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 2,049 institutions that hold shares in the stock, with a total of 242 Million shares, which have been reported (via 13F filing form) to have a value of $81.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
16
shares
|
$5,416
0.0% of portfolio
|
Q2 2025
Added 23.08%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
15
shares
|
$5,077
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
14
shares
|
$4,739
0.0% of portfolio
|
Q1 2024
Reduced 87.16%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
14
shares
|
$4,739
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
14
shares
|
$4,739
0.0% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
14
shares
|
$4,739
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
13
shares
|
$4,400
0.0% of portfolio
|
Q4 2024
Reduced 83.75%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
13
shares
|
$4,400
0.0% of portfolio
|
Q2 2025
Reduced 74.51%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
13
shares
|
$4,400
0.0% of portfolio
|
Q2 2025
Reduced 35.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
13
shares
|
$4,400
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
13
shares
|
$4,400
0.0% of portfolio
|
Q2 2025
Added 160.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
12
shares
|
$4,062
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
12
shares
|
$4,062
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
12
shares
|
$4,062
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Nov 14, 2025 Q3 2025 |
10
shares
|
$3,385
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
10
shares
|
$3,385
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
9
shares
|
$3,046
0.0% of portfolio
|
Q3 2022
Reduced 25.0%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
9
shares
|
$3,046
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
9
shares
|
$3,046
0.0% of portfolio
|
Q3 2025
Reduced 82.0%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
8
shares
|
$2,708
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
8
shares
|
$2,708
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8
shares
|
$2,708
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
8
shares
|
$2,708
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
7
shares
|
$2,369
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
7
shares
|
$2,369
0.0% of portfolio
|
Q2 2025
Reduced 65.0%
|
|