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 |
|---|---|---|---|---|---|
| Eagle Wealth Strategies LLC | 1,827 | $510.3K | 0.22% | −2−0.1% | Reduced |
| Wealth Management Associates, Inc. | 1,817 | $507.4K | 0.18% | −56−3.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,816 | $507.1K | 0.12% | +385+26.9% | Added |
| Willner & Heller, LLC | 1,810 | $505.3K | 0.38% | +213+13.3% | Added |
| Gamco Investors, Inc. Et Al | 1,809 | $505.2K | 0.00% | +65+3.7% | Added |
| Grove Bank & Trust | 1,808 | $504.9K | 0.06% | −11−0.6% | Reduced |
| Compton Financial Group, LLC | 1,806 | $504.4K | 0.11% | +17+1.0% | Added |
| Capital & Planning, LLC | 1,802 | $503.3K | 0.31% | +1,802 | New |
| RFG Advisory, LLC | 1,801 | $503.0K | 0.01% | −164−8.3% | Reduced |
| FSM Wealth Advisors, LLC | 1,780 | $497.1K | 0.06% | −51−2.8% | Reduced |
| Simplicity Wealth,LLC | 1,778 | $496.5K | 0.03% | +247+16.1% | Added |
| MTM Investment Management, LLC | 1,778 | $496.5K | 0.16% | 00.0% | Unchanged |
| 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 |
| Smith, Moore & Co. | 1,772 | $494.8K | 0.04% | +1,772 | New |
| Hazlett, Burt & Watson, Inc. | 1,772 | $494.0K | 0.15% | +128+7.8% | Added |
| Symphony Financial, Ltd. Co. | 1,797 | $493.9K | 0.07% | −89−4.7% | Reduced |
| Gibbs Wealth Management | 1,759 | $491.3K | 0.06% | +520+42.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,756 | $490.3K | 0.07% | +11+0.6% | Added |
| WealthPlan Investment Management, LLC | 1,751 | $489.0K | 0.03% | +254+17.0% | Added |
| Hourglass Capital, LLC | 1,750 | $488.7K | 0.10% | +1,750 | New |
| Ethos Financial Group, LLC | 1,379 | $487.2K | 0.04% | −596−30.2% | Reduced |
| Trust Point Inc. | 1,741 | $486.2K | 0.04% | +75+4.5% | Added |
| Optas, LLC | 1,741 | $486.2K | 0.07% | −12−0.7% | Reduced |
| Erste Asset Management GmbH | 1,628 | $486.1K | 0.00% | −640−28.2% | Reduced |
| Etesian Wealth Advisors, Inc. | 1,740 | $485.9K | 0.16% | −42−2.4% | Reduced |
| ABN AMRO Bank N.V. | 1,728 | $484.7K | 0.01% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,731 | $483.4K | 0.07% | −6−0.3% | Reduced |
| Athena Investment Management | 1,729 | $482.8K | 0.25% | 00.0% | Unchanged |
| Indivisible Partners | 1,726 | $482.0K | 0.04% | +444+34.6% | Added |
| Accurate Wealth Management, LLC | 1,681 | $481.6K | 0.06% | −152−8.3% | Reduced |
| Magnolia Capital Management Ltd | 1,720 | $480.0K | 0.32% | +55+3.3% | Added |
| Legacy Financial Independent Advisors LLC | 1,718 | $479.8K | 0.25% | +1,718 | New |
| ARS Wealth Advisors Group, LLC | 1,714 | $478.6K | 0.04% | +31+1.8% | Added |
| Aventura Private Wealth, LLC | 1,704 | $475.9K | 0.17% | −417−19.7% | Reduced |
| Virtue Asset Management LLC | 1,704 | $475.8K | 0.38% | +1,704 | New |
| Index Technologies Group LLC | 1,703 | $475.6K | 0.52% | −188−9.9% | Reduced |
| Elite Wealth Management, Inc. | 1,702 | $475.2K | 0.15% | +1,702 | New |
| Net Worth Advisory Group | 1,693 | $472.9K | 0.10% | −132−7.2% | Reduced |
| Ascent Group, LLC | 1,686 | $470.9K | 0.02% | −127−7.0% | Reduced |
| L2 Asset Management, LLC | 1,685 | $470.5K | 0.04% | +113+7.2% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1,684 | $470.3K | 0.36% | +997+145.1% | Added |
| SHP Wealth Management | 1,681 | $469.3K | 0.04% | −401−19.3% | Reduced |
| ATX Financial Planning, LLC | 1,677 | $468.3K | 0.36% | +99+6.3% | Added |
| TCG Advisory Services, LLC | 1,672 | $467.0K | 0.01% | −179−9.7% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,665 | $465.0K | 0.18% | +196+13.3% | Added |
| Patten & Patten Inc | 1,648 | $460.3K | 0.03% | +65+4.1% | Added |
| Frec Markets, Inc. | 1,641 | $458.2K | 0.08% | −57−3.4% | Reduced |
