Public record / Tickers / CEG

CEG — Constellation Energy Corp

Both disclosure regimes on one name: who in Congress filed about CEG, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
16
all PTR rows naming CEG
Members · 12m
3
2 buys · 4 sells · by trade date
Latest PTR
09-11
filed 2026-09-11
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $15.0K–$50.0K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every CEG row by the provable lower bound, never a point estimate.

3 members · 2 buys / 4 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

13 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 13 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CEG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CEG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-11John Boozman R–ARSale · partial · JT (partial sale, jointly owned)Traded 08-13 +29d$1K–$15K
2026-05-08John Boozman R–ARPurchase · JT (jointly owned)Traded 04-02 +36d$1K–$15K
2026-05-07Shelley Moore Capito R–WVSale · partial · SP (partial sale, spouse-owned)Traded 04-17 +20d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 16 ↗

Members active in CEG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CEG in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
John Boozman R–AR2−$14.0K to $14.0K6
Shelley Moore Capito R–WV1−$15.0K to −$1.0K4

3 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · CEG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
1 John Boozman R–AR $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $57.6M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CONSTELLATION ENERGY CORP

Merged timeline of congressional filings and notable-manager moves on CEG
DateWhoChangeSize
2026-09-11John Boozman CongressSale$1K–$15K
2026-05-15Bridgewater Associates 13Fadd+163,402 sh
2026-05-15Coatue Management 13Ftrim−1,274,699 sh
2026-05-15Gotham Asset Management 13Ftrim−5,078 sh
2026-05-15Third Point 13Fexit−475,000 sh
2026-05-15Glenview Capital 13Fexit−30,412 sh

