Constellation Energy shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Constellation Energy (CEG) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Constellation Energy
Tip: Access up to 7 years of quarterly data
All positions including Constellation Energy held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Constellation Energy by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 4.9k | 223.71 |
| 2024-09-30 | $1.2M | 4.5k | 260.05 |
| 2024-06-30 | $699k | 3.5k | 200.26 |
| 2024-03-31 | $627k | 3.4k | 184.87 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management