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 1,717 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $71.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
3,834
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
3,805
shares
|
$1.11 Million
0.08% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,790
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
3,767
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Added 25.44%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
3,755
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.26%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
3,746
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
Added 13.79%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Apr 23, 2025 Q1 2025 |
3,738
shares
|
$1.09 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Apr 30, 2025 Q1 2025 |
3,687
shares
|
$1.07 Million
0.5% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
3,682
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Reduced 45.79%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
3,678
shares
|
$1.07 Million
0.11% of portfolio
|
Q1 2025
Added 174.27%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
3,665
shares
|
$1.07 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
3,663
shares
|
$1.07 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
3,661
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Added 73.34%
|
|
|
Shelton Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,618
shares
|
$1.05 Million
0.41% of portfolio
|
Q1 2025
Reduced 22.94%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
3,613
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 85.88%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
3,599
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,579
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Added 37.23%
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
3,576
shares
|
$1.04 Million
0.09% of portfolio
|
Q1 2025
Added 28.82%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
3,574
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 41.72%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,567
shares
|
$1.04 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
3,542
shares
|
$1.03 Million
0.04% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
3,536
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 38.61%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
3,527
shares
|
$1.03 Million
0.06% of portfolio
|
Q1 2025
Added 16.75%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
3,518
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
3,504
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 10.61%
|