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 2,059 institutions that hold shares in the stock, with a total of 242 Million shares, which have been reported (via 13F filing form) to have a value of $81.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Recurrent Investment Advisors LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
2,155
shares
|
$729,510
0.06% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
2,154
shares
|
$729,172
0.38% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
2,142
shares
|
$725,109
0.02% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
2,134
shares
|
$722,401
0.16% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
2,129
shares
|
$720,709
0.06% of portfolio
|
Q4 2025
Reduced 12.39%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
2,125
shares
|
$719,355
0.21% of portfolio
|
Q3 2025
Added 14.19%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
2,121
shares
|
$718,000
0.27% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
2,108
shares
|
$713,600
0.02% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 13, 2026 Q4 2025 |
2,108
shares
|
$713,600
0.53% of portfolio
|
Q4 2025
Reduced 9.29%
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
2,091
shares
|
$707,845
0.35% of portfolio
|
Q4 2025
Reduced 6.98%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Jan 14, 2026 Q4 2025 |
2,086
shares
|
$706,152
0.37% of portfolio
|
Q4 2025
Added 1.02%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
2,078
shares
|
$703,444
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
2,070
shares
|
$700,736
0.22% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
2,067
shares
|
$699,720
0.25% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
2,063
shares
|
$698,366
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
2,056
shares
|
$695,997
0.24% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
2,055
shares
|
$695,658
0.07% of portfolio
|
Q3 2025
Added 177.33%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
2,047
shares
|
$692,950
0.08% of portfolio
|
Q4 2025
Added 36.38%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
2,037
shares
|
$689,565
0.08% of portfolio
|
Q3 2025
Reduced 37.25%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
2,035
shares
|
$688,888
0.14% of portfolio
|
Q3 2025
Added 21.2%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
2,032
shares
|
$687,872
0.13% of portfolio
|
Q3 2025
Added 69.47%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
2,028
shares
|
$686,518
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
2,027
shares
|
$686,180
0.09% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
2,023
shares
|
$684,825
0.13% of portfolio
|
Q4 2025
Added 0.75%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
2,017
shares
|
$682,794
0.02% of portfolio
|
Q2 2025
Reduced 3.86%
|
|