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 1,679 institutions that hold shares in the stock, with a total of 240 Million shares, which have been reported (via 13F filing form) to have a value of $78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
91
shares
|
$29,629
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
91
shares
|
$29,629
0.01% of portfolio
|
Q4 2024
Added 9000.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
89
shares
|
$28,978
0.0% of portfolio
|
Q2 2022
Reduced 27.64%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
89
shares
|
$28,978
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
87
shares
|
$28,327
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
87
shares
|
$28,327
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
85
shares
|
$27,676
0.0% of portfolio
|
Q2 2024
Reduced 21.3%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
83
shares
|
$27,024
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
83
shares
|
$27,024
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
82
shares
|
$26,699
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
80
shares
|
$26,048
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
80
shares
|
$26,048
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
79
shares
|
$25,722
0.0% of portfolio
|
Q2 2024
Reduced 5.95%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
77
shares
|
$25,071
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
76
shares
|
$24,745
0.0% of portfolio
|
Q4 2024
Added 28.81%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
76
shares
|
$24,745
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
75
shares
|
$24,420
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
75
shares
|
$24,420
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
75
shares
|
$24,420
0.01% of portfolio
|
Q4 2024
Added 29.31%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
75
shares
|
$24,420
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
73
shares
|
$23,768
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
72
shares
|
$23,443
0.01% of portfolio
|
Q4 2024
Added 16.13%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
71
shares
|
$23,117
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
70
shares
|
$22,792
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
70
shares
|
$22,792
0.0% of portfolio
|
Q4 2023
Reduced 84.44%
|