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 |
|---|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 1,436 | $401.0K | 0.02% | +110+8.3% | Added |
| Conning Inc. | 1,437 | $401.3K | 0.01% | −240−14.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,437 | $401.3K | 0.11% | +50+3.6% | Added |
| Menard Financial Group LLC | 1,442 | $402.7K | 0.28% | −8−0.6% | Reduced |
| Apriem Advisors | 1,446 | $403.8K | 0.04% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,450 | $404.9K | 0.19% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,451 | $405.2K | 0.04% | −66−4.4% | Reduced |
| Ridge Creek Global, Inc | 1,455 | $406.3K | 0.34% | 00.0% | Unchanged |
| Destination Wealth Management | 1,456 | $406.5K | 0.01% | +256+21.3% | Added |
| Laffer Tengler Investments | 1,459 | $407.4K | 0.06% | +332+29.5% | Added |
| Insigneo Advisory Services, LLC | 1,464 | $408.8K | 0.03% | +292+24.9% | Added |
| Elm3 Financial Group, LLC | 1,465 | $409.1K | 0.35% | +63+4.5% | Added |
| Bare Financial Services, Inc | 1,465 | $409.2K | 0.11% | −67−4.4% | Reduced |
| RPS Advisory Solutions LLC | 1,471 | $410.7K | 0.23% | +35+2.4% | Added |
| Tradition Wealth Management, LLC | 1,472 | $411.0K | 0.03% | −594−28.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,473 | $411.3K | 0.01% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 1,473 | $411.3K | 0.05% | +1+0.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,477 | $412.0K | 0.11% | −23−1.5% | Reduced |
| Inscription Capital, LLC | 1,482 | $413.8K | 0.04% | −118−7.4% | Reduced |
| River Street Advisors LLC | 1,484 | $414.4K | 0.14% | +33+2.3% | Added |
| Welch Group, LLC | 1,487 | $415.2K | 0.02% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 1,493 | $416.9K | 0.09% | +766+105.4% | Added |
| SmartHarvest Portfolios, LLC | 1,495 | $417.5K | 0.17% | −276−15.6% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,499 | $418.6K | 0.08% | −55−3.5% | Reduced |
| Aspetuck Financial Management LLC | 1,500 | $418.9K | 0.29% | +25+1.7% | Added |
| Milford Funds Ltd | 1,500 | $418.9K | 0.01% | +1,500 | New |
| TFB Advisors LLC | 1,503 | $419.7K | 0.22% | −594−28.3% | Reduced |
| Founders Financial Securities LLC | 1,502 | $420.9K | 0.02% | −184−10.9% | Reduced |
| Creative Financial Designs Inc | 1,509 | $421.4K | 0.03% | +103+7.3% | Added |
| Beaumont Financial Advisors, LLC | 1,518 | $423.9K | 0.03% | +26+1.7% | Added |
| Ancora Advisors, LLC | 1,519 | $424.3K | 0.01% | −65−4.1% | Reduced |
| Newton One Investments LLC | 1,525 | $425.9K | 0.12% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,525 | $425.9K | 0.05% | −23−1.5% | Reduced |
| Meridian Wealth Management, LLC | 1,526 | $426.1K | 0.02% | −89−5.5% | Reduced |
| Seelaus Asset Management LLC | 1,526 | $426.1K | 0.31% | +35+2.3% | Added |
| Cary Street Partners Financial LLC | 1,527 | $426.4K | 0.01% | +226+17.4% | Added |
| Kuhn & Co Investment Counsel | 1,533 | $428.1K | 0.28% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1,536 | $428.8K | 0.01% | −210−12.0% | Reduced |
| Heritage Trust Co | 1,551 | $433.1K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 1,567 | $435.0K | 0.03% | −46−2.9% | Reduced |
| Keel Point, LLC | 1,562 | $436.3K | 0.03% | −13−0.8% | Reduced |
| Welch & Forbes LLC | 1,566 | $437.3K | 0.01% | +65+4.3% | Added |
| FORM Wealth Advisors, LLC | 1,567 | $437.6K | 0.05% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,577 | $440.0K | 0.26% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,579 | $440.9K | 0.02% | −32−2.0% | Reduced |
| Stonebridge Capital Advisors LLC | 1,590 | $444.0K | 0.03% | −2−0.1% | Reduced |
| CenterBook Partners LP | 1,594 | $445.1K | 0.02% | +1,594 | New |
| 71 West Capital Partners | 1,598 | $446.2K | 0.02% | +275+20.8% | Added |
| Ieq Capital, LLC | 1,598 | $446.4K | 0.00% | −9,839−86.0% | Reduced |
