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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 2,294 | $640.5K | 0.02% | −3,040−57.0% | Reduced |
| Highview Capital Management LLC | 2,293 | $640.3K | 0.23% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 2,291 | $639.8K | 0.29% | +2,291 | New |
| Federated Hermes, Inc. | 2,279 | $636.4K | 0.00% | +308+15.6% | Added |
| Independence Bank of Kentucky | 2,270 | $633.9K | 0.08% | +1,135+100.0% | Added |
| Ronald Blue Trust, Inc. | 2,267 | $633.1K | 0.01% | −125−5.2% | Reduced |
| GAM Holding AG | 2,266 | $632.8K | 0.06% | +1,344+145.8% | Added |
| Essex Savings Bank | 2,264 | $632.2K | 0.14% | +122+5.7% | Added |
| Garden State Investment Advisory Services LLC | 2,250 | $631.4K | 0.15% | −1,973−46.7% | Reduced |
| Itau Unibanco Holding S.A. | 2,255 | $629.7K | 0.02% | +261+13.1% | Added |
| Hobbs Group Advisors, LLC | 2,241 | $625.9K | 0.19% | −63−2.7% | Reduced |
| Cambient Family Office, LLC | 2,237 | $624.7K | 0.09% | +173+8.4% | Added |
| BlueChip Wealth Advisors LLC | 2,228 | $622.2K | 0.27% | +190+9.3% | Added |
| Colonial River Wealth Management, LLC | 2,224 | $621.1K | 0.22% | +244+12.3% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,219 | $619.7K | 0.09% | +526+31.1% | Added |
| Sageworth Trust Co | 2,219 | $619.7K | 0.03% | +2,219 | New |
| Hilltop Holdings Inc. | 2,218 | $619.1K | 0.06% | −2,400−52.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,215 | $618.5K | 0.15% | −1,813−45.0% | Reduced |
| LSP Investment Advisors, LLC | 2,208 | $616.6K | 0.45% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 2,200 | $614.4K | 0.01% | 00.0% | Unchanged |
| Tulsa Wealth Advisors, INC | 2,193 | $612.5K | 0.11% | +1,006+84.8% | Added |
| Cyndeo Wealth Partners, LLC | 2,190 | $611.5K | 0.03% | −30−1.4% | Reduced |
| Thoroughbred Financial Services, LLC | 2,170 | $606.0K | 0.04% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,170 | $606.0K | 0.03% | −10.0% | Reduced |
| First National Bank & Trust Co of Newtown | 2,169 | $605.7K | 0.13% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,169 | $605.6K | 0.01% | −119−5.2% | Reduced |
| Meyer Handelman Co | 2,163 | $604.0K | 0.02% | +736+51.6% | Added |
| Cora Capital Advisors LLC | 2,160 | $603.2K | 0.20% | −258−10.7% | Reduced |
| DRW Securities, LLC | 2,157 | $602.3K | 0.03% | +1,497+226.8% | Added |
| Green Harvest Asset Management LLC | 2,155 | $601.7K | 0.01% | +1,433+198.5% | Added |
| CX Institutional | 2,154 | $601.0K | 0.02% | +23+1.1% | Added |
| TCFG Wealth Management, LLC | 2,146 | $599.4K | 0.22% | −5,260−71.0% | Reduced |
| TCFG Investment Advisors, LLC | 2,146 | $599.4K | 0.22% | +2,146 | New |
| Plimoth Trust Co LLC | 2,145 | $599.0K | 0.13% | +2,145 | New |
| Premier Path Wealth Partners, LLC | 2,136 | $596.4K | 0.08% | −213−9.1% | Reduced |
| Marietta Wealth Management, LLC | 2,134 | $595.9K | 0.07% | −37−1.7% | Reduced |
| Grandview Asset Management LLC | 2,148 | $595.8K | 0.17% | −10.0% | Reduced |
| Apollon Financial, LLC | 2,130 | $594.9K | 0.08% | +750+54.3% | Added |
| Forum Financial Management, LP | 2,130 | $594.8K | 0.01% | −506−19.2% | Reduced |
| Garrett Investment Advisors LLC | 2,129 | $594.6K | 0.05% | 00.0% | Unchanged |
| Ewa, LLC | 2,128 | $594.3K | 0.13% | +123+6.1% | Added |
| Chilton Investment Co LLC | 2,126 | $593.7K | 0.01% | +2,126 | New |
| Magnolia Capital Advisors LLC | 2,125 | $593.4K | 0.12% | +2,125 | New |
| Evoke Wealth, LLC | 2,115 | $590.7K | 0.01% | −74−3.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,115 | $590.6K | 0.17% | −1,335−38.7% | Reduced |
| Quent Capital, LLC | 2,112 | $589.8K | 0.04% | +187+9.7% | Added |
| Accel Wealth Management | 2,109 | $589.1K | 0.15% | +138+7.0% | Added |
| Bank & Trust Co | 2,108 | $588.7K | 0.40% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 2,101 | $586.7K | 0.39% | 00.0% | Unchanged |
| Armis Advisers, LLC | 2,130 | $585.4K | 0.06% | −25−1.2% | Reduced |
