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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
102+ 4.91% |
$10.7K - $12.9K
|
2.18K
$743K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
100New |
$10.5K - $12.7K
|
100
$34.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
93+ 4.01% |
$9.74K - $11.8K
|
2.41K
$823K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
86+ 1.52% |
$9.01K - $10.9K
|
5.73K
$1.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
77+ 3.92% |
$8.06K - $9.74K
|
2.04K
$697K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
75New |
$7.85K - $9.49K
|
75
$25.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
75New |
$7.85K - $9.49K
|
75
$25.6K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
74+ 7.44% |
$7.75K - $9.36K
|
1.07K
$364K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
72+ 3.12% |
$7.54K - $9.11K
|
2.38K
$811K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
68New |
$7.12K - $8.6K
|
68
$23.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
66New |
$6.91K - $8.35K
|
66
$22.5K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
63New |
$6.6K - $7.97K
|
63
$21.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
62+ 25.83% |
$6.49K - $7.84K
|
302
$103K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
61+ 1.46% |
$6.39K - $7.72K
|
4.23K
$1.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
59+ 2.44% |
$6.18K - $7.46K
|
2.48K
$844K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
59+ 1.73% |
$6.18K - $7.46K
|
3.48K
$1.19M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
58+ 3.14% |
$6.07K - $7.34K
|
1.91K
$651K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
56New |
$5.86K - $7.09K
|
56
$19.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55+ 0.58% |
$5.76K - $6.96K
|
9.48K
$3.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
55+ 1.67% |
$5.76K - $6.96K
|
3.35K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
55+ 4.07% |
$5.76K - $6.96K
|
1.41K
$479K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
53+ 1.91% |
$5.55K - $6.71K
|
2.83K
$964K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
45+ 1.1% |
$4.71K - $5.69K
|
4.12K
$1.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
44+ 17.81% |
$4.61K - $5.57K
|
291
$99.3K
|
|
|
Aug 07, 2025
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
42+ 7.98% |
$4.4K - $5.31K
|
568
$194K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
39+ 114.71% |
$4.08K - $4.93K
|
73
$24.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
39+ 0.19% |
$4.08K - $4.93K
|
20.4K
$6.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
37+ 0.76% |
$3.88K - $4.68K
|
4.9K
$1.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37New |
$3.88K - $4.68K
|
37
$12.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
37+ 3.4% |
$3.88K - $4.68K
|
1.13K
$384K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
36New |
$3.77K - $4.55K
|
36
$12.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
36+ 1.88% |
$3.77K - $4.55K
|
1.96K
$667K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
36New |
$3.77K - $4.55K
|
36
$12.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
35New |
$3.67K - $4.43K
|
35
$11.9K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
35+ 54.69% |
$3.67K - $4.43K
|
99
$33.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
33New |
$3.46K - $4.18K
|
33
$11.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
33+ 1.09% |
$3.46K - $4.18K
|
3.05K
$1.04M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
32+ 3.28% |
$3.35K - $4.05K
|
1.01K
$343K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
30+ 0.84% |
$3.14K - $3.8K
|
3.58K
$1.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
26New |
$2.72K - $3.29K
|
26
$8.87K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
25+ 1.01% |
$2.62K - $3.16K
|
2.5K
$854K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
24New |
$2.51K - $3.04K
|
24
$8.19K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
24+ 0.11% |
$2.51K - $3.04K
|
22.5K
$7.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23+ 1.05% |
$2.41K - $2.91K
|
2.21K
$752K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
23New |
$2.41K - $2.91K
|
23
$7.84K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
22New |
$2.3K - $2.78K
|
22
$7.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
22New |
$2.3K - $2.78K
|
22
$7.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
20+ 0.35% |
$2.09K - $2.53K
|
5.69K
$1.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
20+ 4.83% |
$2.09K - $2.53K
|
434
$148K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
19+ 0.76% |
$1.99K - $2.4K
|
2.52K
$858K
|