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 1,582 institutions that hold shares in the stock, with a total of 238 Million shares, which have been reported (via 13F filing form) to have a value of $71.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
4,577
shares
|
$1.4 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
4,556
shares
|
$1.4 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
4,546
shares
|
$1.39 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
4,489
shares
|
$1.38 Million
0.84% of portfolio
|
Q4 2023
New holding
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
4,468
shares
|
$1.37 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
4,460
shares
|
$1.37 Million
0.67% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,428
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2024
Added 171.99%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,427
shares
|
$1.36 Million
0.12% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
4,406
shares
|
$1.35 Million
0.16% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
4,381
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2024
Added 8.01%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
4,373
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
4,293
shares
|
$1.32 Million
0.06% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
4,289
shares
|
$1.31 Million
0.6% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
4,256
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
4,229
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 89.91%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
4,209
shares
|
$1.29 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
4,193
shares
|
$1.28 Million
0.75% of portfolio
|
Q3 2024
Reduced 11.33%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
4,181
shares
|
$1.28 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.92%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,170
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
4,154
shares
|
$1.27 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
4,150
shares
|
$1.27 Million
0.02% of portfolio
|
Q4 2024
Added 14.11%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,138
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2022
Reduced 8.79%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
4,119
shares
|
$1.26 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
4,113
shares
|
$1.26 Million
0.19% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
4,084
shares
|
$1.25 Million
0.46% of portfolio
|
Q3 2024
Reduced 5.33%
|