| Wealth Effects LLC | 2,092 | $584.3K | 0.21% | +25+1.2% | Added |
| Ossiam | 2,080 | $580.8K | 0.01% | −35,097−94.4% | Reduced |
| Trust Co of Virginia | 2,079 | $580.6K | 0.05% | +529+34.1% | Added |
| Plotkin Financial Advisors, LLC | 2,071 | $578.3K | 0.29% | +8+0.4% | Added |
| Evernest Financial Advisors, LLC | 1,831 | $577.2K | 0.12% | +66+3.7% | Added |
| Enterprise Financial Services Corp | 2,066 | $576.9K | 0.29% | −20−1.0% | Reduced |
| National Asset Management, Inc. | 1,930 | $576.4K | 0.04% | −1,948−50.2% | Reduced |
| Innova Wealth Partners | 2,061 | $575.7K | 0.27% | −30−1.4% | Reduced |
| Van Hulzen Asset Management, LLC | 2,048 | $571.9K | 0.04% | +1,479+259.9% | Added |
| Regent Peak Wealth Advisors LLC | 2,041 | $569.9K | 0.12% | +18+0.9% | Added |
| BayBridge Capital Group, LLC | 1,605 | $567.0K | 0.35% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 2,024 | $565.1K | 0.05% | +1,419+234.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,019 | $563.3K | 0.02% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,014 | $562.5K | 0.05% | +12+0.6% | Added |
| Endeavor Private Wealth, Inc. | 2,012 | $561.8K | 0.16% | −28−1.4% | Reduced |
| Alpha Family Trust | 2,005 | $559.9K | 0.27% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,786 | $559.0K | 0.29% | −160−8.2% | Reduced |
| Daymark Wealth Partners, LLC | 1,986 | $554.5K | 0.02% | −1,065−34.9% | Reduced |
| Fractal Investments LLC | 1,985 | $554.3K | 0.07% | −2,000−50.2% | Reduced |
| Affinity Investment Advisors, LLC | 1,983 | $553.8K | 0.35% | −738−27.1% | Reduced |
| Simmons Bank | 1,980 | $552.9K | 0.04% | +656+49.5% | Added |
| First Horizon Corp | 1,980 | $552.9K | 0.02% | −169−7.9% | Reduced |
| KLCM Advisors, Inc. | 1,976 | $551.8K | 0.05% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,975 | $551.4K | 0.06% | −115−5.5% | Reduced |
| Trinity Wealth Management, LLC | 1,969 | $549.8K | 0.20% | +67+3.5% | Added |
| Advisory Alpha, LLC | 1,960 | $547.6K | 0.01% | −270−12.1% | Reduced |
| Embree Financial Group | 1,938 | $541.0K | 0.06% | +37+1.9% | Added |
| Dana Investment Advisors, Inc. | 1,937 | $540.9K | 0.02% | +42+2.2% | Added |
| Telos Capital Management, Inc. | 1,934 | $540.1K | 0.05% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,933 | $539.7K | 0.02% | +377+24.2% | Added |
| Trust Co of Toledo NA | 1,923 | $537.0K | 0.05% | +2+0.1% | Added |
| Sompo Asset Management Co., Ltd. | 1,920 | $536.2K | 0.10% | +320+20.0% | Added |
| Cushing Capital Partners, LLC | 1,920 | $536.1K | 0.41% | +1,920 | New |
| Modera Wealth Management, LLC | 1,912 | $533.9K | 0.01% | −359−15.8% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 1,909 | $533.1K | 0.11% | +779+68.9% | Added |
| McHugh Group, LLC | 1,900 | $530.6K | 0.31% | −100−5.0% | Reduced |
| Iams Wealth Management, LLC | 1,898 | $530.1K | 0.18% | +862+83.2% | Added |
| Successful Portfolios LLC | 1,826 | $529.9K | 0.29% | −40−2.1% | Reduced |
| Prestige Wealth Management Group LLC | 1,893 | $528.6K | 0.10% | −1−0.1% | Reduced |
| Joel Isaacson & Co., LLC | 1,883 | $525.8K | 0.02% | +8+0.4% | Added |
| OpenArc Corporate Advisory, LLC | 1,879 | $524.7K | 0.01% | +272+16.9% | Added |
| Signature Estate & Investment Advisors LLC | 1,874 | $523.3K | 0.01% | −268−12.5% | Reduced |
| Pure Financial Advisors, Inc. | 1,872 | $522.8K | 0.01% | +143+8.3% | Added |
| Apella Capital, LLC | 1,749 | $518.2K | 0.01% | +211+13.7% | Added |
| TIAA Wealth Investment Management LLC | 1,852 | $517.9K | 0.00% | +1,852 | New |
| Financial Council Asset Management Inc | 1,849 | $516.3K | 0.20% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 1,842 | $514.4K | 0.08% | −29−1.5% | Reduced |
| Secure Asset Management, LLC | 1,834 | $512.2K | 0.08% | +1,834 | New |
| Childress Capital Advisors, LLC | 1,830 | $511.2K | 0.09% | −527−22.4% | Reduced |
| Parkside Financial Bank & Trust | 1,830 | $511.1K | 0.04% | +115+6.7% | Added |