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 |
|---|---|---|---|---|---|
| Fortis Group Advisors, LLC | 452 | $126.2K | 0.02% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 458 | $127.9K | 0.01% | +458 | New |
| Stephenson National Bank & Trust | 462 | $129.0K | 0.04% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 464 | $129.6K | 0.03% | −3−0.6% | Reduced |
| LRI Investments, LLC | 477 | $133.1K | 0.01% | +189+65.6% | Added |
| NBT Bank N A | 488 | $136.3K | 0.01% | −89−15.4% | Reduced |
| Berbice Capital Management LLC | 500 | $139.6K | 0.09% | +100+25.0% | Added |
| Wealth Science Advisors LLC | 396 | $139.9K | 0.08% | +396 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 512 | $143.0K | 0.07% | +512 | New |
| RWM Asset Management, LLC | 532 | $148.6K | 0.02% | +532 | New |
| MV Capital Management, Inc. | 541 | $151.1K | 0.01% | −59−9.8% | Reduced |
| Camden Capital, LLC | 543 | $151.6K | 0.01% | −319−37.0% | Reduced |
| Palladiem, LLC | 551 | $154.3K | 0.15% | +1+0.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 561 | $156.7K | 0.03% | −50−8.2% | Reduced |
| Pin Oak Investment Advisors Inc | 564 | $157.0K | 0.11% | 00.0% | Unchanged |
| Golden State Equity Partners | 568 | $158.6K | 0.01% | +568 | New |
| Strategic Investment Advisors | 568 | $158.8K | 0.01% | +568 | New |
| GW&K Investment Management, LLC | 568 | $159.0K | 0.00% | −2−0.4% | Reduced |
| Center for Financial Planning, Inc. | 570 | $159.2K | 0.02% | +425+293.1% | Added |
| Vanguard National Trust Co | 570 | $159.2K | 0.01% | +570 | New |
| Cornerstone Planning Group LLC | 499 | $159.7K | 0.02% | +23+4.8% | Added |
| Keating Financial Advisory Services, Inc. | 574 | $160.2K | 0.03% | +31+5.7% | Added |
| Ameriflex Group, Inc. | 577 | $161.2K | 0.08% | +37+6.9% | Added |
| Citizens National Bank Trust Department | 583 | $162.8K | 0.03% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 590 | $164.8K | 0.10% | 00.0% | Unchanged |
| Curat Global, LLC | 595 | $166.2K | 0.16% | 00.0% | Unchanged |
| Delta Asset Management LLC | 598 | $167.0K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 598 | $167.0K | 0.05% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 608 | $169.8K | 0.00% | +6+1.0% | Added |
| Global Assets Advisory, LLC | 614 | $171.5K | 0.05% | −10−1.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 619 | $172.9K | 0.07% | −176−22.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 629 | $175.6K | 0.01% | −81−11.4% | Reduced |
| McIlrath & Eck, LLC | 633 | $176.7K | 0.01% | −4−0.6% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 635 | $177.3K | 0.44% | +635 | New |
| SBI Okasan Asset Management Co.Ltd. | 600 | $179.2K | 0.01% | −500−45.5% | Reduced |
| Legend Capital Advisors LLC | 651 | $181.8K | 0.11% | 00.0% | Unchanged |
| St Germain D J Co Inc | 653 | $182.3K | 0.01% | +92+16.4% | Added |
| 1015 Capital Partners, LLC | 672 | $187.7K | 0.18% | +45+7.2% | Added |
| Rosenberg Matthew Hamilton | 681 | $190.2K | 0.04% | +44+6.9% | Added |
| Hoey Investments, Inc | 681 | $190.2K | 0.03% | −375−35.5% | Reduced |
| Ring Mountain Capital, LLC | 717 | $200.0K | 0.11% | +67+10.3% | Added |
| RMB Capital Management, LLC | 717 | $200.1K | 0.00% | +717 | New |
| Up Strategic Wealth Investment Advisors LLC | 643 | $200.2K | 0.13% | +643 | New |
| Signature Equity Partners, LLC | 718 | $200.6K | 0.11% | +667+1,307.8% | Added |
| Atlas Capital Advisors LLC | 719 | $200.8K | 0.02% | +607+542.0% | Added |
| Farmers & Merchants Investments Inc | 719 | $200.8K | 0.01% | +500+228.3% | Added |
| Redwood Wealth Management Group, LLC | 720 | $201.1K | 0.09% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 721 | $201.3K | 0.05% | −2−0.3% | Reduced |
| Postrock Partners LLC | 721 | $201.3K | 0.09% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 722 | $201.6K | 0.02% | −21−2.8% | Reduced |
