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 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
85+ 8.18% |
$19.1K - $24.3K
|
1.12K
$360K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
84+ 4.91% |
$18.8K - $24K
|
1.8K
$575K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
83New |
$18.6K - $23.7K
|
83
$26.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
82+ 5.54% |
$18.4K - $23.4K
|
1.56K
$500K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
80New |
$17.9K - $22.8K
|
80
$25.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
80+ 0.85% |
$17.9K - $22.8K
|
9.5K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
80New |
$17.9K - $22.8K
|
80
$25.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
78+ 2.97% |
$17.5K - $22.3K
|
2.7K
$864K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
76+ 5.67% |
$17K - $21.7K
|
1.42K
$454K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
75+ 5.77% |
$16.8K - $21.4K
|
1.38K
$440K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
75New |
$16.8K - $21.4K
|
75
$24K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
75+ 4.63% |
$16.8K - $21.4K
|
1.69K
$542K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
73New |
$16.4K - $20.8K
|
73
$23.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
71New |
$15.9K - $20.3K
|
71
$22.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
71+ 5.33% |
$15.9K - $20.3K
|
1.4K
$449K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
71+ 0.96% |
$15.9K - $20.3K
|
7.48K
$2.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
70+ 4.03% |
$15.7K - $20K
|
1.81K
$579K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
70New |
$15.7K - $20K
|
70
$22.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
69+ 6.28% |
$15.5K - $19.7K
|
1.17K
$374K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
68New |
$15.3K - $19.4K
|
68
$21.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
BUY
|
- |
68+ 1.29% |
$15.3K - $19.4K
|
5.36K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
66+ 0.17% |
$14.8K - $18.8K
|
39.4K
$12.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
66New |
$14.8K - $18.8K
|
66
$21.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
66+ 3.5% |
$14.8K - $18.8K
|
1.95K
$625K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
66New |
$14.8K - $18.8K
|
66
$21.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
65+ 2.75% |
$14.6K - $18.6K
|
2.43K
$777K
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
65+ 2.24% |
$14.6K - $18.6K
|
2.96K
$948K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
65New |
$14.6K - $18.6K
|
65
$20.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
64+ 4.44% |
$14.4K - $18.3K
|
1.51K
$482K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
63+ 1.82% |
$14.1K - $18K
|
3.52K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
63+ 26.58% |
$14.1K - $18K
|
300
$96.1K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
62+ 6.04% |
$13.9K - $17.7K
|
1.09K
$349K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
60+ 0.67% |
$13.5K - $17.1K
|
9.04K
$2.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
60+ 17.91% |
$13.5K - $17.1K
|
395
$126K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
58+ 2.83% |
$13K - $16.6K
|
2.1K
$674K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
57+ 22.09% |
$12.8K - $16.3K
|
315
$101K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
57+ 1.89% |
$12.8K - $16.3K
|
3.07K
$984K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
57+ 3.14% |
$12.8K - $16.3K
|
1.87K
$599K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
56New |
$12.6K - $16K
|
56
$17.9K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
56+ 0.82% |
$12.6K - $16K
|
6.86K
$2.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
55+ 7.55% |
$12.3K - $15.7K
|
783
$251K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
54+ 10.09% |
$12.1K - $15.4K
|
589
$189K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
52+ 5.66% |
$11.7K - $14.8K
|
970
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
51+ 77.27% |
$11.4K - $14.6K
|
117
$37.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
50+ 1.68% |
$11.2K - $14.3K
|
3.02K
$967K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
50New |
$11.2K - $14.3K
|
50
$16K
|
|
|
Feb 10, 2025
Q4 2024
|
Glynn Capital Management LLC
|
BUY
|
- |
50New |
$11.2K - $14.3K
|
50
$16K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
50+ 9.01% |
$11.2K - $14.3K
|
605
$194K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.29% |
$11K - $14K
|
16.9K
$5.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
49+ 4.5% |
$11K - $14K
|
1.14K
$364K
|