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 320 | $89.4K | 0.08% | +320 | New |
| Brown, Lisle/Cummings, Inc. | 322 | $89.9K | 0.02% | +23+7.7% | Added |
| Kingdom Financial Group LLC. | 328 | $91.6K | 0.03% | +21+6.8% | Added |
| Lloyd Advisory Services, LLC. | 328 | $91.6K | 0.03% | +328 | New |
| Strive Financial Group ,LLC | 330 | $92.0K | 0.05% | −50−13.2% | Reduced |
| Avanza Fonder AB | 341 | $95.2K | 0.00% | +40+13.3% | Added |
| Triglav Skladi, D.O.O. | 344 | $96.1K | 0.01% | −156−31.2% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 345 | $96.3K | 0.04% | +16+4.9% | Added |
| Innovative Asset Advisors Group, LLC | 345 | $96.3K | 0.06% | +345 | New |
| Sunbelt Securities, Inc. | 346 | $96.5K | 0.01% | +117+51.1% | Added |
| DT Investment Partners, LLC | 347 | $96.9K | 0.01% | −86−19.9% | Reduced |
| City State Bank | 348 | $97.2K | 0.03% | +2+0.6% | Added |
| Archer Investment Corp | 360 | $100.5K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 365 | $101.9K | 0.03% | −60−14.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 371 | $103.6K | 0.03% | −35−8.6% | Reduced |
| Quarry LP | 371 | $103.6K | 0.02% | +251+209.2% | Added |
| Hills Bank & Trust Co | 373 | $104.2K | 0.01% | +8+2.2% | Added |
| Holos Integrated Wealth LLC | 388 | $105.8K | 0.05% | +240+162.2% | Added |
| Richardson Financial Services Inc. | 379 | $105.8K | 0.07% | +193+103.8% | Added |
| Hughes Financial Services, LLC | 381 | $106.4K | 0.02% | −1−0.3% | Reduced |
| Salomon & Ludwin, LLC | 390 | $106.4K | 0.01% | −48−11.0% | Reduced |
| Capital Analysts, LLC | 391 | $109.0K | 0.00% | +3+0.8% | Added |
| Redwood Park Advisors LLC | 399 | $111.4K | 0.08% | 00.0% | Unchanged |
| Lavaca Capital LLC | 400 | $111.7K | 0.02% | 00.0% | Unchanged |
| Boit C F David | 400 | $111.7K | 0.05% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 410 | $111.9K | 0.15% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 403 | $112.6K | 0.01% | +126+45.5% | Added |
| Sfam, LLC | 409 | $114.2K | 0.11% | 00.0% | Unchanged |
| Valley National Advisers Inc | 418 | $116.0K | 0.02% | +1+0.2% | Added |
| Fortitude Family Office, LLC | 418 | $116.7K | 0.03% | −151−26.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 422 | $117.8K | 0.00% | +373+761.2% | Added |
| Bayban | 424 | $118.4K | 0.10% | 00.0% | Unchanged |
| Park Place Capital Corp | 426 | $119.0K | 0.02% | −3−0.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 428 | $119.5K | 0.01% | +10+2.4% | Added |
| SJS Investment Consulting Inc. | 430 | $120.1K | 0.01% | +11+2.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 442 | $123.0K | 0.00% | +101+29.6% | Added |
| Fairway Wealth LLC | 444 | $124.0K | 0.03% | +421+1,830.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 435 | $124.6K | 0.00% | −25−5.4% | Reduced |
| Noble Wealth Management PBC | 450 | $125.7K | 0.06% | −25−5.3% | Reduced |
| Paradigm Asset Management Co LLC | 451 | $125.9K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 452 | $126.2K | 0.01% | −1−0.2% | Reduced |