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 |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
1,808
shares
|
$616,654
0.21% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,799
shares
|
$613,584
0.01% of portfolio
|
Q1 2024
Added 1.01%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
1,792
shares
|
$611,197
0.21% of portfolio
|
Q2 2025
Added 14.65%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
1,789
shares
|
$610,174
0.43% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
1,780
shares
|
$607,104
0.02% of portfolio
|
Q2 2025
Reduced 9.74%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
1,776
shares
|
$605,740
0.03% of portfolio
|
Q2 2025
Added 29.26%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
1,775
shares
|
$605,399
0.23% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,773
shares
|
$604,717
0.07% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
1,769
shares
|
$603,352
0.09% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
1,769
shares
|
$603,352
0.06% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
1,768
shares
|
$603,011
0.12% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
1,759
shares
|
$599,942
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,752
shares
|
$597,554
0.15% of portfolio
|
Q1 2025
Reduced 15.61%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
1,749
shares
|
$596,531
0.02% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
1,739
shares
|
$593,120
0.15% of portfolio
|
Q2 2025
Reduced 16.79%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
1,733
shares
|
$591,074
0.03% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
1,724
shares
|
$588,004
0.18% of portfolio
|
Q4 2024
Reduced 16.96%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,721
shares
|
$586,981
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
1,716
shares
|
$585,276
0.17% of portfolio
|
Q2 2025
Added 12.23%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
1,703
shares
|
$580,842
0.17% of portfolio
|
Q2 2025
Added 19.68%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
1,700
shares
|
$579,819
0.45% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
1,689
shares
|
$576,067
0.0% of portfolio
|
Q2 2025
Added 30.63%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
1,680
shares
|
$572,997
0.28% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,679
shares
|
$572,656
0.13% of portfolio
|
Q2 2025
Added 105.76%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
1,676
shares
|
$571,633
0.06% of portfolio
|
Q2 2025
Added 0.72%
|