| Samara Investment Management, LLC | 1,636 | $456.9K | 0.47% | +1,636 | New |
| 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 |
| Spirepoint Private Client, LLC | 1,633 | $456.0K | 0.04% | −273−14.3% | Reduced |
| Grimes & Company, Inc. | 1,629 | $455.0K | 0.01% | −3,667−69.2% | Reduced |
| Avantax Planning Partners, Inc. | 1,625 | $453.9K | 0.01% | +35+2.2% | Added |
| Lake Hills Wealth Management, LLC | 1,619 | $452.1K | 0.25% | +975+151.4% | Added |
| Wright Investors Service Inc | 1,618 | $451.8K | 0.14% | +1,618 | New |
| 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 |
| Ieq Capital, LLC | 1,598 | $446.4K | 0.00% | −9,839−86.0% | Reduced |
| 71 West Capital Partners | 1,598 | $446.2K | 0.02% | +275+20.8% | Added |
| CenterBook Partners LP | 1,594 | $445.1K | 0.02% | +1,594 | New |
| Stonebridge Capital Advisors LLC | 1,590 | $444.0K | 0.03% | −2−0.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,579 | $440.9K | 0.02% | −32−2.0% | Reduced |
| Icapital Wealth LLC | 1,577 | $440.0K | 0.26% | 00.0% | Unchanged |
| FORM Wealth Advisors, LLC | 1,567 | $437.6K | 0.05% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,566 | $437.3K | 0.01% | +65+4.3% | Added |
| Keel Point, LLC | 1,562 | $436.3K | 0.03% | −13−0.8% | Reduced |
| Cornerstone Wealth Group, LLC | 1,567 | $435.0K | 0.03% | −46−2.9% | Reduced |
| Heritage Trust Co | 1,551 | $433.1K | 0.04% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1,536 | $428.8K | 0.01% | −210−12.0% | Reduced |
| Kuhn & Co Investment Counsel | 1,533 | $428.1K | 0.28% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 1,527 | $426.4K | 0.01% | +226+17.4% | Added |
| Seelaus Asset Management LLC | 1,526 | $426.1K | 0.31% | +35+2.3% | Added |
| Meridian Wealth Management, LLC | 1,526 | $426.1K | 0.02% | −89−5.5% | Reduced |
| Lake Street Financial LLC | 1,525 | $425.9K | 0.05% | −23−1.5% | Reduced |
| Newton One Investments LLC | 1,525 | $425.9K | 0.12% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,519 | $424.3K | 0.01% | −65−4.1% | Reduced |
| Beaumont Financial Advisors, LLC | 1,518 | $423.9K | 0.03% | +26+1.7% | Added |
| Creative Financial Designs Inc | 1,509 | $421.4K | 0.03% | +103+7.3% | Added |
| Founders Financial Securities LLC | 1,502 | $420.9K | 0.02% | −184−10.9% | Reduced |
| TFB Advisors LLC | 1,503 | $419.7K | 0.22% | −594−28.3% | 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 |
| Wealth Dimensions Group, Ltd. | 1,499 | $418.6K | 0.08% | −55−3.5% | Reduced |
| SmartHarvest Portfolios, LLC | 1,495 | $417.5K | 0.17% | −276−15.6% | Reduced |
| Bulltick Wealth Management, LLC | 1,493 | $416.9K | 0.09% | +766+105.4% | Added |
| Welch Group, LLC | 1,487 | $415.2K | 0.02% | 00.0% | Unchanged |
| River Street Advisors LLC | 1,484 | $414.4K | 0.14% | +33+2.3% | Added |
| Inscription Capital, LLC | 1,482 | $413.8K | 0.04% | −118−7.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,477 | $412.0K | 0.11% | −23−1.5% | 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 |
| Tradition Wealth Management, LLC | 1,472 | $411.0K | 0.03% | −594−28.8% | Reduced |
| RPS Advisory Solutions LLC | 1,471 | $410.7K | 0.23% | +35+2.4% | Added |
| Bare Financial Services, Inc | 1,465 | $409.2K | 0.11% | −67−4.4% | Reduced |
| Elm3 Financial Group, LLC | 1,465 | $409.1K | 0.35% | +63+4.5% | Added |
| Insigneo Advisory Services, LLC | 1,464 | $408.8K | 0.03% | +292+24.9% | Added |
| Laffer Tengler Investments | 1,459 | $407.4K | 0.06% | +332+29.5% | Added |
| Destination Wealth Management | 1,456 | $406.5K | 0.01% | +256+21.3% | Added |
| Ridge Creek Global, Inc | 1,455 | $406.3K | 0.34% | 00.0% | Unchanged |