| LeConte Wealth Management, LLC | 1,609 | $449.3K | 0.29% | +440+37.6% | Added |
| Mirabaud & Cie SA | 1,609 | $449.3K | 0.18% | +1,609 | New |
| Wright Investors Service Inc | 1,618 | $451.8K | 0.14% | +1,618 | New |
| Lake Hills Wealth Management, LLC | 1,619 | $452.1K | 0.25% | +975+151.4% | Added |
| Avantax Planning Partners, Inc. | 1,625 | $453.9K | 0.01% | +35+2.2% | Added |
| Grimes & Company, Inc. | 1,629 | $455.0K | 0.01% | −3,667−69.2% | Reduced |
| Spirepoint Private Client, LLC | 1,633 | $456.0K | 0.04% | −273−14.3% | Reduced |
| Pennsylvania Capital Management Inc | 1,634 | $456.3K | 0.13% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 1,634 | $456.3K | 0.01% | +479+41.5% | Added |
| Samara Investment Management, LLC | 1,636 | $456.9K | 0.47% | +1,636 | New |
| Frec Markets, Inc. | 1,641 | $458.2K | 0.08% | −57−3.4% | Reduced |
| Patten & Patten Inc | 1,648 | $460.3K | 0.03% | +65+4.1% | Added |
| Eagle Bluffs Wealth Management LLC | 1,665 | $465.0K | 0.18% | +196+13.3% | Added |
| TCG Advisory Services, LLC | 1,672 | $467.0K | 0.01% | −179−9.7% | Reduced |
| ATX Financial Planning, LLC | 1,677 | $468.3K | 0.36% | +99+6.3% | Added |
| SHP Wealth Management | 1,681 | $469.3K | 0.04% | −401−19.3% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1,684 | $470.3K | 0.36% | +997+145.1% | Added |
| L2 Asset Management, LLC | 1,685 | $470.5K | 0.04% | +113+7.2% | Added |
| Ascent Group, LLC | 1,686 | $470.9K | 0.02% | −127−7.0% | Reduced |
| Net Worth Advisory Group | 1,693 | $472.9K | 0.10% | −132−7.2% | Reduced |
| Elite Wealth Management, Inc. | 1,702 | $475.2K | 0.15% | +1,702 | New |
| Index Technologies Group LLC | 1,703 | $475.6K | 0.52% | −188−9.9% | Reduced |
| Virtue Asset Management LLC | 1,704 | $475.8K | 0.38% | +1,704 | New |
| Aventura Private Wealth, LLC | 1,704 | $475.9K | 0.17% | −417−19.7% | Reduced |
| ARS Wealth Advisors Group, LLC | 1,714 | $478.6K | 0.04% | +31+1.8% | Added |
| Legacy Financial Independent Advisors LLC | 1,718 | $479.8K | 0.25% | +1,718 | New |
| Magnolia Capital Management Ltd | 1,720 | $480.0K | 0.32% | +55+3.3% | Added |
| Accurate Wealth Management, LLC | 1,681 | $481.6K | 0.06% | −152−8.3% | Reduced |
| Indivisible Partners | 1,726 | $482.0K | 0.04% | +444+34.6% | Added |
| Athena Investment Management | 1,729 | $482.8K | 0.25% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,731 | $483.4K | 0.07% | −6−0.3% | Reduced |
| ABN AMRO Bank N.V. | 1,728 | $484.7K | 0.01% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 1,740 | $485.9K | 0.16% | −42−2.4% | Reduced |
| Erste Asset Management GmbH | 1,628 | $486.1K | 0.00% | −640−28.2% | Reduced |
| Optas, LLC | 1,741 | $486.2K | 0.07% | −12−0.7% | Reduced |
| Trust Point Inc. | 1,741 | $486.2K | 0.04% | +75+4.5% | Added |
| Ethos Financial Group, LLC | 1,379 | $487.2K | 0.04% | −596−30.2% | Reduced |
| Hourglass Capital, LLC | 1,750 | $488.7K | 0.10% | +1,750 | New |
| WealthPlan Investment Management, LLC | 1,751 | $489.0K | 0.03% | +254+17.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,756 | $490.3K | 0.07% | +11+0.6% | Added |
| Gibbs Wealth Management | 1,759 | $491.3K | 0.06% | +520+42.0% | Added |
| Symphony Financial, Ltd. Co. | 1,797 | $493.9K | 0.07% | −89−4.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,772 | $494.0K | 0.15% | +128+7.8% | Added |
| Smith, Moore & Co. | 1,772 | $494.8K | 0.04% | +1,772 | New |
| PDS Planning, Inc | 1,772 | $494.8K | 0.03% | +14+0.8% | Added |
| Breakwater Capital Group | 1,772 | $494.8K | 0.07% | +25+1.4% | Added |
| MTM Investment Management, LLC | 1,778 | $496.5K | 0.16% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,778 | $496.5K | 0.03% | +247+16.1% | Added |
| FSM Wealth Advisors, LLC | 1,780 | $497.1K | 0.06% | −51−2.8% | Reduced |
| RFG Advisory, LLC | 1,801 | $503.0K | 0.01% | −164−8.3% | Reduced |
| Capital & Planning, LLC | 1,802 | $503.3K | 0.31% | +1,802 | New |