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 |
|---|---|---|---|---|---|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
510
shares
|
$172,645
0.0% of portfolio
|
Q3 2025
Reduced 13.56%
|
|
|
Enzi Wealth
Austin, TX |
Oct 17, 2025 Q3 2025 |
507
shares
|
$171,629
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
505
shares
|
$170,952
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
485
shares
|
$164,182
0.0% of portfolio
|
Q4 2022
Reduced 23.02%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
477
shares
|
$161,474
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
475
shares
|
$160,797
0.12% of portfolio
|
Q4 2025
Added 1.06%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
462
shares
|
$156,396
0.05% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
452
shares
|
$153,011
0.01% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
452
shares
|
$153,011
0.03% of portfolio
|
Q3 2025
Added 63.18%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
451
shares
|
$152,672
0.05% of portfolio
|
Q2 2023
Reduced 94.33%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
449
shares
|
$151,995
0.05% of portfolio
|
Q3 2025
Reduced 28.62%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
444
shares
|
$150,302
0.0% of portfolio
|
Q4 2023
Added 0.91%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
441
shares
|
$149,287
0.02% of portfolio
|
Q3 2025
Added 15.75%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
437
shares
|
$147,933
0.02% of portfolio
|
Q3 2023
Added 2.82%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
436
shares
|
$147,594
0.05% of portfolio
|
Q3 2025
Added 990.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
435
shares
|
$147,256
0.02% of portfolio
|
Q1 2024
Reduced 18.39%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
433
shares
|
$146,579
0.01% of portfolio
|
Q3 2025
Added 62.17%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
431
shares
|
$145,902
0.1% of portfolio
|
Q3 2025
Added 30.61%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
429
shares
|
$145,225
0.03% of portfolio
|
Q4 2025
Reduced 0.92%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
428
shares
|
$144,886
0.08% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
418
shares
|
$141,501
0.02% of portfolio
|
Q1 2023
Reduced 7.32%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
410
shares
|
$138,793
0.0% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
402
shares
|
$136,085
0.02% of portfolio
|
Q3 2025
Added 2771.43%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
400
shares
|
$135,408
0.05% of portfolio
|
Q2 2025
Added 12.68%
|
|
|
Boit C F David
Boston, MA |
Oct 28, 2025 Q3 2025 |
400
shares
|
$135,408
0.06% of portfolio
|
Q1 2022
New holding
|
|