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 |
|---|---|---|---|---|---|
|
Compton Financial Group, LLC
|
Jan 30, 2025 Q4 2024 |
2,076
shares
|
$635,941
0.14% of portfolio
|
Q4 2024
Added 17.82%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
2,074
shares
|
$635,328
0.06% of portfolio
|
Q4 2024
Added 21.57%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,064
shares
|
$632,265
0.04% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
2,063
shares
|
$631,958
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
2,047
shares
|
$627,057
0.07% of portfolio
|
Q4 2024
Added 22.87%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,045
shares
|
$626,444
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,041
shares
|
$625,219
0.02% of portfolio
|
Q4 2024
Reduced 42.68%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
2,022
shares
|
$619,399
0.32% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,017
shares
|
$617,867
0.03% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
2,015
shares
|
$617,254
0.14% of portfolio
|
Q3 2024
Added 14.16%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
2,013
shares
|
$616,642
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
2,006
shares
|
$614,497
0.02% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
2,003
shares
|
$613,578
0.02% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
2,001
shares
|
$612,966
0.0% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
2,000
shares
|
$612,660
0.27% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
1,992
shares
|
$610,209
0.03% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
1,977
shares
|
$605,614
0.2% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
1,976
shares
|
$605,308
0.3% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
1,968
shares
|
$602,857
0.25% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
1,964
shares
|
$601,632
0.43% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
1,953
shares
|
$598,262
0.13% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
1,932
shares
|
$591,829
0.1% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
1,925
shares
|
$589,685
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
1,921
shares
|
$588,459
0.06% of portfolio
|
Q4 2024
Added 13.8%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
1,916
shares
|
$586,928
0.17% of portfolio
|
Q4 2024
Added 17.47%
|