CONSTELLATION ENERGY CORP (CEG)
Institutional ownership reported to the SEC as of Q3 2026, across 20 quarters.
77
Reporting holders
$160.2M
Reported value
0.0%
Calls
0.0%
Puts
-1,797
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SEGRA CAPITAL MANAGEMENT, LLC | $44.7M | 176,159 | 4.53% | 3q | +37.6%+$12.2M |
| EASTERN BANK | $21.7M | 85,577 | 0.33% | 9q | HELD |
| CapWealth Advisors, LLC | $14.7M | 57,908 | 1.11% | 6q | +1.8%+$260.6K |
| Oak Grove Capital LLC | $11.8M | 46,550 | 0.53% | 4q | +16.7%+$1.7M |
| Insight Wealth Strategies, LLC | $6.3M | 24,974 | 0.63% | 5q | +1.3%+$78.5K |
| MFA WEALTH ADVISORS, LLC | $6.2M | 24,367 | 1.05% | 10q | +2.3%+$139.0K |
| Mirador Capital Partners LP | $4.1M | 16,068 | 0.48% | 4q | +2.5%+$100.3K |
| Farther Finance Advisors, LLC | $3.6M | 14,113 | 0.03% | 16q | +12.9%+$409.0K |
| Wedmont Private Capital | $3.5M | 12,395 | 0.08% | 14q | +21.9%+$633.7K |
| Ausbil Investment Management Ltd | $3.2M | 12,441 | 1.59% | 6q | HELD |
| Quintet Private Bank (Europe) S.A. | $2.8M | 10,873 | 0.12% | 8q | +132.4%+$1.6M |
| GAMMA Investing LLC | $2.6M | 10,061 | 0.09% | 12q | +8.1%+$190.5K |
| Bank of New Hampshire | $2.2M | 8,536 | 0.47% | 18q | -4.7%-$107.5K |
| SAPIENT CAPITAL LLC | $2.1M | 8,338 | 0.03% | 11q | -51.6%-$2.3M |
| Capital Advisors Wealth Management, LLC | $2.0M | 7,946 | 0.23% | 8q | -5.9%-$126.8K |
| Gerald Baker Financial Group LLC | $2.0M | 7,894 | 0.57% | 3q | HELD |
| CHAPIN DAVIS, INC. | $1.6M | 6,327 | 0.31% | 13q | +22.9%+$299.7K |
| Cox Capital Mgt LLC | $1.5M | 5,828 | 0.83% | new | NEW |
| Werlinich Asset Management, LLC | $1.4M | 5,615 | 0.55% | 3q | +0.6%+$8.9K |
| TITLEIST ASSET MANAGEMENT, LLC | $1.1M | 4,519 | 0.07% | 4q | +5.7%+$61.7K |
| Partnership Wealth Management, LLC | $1.1M | 4,489 | 0.81% | 12q | HELD |
| Coastline Trust Co | $1.1M | 4,321 | 0.10% | 8q | -10.1%-$123.2K |
| STABLEFORD CAPITAL II LLC | $1.1M | 4,262 | 0.38% | 14q | +0.8%+$8.4K |
| Crumly & Associates Inc. | $1.1M | 4,239 | 0.19% | 7q | +2.2%+$23.4K |
| FIRST COMMUNITY TRUST NA | $1.0M | 4,016 | 0.34% | 8q | +32.6%+$250.7K |
| Everhart Financial Group, Inc. | $790.5K | 3,112 | 0.05% | 10q | +13.1%+$91.7K |
| LEGACY SOLUTIONS, LLC | $759.5K | 2,990 | 0.58% | 8q | HELD |
| DOLIVER ADVISORS, LP | $740.2K | 2,914 | 0.16% | 8q | HELD |
| Veery Capital, LLC | $716.6K | 2,821 | 0.19% | 12q | HELD |
| Venture Visionary Partners LLC | $659.2K | 2,595 | 0.02% | 11q | +2.7%+$17.5K |
| CoreCap Advisors, LLC | $632.0K | 2,488 | 0.02% | 11q | +29.7%+$144.5K |