6 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of CEG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$6.6B1
2ECP ControlCo, LLC$6.2B1
3VANGUARD CAPITAL MANAGEMENT LLC$5.6B1
4STATE STREET CORP$5.2B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$4.2B1
6Capital International Investors$3.2B1
7FMR LLC$2.8B1
8MORGAN STANLEY$2.5B1
9CANADA PENSION PLAN INVESTMENT BOARD$2.1B1
10GEODE CAPITAL MANAGEMENT, LLC$2.0B1
11JENNISON ASSOCIATES LLC$1.8B1
12Capital Research Global Investors$1.3B1
13COATUE MANAGEMENT LLC$1.3B1
14WELLS FARGO & COMPANY/MN$1.2B1
15Capital World Investors$1.1B1
16Bank of New York Mellon Corp$1.0B1
17Invesco Ltd.$1.0B1
18BANK OF AMERICA CORP /DE/$882M1
19NORTHERN TRUST CORP$865M1
20VICTORY CAPITAL MANAGEMENT INC$652M1
21FRANKLIN RESOURCES INC$643M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$638M1
23UBS Group AG$573M1
24Legal & General Group Plc$515M1
25VANGUARD FIDUCIARY TRUST CO$489M1
26UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$447M1
27ALKEON CAPITAL MANAGEMENT LLC$384M1
28Amundi$370M1
29DEUTSCHE BANK AG\$343M1
30NORDEA INVESTMENT MANAGEMENT AB$342M1
31REAVES W H & CO INC$336M1
32Nuveen, LLC$277M1
33MASSACHUSETTS FINANCIAL SERVICES CO /MA/$274M1
34BARCLAYS PLC$260M1
35Swiss National Bank$252M1
36Clearbridge Investments, LLC$251M1
37GCM Grosvenor Holdings, LLC$245M1
38DIMENSIONAL FUND ADVISORS LP$235M1
3959 North Capital Management, LP$227M1
40RAYMOND JAMES FINANCIAL INC$222M1
41National Pension Service$221M1
42Mitsubishi UFJ Asset Management Co., Ltd.$215M1
43HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$215M1
44ALLIANCEBERNSTEIN L.P.$204M1
45Sumitomo Mitsui Trust Group, Inc.$203M1
46AMERIPRISE FINANCIAL INC$202M1
47Rubric Capital Management LP$200M1
48ROYAL BANK OF CANADA$193M1
49Vanguard Global Advisers, LLC$190M1
50PUBLIC SECTOR PENSION INVESTMENT BOARD$187M1
51Railway Pension Investments Ltd$177M1
52HSBC HOLDINGS PLC$176M1
53CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$159M1
54Pictet Asset Management Holding SA$155M1
55PRINCIPAL FINANCIAL GROUP INC$143M1
56RHUMBLINE ADVISERS$142M1
57ProShare Advisors LLC$142M1
58VANGUARD ASSET MANAGEMENT, Ltd$139M1
59CITIGROUP INC$136M1
60NEW YORK STATE COMMON RETIREMENT FUND$133M1
61Aberdeen Group plc$126M1
62BNP Paribas Asset Management Holding S.A.$125M1
63CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$121M1
64CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$116M1
65CITADEL ADVISORS LLC$114M1
66Southpoint Capital Advisors LP$112M1
67LPL Financial LLC$110M1
68ENVESTNET ASSET MANAGEMENT INC$106M1
69NATIONAL BANK OF CANADA /FI/$106M1
70Jasper Ridge Partners, L.P.$105M1
71Empower Advisory Group, LLC$99.1M1
72DAVENPORT & Co LLC$96.7M1
73AVIVA PLC$95.5M1
74BANK OF MONTREAL /CAN/$94.5M1
75Assenagon Asset Management S.A.$93.0M1
76Capital International, Inc./CA/$93.0M1
77AMERICAN CENTURY COMPANIES INC$91.7M1
78Ensign Peak Advisors, Inc$89.3M1
79BROWN ADVISORY INC$88.6M1
80Rockefeller Capital Management L.P.$86.3M1
81VOYA INVESTMENT MANAGEMENT LLC$82.0M1
82Mirae Asset Global Investments Co., Ltd.$81.5M1
83WELLINGTON MANAGEMENT GROUP LLP$80.8M1
84SUSQUEHANNA INTERNATIONAL GROUP, LLP$80.5M1
85Clark Capital Management Group, Inc.$80.4M1
86Korea Investment CORP$80.0M1
87DANSKE BANK A/S$78.3M1
88ADAGE CAPITAL PARTNERS GP, L.L.C.$78.0M1
89STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$77.6M1
90MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$77.3M1
91PANAGORA ASSET MANAGEMENT INC$74.5M1
92DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$71.8M1
93KING LUTHER CAPITAL MANAGEMENT CORP$71.5M1
94AQR CAPITAL MANAGEMENT LLC$68.8M1
95NEOS Investment Management LLC$67.1M1
96JANE STREET GROUP, LLC$66.3M1
97Universal- Beteiligungs- und Servicegesellschaft mbH$65.5M1
98MANUFACTURERS LIFE INSURANCE COMPANY, THE$65.4M1
99Swedbank AB$63.4M1
100Allspring Global Investments Holdings, LLC$63.3M1
101&PARTNERS$63.0M1
102Electron Capital Partners, LLC$62.2M1
103FIRST TRUST ADVISORS LP$61.9M1
104MILLENNIUM MANAGEMENT LLC$60.6M1
105PRUDENTIAL FINANCIAL INC$60.0M1
106SCHRODER INVESTMENT MANAGEMENT GROUP$58.0M1
107Bridgewater Associates, LP$57.6M1
108Encompass Capital Advisors LLC$55.9M1
109ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$55.7M1
110STIFEL FINANCIAL CORP$53.3M1
111PFA Pension, Forsikringsaktieselskab$51.6M1
112COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$49.9M1
113STATE OF WISCONSIN INVESTMENT BOARD$49.5M1
114Zurcher Kantonalbank (Zurich Cantonalbank)$48.2M1
115Man Group plc$46.5M1
116APG Asset Management N.V.$45.9M1
117CIBC Asset Management Inc$44.7M1
118DnB Asset Management AS$44.6M1
119Chevy Chase Trust Holdings, LLC$44.0M1
120NOMURA ASSET MANAGEMENT CO LTD$43.7M1
121SEI INVESTMENTS CO$43.6M1
122KLP KAPITALFORVALTNING AS$42.8M1
123Cetera Investment Advisers$41.4M1
124ROYAL LONDON ASSET MANAGEMENT LTD$40.9M1
125GUGGENHEIM CAPITAL LLC$40.5M1
126COMMONWEALTH EQUITY SERVICES, LLC$40.2M1
127Vanguard Investments Australia, Ltd.$40.1M1
128Connor, Clark & Lunn Investment Management Ltd.$40.0M1
129CAPITAL ADVISORS INC/OK$39.8M1
130Investment Management Corp of Ontario$39.2M1
131Mitsubishi UFJ Trust & Banking Corp$39.0M1
132LBP AM SA$38.6M1
133Eurizon Capital SGR S.p.A.$38.3M1
134M&G Plc$38.2M1
135UniSuper Management Pty Ltd$38.1M1
136TD ASSET MANAGEMENT INC$37.3M1
137Forest Avenue Capital Management LP$37.3M1
138HighTower Advisors, LLC$36.5M1
139Asset Management One Co., Ltd.$36.1M1
140Quantinno Capital Management LP$36.0M1
141D. E. Shaw & Co., Inc.$35.1M1
142PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$35.0M1
143EFG International AG$34.4M1
144SEGRA CAPITAL MANAGEMENT, LLC$34.3M1
145BANK OF NOVA SCOTIA$34.2M1
146Holocene Advisors, LP$33.9M1
147BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$33.4M1
148DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$33.1M1
149CIBC Bancorp USA Inc.$32.7M1
150Swiss Life Asset Management Ltd$32.5M1
151E. Ohman J:or Asset Management AB$31.8M1
152EXCHANGE TRADED CONCEPTS, LLC$31.2M1
153Creative Planning$31.0M1
154Energy Income Partners, LLC$30.7M1
155RWC Asset Management LLP$30.5M1
1561832 Asset Management L.P.$30.4M1
157FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$30.1M1
158State of New Jersey Common Pension Fund D$29.7M1
159Mariner, LLC$29.7M1
160OSAIC HOLDINGS, INC.$29.3M1
161Janus Henderson Group Ltd.$29.1M1
162CIBC WORLD MARKET INC.$29.1M1
163TORONTO DOMINION BANK$28.7M1
164Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.$28.5M1
165Focus Partners Wealth$28.1M1
166Lansforsakringar Fondforvaltning AB (publ)$27.7M1
167Resona Asset Management Co.,Ltd.$26.6M1
