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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
2001
Worth Financial Advisory Group
North Carolina
– -$420K -1,190 Closed
FA
2002
Fiducient Advisors
Illinois
– -$419K -1,187 Closed
AU
2003
AlphaGrep UK
– -$394K -1,115 Closed
BMCM
2004
Burns Matteson Capital Management
New York
– -$389K -1,101 Closed
CWM
2005
Calamos Wealth Management
Illinois
– -$378K -1,070 Closed
WPA
2006
Wealth Preservation Advisors
Tennessee
– -$377K -1,068 Closed
NFG
2007
Nadler Financial Group
Illinois
– -$374K -1,059 Closed
SI
2008
Severin Investments
Missouri
– -$361K -1,022 Closed
DCM
2009
Driehaus Capital Management
Illinois
– -$360K -1,019 Closed
NL
2010
NWAM LLC
Washington
– -$290K -1,013 Closed
KCM
2011
Kanawha Capital Management
Virginia
– -$349K -987 Closed
MVF
2012
Markin Volterra Fund
New York
– -$343K -970 Closed
SSG
2013
Summit Securities Group
New York
– -$331K -938 Closed
GKWIM
2014
Gerber Kawasaki Wealth & Investment Management
California
– -$320K -905 Closed
PUI
2015
Purpose Unlimited Inc
– -$318K -900 Closed
NRC
2016
New Republic Capital
North Carolina
– -$317K -898 Closed
BWM
2017
BCS Wealth Management
Tennessee
– -$307K -870 Closed
CST
2018
Charles Schwab Trust
Nevada
– -$305K -862 Closed
PEP
2019
Pickering Energy Partners
Texas
– -$304K -860 Closed
RFA
2020
Rollins Financial Advisors
New York
– -$304K -860 Closed
MWPCG
2021
Measured Wealth Private Client Group
New Hampshire
– -$299K -846 Closed
CPA
2022
Capital Planning Advisors
California
– -$296K -837 Closed
CAIMH
2023
Central Asset Investments & Management Holdings
Hong Kong
– -$295K -835 Closed
JWM
2024
JGP Wealth Management
Oregon
– -$295K -835 Closed
NFA
2025
Northwest Financial Advisors
Virginia
– -$293K -828 Closed
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