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 |
|---|---|---|---|---|---|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
613
shares
|
$207,512
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Bellecapital International Ltd.
|
Oct 17, 2025 Q3 2025 |
612
shares
|
$207,174
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Nov 07, 2025 Q3 2025 |
612
shares
|
$207,174
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
611
shares
|
$206,835
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
607
shares
|
$205,481
0.0% of portfolio
|
Q3 2022
Reduced 3.34%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
598
shares
|
$202,434
0.07% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
598
shares
|
$202,434
0.02% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
598
shares
|
$202,434
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
585
shares
|
$198,034
0.03% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
585
shares
|
$198,034
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
583
shares
|
$197,357
0.03% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
582
shares
|
$197,018
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
582
shares
|
$197,018
0.01% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
579
shares
|
$196,003
0.06% of portfolio
|
Q4 2025
Reduced 28.52%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
577
shares
|
$195,326
0.01% of portfolio
|
Q3 2025
Reduced 34.21%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
575
shares
|
$194,649
0.01% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jan 14, 2026 Q4 2025 |
574
shares
|
$194,310
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
572
shares
|
$193,633
0.04% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
569
shares
|
$192,617
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Nov 07, 2025 Q3 2025 |
568
shares
|
$192,279
0.01% of portfolio
|
Q3 2025
Reduced 91.03%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
568
shares
|
$192,279
0.04% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
564
shares
|
$190,925
0.0% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
564
shares
|
$190,925
0.15% of portfolio
|
Q1 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
541
shares
|
$183,139
0.02% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
527
shares
|
$178,400
0.01% of portfolio
|
Q3 2025
Reduced 3.13%
|
|