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 1,542 institutions that hold shares in the stock, with a total of 239 Million shares, which have been reported (via 13F filing form) to have a value of $54.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
4,577
shares
|
$1.03 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
4,546
shares
|
$1.02 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
4,495
shares
|
$1.01 Million
0.65% of portfolio
|
Q3 2024
Added 62.8%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
4,489
shares
|
$1.01 Million
0.82% of portfolio
|
Q4 2023
New holding
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 29, 2024 Q3 2024 |
4,468
shares
|
$1 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
4,464
shares
|
$1 Million
0.04% of portfolio
|
Q3 2024
Added 27.87%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,427
shares
|
$992,887
0.12% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
4,406
shares
|
$988,177
0.16% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
4,381
shares
|
$982,570
0.09% of portfolio
|
Q3 2024
Added 8.01%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
4,373
shares
|
$980,776
0.09% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
4,317
shares
|
$968,216
0.44% of portfolio
|
Q3 2024
Reduced 19.29%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
4,289
shares
|
$961,936
0.6% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
4,269
shares
|
$957,451
0.07% of portfolio
|
Q3 2024
Added 23.1%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
4,256
shares
|
$954,535
0.02% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
4,229
shares
|
$948,480
0.03% of portfolio
|
Q3 2024
Reduced 89.91%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
4,193
shares
|
$940,406
0.75% of portfolio
|
Q3 2024
Reduced 11.33%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Oct 28, 2024 Q3 2024 |
4,185
shares
|
$938,611
0.7% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,170
shares
|
$935,247
0.01% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
4,157
shares
|
$932,331
0.05% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,138
shares
|
$928,070
0.02% of portfolio
|
Q2 2022
Reduced 8.79%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,117
shares
|
$923,360
0.04% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
4,113
shares
|
$922,463
0.23% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
4,084
shares
|
$915,959
0.46% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
4,082
shares
|
$915,510
0.07% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Icici Prudential Asset Management CO LTD
|
Nov 05, 2024 Q3 2024 |
4,082
shares
|
$915,510
0.11% of portfolio
|
Q3 2024
Added 17.91%
|