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 |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,517
shares
|
$517,403
0.06% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
1,516
shares
|
$517,062
0.01% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
1,514
shares
|
$516,379
0.04% of portfolio
|
Q2 2025
Reduced 19.17%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
1,514
shares
|
$516,379
0.04% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
1,511
shares
|
$515,356
0.28% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
1,505
shares
|
$513,310
0.0% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
1,500
shares
|
$511,605
0.15% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
1,500
shares
|
$511,605
0.26% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,495
shares
|
$509,899
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
1,487
shares
|
$507,171
0.03% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
1,486
shares
|
$506,830
0.07% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
1,486
shares
|
$506,830
0.1% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,486
shares
|
$506,830
0.29% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
1,483
shares
|
$505,806
0.15% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
1,483
shares
|
$505,806
0.02% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
1,481
shares
|
$505,124
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,480
shares
|
$504,783
0.02% of portfolio
|
Q3 2022
Reduced 5.49%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Aug 06, 2025 Q2 2025 |
1,475
shares
|
$503,078
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
1,470
shares
|
$501,372
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
1,465
shares
|
$499,667
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
1,462
shares
|
$498,644
0.08% of portfolio
|
Q2 2025
Added 20.43%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
1,461
shares
|
$498,303
0.2% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
1,458
shares
|
$497,280
0.03% of portfolio
|
Q2 2025
Added 31.35%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
1,453
shares
|
$495,574
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,450
shares
|
$494,551
0.22% of portfolio
|
Q1 2025
Reduced 3.33%
|