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 1,783 institutions that hold shares in the stock, with a total of 244 Million shares, which have been reported (via 13F filing form) to have a value of $77.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
41
shares
|
$13,029
0.01% of portfolio
|
Q2 2025
Added 1950.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
40
shares
|
$12,711
0.02% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
40
shares
|
$12,711
0.01% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
39
shares
|
$12,393
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
38
shares
|
$12,076
0.0% of portfolio
|
Q1 2025
Added 35.71%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
38
shares
|
$12,076
0.0% of portfolio
|
Q1 2024
Added 5.56%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
36
shares
|
$11,440
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
35
shares
|
$11,122
0.01% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
33
shares
|
$10,487
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
32
shares
|
$10,169
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
32
shares
|
$10,169
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
31
shares
|
$9,851
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
29
shares
|
$9,215
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
28
shares
|
$8,898
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
28
shares
|
$8,898
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
27
shares
|
$8,580
0.0% of portfolio
|
Q1 2025
Reduced 96.71%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
25
shares
|
$7,944
0.0% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
25
shares
|
$7,944
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
24
shares
|
$7,626
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
23
shares
|
$7,309
0.0% of portfolio
|
Q2 2025
Reduced 83.45%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
22
shares
|
$6,991
0.0% of portfolio
|
Q3 2024
Reduced 35.29%
|
|
|
Glynn Capital Management LLC
|
May 06, 2025 Q1 2025 |
21
shares
|
$6,673
0.0% of portfolio
|
Q1 2025
Reduced 58.0%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
21
shares
|
$6,673
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
21
shares
|
$6,673
0.0% of portfolio
|
Q1 2025
Reduced 93.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
20
shares
|
$6,355
0.0% of portfolio
|
Q1 2025
Added 100.0%
|