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 1,918 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 |
---|---|---|---|---|---|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
287
shares
|
$97,887
0.04% of portfolio
|
Q2 2025
Reduced 32.47%
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
283
shares
|
$96,522
0.01% of portfolio
|
Q2 2025
Added 8.43%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
283
shares
|
$96,522
0.0% of portfolio
|
Q2 2023
Added 100.71%
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
281
shares
|
$95,840
0.04% of portfolio
|
Q1 2025
New holding
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
280
shares
|
$95,499
0.03% of portfolio
|
Q2 2025
New holding
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
277
shares
|
$94,476
0.02% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
276
shares
|
$94,135
0.0% of portfolio
|
Q1 2024
Added 38.69%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
271
shares
|
$92,429
0.07% of portfolio
|
Q2 2025
Added 4.63%
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
270
shares
|
$92,088
0.07% of portfolio
|
Q2 2022
New holding
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
267
shares
|
$91,065
0.01% of portfolio
|
Q3 2024
Added 43.55%
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
267
shares
|
$91,065
0.01% of portfolio
|
Q1 2025
Reduced 66.96%
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
266
shares
|
$90,724
0.04% of portfolio
|
Q3 2023
Reduced 19.88%
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
266
shares
|
$90,724
0.0% of portfolio
|
Q2 2025
Added 1230.0%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
262
shares
|
$89,360
0.01% of portfolio
|
Q2 2022
New holding
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
251
shares
|
$85,608
0.01% of portfolio
|
Q2 2025
Added 21.84%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
251
shares
|
$85,608
0.01% of portfolio
|
Q2 2025
Reduced 67.02%
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
250
shares
|
$85,267
0.06% of portfolio
|
Q4 2024
New holding
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
249
shares
|
$84,926
0.0% of portfolio
|
Q2 2022
Added 0.4%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
247
shares
|
$84,244
0.03% of portfolio
|
Q2 2025
Added 4.66%
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
242
shares
|
$82,538
0.04% of portfolio
|
Q4 2024
New holding
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
238
shares
|
$81,174
0.06% of portfolio
|
Q2 2025
Added 0.85%
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
234
shares
|
$79,810
0.01% of portfolio
|
Q2 2025
Added 17.0%
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
233
shares
|
$79,469
0.04% of portfolio
|
Q1 2025
New holding
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
232
shares
|
$79,128
0.04% of portfolio
|
Q3 2024
Added 0.43%
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
227
shares
|
$77,422
0.0% of portfolio
|
Q2 2025
Added 0.44%
|