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 |
|---|---|---|---|---|---|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
2,577
shares
|
$789,412
0.05% of portfolio
|
Q4 2024
Added 193.84%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
2,568
shares
|
$786,655
0.02% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
2,567
shares
|
$786,349
0.1% of portfolio
|
Q3 2024
Reduced 53.07%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
2,548
shares
|
$780,528
0.05% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
2,540
shares
|
$778,078
0.23% of portfolio
|
Q4 2024
Added 13.75%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
2,536
shares
|
$776,852
0.08% of portfolio
|
Q4 2024
Added 14.03%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,527
shares
|
$774,095
0.01% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
2,514
shares
|
$770,113
0.04% of portfolio
|
Q4 2024
Added 58.81%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,511
shares
|
$769,194
0.09% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
2,504
shares
|
$767,050
0.13% of portfolio
|
Q3 2024
Added 61.34%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
2,501
shares
|
$766,131
0.17% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
2,484
shares
|
$760,923
0.06% of portfolio
|
Q3 2024
Reduced 25.23%
|
|
|
John G Ullman & Associates Inc
|
Nov 08, 2024 Q3 2024 |
2,465
shares
|
$755,103
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
2,463
shares
|
$754,490
0.03% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
2,462
shares
|
$754,184
0.02% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
2,461
shares
|
$753,878
0.24% of portfolio
|
Q4 2024
Reduced 18.29%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
2,458
shares
|
$752,959
0.09% of portfolio
|
Q3 2024
Reduced 20.79%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,457
shares
|
$752,652
0.02% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
2,457
shares
|
$752,652
0.35% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
2,457
shares
|
$752,652
0.12% of portfolio
|
Q2 2024
Added 63.04%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
2,430
shares
|
$744,381
0.06% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,426
shares
|
$743,156
0.03% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
2,423
shares
|
$742,237
0.01% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,420
shares
|
$741,318
0.08% of portfolio
|
Q3 2024
Added 64.85%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
2,415
shares
|
$739,786
0.05% of portfolio
|
Q3 2024
Added 16.89%
|