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 |
|---|---|---|---|---|---|
| Sovran Advisors, LLC | 1,035 | $324.1K | 0.03% | +119+13.0% | Added |
| Polymer Capital Management (HK) LTD | 1,160 | $323.9K | 0.05% | +1,160 | New |
| Venturi Wealth Management, LLC | 1,158 | $323.1K | 0.01% | −892−43.5% | Reduced |
| Searle & Co. | 1,155 | $322.5K | 0.08% | 00.0% | Unchanged |
| Diversified Trust Co | 1,155 | $322.5K | 0.01% | −98−7.8% | Reduced |
| Roundview Capital LLC | 1,150 | $321.1K | 0.02% | −210−15.4% | Reduced |
| Franklin Street Advisors Inc | 1,147 | $320.3K | 0.02% | −50−4.2% | Reduced |
| Money Concepts Capital Corp | 1,147 | $320.3K | 0.02% | +295+34.6% | Added |
| Connective Capital Management, LLC | 1,136 | $317.2K | 0.26% | +232+25.7% | Added |
| Vision Capital Management, Inc. | 1,134 | $316.7K | 0.04% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,130 | $315.6K | 0.11% | −42−3.6% | Reduced |
| MidFirst Bank | 1,130 | $315.6K | 0.03% | +11+1.0% | Added |
| Azimuth Capital Investment Management LLC | 1,129 | $315.3K | 0.01% | +198+21.3% | Added |
| MJP Associates Inc | 1,129 | $315.3K | 0.04% | +302+36.5% | Added |
| Crawford Investment Counsel Inc | 1,129 | $315.2K | 0.01% | +49+4.5% | Added |
| Tradewinds, LLC. | 1,023 | $314.9K | 0.10% | +58+6.0% | Added |
| Lionsbridge Wealth Management LLC | 1,127 | $314.7K | 0.32% | +36+3.3% | Added |
| Quotient Wealth Partners, LLC | 1,126 | $314.5K | 0.01% | −77−6.4% | Reduced |
| Evercore Wealth Management, LLC | 1,118 | $312.2K | 0.00% | +57+5.4% | Added |
| Atlas Brown,Inc. | 1,116 | $311.6K | 0.09% | +1,116 | New |
| Whalen Wealth Management Inc. | 1,110 | $310.0K | 0.17% | −363−24.6% | Reduced |
| Real Talk Capital, LLC | 1,110 | $310.0K | 0.29% | +483+77.0% | Added |
| TriaGen Wealth Management LLC | 1,106 | $308.9K | 0.08% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,105 | $308.6K | 0.02% | −495−30.9% | Reduced |
| Carter Financial Group, INC. | 1,101 | $307.5K | 0.19% | −30−2.7% | Reduced |
| Bogart Wealth, LLC | 1,099 | $306.8K | 0.01% | +22+2.0% | Added |
| Gradient Capital Advisors, LLC | 1,096 | $305.9K | 0.08% | −226−17.1% | Reduced |
| 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 |
| Riverwater Partners LLC | 1,093 | $305.2K | 0.10% | +5+0.5% | Added |
| Perfromance Wealth Partners, LLC | 1,090 | $304.4K | 0.01% | +1+0.1% | Added |
| Heartland Bank & Trust Co | 1,089 | $304.1K | 0.07% | −31−2.8% | Reduced |
| 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 |
| Philadelphia Trust Co | 1,084 | $303.0K | 0.02% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,079 | $301.3K | 0.06% | +219+25.5% | Added |
| Phillips Wealth Planners LLC | 1,003 | $300.6K | 0.23% | +1,003 | New |
| Old Second National Bank of Aurora | 1,075 | $300.2K | 0.06% | +107+11.1% | Added |
| Swisher Financial Concepts, Inc. | 1,074 | $300.0K | 0.17% | +30+2.9% | Added |
| Catalytic Wealth RIA, LLC | 1,074 | $299.9K | 0.01% | −623−36.7% | Reduced |
| 3Chopt Investment Partners, LLC | 1,071 | $299.1K | 0.07% | +7+0.7% | Added |
| Sterling Investment Advisors, Ltd. | 1,068 | $298.2K | 0.05% | 00.0% | Unchanged |
| King Wealth | 1,068 | $298.0K | 0.04% | 00.0% | Unchanged |
| Ballast Rock Private Wealth LLC | 1,065 | $297.4K | 0.16% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,061 | $296.4K | 0.02% | −18−1.7% | Reduced |
| Flynn Zito Capital Management, LLC | 1,059 | $295.6K | 0.09% | +1+0.1% | Added |
| Wimmer Associates 1, LLC | 1,055 | $294.6K | 0.14% | +60+6.0% | Added |
| Liberty One Investment Management, LLC | 1,046 | $292.1K | 0.03% | +974+1,352.8% | Added |
| Ullmann Financial Group, Inc. | 1,045 | $291.7K | 0.03% | +9+0.9% | Added |
