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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,291
shares
|
$395,472
0.05% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,291
shares
|
$395,472
0.19% of portfolio
|
Q4 2024
Added 23.78%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
1,288
shares
|
$394,553
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
1,285
shares
|
$393,634
0.01% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,285
shares
|
$393,634
0.19% of portfolio
|
Q3 2024
Added 106.59%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
1,280
shares
|
$392,102
0.04% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,279
shares
|
$391,796
0.1% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
1,275
shares
|
$390,570
0.01% of portfolio
|
Q4 2024
Added 28.01%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
1,273
shares
|
$389,958
0.01% of portfolio
|
Q4 2024
Reduced 23.77%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
1,270
shares
|
$389,039
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
1,267
shares
|
$388,120
0.04% of portfolio
|
Q4 2024
Added 11.73%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
1,258
shares
|
$385,363
0.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
1,254
shares
|
$384,137
0.1% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
1,252
shares
|
$383,525
0.09% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
1,251
shares
|
$383,218
0.03% of portfolio
|
Q3 2024
Reduced 12.76%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
1,251
shares
|
$383,218
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
1,249
shares
|
$382,606
0.03% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,246
shares
|
$381,687
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
1,246
shares
|
$381,687
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
1,238
shares
|
$379,236
0.02% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
1,220
shares
|
$373,722
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
1,219
shares
|
$373,416
0.01% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
1,209
shares
|
$370,352
0.03% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
1,209
shares
|
$370,352
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,206
shares
|
$369,433
0.03% of portfolio
|
Q2 2023
Added 1.86%
|