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 |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,799
shares
|
$551,087
0.01% of portfolio
|
Q1 2024
Added 1.01%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2024 Q3 2024 |
1,799
shares
|
$551,087
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
1,796
shares
|
$550,168
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
1,795
shares
|
$549,862
0.08% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
1,794
shares
|
$549,556
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
1,789
shares
|
$548,024
0.03% of portfolio
|
Q3 2024
Reduced 38.69%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,784
shares
|
$546,492
0.02% of portfolio
|
Q3 2024
Reduced 65.41%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
1,782
shares
|
$545,880
0.06% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,780
shares
|
$545,267
0.02% of portfolio
|
Q3 2024
Added 54.11%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
1,778
shares
|
$544,654
0.16% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
1,776
shares
|
$544,042
0.02% of portfolio
|
Q3 2024
Added 16.38%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
1,770
shares
|
$542,204
0.0% of portfolio
|
Q3 2024
Added 60.47%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
1,768
shares
|
$541,591
0.12% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
1,767
shares
|
$541,285
0.03% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Dsc Meridian Capital LP
New York, NY |
Nov 13, 2024 Q3 2024 |
1,760
shares
|
$539,140
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
1,757
shares
|
$538,221
0.12% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,756
shares
|
$537,915
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,755
shares
|
$537,609
0.03% of portfolio
|
Q4 2024
Added 13.3%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
1,736
shares
|
$531,788
0.19% of portfolio
|
Q4 2024
Added 37.12%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
1,735
shares
|
$531,482
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
1,724
shares
|
$528,112
0.13% of portfolio
|
Q4 2024
Reduced 16.96%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
1,722
shares
|
$527,500
0.18% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,721
shares
|
$527,193
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
1,720
shares
|
$526,887
0.05% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
1,707
shares
|
$522,905
0.06% of portfolio
|
Q4 2024
Added 1.13%
|