168NISSAY ASSET MANAGEMENT CORP /JAPAN$26.6M1
169Tredje AP-fonden$26.3M1
170Banco Santander, S.A.$26.2M1
171Cercano Management LLC$26.0M1
172Covea Finance$25.8M1
173TORRAY INVESTMENT PARTNERS LLC$25.7M1
174Daiwa Securities Group Inc.$25.5M1
175Sumitomo Mitsui DS Asset Management Company, Ltd$25.3M1
176Nippon Life Global Investors Americas, Inc.$25.1M1
177Cerity Partners LLC$24.9M1
178Capital Group Private Client Services, Inc.$24.4M1
179Czech National Bank$23.7M1
180CAPITOLIS LIQUID GLOBAL MARKETS LLC$23.6M1
181Arizona State Retirement System$23.6M1
182Artemis Investment Management LLP$23.4M1
183TRUIST FINANCIAL CORP$23.4M1
184CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$23.1M1
185Steward Partners Investment Advisory, LLC$23.1M1
186Corient Private Wealth LLC$22.9M1
187Stillwater Capital Advisors, LLC$22.7M1
188STATE OF MICHIGAN RETIREMENT SYSTEM$22.7M1
189Vident Advisory, LLC$22.4M1
190SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$22.3M1
191OFI INVEST ASSET MANAGEMENT$22.3M1
192EVENTIDE ASSET MANAGEMENT, LLC$22.1M1
193SHELTON CAPITAL MANAGEMENT$21.9M1
194BLAIR WILLIAM & CO/IL$21.8M1
195Cinctive Capital Management LP$21.7M1
196Tidal Investments LLC$21.6M1
197MACKENZIE FINANCIAL CORP$21.6M1
198FIFTH THIRD BANCORP$21.0M1
199STOREBRAND ASSET MANAGEMENT AS$21.0M1
200MetLife Investment Management, LLC$20.3M1
201Rakuten Investment Management, Inc.$20.1M1
202Caption Management, LLC$20.1M1
203Kestra Advisory Services, LLC$19.1M1
204Rafferty Asset Management, LLC$18.7M1
205Beck Bode, LLC$18.6M1
206Retirement Systems of Alabama$18.5M1
207US BANCORP \DE\$18.1M1
208XPONANCE LLC$17.5M1
209IFM Investors Pty Ltd$17.5M1
210LaFleur & Godfrey LLC$17.5M1
211Compagnie Lombard Odier SCmA$17.5M1
212Woodline Partners LP$17.0M1
213CAPSTONE INVESTMENT ADVISORS, LLC$16.9M1
214NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$16.8M1
215Gotham Asset Management, LLC$16.5M1
216Zurich Insurance Group Ltd/FI$15.9M1
217Clear Street Group Inc.$15.7M1
218LGT Group Foundation$15.5M1
219BARLOW WEALTH PARTNERS, LLC$15.4M1
220CREDIT AGRICOLE S A$15.4M1
221TEACHER RETIREMENT SYSTEM OF TEXAS$15.3M1
222CI INVESTMENTS INC.$15.1M1
223Sanctuary Advisors, LLC$15.0M1
224Allianz Asset Management GmbH$15.0M1
225Robeco Institutional Asset Management B.V.$14.8M1
226OP Asset Management Ltd$14.7M1
227Arvin Capital Management LP$14.6M1
228Intrinsic Edge Capital Management LLC$14.5M1
229EASTERN BANK$14.5M1
230Varma Mutual Pension Insurance Co$14.5M1
231Vanguard Personalized Indexing Management, LLC$14.3M1
232COMMERCE BANK$14.2M1
233Utah Retirement Systems$14.2M1
234Munro Partners$14.0M1
235NOMURA HOLDINGS INC$13.4M1
236Segment Wealth Management, LLC$13.3M1
237Trexquant Investment LP$13.3M1
238ASSETMARK, INC$13.2M1
239NewEdge Advisors, LLC$13.1M1
240Private Advisory Group LLC$13.1M1
241O'SHAUGHNESSY ASSET MANAGEMENT, LLC$13.0M1
242MERCER GLOBAL ADVISORS INC /ADV$12.8M1
243Empowered Funds, LLC$12.7M1
244Jefferies Financial Group Inc.$12.6M1
245USS Investment Management Ltd$12.5M1
246United Capital Management of KS, Inc.$12.3M1
247MML INVESTORS SERVICES, LLC$12.2M1
248NEW YORK LIFE INVESTMENT MANAGEMENT LLC$12.1M1
249Nemes Rush Group LLC$12.0M1
250BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$11.9M1
251LGT Fund Management Co Ltd.$11.8M1
252GDS Wealth Management$11.7M1
253WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$11.5M1
254Wealthfront Advisers LLC$11.5M1
255ALTA CAPITAL MANAGEMENT LLC/$11.3M1
256Union Bancaire Privee, UBP SA$11.2M1
257Pathstone Holdings, LLC$11.2M1
258STRATEGY ASSET MANAGERS LLC$11.1M1
259Private Advisor Group, LLC$11.0M1
260NISA INVESTMENT ADVISORS, LLC$10.9M1
261NATIXIS$10.6M1
262Advisors Capital Management, LLC$10.5M1
263Federation des caisses Desjardins du Quebec$10.4M1
264MATTERN CAPITAL MANAGEMENT, LLC$10.4M1
265Night Owl Capital Management, LLC$10.2M1
266Defiance ETFs, LLC$10.1M1
267Equitable Holdings, Inc.$10.1M1
268OREGON PUBLIC EMPLOYEES RETIREMENT FUND$10.0M1
269AE Wealth Management LLC$9.9M1
270CITIZENS FINANCIAL GROUP INC/RI$9.8M1
271ASR Vermogensbeheer N.V.$9.7M1
272MACQUARIE GROUP LTD$9.6M1
273Metis Global Partners, LLC$9.5M1
274PROFUND ADVISORS LLC$9.5M1
275American Assets Investment Management, LLC$9.3M1
276SIERRA SUMMIT ADVISORS LLC$9.3M1
277MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$9.3M1
278Norinchukin Bank, The$9.2M1
279Groupe la Francaise$9.1M1
280YOUSIF CAPITAL MANAGEMENT, LLC$9.1M1
281UMB Bank, n.a.$9.1M1
282SailingStone Capital Partners LLC$9.0M1
283Candriam S.C.A.$8.8M1
284Hennion & Walsh Asset Management, Inc.$8.7M1
285M&T BANK CORP$8.6M1
286Vinva Investment Management Ltd$8.5M1
287Elo Mutual Pension Insurance Co$8.5M1
288Cresset Asset Management, LLC$8.5M1
289Callan Family Office, LLC$8.1M1
290AG2R LA MONDIALE GESTION D'ACTIFS$8.0M1
291Stratos Investment Management, LLC$7.9M1
292SEAVIEW INVESTMENT MANAGERS LLC$7.8M1
293Hollow Brook Wealth Management LLC$7.8M1
294VectorGlobal IAG, Inc.$7.8M1
295WESPAC Advisors SoCal, LLC$7.7M1
296BCV Asset Management Inc.$7.7M1
297PEAK6 LLC$7.6M1
298Pekin Hardy Strauss, Inc.$7.5M1
299PRUDENTIAL PLC$7.5M1
300Biondo Investment Advisors, LLC$7.4M1
301Andra AP-fonden$7.2M1
302Mountain Hill Investment Partners Corp.$7.2M1
303QRG CAPITAL MANAGEMENT, INC.$7.1M1
304Insight Holdings Group, LLC$7.1M1
305TWINBEECH CAPITAL LP$7.1M1
306CLEARFIELD CAPITAL MANAGEMENT LP$7.1M1
307SCOTIA CAPITAL INC.$7.1M1
308EVEXIA WEALTH LLC$6.9M1
309BTG Pactual Asset Management US LLC$6.9M1
310VMS Asset Management Limited$6.9M1
311NewEdge Wealth, LLC$6.7M1
312Fideuram Asset Management (Ireland) dac$6.7M1
313SageGuard Financial Group, LLC$6.7M1
314FLPUTNAM INVESTMENT MANAGEMENT CO$6.7M1
315Employees Provident Fund Board$6.7M1
316Orion Porfolio Solutions, LLC$6.5M1
317Huber Capital Management LLC$6.5M1
318Sagefield Capital LP$6.5M1
319ShawSpring Partners LLC$6.5M1
320ABN AMRO INVESTMENT SOLUTIONS$6.3M1
321WESTPAC BANKING CORP$6.3M1
322Tower Research Capital LLC (TRC)$6.2M1
323LAZARD ASSET MANAGEMENT LLC$6.2M1
324Ethic Inc.$6.2M1
325Baird Financial Group, Inc.$6.2M1
326Douglass Winthrop Advisors, LLC$6.2M1
327MYDA Advisors LLC$6.1M1
328ADAMS DIVERSIFIED EQUITY FUND, INC.$6.0M1
329Leonteq Securities AG$6.0M1
330Ausbil Investment Management Ltd$5.9M1
331New Age Alpha Advisors, LLC$5.9M1
332UNITED CAPITAL FINANCIAL ADVISORS, LLC$5.9M1
333Lido Advisors, LLC$5.8M1
334Aware Super Pty Ltd as trustee of Aware Super$5.8M1
335Generali Asset Management SPA SGR$5.7M1
336Resolution Capital Ltd$5.6M1
337SCOPUS ASSET MANAGEMENT, L.P.$5.6M1
338Resolute Capital Asset Partners LLC$5.6M1
339M37 Management LP$5.6M1
340KESTRA PRIVATE WEALTH SERVICES, LLC$5.5M1
