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 |
|---|---|---|---|---|---|
| Caitlin John, LLC | 919 | $256.6K | 0.15% | −342−27.1% | Reduced |
| Soltis Investment Advisors LLC | 920 | $257.0K | 0.02% | −88−8.7% | Reduced |
| Vantage Point Financial LLC | 921 | $257.3K | 0.09% | −1,116−54.8% | Reduced |
| Valmark Advisers, Inc. | 923 | $257.7K | 0.00% | +923 | New |
| Lodestone Wealth Management LLC | 926 | $258.6K | 0.10% | +315+51.6% | Added |
| Daner Wealth Management, LLC | 881 | $258.7K | 0.15% | −148−14.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 927 | $258.8K | 0.00% | +429+86.1% | Added |
| National Wealth Management Group, LLC | 928 | $259.1K | 0.10% | −2−0.2% | Reduced |
| RNC Capital Management LLC | 929 | $259.3K | 0.01% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 930 | $259.7K | 0.07% | −2−0.2% | Reduced |
| Sage Rhino Capital LLC | 930 | $259.8K | 0.05% | +19+2.1% | Added |
| Income Insurance Ltd | 932 | $260.3K | 0.18% | 00.0% | Unchanged |
| Moment Partners, LLC | 934 | $260.8K | 0.05% | +9+1.0% | Added |
| Sterling Wealth Management, Inc. | 939 | $262.2K | 0.07% | 00.0% | Unchanged |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 947 | $264.4K | 0.21% | 00.0% | Unchanged |
| NTV Asset Management LLC | 949 | $265.0K | 0.03% | 00.0% | Unchanged |
| American National Bank | 958 | $267.5K | 0.03% | −16−1.6% | Reduced |
| Kera Capital Partners, Inc. | 959 | $267.8K | 0.03% | −196−17.0% | Reduced |
| IFS Group,LLC | 959 | $267.8K | 0.24% | +959 | New |
| Cornell Pochily Investment Advisors, Inc. | 960 | $268.2K | 0.08% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 961 | $268.4K | 0.01% | −5−0.5% | Reduced |
| Investment Research Partners LLC | 962 | $268.6K | 0.11% | 00.0% | Unchanged |
| North Star Asset Management Inc | 966 | $269.8K | 0.01% | −13−1.3% | Reduced |
| MPS Loria Financial Planners, LLC | 966 | $269.9K | 0.07% | +1+0.1% | Added |
| Capstone Financial Advisors, Inc. | 974 | $271.9K | 0.01% | −197−16.8% | Reduced |
| Oak Asset Management, LLC | 975 | $272.3K | 0.09% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 975 | $272.3K | 0.03% | +94+10.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 977 | $272.8K | 0.02% | −62−6.0% | Reduced |
| Anb Bank | 979 | $273.4K | 0.11% | +67+7.3% | Added |
| Cary Street Partner Investment Advisory LLC | 981 | $273.9K | 0.07% | +74+8.2% | Added |
| Smith Chas P & Associates Pa Cpas | 981 | $274.0K | 0.01% | −228−18.9% | Reduced |
| Carret Asset Management, LLC | 984 | $274.8K | 0.03% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 992 | $277.1K | 0.14% | −36−3.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 996 | $278.1K | 0.02% | +138+16.1% | Added |
| Inspirion Wealth Advisors, LLC | 1,001 | $279.4K | 0.03% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 1,003 | $280.1K | 0.02% | +1,003 | New |
| Rossby Financial, LCC | 1,005 | $280.9K | 0.06% | +36+3.7% | Added |
| Root Financial Partners, LLC | 1,007 | $281.1K | 0.01% | +56+5.9% | Added |
| Silver Oak Securities, Inc | 1,010 | $282.2K | 0.02% | −148−12.8% | Reduced |
| MFA Wealth Services | 1,012 | $282.5K | 0.19% | +163+19.2% | Added |
| Investor's Fiduciary Advisor Network, LLC | 1,014 | $283.0K | 0.09% | +301+42.2% | Added |
| Fukoku Mutual Life Insurance Co | 1,015 | $283.4K | 0.02% | −760−42.8% | Reduced |
| United Advisor Group, LLC | 1,015 | $283.4K | 0.04% | +242+31.3% | Added |
| Parsons Capital Management Inc | 1,018 | $284.3K | 0.01% | +52+5.4% | Added |
| Blackstone Group Inc. | 1,020 | $284.8K | 0.00% | +1,020 | New |
| Landing Point Financial Group, LLC | 1,020 | $285.0K | 0.14% | −75−6.8% | Reduced |
| SCS Capital Management LLC | 1,021 | $285.1K | 0.00% | −8−0.8% | Reduced |
| Bill Few Associates, Inc. | 1,021 | $285.2K | 0.07% | +1+0.1% | Added |
| HFM Investment Advisors, LLC | 1,027 | $286.8K | 0.11% | 00.0% | Unchanged |
| Petersen Hastings Wealth Advisors Inc. | 1,030 | $287.6K | 0.03% | +285+38.3% | Added |
