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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
263+ 23.17% |
$59K - $75.1K
|
1.4K
$448K
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
259+ 0.61% |
$58.1K - $73.9K
|
42.8K
$13.7M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
258+ 23.06% |
$57.9K - $73.7K
|
1.38K
$441K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
255+ 3.32% |
$57.2K - $72.8K
|
7.93K
$2.54M
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
251+ 64.52% |
$56.3K - $71.7K
|
640
$205K
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
250+ 27.11% |
$56.1K - $71.4K
|
1.17K
$375K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
250+ 18.78% |
$56.1K - $71.4K
|
1.58K
$506K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
250New |
$56.1K - $71.4K
|
250
$80K
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
249+ 19.2% |
$55.8K - $71.1K
|
1.55K
$495K
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
248+ 23.78% |
$55.6K - $70.8K
|
1.29K
$413K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
247+ 20.83% |
$55.4K - $70.5K
|
1.43K
$459K
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
245+ 3.5% |
$54.9K - $70K
|
7.24K
$2.32M
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
243+ 19.21% |
$54.5K - $69.4K
|
1.51K
$483K
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
243+ 273.03% |
$54.5K - $69.4K
|
332
$106K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
242+ 152.2% |
$54.3K - $69.1K
|
401
$128K
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
242+ 30.25% |
$54.3K - $69.1K
|
1.04K
$334K
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
242New |
$54.3K - $69.1K
|
242
$77.5K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
240+ 9.09% |
$53.8K - $68.5K
|
2.88K
$922K
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
233+ 13.8% |
$52.3K - $66.5K
|
1.92K
$615K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
233+ 12.59% |
$52.3K - $66.5K
|
2.08K
$667K
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
230+ 2.34% |
$51.6K - $65.7K
|
10.1K
$3.22M
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
228+ 34.65% |
$51.1K - $65.1K
|
886
$284K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
227New |
$50.9K - $64.8K
|
227
$72.7K
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
226+ 17.36% |
$50.7K - $64.5K
|
1.53K
$489K
|
|
Feb 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
225+ 2.94% |
$50.5K - $64.2K
|
7.87K
$2.52M
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
220New |
$49.3K - $62.8K
|
220
$70.4K
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
220New |
$49.3K - $62.8K
|
220
$70.4K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
215New |
$48.2K - $61.4K
|
215
$68.8K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
211+ 16.96% |
$47.3K - $60.2K
|
1.46K
$466K
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
211+ 21.14% |
$47.3K - $60.2K
|
1.21K
$387K
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
210+ 24.97% |
$47.1K - $60K
|
1.05K
$336K
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
207+ 7.13% |
$46.4K - $59.1K
|
3.11K
$996K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
206+ 13.3% |
$46.2K - $58.8K
|
1.76K
$562K
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
205+ 15.15% |
$46K - $58.5K
|
1.56K
$499K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
204+ 22.97% |
$45.8K - $58.2K
|
1.09K
$350K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
204+ 12.32% |
$45.8K - $58.2K
|
1.86K
$596K
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
200+ 4.45% |
$44.9K - $57.1K
|
4.7K
$1.5M
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
200New |
$44.9K - $57.1K
|
200
$64K
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
195+ 2.5% |
$43.7K - $55.7K
|
7.99K
$2.56M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
190+ 8.59% |
$42.6K - $54.2K
|
2.4K
$769K
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
187+ 12.58% |
$41.9K - $53.4K
|
1.67K
$536K
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
186+ 6.64% |
$41.7K - $53.1K
|
2.99K
$956K
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
183New |
$41K - $52.3K
|
183
$58.6K
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
183New |
$41K - $52.3K
|
183
$58.6K
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
178+ 14.72% |
$39.9K - $50.8K
|
1.39K
$444K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
177+ 2.8% |
$39.7K - $50.5K
|
6.49K
$2.08M
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
176+ 183.33% |
$39.5K - $50.3K
|
272
$87.1K
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
175+ 5.97% |
$39.2K - $50K
|
3.11K
$995K
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
175+ 7.65% |
$39.2K - $50K
|
2.46K
$789K
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
168+ 18.9% |
$37.7K - $48K
|
1.06K
$338K
|