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 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
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
115+ 13.79% |
$25.8K - $32.8K
|
949
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
114New |
$25.6K - $32.5K
|
114
$35.5K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
111+ 138.75% |
$24.9K - $31.7K
|
191
$59.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
106New |
$23.8K - $30.3K
|
106
$33K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
104+ 49.52% |
$23.3K - $29.7K
|
314
$97.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
101+ 0.88% |
$22.7K - $28.8K
|
11.6K
$3.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
100New |
$22.4K - $28.6K
|
100
$31.1K
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
100New |
$22.4K - $28.6K
|
100
$31.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.19% |
$22.4K - $28.6K
|
52.2K
$16.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
99+ 135.62% |
$22.2K - $28.3K
|
172
$53.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
98+ 4.89% |
$22K - $28K
|
2.1K
$655K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
97+ 3.81% |
$21.8K - $27.7K
|
2.64K
$822K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
96+ 11.07% |
$21.5K - $27.4K
|
963
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
91+ 0.41% |
$20.4K - $26K
|
22.3K
$6.96M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
90+ 9000.0% |
$20.2K - $25.7K
|
91
$28.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
89New |
$20K - $25.4K
|
89
$27.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
87+ 3.78% |
$19.5K - $24.8K
|
2.39K
$744K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
86+ 6.21% |
$19.3K - $24.6K
|
1.47K
$458K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
86+ 8.81% |
$19.3K - $24.6K
|
1.06K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
85+ 8.18% |
$19.1K - $24.3K
|
1.12K
$350K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
84+ 4.91% |
$18.8K - $24K
|
1.8K
$559K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
83New |
$18.6K - $23.7K
|
83
$25.9K
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
80+ 0.85% |
$17.9K - $22.8K
|
9.5K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, 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
$441K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
75+ 5.77% |
$16.8K - $21.4K
|
1.38K
$428K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
75New |
$16.8K - $21.4K
|
75
$23.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
75+ 4.63% |
$16.8K - $21.4K
|
1.69K
$528K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
73New |
$16.4K - $20.8K
|
73
$22.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
71New |
$15.9K - $20.3K
|
71
$22.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
71+ 5.33% |
$15.9K - $20.3K
|
1.4K
$437K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
71+ 0.96% |
$15.9K - $20.3K
|
7.48K
$2.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
70+ 4.03% |
$15.7K - $20K
|
1.81K
$563K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
70New |
$15.7K - $20K
|
70
$21.8K
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
BUY
|
- |
68+ 1.29% |
$15.3K - $19.4K
|
5.36K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
66+ 0.17% |
$14.8K - $18.8K
|
39.4K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
66New |
$14.8K - $18.8K
|
66
$20.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
66+ 3.5% |
$14.8K - $18.8K
|
1.95K
$608K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
66New |
$14.8K - $18.8K
|
66
$20.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
65+ 2.75% |
$14.6K - $18.6K
|
2.43K
$756K
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
65+ 2.24% |
$14.6K - $18.6K
|
2.96K
$923K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
64+ 4.44% |
$14.4K - $18.3K
|
1.51K
$469K
|