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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
2001
Visionary Wealth Advisors
Illinois
– -$206K -738 Closed
BAG
2002
Bridgewealth Advisory Group
California
– -$206K -736 Closed
PWG
2003
Portside Wealth Group
Utah
– -$204K -732 Closed
IWA
2004
IVC Wealth Advisors
Pennsylvania
– -$203K -726 Closed
EM
2005
ELCO Management
New York
– -$202K -725 Closed
NS
2006
Northland Securities
Minnesota
– -$202K -724 Closed
HA
2007
HC Advisors
Georgia
– -$202K -722 Closed
TWP
2008
Triad Wealth Partners
Kansas
– -$202K -722 Closed
PP
2009
Postrock Partners
Oregon
– -$201K -721 Closed
REMPR
2010
Roof Eidam Maycock Peralta (REMP)
California
– -$201K -721 Closed
RWMG
2011
Redwood Wealth Management Group
New Jersey
– -$201K -720 Closed
RMC
2012
Ring Mountain Capital
California
– -$200K -717 Closed
LCA
2013
Legend Capital Advisors
New York
– -$182K -651 Closed
USWIA
2014
UP Strategic Wealth Investment Advisors
Pennsylvania
– -$200K -643 Closed
GAA
2015
Global Assets Advisory
Florida
– -$171K -614 Closed
LFA
2016
Longview Financial Advisors
Alabama
– -$165K -590 Closed
KW
2017
KWB Wealth
California
– -$207K -587 Closed
GSEP
2018
Golden State Equity Partners
California
– -$159K -568 Closed
AGWCA
2019
Annis Gardner Whiting Capital Advisors
Florida
– -$157K -561 Closed
DWP
2020
Destiny Wealth Partners
Florida
– -$149K -532 Closed
TGY2IT
2021
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$143K -512 Closed
BCM
2022
Berbice Capital Management
New York
– -$140K -500 Closed
TLFA
2023
True Link Financial Advisors
California
– -$128K -458 Closed
FW
2024
Fairway Wealth
Ohio
– -$124K -444 Closed
BCFD
2025
Boit C.F. David
– -$112K -400 Closed
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