Purchases and Sales Made in Q2 2024 in Constellation Energy Corp (CEG)
This table provides information about the institutional ownership of Constellation Energy Corp (CEG) during Q2 2024. The information is specifically focused on institutions that hold shares of Constellation Energy Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
17+ 0.88% |
$3.08K - $3.93K
|
1.95K
$493K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17New |
$3.08K - $3.93K
|
17
$4.29K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
17+ 1.2% |
$3.08K - $3.93K
|
1.43K
$362K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
17+ 1.66% |
$3.08K - $3.93K
|
1.04K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16+ 5.0% |
$2.89K - $3.7K
|
336
$84.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
15+ 1.13% |
$2.71K - $3.47K
|
1.35K
$340K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15+ 1.26% |
$2.71K - $3.47K
|
1.2K
$304K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
15+ 0.9% |
$2.71K - $3.47K
|
1.67K
$423K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
14New |
$2.53K - $3.24K
|
14
$3.53K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
13New |
$2.35K - $3.01K
|
13
$3.28K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
12+ 54.55% |
$2.17K - $2.78K
|
34
$8.58K
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
12+ 0.61% |
$2.17K - $2.78K
|
1.97K
$498K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
11+ 0.35% |
$1.99K - $2.54K
|
3.2K
$807K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11+ 0.06% |
$1.99K - $2.54K
|
17.8K
$4.48M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11+ 0.98% |
$1.99K - $2.54K
|
1.13K
$285K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
10+ 0.23% |
$1.81K - $2.31K
|
4.36K
$1.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 4.63% |
$1.81K - $2.31K
|
226
$57K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10+ 37.04% |
$1.81K - $2.31K
|
37
$9.34K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9+ 0.62% |
$1.63K - $2.08K
|
1.45K
$366K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9+ 7.83% |
$1.63K - $2.08K
|
124
$31.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.62% |
$1.63K - $2.08K
|
1.46K
$369K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 5.26% |
$1.63K - $2.08K
|
180
$45.4K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
9+ 0.75% |
$1.63K - $2.08K
|
1.21K
$306K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 19.51% |
$1.45K - $1.85K
|
49
$12.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8+ 9.09% |
$1.45K - $1.85K
|
96
$24.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
8New |
$1.45K - $1.85K
|
8
$2.02K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
7New |
$1.27K - $1.62K
|
7
$1.77K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
7+ 70.0% |
$1.27K - $1.62K
|
17
$4.29K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 24.0% |
$1.09K - $1.39K
|
31
$7.82K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$1.09K - $1.39K
|
6
$1.51K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.5% |
$1.09K - $1.39K
|
1.2K
$303K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 2.62% |
$905 - $1.16K
|
196
$49.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
5+ 10.0% |
$905 - $1.16K
|
55
$13.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5+ 0.24% |
$905 - $1.16K
|
2.1K
$529K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5New |
$905 - $1.16K
|
5
$1.26K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4+ 9.52% |
$724 - $925
|
46
$11.6K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.07% |
$724 - $925
|
6.01K
$1.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 3.37% |
$543 - $694
|
92
$23.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
3+ 0.11% |
$543 - $694
|
2.68K
$675K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3+ 0.17% |
$543 - $694
|
1.72K
$435K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 1.16% |
$543 - $694
|
262
$66.1K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3+ 0.15% |
$543 - $694
|
1.95K
$493K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
3+ 0.27% |
$543 - $694
|
1.13K
$285K
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3+ 0.08% |
$543 - $694
|
3.83K
$966K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 33.33% |
$543 - $694
|
12
$3.03K
|
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
2New |
$362 - $463
|
2
$505
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.09% |
$362 - $463
|
2.23K
$562K
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
2+ 0.12% |
$362 - $463
|
1.6K
$405K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2+ 0.18% |
$362 - $463
|
1.14K
$287K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
2+ 0.7% |
$362 - $463
|
287
$72.4K
|