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 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
146+ 26.45% |
$32.7K - $41.7K
|
698
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
141+ 1.87% |
$31.6K - $40.3K
|
7.69K
$2.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
138+ 14.2% |
$31K - $39.4K
|
1.11K
$346K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
136New |
$30.5K - $38.8K
|
136
$42.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
135+ 3.64% |
$30.3K - $38.5K
|
3.84K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
133+ 11.73% |
$29.8K - $38K
|
1.27K
$395K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
133+ 7.15% |
$29.8K - $38K
|
1.99K
$621K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
131+ 4.67% |
$29.4K - $37.4K
|
2.94K
$916K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
130New |
$29.2K - $37.1K
|
130
$40.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
126+ 8.33% |
$28.3K - $36K
|
1.64K
$511K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
123+ 6.19% |
$27.6K - $35.1K
|
2.11K
$658K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
122+ 11.98% |
$27.4K - $34.8K
|
1.14K
$355K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
121New |
$27.1K - $34.5K
|
121
$37.7K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
111+ 138.75% |
$24.9K - $31.7K
|
191
$59.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
106New |
$23.8K - $30.3K
|
106
$33.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
104+ 49.52% |
$23.3K - $29.7K
|
314
$97.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
101+ 0.88% |
$22.7K - $28.8K
|
11.6K
$3.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
100+ 6.98% |
$22.4K - $28.6K
|
1.53K
$478K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
100+ 6.12% |
$22.4K - $28.6K
|
1.73K
$540K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
100New |
$22.4K - $28.6K
|
100
$31.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
98+ 4.89% |
$22K - $28K
|
2.1K
$656K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
97+ 3.81% |
$21.8K - $27.7K
|
2.64K
$823K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
96+ 11.07% |
$21.5K - $27.4K
|
963
$300K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
90+ 9000.0% |
$20.2K - $25.7K
|
91
$28.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
89New |
$20K - $25.4K
|
89
$27.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
86+ 6.21% |
$19.3K - $24.6K
|
1.47K
$458K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
84+ 4.91% |
$18.8K - $24K
|
1.8K
$560K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
82+ 5.54% |
$18.4K - $23.4K
|
1.56K
$487K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
80New |
$17.9K - $22.8K
|
80
$24.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
76+ 5.67% |
$17K - $21.7K
|
1.42K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
75New |
$16.8K - $21.4K
|
75
$23.4K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
75+ 5.77% |
$16.8K - $21.4K
|
1.38K
$429K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
73New |
$16.4K - $20.8K
|
73
$22.8K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
71+ 0.96% |
$15.9K - $20.3K
|
7.48K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
71+ 5.33% |
$15.9K - $20.3K
|
1.4K
$437K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
71New |
$15.9K - $20.3K
|
71
$22.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
70+ 4.03% |
$15.7K - $20K
|
1.81K
$564K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
69+ 6.28% |
$15.5K - $19.7K
|
1.17K
$364K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
68New |
$15.3K - $19.4K
|
68
$21.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
66+ 3.5% |
$14.8K - $18.8K
|
1.95K
$609K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
66New |
$14.8K - $18.8K
|
66
$20.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
66+ 0.17% |
$14.8K - $18.8K
|
39.4K
$12.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
65+ 2.75% |
$14.6K - $18.6K
|
2.43K
$756K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
64+ 4.44% |
$14.4K - $18.3K
|
1.51K
$470K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
63+ 1.82% |
$14.1K - $18K
|
3.52K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
62+ 6.04% |
$13.9K - $17.7K
|
1.09K
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
60+ 0.67% |
$13.5K - $17.1K
|
9.04K
$2.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
58+ 2.83% |
$13K - $16.6K
|
2.1K
$656K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
57+ 22.09% |
$12.8K - $16.3K
|
315
$98.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
57+ 1.89% |
$12.8K - $16.3K
|
3.07K
$958K
|