Purchases and Sales Made in Q4 2023 in Constellation Energy Corp (CEG)
This table provides information about the institutional ownership of Constellation Energy Corp (CEG) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
18+ 27.27% |
$1.89K - $2.28K
|
84
$28.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.87% |
$1.78K - $2.15K
|
1.97K
$671K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
17+ 0.65% |
$1.78K - $2.15K
|
2.63K
$896K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
16+ 14.41% |
$1.68K - $2.02K
|
127
$43.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 0.81% |
$1.68K - $2.02K
|
1.99K
$677K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
16+ 12.31% |
$1.68K - $2.02K
|
146
$49.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
16+ 0.55% |
$1.68K - $2.02K
|
2.94K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
15+ 1.89% |
$1.57K - $1.9K
|
808
$276K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14+ 0.02% |
$1.47K - $1.77K
|
71.9K
$24.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
14+ 2.6% |
$1.47K - $1.77K
|
552
$188K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14+ 2.6% |
$1.47K - $1.77K
|
553
$189K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
14+ 0.44% |
$1.47K - $1.77K
|
3.19K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
14+ 8.64% |
$1.47K - $1.77K
|
176
$60K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14+ 2.6% |
$1.47K - $1.77K
|
553
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
13+ 0.67% |
$1.36K - $1.64K
|
1.97K
$670K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
13New |
$1.36K - $1.64K
|
13
$4.43K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12+ 0.61% |
$1.26K - $1.52K
|
1.98K
$676K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12New |
$1.26K - $1.52K
|
12
$4.09K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
12+ 0.43% |
$1.26K - $1.52K
|
2.79K
$951K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11New |
$1.15K - $1.39K
|
11
$3.75K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
11New |
$1.15K - $1.39K
|
11
$3.75K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
11+ 0.25% |
$1.15K - $1.39K
|
4.34K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
10+ 1.61% |
$1.05K - $1.27K
|
633
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 4.73% |
$733 - $886
|
155
$52.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.28% |
$733 - $886
|
2.5K
$853K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7+ 4.46% |
$733 - $886
|
164
$55.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
7+ 2.44% |
$733 - $886
|
294
$100K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 0.37% |
$628 - $759
|
1.64K
$560K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
5+ 0.13% |
$524 - $633
|
3.94K
$1.35M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 10.64% |
$524 - $633
|
52
$17.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.19% |
$524 - $633
|
2.66K
$908K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
4+ 0.18% |
$419 - $506
|
2.18K
$742K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.91% |
$419 - $506
|
444
$151K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 10.81% |
$419 - $506
|
41
$14K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4+ 0.18% |
$419 - $506
|
2.19K
$747K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
4+ 0.1% |
$419 - $506
|
3.99K
$1.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.25% |
$314 - $380
|
1.19K
$407K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 0.53% |
$314 - $380
|
574
$196K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3+ 0.65% |
$314 - $380
|
462
$158K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3New |
$314 - $380
|
3
$1.02K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 10.53% |
$209 - $253
|
21
$7.16K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
2+ 0.1% |
$209 - $253
|
1.93K
$657K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.3% |
$209 - $253
|
676
$231K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2New |
$209 - $253
|
2
$682
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$209 - $253
|
1.93K
$658K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.32% |
$105 - $127
|
314
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 3.7% |
$105 - $127
|
28
$9.55K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.12% |
$105 - $127
|
804
$274K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.16% |
$105 - $127
|
639
$218K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.31% |
$105 - $127
|
320
$109K
|