Constellation Energy Corporation
MX ˙ BMV ˙ US21037T1097
SecurityMX:CEG / Constellation Energy Corporation
InstitutionFoundations Investment Advisors, LLC
Latest Disclosed Ownership6,168 shares
Latest Disclosed Value $ 1,722,329
Foundations Investment Advisors, LLC reports 16.82% increase in ownership of CEG / Constellation Energy Corporation

On May 11, 2026 - Foundations Investment Advisors, LLC filed a 13F-HR form disclosing ownership of 6,168 shares of Constellation Energy Corporation (MX:CEG) valued at $1,722,329 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 5,280 shares of Constellation Energy Corporation. This represents a change in shares of 16.82% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F CONSTELLATION ENERGY COM 21037T109 6,168 888 16.82 1,722 -7.67 0.0107
2026-02-10 2025-12-31 13F CONSTELLATION ENERGY COM 21037T109 5,280 493 10.30 1,865 18.41 0.0244
2025-11-03 2025-09-30 13F CONSTELLATION ENERGY COM 21037T109 4,787 1,515 46.30 1,575 49.15 0.0229
2025-08-08 2025-06-30 13F CONSTELLATION ENERGY COM 21037T109 3,272 739 29.17 1,056 107.06 0.0167
2025-05-07 2025-03-31 13F CONSTELLATION ENERGY COM 21037T109 2,533 -1,319 -34.24 511 -40.77 0.0094
2025-01-22 2024-12-31 13F CONSTELLATION ENERGY COM 21037T109 3,852 40 1.05 862 -13.12 0.0166
2024-10-21 2024-09-30 13F CONSTELLATION ENERGY COM 21037T109 3,812 687 21.98 991 58.56 0.0208
2024-08-02 2024-06-30 13F CONSTELLATION ENERGY COM 21037T109 3,125 1,815 138.55 626 158.26 0.0152
2024-05-13 2024-03-31 13F CONSTELLATION ENERGY COM 21037T109 1,310 1,310 242 0.0063
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.