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 1,886 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $84.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
16
shares
|
$5,457
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
16
shares
|
$5,457
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
16
shares
|
$5,457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
15
shares
|
$5,116
0.0% of portfolio
|
Q2 2025
Reduced 99.33%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
14
shares
|
$4,774
0.0% of portfolio
|
Q1 2024
Reduced 87.16%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
14
shares
|
$4,774
0.0% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
14
shares
|
$4,774
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
14
shares
|
$4,774
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
14
shares
|
$4,774
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
14
shares
|
$4,774
0.01% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
13
shares
|
$4,433
0.0% of portfolio
|
Q4 2024
Reduced 83.75%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
13
shares
|
$4,433
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
13
shares
|
$4,433
0.0% of portfolio
|
Q2 2025
Added 85.71%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
13
shares
|
$4,433
0.0% of portfolio
|
Q2 2025
Reduced 74.51%
|
|
|
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%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
13
shares
|
$4,433
0.0% of portfolio
|
Q1 2025
Added 62.5%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
12
shares
|
$4,092
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
12
shares
|
$4,092
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
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
|