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 |
|---|---|---|---|---|---|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
1,514
shares
|
$463,783
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
1,510
shares
|
$462,558
0.13% of portfolio
|
Q3 2024
Reduced 12.46%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
1,509
shares
|
$462,251
0.1% of portfolio
|
Q3 2024
Added 23.49%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
1,508
shares
|
$461,945
0.09% of portfolio
|
Q4 2024
Added 19.21%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
1,506
shares
|
$461,332
0.02% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
1,504
shares
|
$460,720
0.01% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,500
shares
|
$459,495
0.18% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,495
shares
|
$457,963
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
1,495
shares
|
$457,963
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
1,486
shares
|
$455,206
0.2% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
1,486
shares
|
$455,206
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
1,483
shares
|
$454,287
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
1,481
shares
|
$453,674
0.03% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,480
shares
|
$453,368
0.02% of portfolio
|
Q3 2022
Reduced 5.49%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
1,478
shares
|
$452,755
0.03% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
1,473
shares
|
$451,224
0.23% of portfolio
|
Q2 2024
Added 2.72%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
1,473
shares
|
$451,224
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
1,471
shares
|
$450,611
0.05% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
1,470
shares
|
$450,305
0.07% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
1,470
shares
|
$450,305
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,465
shares
|
$448,773
0.08% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
1,465
shares
|
$448,773
0.11% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
1,463
shares
|
$448,160
0.11% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
1,463
shares
|
$448,160
0.36% of portfolio
|
Q2 2024
Reduced 4.94%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
1,455
shares
|
$445,710
0.07% of portfolio
|
Q4 2024
Reduced 0.14%
|