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 |
|---|---|---|---|---|---|
| Tenet Wealth Partners, LLC | 916 | $247.3K | 0.18% | +916 | New |
| LiftPoint Family Wealth Advisors LLC | 995 | $247.1K | 0.17% | +104+11.7% | Added |
| Prepared Retirement Institute LLC | 993 | $246.7K | 0.11% | +1+0.1% | Added |
| Sax Wealth Advisors, LLC | 882 | $246.4K | 0.01% | +882 | New |
| Tradition Wealth Management, LLC | 991 | $246.2K | 0.02% | −481−32.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 990 | $245.9K | 0.09% | −183−15.6% | Reduced |
| Washington Trust Co | 985 | $244.6K | 0.01% | +985 | New |
| Carret Asset Management, LLC | 984 | $244.4K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 984 | $244.4K | 0.01% | +581+144.2% | Added |
| Anb Bank | 982 | $243.9K | 0.09% | +3+0.3% | Added |
| Smith Chas P & Associates Pa Cpas | 981 | $243.7K | 0.01% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 976 | $242.4K | 0.09% | +976 | New |
| Oak Asset Management, LLC | 975 | $242.2K | 0.08% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 974 | $241.9K | 0.07% | −27,061−96.5% | Reduced |
| American National Bank | 973 | $241.7K | 0.02% | +15+1.6% | Added |
| Investment Research Partners LLC | 972 | $241.4K | 0.08% | +10+1.0% | Added |
| Soltis Investment Advisors LLC | 971 | $241.2K | 0.01% | +51+5.5% | Added |
| Phillips Wealth Planners LLC | 1,006 | $241.1K | 0.18% | +3+0.3% | Added |
| MPS Loria Financial Planners, LLC | 968 | $240.3K | 0.06% | +2+0.2% | Added |
| Kera Capital Partners, Inc. | 967 | $240.2K | 0.02% | +8+0.8% | Added |
| North Star Asset Management Inc | 966 | $239.9K | 0.01% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 961 | $238.8K | 0.06% | +1+0.1% | Added |
| Eagle Wealth Advisors LLC | 961 | $238.7K | 0.18% | +45+4.9% | Added |
| Inspirion Wealth Advisors, LLC | 999 | $236.2K | 0.03% | −2−0.2% | Reduced |
| NTV Asset Management LLC | 949 | $235.7K | 0.02% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 948 | $235.5K | 0.03% | +40+4.4% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 947 | $235.2K | 0.16% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 946 | $235.0K | 0.00% | −1,333−58.5% | Reduced |
| Daner Wealth Management, LLC | 839 | $233.8K | 0.13% | −42−4.8% | Reduced |
| Hilltop National Bank | 941 | $233.7K | 0.05% | +24+2.6% | Added |
| Sterling Wealth Management, Inc. | 939 | $233.2K | 0.06% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 938 | $233.0K | 0.01% | +54+6.1% | Added |
| Root Financial Partners, LLC | 936 | $232.4K | 0.01% | −71−7.1% | Reduced |
| Income Insurance Ltd | 932 | $231.5K | 0.14% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 930 | $231.1K | 0.04% | 00.0% | Unchanged |
| RNC Capital Management LLC | 929 | $230.6K | 0.01% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 928 | $230.5K | 0.02% | +928 | New |
| Greenspring Advisors, LLC | 927 | $230.2K | 0.01% | +107+13.0% | Added |
| Glass Jacobson Investment Advisors llc | 925 | $229.8K | 0.07% | +21+2.3% | Added |
| National Wealth Management Group, LLC | 925 | $229.7K | 0.07% | −3−0.3% | Reduced |
| Blue Zone Wealth Advisors, LLC | 921 | $228.7K | 0.04% | +4+0.4% | Added |
| Cullen/Frost Bankers, Inc. | 920 | $228.4K | 0.00% | −7−0.8% | Reduced |
| Lantern Wealth Advisors, LLC | 918 | $228.0K | 0.10% | −118−11.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 918 | $228.0K | 0.31% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 909 | $225.8K | 0.05% | +5+0.6% | Added |
| Round Rock Advisors, LLC | 906 | $225.0K | 0.03% | 00.0% | Unchanged |
| Vantage Point Financial LLC | 906 | $224.9K | 0.07% | −15−1.6% | Reduced |
| Second Half Financial Partners, LLC | 903 | $224.3K | 0.09% | 00.0% | Unchanged |
| Zhang Financial LLC | 902 | $224.0K | 0.01% | +55+6.5% | Added |
