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 2,059 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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,259
shares
|
$1.78 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
5,243
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2025
Reduced 37.37%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Oct 14, 2025 Q3 2025 |
5,228
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.88%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,227
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2025
Added 47.53%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,219
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
5,172
shares
|
$1.75 Million
0.19% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
5,141
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2025
Added 393.85%
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Nov 10, 2025 Q3 2025 |
5,120
shares
|
$1.73 Million
1.13% of portfolio
|
Q3 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Nov 12, 2025 Q3 2025 |
5,118
shares
|
$1.73 Million
0.42% of portfolio
|
Q3 2025
Reduced 49.29%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
5,114
shares
|
$1.73 Million
0.38% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
5,112
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
5,066
shares
|
$1.71 Million
0.03% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
5,011
shares
|
$1.7 Million
0.12% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
5,009
shares
|
$1.7 Million
0.09% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Artemis Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$1.69 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
4,998
shares
|
$1.69 Million
0.1% of portfolio
|
Q3 2025
Added 34.07%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
4,977
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2025
Added 13.99%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
4,960
shares
|
$1.68 Million
0.03% of portfolio
|
Q4 2025
Added 16.76%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
4,921
shares
|
$1.67 Million
0.08% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
4,902
shares
|
$1.66 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 12, 2025 Q3 2025 |
4,852
shares
|
$1.64 Million
0.42% of portfolio
|
Q3 2025
Added 74.16%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
4,838
shares
|
$1.64 Million
0.63% of portfolio
|
Q3 2025
Added 59.99%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,837
shares
|
$1.64 Million
0.07% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Icici Prudential Asset Management CO LTD
|
Nov 07, 2025 Q3 2025 |
4,797
shares
|
$1.62 Million
0.17% of portfolio
|
Q3 2025
Added 22.12%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,787
shares
|
$1.62 Million
0.03% of portfolio
|
Q3 2025
Added 46.3%
|
|