Purchases and Sales Made in Q2 2025 in Constellation Energy Corp (CEG)
This table provides information about the institutional ownership of Constellation Energy Corp (CEG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
10+ 1.0% |
$1.71K - $3.23K
|
1.01K
$344K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
10+ 0.53% |
$1.71K - $3.23K
|
1.91K
$651K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
9New |
$1.54K - $2.9K
|
9
$3.07K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
9+ 0.65% |
$1.54K - $2.9K
|
1.4K
$477K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
9+ 0.74% |
$1.54K - $2.9K
|
1.22K
$417K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
9+ 0.56% |
$1.54K - $2.9K
|
1.63K
$554K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
9+ 0.21% |
$1.54K - $2.9K
|
4.22K
$1.44M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 50.0% |
$1.54K - $2.9K
|
27
$9.21K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
8+ 0.25% |
$1.37K - $2.58K
|
3.23K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 6.4% |
$1.37K - $2.58K
|
133
$45.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8+ 133.33% |
$1.37K - $2.58K
|
14
$4.77K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8+ 160.0% |
$1.37K - $2.58K
|
13
$4.43K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
8+ 0.53% |
$1.37K - $2.58K
|
1.53K
$521K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
7+ 0.14% |
$1.2K - $2.26K
|
5.11K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
7+ 0.26% |
$1.2K - $2.26K
|
2.7K
$921K
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
7+ 0.67% |
$1.2K - $2.26K
|
1.05K
$356K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7+ 0.26% |
$1.2K - $2.26K
|
2.69K
$919K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
7New |
$1.2K - $2.26K
|
7
$2.39K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
6+ 0.31% |
$1.03K - $1.94K
|
1.95K
$665K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
6+ 0.13% |
$1.03K - $1.94K
|
4.8K
$1.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6+ 85.71% |
$1.03K - $1.94K
|
13
$4.43K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6+ 0.06% |
$1.03K - $1.94K
|
9.65K
$3.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6+ 4.11% |
$1.03K - $1.94K
|
152
$51.8K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6New |
$1.03K - $1.94K
|
6
$2.05K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
5+ 0.12% |
$855 - $1.61K
|
4.18K
$1.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5+ 0.16% |
$855 - $1.61K
|
3.13K
$1.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
5New |
$855 - $1.61K
|
5
$1.71K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
4+ 66.67% |
$684 - $1.29K
|
10
$3.41K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 8.33% |
$684 - $1.29K
|
52
$17.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
4+ 0.24% |
$684 - $1.29K
|
1.67K
$571K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.78% |
$684 - $1.29K
|
516
$176K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
4+ 0.5% |
$684 - $1.29K
|
811
$277K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
4+ 7.69% |
$684 - $1.29K
|
56
$19.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
4+ 0.33% |
$684 - $1.29K
|
1.2K
$411K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 1.44% |
$513 - $968
|
211
$72K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 75.0% |
$513 - $968
|
7
$2.39K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3New |
$513 - $968
|
3
$1.02K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3+ 0.3% |
$513 - $968
|
1.01K
$345K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3+ 23.08% |
$513 - $968
|
16
$5.46K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2+ 0.11% |
$342 - $646
|
1.84K
$628K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 33.33% |
$342 - $646
|
8
$2.73K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2+ 0.13% |
$342 - $646
|
1.59K
$544K
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
2+ 0.18% |
$342 - $646
|
1.09K
$372K
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.29% |
$342 - $646
|
683
$233K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2+ 0.85% |
$342 - $646
|
238
$81.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2New |
$342 - $646
|
2
$682
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2+ 0.09% |
$342 - $646
|
2.11K
$720K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 0.19% |
$342 - $646
|
1.07K
$364K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1+ 0.89% |
$171 - $323
|
113
$38.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1+ 0.44% |
$171 - $323
|
227
$77.4K
|