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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
2,459
shares
|
$838,691
0.03% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
2,457
shares
|
$838,008
0.35% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
2,452
shares
|
$836,303
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
2,448
shares
|
$834,939
0.11% of portfolio
|
Q2 2025
Added 26.12%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
2,435
shares
|
$830,505
0.16% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
2,434
shares
|
$830,164
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
2,430
shares
|
$828,800
0.08% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,426
shares
|
$827,435
0.03% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Aug 01, 2025 Q2 2025 |
2,426
shares
|
$827,435
0.5% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
2,421
shares
|
$825,730
0.02% of portfolio
|
Q2 2025
Added 21.6%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
2,421
shares
|
$825,730
0.1% of portfolio
|
Q1 2025
Reduced 35.13%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
2,404
shares
|
$819,932
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
2,396
shares
|
$817,203
0.01% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
2,386
shares
|
$813,793
0.15% of portfolio
|
Q4 2023
Reduced 14.63%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,383
shares
|
$812,769
0.05% of portfolio
|
Q2 2025
Added 11.62%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
2,373
shares
|
$809,359
0.1% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
2,372
shares
|
$809,018
0.07% of portfolio
|
Q2 2025
Reduced 26.47%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
2,371
shares
|
$808,676
0.12% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
2,371
shares
|
$808,676
0.56% of portfolio
|
Q2 2025
Reduced 18.49%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,362
shares
|
$805,607
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
2,356
shares
|
$803,560
0.04% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
2,338
shares
|
$797,421
0.05% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
2,337
shares
|
$797,080
0.01% of portfolio
|
Q2 2025
Added 57.27%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
2,337
shares
|
$797,080
0.02% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
2,332
shares
|
$795,375
0.1% of portfolio
|
Q2 2025
Added 12.71%
|