Institutional Ownership Constellation Energy Corp (CEG)
This table provides information about the institutional ownership of Constellation Energy Corp (CEG). We have compiled data on the 1,921 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $83.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,295
shares
|
$1.81 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
5,265
shares
|
$1.8 Million
0.23% of portfolio
|
Q2 2025
Added 54.13%
|
|
|
Truxt Investmentos Ltda.
|
Feb 03, 2025 Q4 2024 |
5,240
shares
|
$1.79 Million
2.1% of portfolio
|
Q4 2024
Reduced 73.8%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
5,224
shares
|
$1.78 Million
0.06% of portfolio
|
Q2 2025
Reduced 59.05%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
5,184
shares
|
$1.77 Million
0.08% of portfolio
|
Q2 2025
Added 14.64%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
5,179
shares
|
$1.77 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
5,173
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
5,140
shares
|
$1.75 Million
0.38% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
5,135
shares
|
$1.75 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.35%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
5,117
shares
|
$1.75 Million
0.26% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
5,110
shares
|
$1.74 Million
0.34% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Clough Capital Partners L P
Boston, MA |
Aug 14, 2025 Q2 2025 |
5,070
shares
|
$1.73 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
5,052
shares
|
$1.72 Million
0.02% of portfolio
|
Q2 2025
Added 16.14%
|
|
|
Donoghue Forlines LLC
|
Aug 08, 2025 Q2 2025 |
5,039
shares
|
$1.72 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
5,005
shares
|
$1.71 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Artemis Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
5,000
shares
|
$1.71 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
4,982
shares
|
$1.7 Million
0.12% of portfolio
|
Q2 2025
Reduced 32.4%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
4,982
shares
|
$1.7 Million
0.04% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
4,973
shares
|
$1.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
4,898
shares
|
$1.67 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
4,858
shares
|
$1.66 Million
0.11% of portfolio
|
Q2 2025
Added 27.67%
|
|
|
Stf Management LP
Frisco, TX |
Aug 07, 2025 Q2 2025 |
4,823
shares
|
$1.64 Million
0.61% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,801
shares
|
$1.64 Million
0.78% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Sandler Capital Management
New York, NY |
Aug 14, 2025 Q2 2025 |
4,799
shares
|
$1.64 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,761
shares
|
$1.62 Million
0.07% of portfolio
|
Q2 2025
Added 0.27%
|