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 1,585 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 $72.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,780
shares
|
$851,597
0.07% of portfolio
|
Q3 2024
Reduced 11.3%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
2,776
shares
|
$850,372
0.07% of portfolio
|
Q4 2024
Added 43.46%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
2,771
shares
|
$848,840
0.02% of portfolio
|
Q4 2024
Added 82.42%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
2,749
shares
|
$842,101
0.01% of portfolio
|
Q3 2024
Reduced 15.67%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
2,716
shares
|
$831,992
0.04% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,714
shares
|
$831,379
0.02% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
2,676
shares
|
$819,739
0.11% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
2,666
shares
|
$816,675
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
2,662
shares
|
$815,450
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Highview Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
2,646
shares
|
$810,549
0.23% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
2,642
shares
|
$809,323
0.16% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
2,640
shares
|
$808,711
0.23% of portfolio
|
Q4 2024
Added 50.86%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
2,640
shares
|
$808,711
0.01% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,640
shares
|
$808,711
0.03% of portfolio
|
Q3 2024
Reduced 58.69%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,639
shares
|
$808,404
0.04% of portfolio
|
Q3 2024
Added 17.39%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,636
shares
|
$807,485
0.02% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
2,629
shares
|
$805,341
0.04% of portfolio
|
Q4 2024
Reduced 30.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,628
shares
|
$805,035
0.01% of portfolio
|
Q1 2022
Added 3.58%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
2,627
shares
|
$804,728
0.0% of portfolio
|
Q4 2022
Added 3.06%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,625
shares
|
$804,116
0.04% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
2,622
shares
|
$803,197
0.09% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
2,603
shares
|
$797,376
0.03% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
2,591
shares
|
$793,701
0.04% of portfolio
|
Q4 2024
Added 13.39%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
2,590
shares
|
$793,394
0.03% of portfolio
|
Q3 2024
Reduced 20.31%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
2,582
shares
|
$790,944
0.01% of portfolio
|
Q3 2024
Reduced 2.42%
|