341MFA WEALTH ADVISORS, LLC$5.5M1
342PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$5.5M1
343Traynor Capital Management, Inc.$5.5M1
344Insight Wealth Strategies, LLC$5.5M1
345SIH Partners, LLLP$5.4M1
346CWM, LLC$5.4M1
347ADELL HARRIMAN & CARPENTER INC$5.4M1
348NORTHEAST INVESTMENT MANAGEMENT$5.4M1
349Brookstone Capital Management$5.3M1
350MIZUHO SECURITIES USA LLC$5.3M1
351Independent Advisor Alliance$5.2M1
352Summit Financial, LLC$5.2M1
353American Trust Investment Advisors, LLC$5.2M1
354XTX Topco Ltd$5.0M1
355River Wealth Advisors LLC$5.0M1
356Pinnacle Financial Partners, Inc.$5.0M1
357MAI Capital Management$5.0M1
358HARTFORD INVESTMENT MANAGEMENT CO$5.0M1
359Mediolanum International Funds Ltd$5.0M1
360Prospera Financial Services Inc$4.9M1
361Town & Country Bank & Trust CO dba First Bankers Trust CO$4.9M1
362J.W. COLE ADVISORS, INC.$4.9M1
363Vontobel Holding Ltd.$4.9M1
364CAISSE DES DEPOTS ET CONSIGNATIONS$4.8M1
365Empire Financial Management Company, LLC$4.8M1
366Parallax Volatility Advisers, L.P.$4.7M1
367Bleakley Financial Group, LLC$4.7M1
368Dai-ichi Life Insurance Company, Ltd$4.6M1
369D.A. DAVIDSON & CO.$4.6M1
370KAYNE ANDERSON CAPITAL ADVISORS LP$4.5M1
371TOKIO MARINE ASSET MANAGEMENT CO LTD$4.5M1
372INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$4.5M1
373Ameritas Investment Partners, Inc.$4.4M1
374Y.D. More Investments Ltd$4.4M1
375Radnor Capital Management, LLC$4.4M1
376Narwhal Capital Management$4.4M1
377Strong Tower Advisory Services$4.4M1
378Maryland State Retirement & Pension System$4.4M1
379Bank Julius Baer & Co. Ltd, Zurich$4.3M1
380GREENWOOD CAPITAL ASSOCIATES LLC$4.3M1
381Mesirow Financial Investment Management, Inc.$4.3M1
382Quadrant Private Wealth Management, LLC$4.3M1
383AGF MANAGEMENT LTD$4.3M1
384Aristotle Atlantic Partners, LLC$4.3M1
385CENTRAL TRUST Co$4.3M1
386MIDDLETON & CO INC/MA$4.3M1
387ING GROEP NV$4.2M1
388M. Kulyk & Associates, LLC$4.2M1
389WealthTrust Axiom LLC$4.2M1
390L & S Advisors Inc$4.2M1
391HITE Hedge Asset Management LLC$4.2M1
392DE BURLO GROUP INC$4.2M1
393Bragg Financial Advisors, Inc$4.2M1
394LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$4.2M1
395FRG Family Wealth Advisors LLC$4.1M1
396OMERS ADMINISTRATION Corp$4.1M1
397GLENMEDE TRUST CO NA$4.1M1
398Merit Financial Group, LLC$4.1M1
399REGIONS FINANCIAL CORP$4.1M1
400Glenview Trust Co$4.1M1
401Lombard Odier Asset Management (Switzerland) SA$4.1M1
402Siemens Fonds Invest GmbH$4.0M1
403Banque Cantonale Vaudoise$4.0M1
404U.S. Capital Wealth Advisors, LLC$4.0M1
405Susquehanna Portfolio Strategies, LLC$4.0M1
406INTECH INVESTMENT MANAGEMENT LLC$4.0M1
407Capital International Sarl$4.0M1
408IMC-Chicago, LLC$3.9M1
409Northwest & Ethical Investments L.P.$3.9M1
410GILDER GAGNON HOWE & CO LLC$3.9M1
411Sequoia Financial Advisors, LLC$3.9M1
412Integrated Advisors Network LLC$3.8M1
413INTRUST BANK NA$3.8M1
414OPPENHEIMER & CO INC$3.8M1
415Apollon Wealth Management, LLC$3.7M1
416Crossmark Global Holdings, Inc.$3.7M1
417Osmosis Investment Management UK Ltd$3.7M1
418OPPENHEIMER ASSET MANAGEMENT INC.$3.7M1
419Savant Capital, LLC$3.7M1
420DIMENSION CAPITAL MANAGEMENT LLC$3.7M1
421ODDO BHF ASSET MANAGEMENT SAS$3.7M1
422Wealthspire Advisors, LLC$3.6M1
423MUFG Securities EMEA plc$3.6M1
424RMR Wealth Builders$3.5M1
