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 |
|---|---|---|---|---|---|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
23
shares
|
$7,785
0.27% of portfolio
|
Q3 2025
Added 187.5%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
22
shares
|
$7,447
0.0% of portfolio
|
Q3 2024
Reduced 35.29%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
22
shares
|
$7,447
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
21
shares
|
$7,108
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
20
shares
|
$6,770
0.0% of portfolio
|
Q4 2024
Added 233.33%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
20
shares
|
$6,770
0.0% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
20
shares
|
$6,770
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
19
shares
|
$6,431
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
17
shares
|
$5,754
0.0% of portfolio
|
Q1 2024
Added 13.33%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
16
shares
|
$5,416
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
16
shares
|
$5,416
0.0% of portfolio
|
Q3 2025
Added 23.08%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
16
shares
|
$5,416
0.0% of portfolio
|
Q2 2025
Added 23.08%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
15
shares
|
$5,077
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
14
shares
|
$4,739
0.0% of portfolio
|
Q1 2024
Reduced 87.16%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
14
shares
|
$4,739
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
14
shares
|
$4,739
0.0% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
14
shares
|
$4,739
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
13
shares
|
$4,400
0.0% of portfolio
|
Q4 2024
Reduced 83.75%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
13
shares
|
$4,400
0.0% of portfolio
|
Q2 2025
Reduced 74.51%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
13
shares
|
$4,400
0.0% of portfolio
|
Q2 2025
Reduced 35.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
13
shares
|
$4,400
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
12
shares
|
$4,062
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
12
shares
|
$4,062
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
12
shares
|
$4,062
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Nov 14, 2025 Q3 2025 |
10
shares
|
$3,385
0.0% of portfolio
|
Q4 2024
New holding
|
|