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 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
19+ 0.62% |
$3.17K - $4.99K
|
3.09K
$701K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
19New |
$3.17K - $4.99K
|
19
$4.31K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
18+ 0.41% |
$3.01K - $4.73K
|
4.37K
$993K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
18+ 1.26% |
$3.01K - $4.73K
|
1.44K
$327K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
16+ 0.97% |
$2.67K - $4.21K
|
1.67K
$378K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
16New |
$2.67K - $4.21K
|
16
$3.63K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
16+ 3.49% |
$2.67K - $4.21K
|
474
$108K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
15+ 8.38% |
$2.51K - $3.94K
|
194
$44K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
14+ 0.56% |
$2.34K - $3.68K
|
2.51K
$570K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
14+ 0.11% |
$2.34K - $3.68K
|
13.3K
$3.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
13+ 0.45% |
$2.17K - $3.42K
|
2.92K
$663K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
13+ 0.47% |
$2.17K - $3.42K
|
2.8K
$635K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12+ 0.38% |
$2K - $3.15K
|
3.19K
$724K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
11+ 0.83% |
$1.84K - $2.89K
|
1.33K
$302K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 7.43% |
$1.84K - $2.89K
|
159
$36.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
11+ 0.67% |
$1.84K - $2.89K
|
1.66K
$378K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10New |
$1.67K - $2.63K
|
10
$2.27K
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
10+ 0.23% |
$1.67K - $2.63K
|
4.43K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
9New |
$1.5K - $2.37K
|
9
$2.04K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
9+ 3.59% |
$1.5K - $2.37K
|
260
$59K
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
9+ 0.83% |
$1.5K - $2.37K
|
1.09K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
9+ 0.02% |
$1.5K - $2.37K
|
44.2K
$10M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
8+ 0.34% |
$1.34K - $2.1K
|
2.36K
$536K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.36% |
$1.17K - $1.84K
|
1.93K
$439K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
7+ 8.54% |
$1.17K - $1.84K
|
89
$20.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
7+ 0.38% |
$1.17K - $1.84K
|
1.85K
$420K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6+ 0.4% |
$1K - $1.58K
|
1.5K
$341K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.42% |
$1K - $1.58K
|
1.44K
$327K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
6+ 0.4% |
$1K - $1.58K
|
1.52K
$346K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6+ 0.17% |
$1K - $1.58K
|
3.52K
$799K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 2.97% |
$1K - $1.58K
|
208
$47.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.34% |
$835 - $1.31K
|
1.47K
$333K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4+ 0.05% |
$668 - $1.05K
|
7.86K
$1.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.35% |
$668 - $1.05K
|
1.13K
$257K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.56% |
$501 - $789
|
535
$121K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 6.12% |
$501 - $789
|
52
$11.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3+ 3.0% |
$501 - $789
|
103
$23.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3New |
$501 - $789
|
3
$681
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 0.52% |
$501 - $789
|
581
$132K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3+ 0.29% |
$501 - $789
|
1.03K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.13% |
$501 - $789
|
2.39K
$543K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 3.23% |
$334 - $526
|
64
$14.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2+ 0.18% |
$334 - $526
|
1.11K
$253K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2+ 0.11% |
$334 - $526
|
1.76K
$398K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.43% |
$334 - $526
|
469
$106K
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2+ 0.1% |
$334 - $526
|
1.98K
$449K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2New |
$334 - $526
|
2
$454
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.36% |
$334 - $526
|
555
$126K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1+ 0.06% |
$167 - $263
|
1.62K
$367K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$167 - $263
|
1
$227
|