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, Q2 2026
Institutional positions in Constellation Energy Corp as of Jun 30, 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
- 1,866
- −21 vs. Q1 2026
- Shares held
- 287.4M
- +185.1K (+0.1%) vs. Q1 2026
- Total value
- $71.4B
- −$8.84B (−11.0%) vs. Q1 2026
- New holders
- 188
- 829 more added
- Sold out
- 209
- 593 more reduced
20 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Delos Wealth Advisors, LLC | 179 | $44.5K | 0.02% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 183 | $45.5K | 0.03% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 183 | $45.5K | 0.01% | +10+5.8% | Added |
| Dynamic Wealth Strategies, LLC | 185 | $45.9K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 189 | $46.9K | 0.03% | −18−8.7% | Reduced |
| Banque de Luxembourg S.A. | 189 | $46.9K | 0.02% | +189 | New |
| Truvestments Capital LLC | 191 | $47.4K | 0.01% | +89+87.3% | Added |
| Greykasell Wealth Strategies, Inc. | 196 | $48.6K | 0.02% | +1+0.5% | Added |
| Silver Grove Financial Group, Inc. | 198 | $49.2K | 0.03% | +189+2,100.0% | Added |
| 10Elms LLP | 199 | $49.3K | 0.02% | +43+27.6% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 200 | $49.7K | 0.15% | −435−68.5% | Reduced |
| Ramirez Asset Management, Inc. | 200 | $49.7K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 200 | $49.7K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $49.7K | 0.01% | +200 | New |
| Navigoe, LLC | 208 | $51.0K | 0.03% | +208 | New |
| Silvant Capital Management LLC | 207 | $51.4K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 207 | $51.4K | 0.03% | +100+93.5% | Added |
| BFSG, LLC | 208 | $51.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 213 | $53.0K | 0.01% | −3−1.4% | Reduced |
| Community Bank, N.A. | 216 | $53.6K | 0.01% | −66−23.4% | Reduced |
| Private Wealth Asset Management, LLC | 218 | $54.1K | 0.01% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 220 | $54.6K | 0.03% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 221 | $54.9K | 0.04% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 221 | $55.0K | 0.00% | +15+7.3% | Added |
| Action Point Financial Planning, LLC | 227 | $55.1K | 0.01% | +227 | New |
| Axiom Investment Management LLC | 224 | $55.6K | 0.04% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 225 | $55.9K | 0.01% | +37+19.7% | Added |
| Advocate Investing Services LLC | 228 | $56.7K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 230 | $57.2K | 0.01% | +97+72.9% | Added |
| Evolution Advisers, Inc. | 233 | $58.0K | 0.02% | +1+0.4% | Added |
| Bell Investment Advisors, Inc | 240 | $59.6K | 0.01% | −32−11.8% | Reduced |
| Bernard Wealth Management Corp. | 242 | $60.1K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 246 | $61.1K | 0.00% | +91+58.7% | Added |
| Bravera Wealth | 247 | $61.3K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 249 | $62.0K | 0.04% | −25−9.1% | Reduced |
| Trifecta Capital Advisors, LLC | 252 | $62.6K | 0.01% | +9+3.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 256 | $63.6K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 262 | $65.2K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 265 | $65.8K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 266 | $66.1K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 267 | $66.3K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 268 | $66.7K | 0.00% | −19−6.6% | Reduced |
| Birchwood Financial Partners, Inc. | 269 | $66.8K | 0.05% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 280 | $67.0K | 0.08% | −130−31.7% | Reduced |
| Barrett & Company, Inc. | 270 | $67.1K | 0.02% | +85+45.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 272 | $67.6K | 0.02% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 275 | $68.3K | 0.05% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 277 | $68.8K | 0.01% | −19−6.4% | Reduced |