| Legacy Trust | 901 | $223.8K | 0.04% | −10−1.1% | Reduced |
| Rossby Financial, LCC | 900 | $223.5K | 0.04% | −105−10.4% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 900 | $223.5K | 0.09% | +600+200.0% | Added |
| Left Brain Wealth Management, LLC | 900 | $223.5K | 0.07% | +900 | New |
| Relyea Zuckerberg Hanson LLC | 899 | $223.4K | 0.02% | +62+7.4% | Added |
| Klingenstein Fields & Co LP | 899 | $223.3K | 0.01% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 896 | $222.5K | 0.01% | +896 | New |
| Fund Advisors of America Inc | 896 | $222.5K | 0.20% | +7+0.8% | Added |
| Linscomb & Williams, Inc. | 894 | $222.1K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 894 | $222.0K | 0.04% | −87−8.9% | Reduced |
| Handelsbanken Fonder AB | 893 | $222.0K | 0.00% | +165+22.7% | Added |
| Kiley Juergens Wealth Management, LLC | 893 | $221.8K | 0.03% | +10+1.1% | Added |
| Cidel Asset Management Inc | 893 | $221.8K | 0.01% | +46+5.4% | Added |
| GeoWealth Management, LLC | 889 | $221.6K | 0.01% | +5+0.6% | Added |
| Baker Boyer National Bank | 886 | $220.1K | 0.06% | +886 | New |
| Almanack Investment Partners, LLC. | 885 | $219.8K | 0.03% | +885 | New |
| Elyxium Wealth, LLC | 882 | $219.1K | 0.02% | +101+12.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 881 | $219.0K | 0.00% | +439+99.3% | Added |
| Concorde Asset Management, LLC | 880 | $218.6K | 0.13% | 00.0% | Unchanged |
| 1st Source Bank | 879 | $218.3K | 0.01% | −35−3.8% | Reduced |
| Autumn Glory Partners, LLC | 879 | $218.3K | 0.06% | +3+0.3% | Added |
| Connecticut Wealth Management, LLC | 877 | $217.8K | 0.01% | −12−1.3% | Reduced |
| Cromwell Holdings LLC | 877 | $217.8K | 0.10% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 877 | $217.8K | 0.14% | −380−30.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 876 | $217.6K | 0.01% | −166−15.9% | Reduced |
| Roberts Glore & Co Inc | 876 | $217.6K | 0.05% | −13−1.5% | Reduced |
| Invera Wealth Advisors, LLC | 876 | $217.6K | 0.12% | +876 | New |
| Worth Financial Advisory Group, LLC | 872 | $216.6K | 0.09% | +872 | New |
| Onefund, LLC | 872 | $216.6K | 0.12% | +14+1.6% | Added |
| Peterson Wealth Services | 871 | $216.4K | 0.05% | +4+0.5% | Added |
| Goelzer Investment Management, Inc. | 870 | $216.1K | 0.01% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 868 | $215.6K | 0.02% | +698+410.6% | Added |
| Moss Adams Wealth Advisors LLC | 866 | $215.1K | 0.01% | −130−13.1% | Reduced |
| Hudock, Inc. | 864 | $214.8K | 0.03% | 00.0% | Unchanged |
| Pinnacle Financial Group, LLC | 860 | $213.6K | 0.05% | +45+5.5% | Added |
| Hoge Financial Services, LLC | 856 | $212.5K | 0.10% | +1+0.1% | Added |
| Riversedge Advisors, LLC | 855 | $212.2K | 0.03% | −16−1.8% | Reduced |
| Chicago Trust Co NA | 854 | $212.1K | 0.03% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 852 | $211.6K | 0.05% | +18+2.2% | Added |
| Moment Partners, LLC | 851 | $211.4K | 0.04% | −83−8.9% | Reduced |
| Readystate Asset Management LP | 851 | $211.4K | 0.01% | +851 | New |
| Ashton Thomas Securities, LLC | 862 | $211.2K | 0.03% | +25+3.0% | Added |
| Freedom Financial Partners LLC | 849 | $210.9K | 0.07% | 00.0% | Unchanged |
| Montag A & Associates Inc | 848 | $210.6K | 0.01% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 848 | $210.6K | 0.00% | +848 | New |
| Foundation Wealth Management, LLC | 847 | $210.4K | 0.06% | 00.0% | Unchanged |
| LRI Investments, LLC | 846 | $210.2K | 0.02% | +369+77.4% | Added |
| BKD Wealth Advisors, LLC | 845 | $209.9K | 0.00% | −38−4.3% | Reduced |
| MSH Capital Advisors LLC | 845 | $209.9K | 0.04% | +75+9.7% | Added |
| Meriwether Wealth & Planning, LLC | 842 | $209.1K | 0.10% | −3−0.4% | Reduced |
| Evergreen Wealth Solutions, LLC | 750 | $208.9K | 0.01% | −18−2.3% | Reduced |