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 |
|---|---|---|---|---|---|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
1,576
shares
|
$537,526
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,575
shares
|
$537,185
0.06% of portfolio
|
Q2 2025
Added 10.45%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
1,570
shares
|
$535,479
0.06% of portfolio
|
Q2 2025
Added 28.79%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
1,567
shares
|
$534,456
0.0% of portfolio
|
Q2 2025
Added 28.02%
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
1,566
shares
|
$534,115
0.29% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
1,559
shares
|
$531,728
0.04% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
1,558
shares
|
$531,387
0.07% of portfolio
|
Q4 2024
Added 15.15%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,553
shares
|
$529,681
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
1,551
shares
|
$528,999
0.01% of portfolio
|
Q2 2025
Added 17.86%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
1,550
shares
|
$528,658
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
1,547
shares
|
$527,635
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
1,546
shares
|
$527,294
0.06% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
1,546
shares
|
$527,294
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
1,543
shares
|
$526,271
0.02% of portfolio
|
Q2 2025
Added 47.66%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,542
shares
|
$525,929
0.06% of portfolio
|
Q2 2025
Added 78.06%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
1,539
shares
|
$524,906
0.11% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,533
shares
|
$522,860
0.37% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
1,531
shares
|
$522,178
0.27% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
1,530
shares
|
$521,837
0.14% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,529
shares
|
$521,496
0.02% of portfolio
|
Q2 2025
Added 30.68%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
1,528
shares
|
$521,154
0.02% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
1,528
shares
|
$521,154
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,526
shares
|
$520,472
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
1,525
shares
|
$520,131
0.15% of portfolio
|
Q1 2022
New holding
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
1,525
shares
|
$520,131
0.01% of portfolio
|
Q2 2025
Added 0.73%
|