| 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 |
| Headinvest, LLC | 1,044 | $291.5K | 0.06% | −25−2.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,042 | $291.0K | 0.02% | −324−23.7% | Reduced |
| Lantern Wealth Advisors, LLC | 1,036 | $289.3K | 0.15% | +28+2.8% | Added |
| PUREfi Wealth, LLC | 1,034 | $288.7K | 0.19% | +412+66.2% | Added |
| 4WEALTH Advisors, Inc. | 966 | $288.5K | 0.25% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 1,031 | $288.0K | 0.04% | −35−3.3% | Reduced |
| Petersen Hastings Wealth Advisors Inc. | 1,030 | $287.6K | 0.03% | +285+38.3% | Added |
| HFM Investment Advisors, LLC | 1,027 | $286.8K | 0.11% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 1,021 | $285.2K | 0.07% | +1+0.1% | Added |
| SCS Capital Management LLC | 1,021 | $285.1K | 0.00% | −8−0.8% | Reduced |
| Landing Point Financial Group, LLC | 1,020 | $285.0K | 0.14% | −75−6.8% | Reduced |
| Blackstone Group Inc. | 1,020 | $284.8K | 0.00% | +1,020 | New |
| Parsons Capital Management Inc | 1,018 | $284.3K | 0.01% | +52+5.4% | 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 |
| Investor's Fiduciary Advisor Network, LLC | 1,014 | $283.0K | 0.09% | +301+42.2% | Added |
| MFA Wealth Services | 1,012 | $282.5K | 0.19% | +163+19.2% | Added |
| Silver Oak Securities, Inc | 1,010 | $282.2K | 0.02% | −148−12.8% | Reduced |
| Root Financial Partners, LLC | 1,007 | $281.1K | 0.01% | +56+5.9% | Added |
| Rossby Financial, LCC | 1,005 | $280.9K | 0.06% | +36+3.7% | Added |
| Concentric Capital Strategies, LP | 1,003 | $280.1K | 0.02% | +1,003 | New |
| Inspirion Wealth Advisors, LLC | 1,001 | $279.4K | 0.03% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 996 | $278.1K | 0.02% | +138+16.1% | Added |
| Prepared Retirement Institute LLC | 992 | $277.1K | 0.14% | −36−3.5% | Reduced |
| Carret Asset Management, LLC | 984 | $274.8K | 0.03% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 981 | $274.0K | 0.01% | −228−18.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 981 | $273.9K | 0.07% | +74+8.2% | Added |
| Anb Bank | 979 | $273.4K | 0.11% | +67+7.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 977 | $272.8K | 0.02% | −62−6.0% | 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 |
| Capstone Financial Advisors, Inc. | 974 | $271.9K | 0.01% | −197−16.8% | Reduced |
| MPS Loria Financial Planners, LLC | 966 | $269.9K | 0.07% | +1+0.1% | Added |
| North Star Asset Management Inc | 966 | $269.8K | 0.01% | −13−1.3% | Reduced |
| Investment Research Partners LLC | 962 | $268.6K | 0.11% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 961 | $268.4K | 0.01% | −5−0.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 960 | $268.2K | 0.08% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 959 | $267.8K | 0.03% | −196−17.0% | Reduced |
| IFS Group,LLC | 959 | $267.8K | 0.24% | +959 | New |
| American National Bank | 958 | $267.5K | 0.03% | −16−1.6% | Reduced |
| NTV Asset Management LLC | 949 | $265.0K | 0.03% | 00.0% | Unchanged |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 947 | $264.4K | 0.21% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 939 | $262.2K | 0.07% | 00.0% | Unchanged |
| Moment Partners, LLC | 934 | $260.8K | 0.05% | +9+1.0% | Added |
| Income Insurance Ltd | 932 | $260.3K | 0.18% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 930 | $259.8K | 0.05% | +19+2.1% | Added |
| Wealth Management Partners, LLC | 930 | $259.7K | 0.07% | −2−0.2% | Reduced |
| RNC Capital Management LLC | 929 | $259.3K | 0.01% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 928 | $259.1K | 0.10% | −2−0.2% | Reduced |