425First National Bank of Mount Dora, Trust Investment Services$3.5M1
426Allworth Financial LP$3.5M1
427E Fund Management Co., Ltd.$3.5M1
428Waverly Advisors, LLC$3.5M1
429TB Alternative Assets Ltd.$3.5M1
430Summit Trail Advisors, LLC$3.5M1
431Mission Creek Capital Partners, Inc.$3.4M1
432WCG Wealth Advisors LLC$3.4M1
433WEBSTER BANK, N. A.$3.4M1
434BENJAMIN EDWARDS INC$3.4M1
435Focused Wealth Management, Inc$3.4M1
436FIRST NATIONAL TRUST CO$3.4M1
437Midwest Trust Co$3.4M1
438PKO Investment Management Joint-Stock Co$3.4M1
439TD Waterhouse Canada Inc.$3.3M1
440FIL Ltd$3.3M1
441ZACKS INVESTMENT MANAGEMENT$3.3M1
442COLDSTREAM CAPITAL MANAGEMENT INC$3.3M1
443HB Wealth Management, LLC$3.3M1
444MARTINGALE ASSET MANAGEMENT L P$3.3M1
445Altshuler Shaham Ltd$3.2M1
446Capital Advisors Wealth Management, LLC$3.2M1
447Costello Asset Management, INC$3.2M1
448Advisors Asset Management, Inc.$3.2M1
449Saudi Central Bank$3.2M1
450MATHER GROUP, LLC.$3.2M1
451B & T Capital Management DBA Alpha Capital Management$3.1M1
452INDEPENDENT FINANCIAL GROUP, LLC$3.1M1
453MGO ONE SEVEN LLC$3.1M1
454Van Cleef Asset Management,Inc$3.1M1
455Capula Management Ltd$3.0M1
456Empirical Finance, LLC$3.0M1
457Wedmont Private Capital$3.0M1
458Generali Investments CEE, investicni spolecnost, a.s.$2.9M1
459PRINCIPAL SECURITIES, INC.$2.9M1
460Regal Investment Advisors LLC$2.9M1
461BROOKFIELD Corp /ON/$2.9M1
462Altman Advisors, Inc.$2.9M1
463IHT Wealth Management, LLC$2.9M1
464Composition Wealth, LLC$2.8M1
465CHOREO, LLC$2.8M1
466Marex Group Ltd$2.8M1
467ALLIANZ SE$2.8M1
468NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.8M1
469BALYASNY ASSET MANAGEMENT L.P.$2.8M1
470Laird Norton Wetherby Trust Company, LLC$2.7M1
471Stamos Capital Partners, L.P.$2.7M1
472Meeder Advisory Services, Inc.$2.7M1
473VestGen Advisors, LLC$2.7M1
474VEGA INVESTMENT SOLUTIONS$2.7M1
475GREAT VALLEY ADVISOR GROUP, INC.$2.7M1
476Faithward Advisors, LLC$2.6M1
477SAPIENT CAPITAL LLC$2.6M1
478World Investment Advisors$2.6M1
479Mirador Capital Partners LP$2.6M1
480Krane Funds Advisors LLC$2.6M1
481WealthShield Partners, LLC$2.6M1
482Trask Adam Roland$2.6M1
483North Dakota State Investment Board$2.5M1
484Bank of New Hampshire$2.5M1
485Wealthcare Advisory Partners LLC$2.5M1
486Strategic Advisors LLC$2.4M1
487Rice Partnership, LLC$2.4M1
488Hudson Canyon Capital Management$2.4M1
489B. Metzler seel. Sohn & Co. AG$2.4M1
490MUFG SECURITIES AMERICAS INC.$2.4M1
491Vise Technologies, Inc.$2.4M1
492SECURIAN ASSET MANAGEMENT, INC$2.4M1
493Gladstone Institutional Advisory LLC$2.4M1
494GROUPAMA ASSET MANAGMENT$2.4M1
495Eagle Strategies LLC$2.3M1
496CLOUGH CAPITAL PARTNERS L P$2.3M1
497Squarepoint Ops LLC$2.3M1
498Stratos Wealth Partners, LTD.$2.3M1
499Andrew Hill Investment Advisors, Inc.$2.3M1
500SYSTEMATIC FINANCIAL MANAGEMENT LP$2.3M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 4 sell
Congress net ($ bound)−$58.0K to $26.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CEG

RETAINED WINDOW · ACTIVE HITS
Signal hits naming CEG
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit

Every rule, with its definition →

Planned modules for CEG · financials and macro

Financials — as filed PLANNED

CEG's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CEG on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing