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 1,582 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 $71.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
981
shares
|
$300,509
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
976
shares
|
$298,978
0.02% of portfolio
|
Q3 2024
Reduced 15.93%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
975
shares
|
$298,671
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
975
shares
|
$298,671
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
974
shares
|
$298,365
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
974
shares
|
$298,365
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Chronos Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
970
shares
|
$297,140
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
970
shares
|
$297,140
0.04% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
970
shares
|
$297,140
0.01% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
968
shares
|
$296,527
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
967
shares
|
$296,221
0.18% of portfolio
|
Q3 2024
Reduced 40.57%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
963
shares
|
$294,995
0.07% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
958
shares
|
$293,464
0.0% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
949
shares
|
$290,707
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
948
shares
|
$290,400
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
948
shares
|
$290,400
0.11% of portfolio
|
Q3 2024
Added 22.32%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
943
shares
|
$288,869
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
931
shares
|
$285,193
0.01% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
931
shares
|
$285,193
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
929
shares
|
$284,580
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
929
shares
|
$284,580
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
927
shares
|
$283,967
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
923
shares
|
$282,742
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
922
shares
|
$282,436
0.16% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
920
shares
|
$281,823
0.18% of portfolio
|
Q3 2024
Reduced 1.39%
|