Purchases and Sales Made in Q1 2024 in Constellation Energy Corp (CEG)
This table provides information about the institutional ownership of Constellation Energy Corp (CEG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3New |
$334 - $562
|
3
$961
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2+ 0.03% |
$223 - $375
|
7.73K
$2.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.18% |
$223 - $375
|
1.12K
$358K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
2+ 5.56% |
$223 - $375
|
38
$12.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 13.33% |
$223 - $375
|
17
$5.44K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.17% |
$223 - $375
|
1.2K
$383K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 1.18% |
$223 - $375
|
171
$54.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1+ 0.03% |
$111 - $187
|
3.74K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.46% |
$111 - $187
|
220
$70.4K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1+ 0.06% |
$111 - $187
|
1.76K
$565K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 0.43% |
$111 - $187
|
232
$74.3K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.06% |
$111 - $187
|
1.59K
$509K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1+ 0.28% |
$111 - $187
|
354
$113K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$111 - $187
|
1.74K
$556K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1+ 0.28% |
$111 - $187
|
354
$113K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 0.32% |
$111 - $187
|
313
$100K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 9.09% |
$111 - $187
|
10
$3.2K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1- -0.0% |
$111 - $187
|
31.1K
$9.95M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 16.67% |
$111 - $187
|
5
$1.6K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1- 0.06% |
$111 - $187
|
1.74K
$556K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 7.14% |
$111 - $187
|
13
$4.16K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1- 0.28% |
$111 - $187
|
353
$113K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 3.7% |
$111 - $187
|
26
$8.32K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2- 0.05% |
$223 - $375
|
4.14K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3- 0.12% |
$334 - $562
|
2.5K
$802K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4- 0.09% |
$446 - $749
|
4.42K
$1.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4- 4.3% |
$446 - $749
|
89
$28.5K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-4- 14.29% |
$446 - $749
|
24
$7.68K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-5- 0.16% |
$557 - $936
|
3.19K
$1.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 12.2% |
$557 - $936
|
36
$11.5K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-5- 14.29% |
$557 - $936
|
30
$9.61K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-6- 0.24% |
$668 - $1.12K
|
2.5K
$800K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-8- 10.67% |
$891 - $1.5K
|
67
$21.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.46% |
$1K - $1.69K
|
1.96K
$627K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10- 0.25% |
$1.11K - $1.87K
|
3.93K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 1.58% |
$1.11K - $1.87K
|
623
$199K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-14- 11.48% |
$1.56K - $2.62K
|
108
$34.6K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-18- 1.72% |
$2.01K - $3.37K
|
1.03K
$329K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-18- 0.22% |
$2.01K - $3.37K
|
8.05K
$2.58M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-18- 0.38% |
$2.01K - $3.37K
|
4.74K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-18- 21.43% |
$2.01K - $3.37K
|
66
$21.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-20- 6.71% |
$2.23K - $3.75K
|
278
$89K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-22- 2.17% |
$2.45K - $4.12K
|
991
$317K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-22- 0.81% |
$2.45K - $4.12K
|
2.7K
$864K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-25- 1.08% |
$2.79K - $4.68K
|
2.29K
$732K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-29- 5.37% |
$3.23K - $5.43K
|
511
$164K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-29- 1.06% |
$3.23K - $5.43K
|
2.7K
$865K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-29- 0.8% |
$3.23K - $5.43K
|
3.6K
$1.15M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-30- 1.51% |
$3.34K - $5.62K
|
1.95K
$625K
|