Purchases and Sales Made in Q1 2025 in Constellation Energy Corp (CEG)
This table provides information about the institutional ownership of Constellation Energy Corp (CEG) during Q1 2025. 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, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
800+ 28.82% |
$161K - $278K
|
3.58K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
800+ 44.44% |
$161K - $278K
|
2.6K
$832K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
790+ 14.2% |
$159K - $274K
|
6.35K
$2.03M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
773+ 19.91% |
$156K - $269K
|
4.66K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
764+ 25.44% |
$154K - $265K
|
3.77K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
751+ 5.19% |
$151K - $261K
|
15.2K
$4.87M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
734New |
$148K - $255K
|
734
$235K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
726+ 2.15% |
$146K - $252K
|
34.4K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
725+ 2.03% |
$146K - $252K
|
36.5K
$11.7M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
720+ 89.0% |
$145K - $250K
|
1.53K
$490K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
713+ 9.5% |
$144K - $248K
|
8.22K
$2.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
692+ 19.55% |
$140K - $240K
|
4.23K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
BUY
|
- |
692+ 27.62% |
$140K - $240K
|
3.2K
$1.02M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
686+ 16.81% |
$138K - $238K
|
4.77K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
667+ 16.9% |
$134K - $232K
|
4.61K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
660+ 25.36% |
$133K - $229K
|
3.26K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
656+ 25.26% |
$132K - $228K
|
3.25K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
640New |
$129K - $222K
|
640
$205K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
635+ 49.8% |
$128K - $221K
|
1.91K
$612K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
624+ 30.57% |
$126K - $217K
|
2.67K
$853K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
623+ 67.06% |
$126K - $216K
|
1.55K
$497K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
621+ 48.21% |
$125K - $216K
|
1.91K
$611K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
619+ 23.55% |
$125K - $215K
|
3.25K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
615+ 0.61% |
$124K - $214K
|
101K
$32.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
613+ 4.35% |
$124K - $213K
|
14.7K
$4.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
611New |
$123K - $212K
|
611
$196K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
611+ 17.88% |
$123K - $212K
|
4.03K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
605New |
$122K - $210K
|
605
$194K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
600+ 57.2% |
$121K - $208K
|
1.65K
$528K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
592+ 31.44% |
$119K - $206K
|
2.48K
$792K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
587+ 24.97% |
$118K - $204K
|
2.94K
$941K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
584New |
$118K - $203K
|
584
$187K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
582+ 62.05% |
$117K - $202K
|
1.52K
$487K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
580New |
$117K - $202K
|
580
$186K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
575New |
$116K - $200K
|
575
$184K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
574+ 62.19% |
$116K - $199K
|
1.5K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
573+ 61.81% |
$116K - $199K
|
1.5K
$480K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
571+ 6.3% |
$115K - $198K
|
9.64K
$3.09M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
561+ 37.03% |
$113K - $195K
|
2.08K
$665K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
559+ 76.58% |
$113K - $194K
|
1.29K
$413K
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
552+ 0.61% |
$111K - $192K
|
91.1K
$29.2M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
548+ 3.98% |
$110K - $190K
|
14.3K
$4.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
541+ 5.99% |
$109K - $188K
|
9.58K
$3.07M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
534+ 2.32% |
$108K - $186K
|
23.6K
$7.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
526+ 19.91% |
$106K - $183K
|
3.17K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
526+ 65.5% |
$106K - $183K
|
1.33K
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
518+ 6.93% |
$104K - $180K
|
8K
$2.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
514New |
$104K - $179K
|
514
$165K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
512+ 4.89% |
$103K - $178K
|
11K
$3.52M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
506+ 16.75% |
$102K - $176K
|
3.53K
$1.13M
|