| Valeo Financial Advisors, LLC | $626.3K | 2,466 | 0.01% | 12q | +5.1%+$30.5K |
| Apella Capital, LLC | $569.6K | 1,901 | 0.01% | 7q | +5.6%+$30.0K |
| Acropolis Investment Management, LLC | $567.5K | 2,234 | 0.02% | 18q | -49.6%-$558.3K |
| Stonebridge Financial Group, LLC | $567.0K | 2,232 | 0.04% | 8q | +3.0%+$16.8K |
| Grove Bank & Trust | $538.0K | 2,118 | 0.05% | 17q | +0.8%+$4.3K |
| Wisconsin Wealth Advisors, LLC | $522.2K | 2,056 | 0.44% | 6q | +76.5%+$226.3K |
| ARGUS INVESTORS' COUNSEL, INC. | $508.5K | 2,002 | 0.40% | 6q | -61.9%-$824.5K |
| Atlas Brown,Inc. | $478.6K | 1,884 | 0.13% | 3q | +5.5%+$24.9K |
| Successful Portfolios LLC | $449.3K | 1,692 | 0.21% | 14q | -2.1%-$9.6K |
| Bank & Trust Co | $443.0K | 1,744 | 0.28% | 10q | -16.0%-$84.6K |
| Versant Capital Management, Inc | $433.6K | 1,707 | 0.04% | 18q | +109.2%+$226.3K |
| Avidian Wealth Enterprises, LLC | $419.9K | 1,653 | 0.01% | 5q | +29.6%+$96.0K |
| Breakwater Capital Group | $418.6K | 1,648 | 0.05% | 11q | -9.2%-$42.2K |
| Sound Income Strategies, LLC | $401.7K | 1,409 | 0.02% | 5q | +43.2%+$121.2K |
| Elm3 Financial Group, LLC | $333.3K | 1,312 | 0.22% | 6q | -14.3%-$55.6K |
| Cooper Financial Group | $330.0K | 1,299 | 0.03% | 12q | -5.0%-$17.3K |
| Delta Wealth Advisors LLC | $311.4K | 1,226 | 0.21% | 11q | HELD |
| New Covenant Trust Company, N.A. | $289.1K | 1,138 | 0.20% | 2q | +39.6%+$82.0K |
| MassMutual Private Wealth & Trust, FSB | $284.2K | 1,119 | 0.01% | 19q | -8.3%-$25.7K |
| AMERICAN NATIONAL BANK & TRUST | $275.6K | 1,085 | 0.03% | 11q | +11.5%+$28.5K |
| ANB BANK | $263.4K | 1,037 | 0.09% | 5q | +5.6%+$14.0K |
| RIVERSEDGE ADVISORS, LLC | $255.0K | 1,004 | 0.03% | 6q | +17.4%+$37.8K |
| INSPIRION WEALTH ADVISORS, LLC | $253.6K | 999 | 0.03% | 9q | HELD |
| Balefire, LLC | $245.1K | 965 | 0.04% | new | NEW |
| Bill Few Associates, Inc. | $242.4K | 954 | 0.05% | 6q | -6.5%-$16.8K |
| GILPIN WEALTH MANAGEMENT, LLC | $183.1K | 721 | 0.12% | 4q | -6.4%-$12.4K |
| Rosenberg Matthew Hamilton | $173.0K | 681 | 0.03% | 18q | HELD |
| STEPH & CO | $117.4K | 462 | 0.03% | 19q | HELD |
| GK Wealth Management LLC | $116.9K | 460 | 0.07% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $97.5K | 384 | 0.01% | 16q | +4.3%+$4.1K |
| Noble Wealth Management PBC | $96.6K | 380 | 0.04% | 6q | -0.8% |
| MJT & Associates Financial Advisory Group, Inc. | $71.4K | 281 | 0.05% | 7q | HELD |
| TOMPKINS FINANCIAL CORP | $67.8K | 267 | 0.00% | 18q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $66.8K | 262 | 0.02% | 11q | HELD |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $62.0K | 244 | 0.01% | new | NEW |
