Constellation Energy Corporation
MX ˙ BMV ˙ US21037T1097
SecurityMX:CEG / Constellation Energy Corporation
InstitutionSouders Financial Advisors
Latest Disclosed Ownership1,975 shares
Latest Disclosed Value $ 551,415
Souders Financial Advisors reports 5.50% decrease in ownership of CEG / Constellation Energy Corporation

On May 4, 2026 - Souders Financial Advisors filed a 13F-HR form disclosing ownership of 1,975 shares of Constellation Energy Corporation (MX:CEG) valued at $551,415 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 2,090 shares of Constellation Energy Corporation. This represents a change in shares of -5.50% 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)
2026-05-04 2026-03-31 13F CONSTELLATION ENERGY COM 21037T109 1,975 -115 -5.50 551 -25.34 0.0629
2026-02-02 2025-12-31 13F CONSTELLATION ENERGY COM 21037T109 2,090 63 3.11 738 10.64 0.0845
2025-11-04 2025-09-30 13F CONSTELLATION ENERGY COM 21037T109 2,027 -69 -3.29 667 -1.33 0.0793
2025-08-06 2025-06-30 13F CONSTELLATION ENERGY COM 21037T109 2,096 382 22.29 677 95.94 0.0861
2025-05-05 2025-03-31 13F CONSTELLATION ENERGY COM 21037T109 1,714 327 23.58 346 11.29 0.0483
2025-02-06 2024-12-31 13F CONSTELLATION ENERGY COM 21037T109 1,387 178 14.72 310 -1.27 0.0433
2024-11-05 2024-09-30 13F CONSTELLATION ENERGY COM 21037T109 1,209 1,209 314 0.0438
2022-08-05 2022-06-30 13F CONSTELLATION ENERGY COM 21037T109 0 -18,106 -100.00 0 -100.00
2022-05-04 2022-03-31 13F CONSTELLATION ENERGY COM 21037T109 18,106 18,106 1,018 0.2943
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.