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 |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
2,701
shares
|
$921,230
0.14% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
2,701
shares
|
$921,230
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
2,700
shares
|
$920,889
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
2,693
shares
|
$918,501
0.02% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
2,683
shares
|
$915,090
0.03% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
2,666
shares
|
$909,292
0.47% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,665
shares
|
$908,951
0.02% of portfolio
|
Q2 2025
Reduced 33.96%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
2,648
shares
|
$903,153
0.0% of portfolio
|
Q2 2025
Added 20.15%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
2,638
shares
|
$899,742
0.28% of portfolio
|
Q2 2025
Added 20.51%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
2,637
shares
|
$899,401
0.44% of portfolio
|
Q2 2025
Reduced 24.2%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
2,629
shares
|
$896,673
0.2% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,628
shares
|
$896,331
0.01% of portfolio
|
Q1 2022
Added 3.58%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
2,608
shares
|
$889,510
0.07% of portfolio
|
Q1 2025
Added 23.85%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
2,564
shares
|
$874,503
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
2,556
shares
|
$871,774
0.53% of portfolio
|
Q2 2025
Added 8713.79%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,555
shares
|
$871,433
0.04% of portfolio
|
Q2 2025
Reduced 28.61%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
2,541
shares
|
$866,658
0.15% of portfolio
|
Q2 2025
Added 41.48%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
2,532
shares
|
$863,589
0.16% of portfolio
|
Q2 2025
Added 51.9%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
2,526
shares
|
$861,542
0.05% of portfolio
|
Q2 2025
Added 19.77%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
2,514
shares
|
$857,449
0.02% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
2,507
shares
|
$855,062
0.0% of portfolio
|
Q1 2025
Reduced 9.33%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
2,499
shares
|
$852,333
0.04% of portfolio
|
Q2 2025
Added 20.14%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
2,492
shares
|
$849,946
0.02% of portfolio
|
Q2 2025
Added 9.06%
|
|
|
John G Ullman & Associates Inc
|
Jul 29, 2025 Q2 2025 |
2,465
shares
|
$840,737
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
2,463
shares
|
$840,055
0.03% of portfolio
|
Q2 2025
Added 121.1%
|