| Planning Strategies Inc. | $37.6K | 148 | 0.02% | 2q | +7.2%+$2.5K |
| Hickory Point Bank & Trust | $31.5K | 124 | 0.02% | 3q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $26.4K | 104 | 0.00% | new | NEW |
| Olistico Wealth, LLC | $19.6K | 77 | 0.01% | 4q | HELD |
| Investors Research Corp | $16.3K | 64 | 0.00% | 10q | HELD |
| Bangor Savings Bank | $15.2K | 60 | 0.00% | 10q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $11.9K | 47 | 0.00% | 2q | +80.8%+$5.3K |
| Miller Global Investments, LLC | $9.4K | 37 | 0.01% | 3q | HELD |
| Retirement Wealth Solutions LLC | $6.6K | 26 | 0.00% | 5q | +188.9%+$4.3K |
| Davis Capital Management | $2.5K | 10 | 0.00% | 5q | +42.9% |
| CX Institutional | $863 | 3,399 | 0.02% | 14q | +54.9% |
| Trust Co | $508 | 2 | 0.00% | 4q | HELD |
| MAGNOLIA CAPITAL MANAGEMENT LTD | $436 | 1,715 | 0.31% | 9q | +3.0% |
| Polaris Financial Partners | $111 | 440 | 0.05% | new | FIRST |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G/A | ECP ControlCo, LLCwith 16 co-filers | 4.0% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-11 | CRANDALL ROGER W | Director | Bought | 1,500 | $417.9K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 77 | $160.2M | 628,461 | 5 | 37 | 15 | 0.0% |
| Q2 2026 | 1,874 | $84.4B | 316,836,218 | 166 | 773 | 531 | 6.8% |
| Q1 2026 | 1,914 | $86.5B | 293,080,473 | 163 | 783 | 573 | 5.3% |
| Q4 2025 | 2,022 | $96.7B | 259,956,549 | 211 | 777 | 539 | 5.4% |
| Q3 2025 | 1,839 | $87.9B | 252,940,030 | 197 | 724 | 479 | 5.3% |
| Q2 2025 | 1,744 | $88.4B | 257,752,888 | 312 | 659 | 460 | 5.9% |
| Q1 2025 | 1,554 | $55.7B | 258,856,797 | 183 | 615 | 458 | 6.3% |
| Q4 2024 | 1,551 | $60.3B | 254,066,550 | 170 | 605 | 378 | 5.6% |
| Q3 2024 | 1,433 | $69.6B | 255,442,379 | 224 | 492 | 422 | 4.5% |
| Q2 2024 | 1,318 | $52.6B | 256,295,585 | 207 | 474 | 343 | 2.5% |
| Q1 2024 | 1,181 | $50.9B | 271,029,298 | 255 | 311 | 357 | 1.7% |
| Q4 2023 | 1,010 | $31.5B | 267,777,427 | 111 | 306 | 295 | 0.6% |
| Q3 2023 | 911 | $30.0B | 272,471,004 | 119 | 264 | 280 | 0.9% |
| Q2 2023 | 857 | $25.2B | 272,512,004 | 92 | 249 | 281 | 0.9% |
| Q1 2023 | 848 | $23.0B | 289,852,858 | 88 | 255 | 292 | 1.0% |
| Q4 2022 | 878 | $23.5B | 271,027,223 | 106 | 251 | 269 | 0.5% |
| Q3 2022 | 821 | $22.6B | 268,794,499 | 149 | 213 | 257 | 1.1% |
| Q2 2022 | 752 | $15.4B | 266,886,111 | 177 | 185 | 217 | 1.0% |
| Q1 2022 | 644 | $14.5B | 255,979,317 | 642 | 0 | 0 | 1.1% |
| Q2 2020 | 1 | $392.0K | 6,841 | 0 | 0 | 0 | 0.0% |