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 |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
20
shares
|
$6,355
0.0% of portfolio
|
Q4 2024
Added 233.33%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
20
shares
|
$6,355
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
20
shares
|
$6,355
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
20
shares
|
$6,355
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
20
shares
|
$6,355
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
19
shares
|
$6,038
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
18
shares
|
$5,720
0.0% of portfolio
|
Q1 2025
Reduced 83.18%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
18
shares
|
$5,720
0.0% of portfolio
|
Q1 2025
Reduced 74.65%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
17
shares
|
$5,402
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
17
shares
|
$5,402
0.0% of portfolio
|
Q1 2024
Added 13.33%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
16
shares
|
$5,084
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
16
shares
|
$5,084
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
16
shares
|
$5,084
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
15
shares
|
$4,766
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
14
shares
|
$4,449
0.0% of portfolio
|
Q1 2024
Reduced 87.16%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
14
shares
|
$4,449
0.0% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
14
shares
|
$4,449
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
14
shares
|
$4,449
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
14
shares
|
$4,449
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
13
shares
|
$4,131
0.0% of portfolio
|
Q4 2024
Reduced 83.75%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
13
shares
|
$4,131
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
13
shares
|
$4,131
0.0% of portfolio
|
Q2 2025
Added 85.71%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
13
shares
|
$4,131
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
13
shares
|
$4,131
0.0% of portfolio
|
Q1 2025
Added 62.5%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
12
shares
|
$3,813
0.0% of portfolio
|
Q4 2024
New holding
|