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 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
163+ 7.64% |
$36.6K - $46.5K
|
2.3K
$689K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
154+ 17.13% |
$34.5K - $44K
|
1.05K
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
149+ 8.44% |
$33.4K - $42.5K
|
1.92K
$574K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
147+ 12.83% |
$33K - $42K
|
1.29K
$388K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
146+ 26.45% |
$32.7K - $41.7K
|
698
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
138+ 14.2% |
$31K - $39.4K
|
1.11K
$333K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
133+ 11.73% |
$29.8K - $38K
|
1.27K
$380K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
133+ 7.15% |
$29.8K - $38K
|
1.99K
$598K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
131+ 4.67% |
$29.4K - $37.4K
|
2.94K
$881K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
130New |
$29.2K - $37.1K
|
130
$39K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
126+ 8.33% |
$28.3K - $36K
|
1.64K
$492K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
123+ 6.19% |
$27.6K - $35.1K
|
2.11K
$633K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
122+ 11.98% |
$27.4K - $34.8K
|
1.14K
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
121New |
$27.1K - $34.5K
|
121
$36.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
111+ 138.75% |
$24.9K - $31.7K
|
191
$57.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
106New |
$23.8K - $30.3K
|
106
$31.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
104+ 49.52% |
$23.3K - $29.7K
|
314
$94.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
100+ 6.98% |
$22.4K - $28.6K
|
1.53K
$460K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
100New |
$22.4K - $28.6K
|
100
$30K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
97+ 3.81% |
$21.8K - $27.7K
|
2.64K
$792K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
90+ 9000.0% |
$20.2K - $25.7K
|
91
$27.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
89New |
$20K - $25.4K
|
89
$26.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
86+ 6.21% |
$19.3K - $24.6K
|
1.47K
$441K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
84+ 4.91% |
$18.8K - $24K
|
1.8K
$538K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
82+ 5.54% |
$18.4K - $23.4K
|
1.56K
$469K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
76+ 5.67% |
$17K - $21.7K
|
1.42K
$425K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
75+ 5.77% |
$16.8K - $21.4K
|
1.38K
$412K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
75New |
$16.8K - $21.4K
|
75
$22.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
71+ 5.33% |
$15.9K - $20.3K
|
1.4K
$421K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
71+ 0.96% |
$15.9K - $20.3K
|
7.48K
$2.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
71New |
$15.9K - $20.3K
|
71
$21.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
70+ 4.03% |
$15.7K - $20K
|
1.81K
$543K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
66+ 3.5% |
$14.8K - $18.8K
|
1.95K
$586K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
66New |
$14.8K - $18.8K
|
66
$19.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
66+ 0.17% |
$14.8K - $18.8K
|
39.4K
$11.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
64+ 4.44% |
$14.4K - $18.3K
|
1.51K
$452K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
62+ 6.04% |
$13.9K - $17.7K
|
1.09K
$327K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
60+ 0.67% |
$13.5K - $17.1K
|
9.04K
$2.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
58+ 2.83% |
$13K - $16.6K
|
2.1K
$631K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
57+ 22.09% |
$12.8K - $16.3K
|
315
$94.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
54+ 10.09% |
$12.1K - $15.4K
|
589
$177K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
52+ 5.66% |
$11.7K - $14.8K
|
970
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
50+ 1.68% |
$11.2K - $14.3K
|
3.02K
$906K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.29% |
$11K - $14K
|
16.9K
$5.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
45+ 1.74% |
$10.1K - $12.8K
|
2.63K
$787K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
44+ 2.43% |
$9.87K - $12.6K
|
1.86K
$557K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
42+ 2.18% |
$9.42K - $12K
|
1.97K
$590K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
41+ 1.78% |
$9.2K - $11.7K
|
2.34K
$702K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
40+ 1.05% |
$8.97K - $11.4K
|
3.85K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
35+ 1.81% |
$7.85K - $9.99K
|
1.96K
$589K
|