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 |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
13
shares
|
$4,433
0.0% of portfolio
|
Q2 2025
Reduced 35.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
13
shares
|
$4,433
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
13
shares
|
$4,433
0.0% of portfolio
|
Q2 2025
Added 160.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
12
shares
|
$4,092
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
11
shares
|
$3,751
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Aug 14, 2025 Q2 2025 |
10
shares
|
$3,410
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
10
shares
|
$3,410
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
9
shares
|
$3,069
0.0% of portfolio
|
Q3 2022
Reduced 25.0%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
9
shares
|
$3,069
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
9
shares
|
$3,069
0.0% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
8
shares
|
$2,728
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
8
shares
|
$2,728
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
8
shares
|
$2,728
0.13% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
7
shares
|
$2,387
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
7
shares
|
$2,387
0.0% of portfolio
|
Q2 2025
Reduced 65.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
7
shares
|
$2,387
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
6
shares
|
$2,046
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
6
shares
|
$2,046
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
5
shares
|
$1,705
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
5
shares
|
$1,705
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
5
shares
|
$1,705
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
3
shares
|
$1,023
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
3
shares
|
$1,023
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
2
shares
|
$682
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2
shares
|
$682
0.0% of portfolio
|
Q3 2024
New holding
|