| Horizon Wealth Management, LLC | 1,031 | $288.0K | 0.04% | −35−3.3% | Reduced |
| 4WEALTH Advisors, Inc. | 966 | $288.5K | 0.25% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 1,034 | $288.7K | 0.19% | +412+66.2% | Added |
| Lantern Wealth Advisors, LLC | 1,036 | $289.3K | 0.15% | +28+2.8% | Added |
| Sound View Wealth Advisors Group, LLC | 1,042 | $291.0K | 0.02% | −324−23.7% | Reduced |
| Headinvest, LLC | 1,044 | $291.5K | 0.06% | −25−2.3% | Reduced |
| RIA Advisory Group LLC | 1,044 | $291.6K | 0.07% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 1,044 | $291.6K | 0.02% | +331+46.4% | Added |
| Ullmann Financial Group, Inc. | 1,045 | $291.7K | 0.03% | +9+0.9% | Added |
| Liberty One Investment Management, LLC | 1,046 | $292.1K | 0.03% | +974+1,352.8% | Added |
| Wimmer Associates 1, LLC | 1,055 | $294.6K | 0.14% | +60+6.0% | Added |
| Flynn Zito Capital Management, LLC | 1,059 | $295.6K | 0.09% | +1+0.1% | Added |
| Brandywine Oak Private Wealth LLC | 1,061 | $296.4K | 0.02% | −18−1.7% | Reduced |
| Ballast Rock Private Wealth LLC | 1,065 | $297.4K | 0.16% | 00.0% | Unchanged |
| King Wealth | 1,068 | $298.0K | 0.04% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,068 | $298.2K | 0.05% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,071 | $299.1K | 0.07% | +7+0.7% | Added |
| Catalytic Wealth RIA, LLC | 1,074 | $299.9K | 0.01% | −623−36.7% | Reduced |
| Swisher Financial Concepts, Inc. | 1,074 | $300.0K | 0.17% | +30+2.9% | Added |
| Old Second National Bank of Aurora | 1,075 | $300.2K | 0.06% | +107+11.1% | Added |
| Phillips Wealth Planners LLC | 1,003 | $300.6K | 0.23% | +1,003 | New |
| Sivia Capital Partners, LLC | 1,079 | $301.3K | 0.06% | +219+25.5% | Added |
| Philadelphia Trust Co | 1,084 | $303.0K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,086 | $303.3K | 0.07% | −1,935−64.1% | Reduced |
| Valley Brook Capital Group | 1,086 | $303.3K | 0.20% | +410+60.7% | Added |
| Heartland Bank & Trust Co | 1,089 | $304.1K | 0.07% | −31−2.8% | Reduced |
| Perfromance Wealth Partners, LLC | 1,090 | $304.4K | 0.01% | +1+0.1% | Added |
| Riverwater Partners LLC | 1,093 | $305.2K | 0.10% | +5+0.5% | Added |
| Greatmark Investment Partners, Inc. | 1,095 | $305.8K | 0.04% | +50+4.8% | Added |
| Presidio Capital Management, LLC | 1,095 | $305.8K | 0.09% | +1,095 | New |
| Gradient Capital Advisors, LLC | 1,096 | $305.9K | 0.08% | −226−17.1% | Reduced |
| Bogart Wealth, LLC | 1,099 | $306.8K | 0.01% | +22+2.0% | Added |
| Carter Financial Group, INC. | 1,101 | $307.5K | 0.19% | −30−2.7% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,105 | $308.6K | 0.02% | −495−30.9% | Reduced |
| TriaGen Wealth Management LLC | 1,106 | $308.9K | 0.08% | 00.0% | Unchanged |
| Real Talk Capital, LLC | 1,110 | $310.0K | 0.29% | +483+77.0% | Added |
| Whalen Wealth Management Inc. | 1,110 | $310.0K | 0.17% | −363−24.6% | Reduced |
| Atlas Brown,Inc. | 1,116 | $311.6K | 0.09% | +1,116 | New |
| Evercore Wealth Management, LLC | 1,118 | $312.2K | 0.00% | +57+5.4% | Added |
| Quotient Wealth Partners, LLC | 1,126 | $314.5K | 0.01% | −77−6.4% | Reduced |
| Lionsbridge Wealth Management LLC | 1,127 | $314.7K | 0.32% | +36+3.3% | Added |
| Tradewinds, LLC. | 1,023 | $314.9K | 0.10% | +58+6.0% | Added |
| Crawford Investment Counsel Inc | 1,129 | $315.2K | 0.01% | +49+4.5% | Added |
| MJP Associates Inc | 1,129 | $315.3K | 0.04% | +302+36.5% | Added |
| Azimuth Capital Investment Management LLC | 1,129 | $315.3K | 0.01% | +198+21.3% | Added |
| MidFirst Bank | 1,130 | $315.6K | 0.03% | +11+1.0% | Added |
| 44 Wealth Management LLC | 1,130 | $315.6K | 0.11% | −42−3.6% | Reduced |
| Vision Capital Management, Inc. | 1,134 | $316.7K | 0.04% | 00.0% | Unchanged |
| Connective Capital Management, LLC | 1,136 | $317.2K | 0.26% | +232+25.7% | Added |
| Franklin Street Advisors Inc | 1,147 | $320.3K | 0.02% | −50−4.2% | Reduced |