Advisor OS »

Constellation Energy shares owned by Advisor OS

Quarter-by-quarter ownership of Constellation Energy (CEG) shares owned by Advisor OS from 13F filings

Historical chart of Advisor OS investment in Constellation Energy

Tip: Access up to 7 years of quarterly data

All positions including Constellation Energy held by Advisor OS consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Constellation Energy by Advisor OS

Quarter filed Position value Share count Share price at filing
2025-09-30 $552k 1.7k 329.07
2025-06-30 $343k 1.1k 322.77

More positions owned by Advisor OS

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Global X Fds 1-3 Month T-bill (CLIP)
Ishares Tr Rus 1000 Val Etf (IWD)
Advisors Inner Circle Fd Iii Brown Advisory (BASG)
Northrop Grumman Corporation (NOC)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Advisor OS

Top funds holding Constellation Energy

Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
State Street Corporation
FMR
Morgan Stanley
Geode Capital Management
Jennison Associates
Coatue Management
Wells Fargo & Company
Susquehanna International
Invesco
Bank of New York Mellon
Jpmorgan Chase & Co
Northern Trust

View all funds holding Constellation Energy