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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
LCA
2026
Legend Capital Advisors
New York
– -$182K -651 Closed
USWIA
2027
UP Strategic Wealth Investment Advisors
Pennsylvania
– -$200K -643 Closed
GAA
2028
Global Assets Advisory
Florida
– -$171K -614 Closed
LFA
2029
Longview Financial Advisors
Alabama
– -$165K -590 Closed
KW
2030
KWB Wealth
California
– -$207K -587 Closed
GSEP
2031
Golden State Equity Partners
California
– -$159K -568 Closed
AGWCA
2032
Annis Gardner Whiting Capital Advisors
Florida
– -$157K -561 Closed
DWP
2033
Destiny Wealth Partners
Florida
– -$149K -532 Closed
TGY2IT
2034
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$143K -512 Closed
BCM
2035
Berbice Capital Management
New York
– -$140K -500 Closed
TLFA
2036
True Link Financial Advisors
California
– -$128K -458 Closed
FW
2037
Fairway Wealth
Ohio
– -$124K -444 Closed
BCFD
2038
Boit C.F. David
– -$112K -400 Closed
WSA
2039
Wealth Science Advisors
Georgia
– -$140K -396 Closed
IAAG
2040
Innovative Asset Advisors Group
Connecticut
– -$96.3K -345 Closed
TS
2041
Triglav Skladi
Slovenia
– -$96.1K -344 Closed
LAS
2042
Lloyd Advisory Services
Georgia
– -$91.6K -328 Closed
PWA
2043
Portus Wealth Advisors
North Carolina
– -$89.4K -320 Closed
TPWA
2044
Twin Peaks Wealth Advisors
California
– -$80.6K -288 Closed
OWA
2045
Opal Wealth Advisors
New York
– -$69.9K -250 Closed
BA
2046
Ballast Advisors
Minnesota
– -$60.3K -216 Closed
MTIC
2047
Missouri Trust & Investment Company
Missouri
– -$58.1K -208 Closed
DI
2048
DAGCO Inc
Ohio
– -$53.3K -191 Closed
EF
2049
Entrust Financial
Pennsylvania
– -$41.7K -149 Closed
ACM
2050
Aster Capital Management
United Arab Emirates
– -$29.2K -145 Closed
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