| HC Advisors, LLC | 722 | $201.9K | 0.14% | 00.0% | Unchanged |
| Activest Wealth Management | 724 | $202.2K | 0.04% | −367−33.6% | Reduced |
| Northland Securities, Inc. | 724 | $202.2K | 0.19% | +90+14.2% | Added |
| Arch Global Advisors, LLC | 724 | $202.2K | 0.11% | +724 | New |
| ELCO Management Co., LLC | 725 | $202.5K | 0.10% | +725 | New |
| IVC Wealth Advisors LLC | 726 | $202.8K | 0.09% | −62−7.9% | Reduced |
| Handelsbanken Fonder AB | 728 | $203.0K | 0.00% | +728 | New |
| Zions Bancorporation, National Association | 730 | $203.9K | 0.01% | −314−30.1% | Reduced |
| Range Advisory, LLC | 731 | $204.2K | 0.04% | +157+27.4% | Added |
| Asset Planning,Inc | 732 | $204.4K | 0.15% | +301+69.8% | Added |
| Portside Wealth Group, LLC | 732 | $204.4K | 0.03% | −172−19.0% | Reduced |
| Bridgewealth Advisory Group, LLC | 736 | $205.6K | 0.04% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 738 | $206.1K | 0.01% | −20−2.6% | Reduced |
| Anchyra Partners LLC | 739 | $206.4K | 0.06% | +4+0.5% | Added |
| Main Street Financial Solutions, LLC | 740 | $206.7K | 0.02% | +31+4.4% | Added |
| Rehmann Capital Advisory Group | 741 | $207.1K | 0.01% | −359−32.6% | Reduced |
| Buttonwood Financial Advisors Inc. | 742 | $207.1K | 0.07% | −7−0.9% | Reduced |
| KWB Wealth | 587 | $207.5K | 0.02% | −831−58.6% | Reduced |
| Wealth Management Nebraska | 744 | $207.8K | 0.02% | 00.0% | Unchanged |
| Marble Wealth, LLC | 744 | $207.9K | 0.04% | −498−40.1% | Reduced |
| Whitener Capital Management, Inc. | 747 | $208.6K | 0.05% | +747 | New |
| Means Investment Co., Inc. | 748 | $209.0K | 0.02% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 750 | $209.0K | 0.08% | 00.0% | Unchanged |
| Arsenal Capital Advisors LLC | 749 | $209.1K | 0.15% | −222−22.9% | Reduced |
| Douglas Lane & Associates, LLC | 749 | $209.2K | 0.00% | +44+6.2% | Added |
| Carl P. Sherr & Co., LLC | 750 | $209.4K | 0.10% | −211−22.0% | Reduced |
| Financial Perspectives, Inc | 750 | $209.4K | 0.06% | 00.0% | Unchanged |
| US Asset Management LLC | 751 | $209.7K | 0.18% | +2+0.3% | Added |
| Texas Yale Capital Corp. | 751 | $209.8K | 0.01% | −225−23.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 751 | $209.8K | 0.01% | −165−18.0% | Reduced |
| Frederick Financial Consultants, LLC | 752 | $210.1K | 0.10% | +752 | New |
| Certified Advisory Corp | 753 | $210.4K | 0.02% | 00.0% | Unchanged |
| Volterra Technologies LP | 754 | $210.6K | 0.15% | +508+206.5% | Added |
| CVA Family Office, LLC | 755 | $210.8K | 0.02% | +86+12.9% | Added |
| XML Financial, LLC | 759 | $212.0K | 0.02% | −230−23.3% | Reduced |
| Sit Investment Associates Inc | 760 | $212.0K | 0.00% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 760 | $212.2K | 0.03% | −97−11.3% | Reduced |
| Foster Group, Inc. | 763 | $213.1K | 0.01% | +33+4.5% | Added |
| WT Wealth Management | 764 | $213.3K | 0.06% | +108+16.5% | Added |
| Meridian Wealth Advisors, LLC | 764 | $213.4K | 0.03% | +32+4.4% | Added |
| Crescent Grove Advisors, LLC | 765 | $213.6K | 0.02% | −984−56.3% | Reduced |
| Evergreen Wealth Solutions, LLC | 768 | $214.6K | 0.02% | +768 | New |
| MSH Capital Advisors LLC | 770 | $215.0K | 0.05% | −77−9.1% | Reduced |
| Gilpin Wealth Management, LLC | 770 | $215.0K | 0.17% | +100+14.9% | Added |
| Edgemoor Investment Advisors, Inc. | 772 | $215.6K | 0.02% | +12+1.6% | Added |
| Ellenbecker Investment Group | 772 | $215.7K | 0.03% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 773 | $215.8K | 0.04% | +1+0.1% | Added |
| Guardian Wealth Advisors, LLC | 774 | $216.1K | 0.01% | +71+10.1% | Added |
| Clare Market Investments LLC | 775 | $216.4K | 0.05% | +775 | New |
| Bright Financial Advisors, Inc. | 776 | $216.7K | 0.10% | 00.0% | Unchanged |