| Millstone Evans Group, LLC | 280 | $69.5K | 0.04% | +30+12.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 281 | $69.8K | 0.05% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 287 | $71.3K | 0.02% | −1−0.3% | Reduced |
| Strive Financial Group ,LLC | 290 | $72.0K | 0.03% | −40−12.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 280 | $72.0K | 0.02% | +3+1.1% | Added |
| NVWM, LLC | 291 | $72.3K | 0.01% | +1+0.3% | Added |
| West Paces Advisors Inc. | 294 | $73.0K | 0.01% | +294 | New |
| Old Point Trust & Financial Services N A | 301 | $74.8K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 302 | $75.0K | 0.04% | −77−20.3% | Reduced |
| Heartland Advisors Inc | 303 | $75.3K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 304 | $75.4K | 0.05% | +1+0.3% | Added |
| Kingdom Financial Group LLC. | 307 | $76.3K | 0.02% | −21−6.4% | Reduced |
| ORG Wealth Partners, LLC | 310 | $77.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 310 | $77.0K | 0.02% | −12−3.7% | Reduced |
| SOA Wealth Advisors, LLC. | 316 | $78.6K | 0.01% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 322 | $80.0K | 0.03% | −23−6.7% | Reduced |
| Salomon & Ludwin, LLC | 339 | $80.2K | 0.01% | −51−13.1% | Reduced |
| CNB Bank | 325 | $80.7K | 0.03% | +100+44.4% | Added |
| IMA Wealth, Inc. | 342 | $84.9K | 0.01% | +340+17,000.0% | Added |
| DT Investment Partners, LLC | 347 | $86.2K | 0.01% | 00.0% | Unchanged |
| City State Bank | 348 | $86.4K | 0.02% | 00.0% | Unchanged |
| Lavaca Capital LLC | 360 | $89.4K | 0.01% | −40−10.0% | Reduced |
| Archer Investment Corp | 360 | $89.4K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 368 | $91.4K | 0.01% | +67+22.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 371 | $92.1K | 0.02% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 388 | $93.0K | 0.04% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 379 | $94.1K | 0.01% | −2−0.5% | Reduced |
| Noble Wealth Management PBC | 383 | $95.2K | 0.04% | −67−14.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 385 | $95.6K | 0.00% | −50−11.5% | Reduced |
| Sit Investment Associates Inc | 390 | $97.0K | 0.00% | −370−48.7% | Reduced |
| Capital Analysts, LLC | 396 | $98.0K | 0.00% | +5+1.3% | Added |
| Quarry LP | 399 | $99.1K | 0.02% | +28+7.5% | Added |
| Redwood Park Advisors LLC | 399 | $99.2K | 0.07% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 407 | $101.1K | 0.02% | −45−10.0% | Reduced |
| Sfam, LLC | 409 | $101.6K | 0.08% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 410 | $101.8K | 0.00% | +410 | New |
| Albion Financial Group | 412 | $102.3K | 0.01% | +106+34.6% | Added |
| Valley National Advisers Inc | 414 | $102.8K | 0.01% | −4−1.0% | Reduced |
| Family Legacy Financial Solutions, LLC | 415 | $103.2K | 0.06% | +415 | New |
| Fortitude Family Office, LLC | 419 | $104.1K | 0.02% | +1+0.2% | Added |
| Strategic Wealth Partners, Ltd. | 429 | $106.6K | 0.01% | +1+0.2% | Added |
| Bay Harbor Wealth Management, LLC | 438 | $108.8K | 0.03% | +414+1,725.0% | Added |
| MV Capital Management, Inc. | 441 | $109.5K | 0.01% | −100−18.5% | Reduced |
| Palladiem, LLC | 446 | $110.7K | 0.11% | −105−19.1% | Reduced |
| Paradigm Asset Management Co LLC | 451 | $112.0K | 0.02% | 00.0% | Unchanged |
| Swiss Re Ltd | 453 | $112.5K | 0.01% | +398+723.6% | Added |
| Bayban | 457 | $113.5K | 0.09% | +33+7.8% | Added |
| Basecamp Wealth Advisors LLC | 460 | $114.3K | 0.02% | −4−0.9% | Reduced |
| Stephenson National Bank & Trust | 462 | $114.7K | 0.03% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 422 | $117.8K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 476 | $118.2K | 0.04% | +385+423.1% | Added |
| Hills Bank & Trust Co | 476 | $118.2K | 0.01% | +103+27.6% | Added |