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 2,057 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 |
|---|---|---|---|---|---|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
793
shares
|
$268,446
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
792
shares
|
$268,107
0.01% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
791
shares
|
$267,769
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
791
shares
|
$267,769
0.02% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
789
shares
|
$267,092
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
788
shares
|
$266,753
0.0% of portfolio
|
Q3 2025
Added 52.71%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
784
shares
|
$265,399
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
784
shares
|
$265,399
0.01% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
782
shares
|
$264,722
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 27, 2025 Q3 2025 |
781
shares
|
$264,384
0.05% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Nov 10, 2025 Q3 2025 |
776
shares
|
$262,691
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
774
shares
|
$262,014
0.02% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
774
shares
|
$262,014
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
772
shares
|
$261,337
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Trinity Legacy Partners, LLC
|
Nov 04, 2025 Q3 2025 |
771
shares
|
$260,998
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
771
shares
|
$260,998
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
767
shares
|
$259,644
0.01% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
766
shares
|
$259,306
0.05% of portfolio
|
Q3 2025
Added 271.84%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
765
shares
|
$258,967
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
764
shares
|
$258,629
0.12% of portfolio
|
Q3 2025
Added 39.16%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
763
shares
|
$258,290
0.02% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
761
shares
|
$257,613
0.05% of portfolio
|
Q2 2025
Reduced 39.65%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
760
shares
|
$257,275
0.01% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
756
shares
|
$255,921
0.01% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
756
shares
|
$255,921
0.07% of portfolio
|
Q4 2025
Added 15.6%
|
|