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 |
|---|---|---|---|---|---|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
1,825
shares
|
$617,799
0.13% of portfolio
|
Q4 2025
Reduced 13.01%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
1,819
shares
|
$615,767
0.07% of portfolio
|
Q4 2025
Added 5.14%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
1,815
shares
|
$614,413
0.07% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
1,810
shares
|
$612,721
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
1,802
shares
|
$610,013
0.29% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
1,802
shares
|
$610,013
0.19% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,799
shares
|
$608,997
0.01% of portfolio
|
Q1 2024
Added 1.01%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
1,794
shares
|
$607,304
0.02% of portfolio
|
Q3 2025
Added 63.39%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
1,789
shares
|
$605,612
0.43% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
1,778
shares
|
$601,888
0.2% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
1,776
shares
|
$601,211
0.03% of portfolio
|
Q2 2025
Added 29.26%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
1,775
shares
|
$600,873
0.32% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
1,772
shares
|
$599,857
0.02% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
1,768
shares
|
$598,503
0.12% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
1,763
shares
|
$596,810
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,761
shares
|
$596,133
0.03% of portfolio
|
Q3 2025
Added 15.17%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
1,759
shares
|
$595,456
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Compton Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,752
shares
|
$593,087
0.14% of portfolio
|
Q1 2025
Reduced 15.61%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,749
shares
|
$592,071
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
1,747
shares
|
$591,394
0.09% of portfolio
|
Q4 2025
Reduced 1.24%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
1,745
shares
|
$590,717
0.02% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Nov 12, 2025 Q3 2025 |
1,743
shares
|
$590,040
0.2% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
1,727
shares
|
$584,624
0.02% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
1,724
shares
|
$583,608
0.17% of portfolio
|
Q4 2024
Reduced 16.96%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,721
shares
|
$582,592
0.03% of portfolio
|
Q1 2024
New holding
|
|