Purchases and Sales Made in Q3 2024 in Constellation Energy Corp (CEG)
This table provides information about the institutional ownership of Constellation Energy Corp (CEG) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.14KNew |
$191K - $300K
|
1.14K
$358K
|
|
Nov 15, 2024
Q3 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.14KNew |
$190K - $298K
|
1.14K
$356K
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.13KNew |
$189K - $297K
|
1.13K
$354K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.09KNew |
$183K - $287K
|
1.09K
$343K
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.09KNew |
$182K - $286K
|
1.09K
$341K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.07K+ 8.7% |
$179K - $281K
|
13.4K
$4.19M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.07K+ 348.53% |
$179K - $281K
|
1.38K
$432K
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.05K+ 56.43% |
$175K - $275K
|
2.9K
$908K
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.04KNew |
$174K - $274K
|
1.04K
$327K
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.04KNew |
$174K - $273K
|
1.04K
$326K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.03KNew |
$172K - $270K
|
1.03K
$323K
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.03KNew |
$172K - $270K
|
1.03K
$322K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.03K+ 17.77% |
$172K - $270K
|
6.81K
$2.13M
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.02KNew |
$171K - $269K
|
1.02K
$321K
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.02KNew |
$170K - $268K
|
1.02K
$319K
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.01KNew |
$168K - $264K
|
1.01K
$315K
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
1KNew |
$167K - $263K
|
1K
$314K
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1KNew |
$167K - $263K
|
1K
$314K
|
|
Nov 13, 2024
Q3 2024
|
Atika Capital Management LLC
New York, NY |
BUY
|
- |
1K+ 1.53% |
$167K - $263K
|
66.5K
$20.9M
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
998New |
$167K - $262K
|
998
$313K
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
997New |
$167K - $262K
|
997
$313K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
996New |
$166K - $262K
|
996
$312K
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
987New |
$165K - $259K
|
987
$310K
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
981New |
$164K - $258K
|
981
$308K
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
975New |
$163K - $256K
|
975
$306K
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
974New |
$163K - $256K
|
974
$305K
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
974New |
$163K - $256K
|
974
$305K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
973+ 27.87% |
$163K - $256K
|
4.46K
$1.4M
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
968New |
$162K - $254K
|
968
$304K
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
952+ 61.34% |
$159K - $250K
|
2.5K
$785K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
952+ 64.85% |
$159K - $250K
|
2.42K
$759K
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
949New |
$159K - $249K
|
949
$298K
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
947New |
$158K - $249K
|
947
$297K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
946+ 7.75% |
$158K - $249K
|
13.2K
$4.12M
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
943New |
$158K - $248K
|
943
$296K
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
939+ 0.68% |
$157K - $247K
|
139K
$43.5M
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
938New |
$157K - $247K
|
938
$294K
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
931New |
$156K - $245K
|
931
$292K
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
929New |
$155K - $244K
|
929
$291K
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
927New |
$155K - $244K
|
927
$291K
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
923+ 87.9% |
$154K - $243K
|
1.97K
$619K
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
923+ 35.42% |
$154K - $243K
|
3.53K
$1.11M
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
922New |
$154K - $242K
|
922
$289K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
918New |
$153K - $241K
|
918
$288K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
918New |
$153K - $241K
|
918
$288K
|
|
Nov 01, 2024
Q3 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
916+ 0.91% |
$153K - $241K
|
101K
$31.8M
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
908+ 2.93% |
$152K - $239K
|
31.9K
$10M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
905New |
$151K - $238K
|
905
$284K
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
900New |
$150K - $237K
|
900
$282K
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
899New |
$150K - $236K
|
899
$282K
|