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 1,548 institutions that hold shares in the stock, with a total of 238 Million shares, which have been reported (via 13F filing form) to have a value of $54.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
1,546
shares
|
$350,972
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
1,542
shares
|
$350,064
0.0% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
1,530
shares
|
$347,340
0.14% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
1,528
shares
|
$346,886
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,526
shares
|
$346,432
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Newton One Investments LLC
|
Oct 17, 2024 Q3 2024 |
1,525
shares
|
$346,205
0.16% of portfolio
|
Q1 2022
New holding
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
1,525
shares
|
$346,205
0.17% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
1,523
shares
|
$345,751
0.22% of portfolio
|
Q2 2024
Added 3.39%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
1,523
shares
|
$345,751
0.35% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
1,519
shares
|
$344,843
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
1,516
shares
|
$344,162
0.07% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,515
shares
|
$343,935
0.03% of portfolio
|
Q3 2024
Added 38.99%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
1,513
shares
|
$343,481
0.13% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
1,510
shares
|
$342,800
0.15% of portfolio
|
Q3 2024
Reduced 12.46%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
1,509
shares
|
$342,573
0.1% of portfolio
|
Q3 2024
Added 23.49%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
1,507
shares
|
$342,119
0.09% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
1,504
shares
|
$341,438
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
1,504
shares
|
$341,438
0.01% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
1,502
shares
|
$340,984
0.11% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
1,501
shares
|
$340,757
0.04% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,500
shares
|
$340,530
0.22% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,495
shares
|
$339,394
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
1,486
shares
|
$337,351
0.2% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
1,486
shares
|
$337,351
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
1,481
shares
|
$336,216
0.2% of portfolio
|
Q3 2024
New holding
|