Purchases and Sales Made in Q4 2024 in Constellation Energy Corp (CEG)
This table provides information about the institutional ownership of Constellation Energy Corp (CEG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
11+ 0.88% |
$2.47K - $3.14K
|
1.26K
$394K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
11+ 0.81% |
$2.47K - $3.14K
|
1.37K
$428K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$2.24K - $2.86K
|
10
$3.14K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
10+ 0.34% |
$2.24K - $2.86K
|
2.93K
$919K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$2.24K - $2.86K
|
10
$3.14K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
10+ 0.61% |
$2.24K - $2.86K
|
1.65K
$517K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
10+ 0.69% |
$2.24K - $2.86K
|
1.46K
$459K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 0.59% |
$2.02K - $2.57K
|
1.52K
$478K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9New |
$2.02K - $2.57K
|
9
$2.82K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
9+ 1.5% |
$2.02K - $2.57K
|
610
$191K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
8New |
$1.79K - $2.28K
|
8
$2.51K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.55% |
$1.79K - $2.28K
|
1.47K
$462K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 1.49% |
$1.57K - $2K
|
476
$149K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7+ 0.01% |
$1.57K - $2K
|
87.6K
$27.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7+ 233.33% |
$1.57K - $2K
|
10
$3.14K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7+ 25.93% |
$1.57K - $2K
|
34
$10.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
6+ 3.0% |
$1.35K - $1.71K
|
206
$64.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6+ 0.36% |
$1.35K - $1.71K
|
1.67K
$522K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6+ 60.0% |
$1.35K - $1.71K
|
16
$5.02K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
6+ 0.09% |
$1.35K - $1.71K
|
6.88K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6+ 0.45% |
$1.35K - $1.71K
|
1.34K
$419K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$897 - $1.14K
|
4
$1.25K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 25.0% |
$897 - $1.14K
|
20
$6.27K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
4New |
$897 - $1.14K
|
4
$1.25K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4+ 0.2% |
$897 - $1.14K
|
1.98K
$620K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3+ 0.18% |
$673 - $857
|
1.68K
$526K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3New |
$673 - $857
|
3
$941
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3New |
$673 - $857
|
3
$941
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3+ 0.25% |
$673 - $857
|
1.21K
$379K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 7.89% |
$673 - $857
|
41
$12.9K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.03% |
$449 - $571
|
5.82K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2+ 0.18% |
$449 - $571
|
1.1K
$343K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2New |
$449 - $571
|
2
$627
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2+ 0.13% |
$449 - $571
|
1.53K
$478K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
2+ 0.14% |
$449 - $571
|
1.44K
$453K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2New |
$449 - $571
|
2
$627
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2+ 0.12% |
$449 - $571
|
1.72K
$539K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$224 - $286
|
1.76K
$551K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.21% |
$224 - $286
|
475
$149K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
$224 - $286
|
1
$314
|
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1+ 0.03% |
$224 - $286
|
3.29K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.33% |
$224 - $286
|
306
$96K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$224 - $286
|
970
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1+ 0.08% |
$224 - $286
|
1.33K
$416K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1+ 0.06% |
$224 - $286
|
1.62K
$507K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.15% |
$224 - $286
|
680
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.15% |
$224 - $286
|
674
$211K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1New |
$224 - $286
|
1
$314
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 1.92% |
$224 - $286
|
51
$16K
|