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
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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 |
|---|---|---|---|
| 2025-12-31 | $421k | 1.2k | 353.14 |
| 2025-09-30 | $1.3M | 3.9k | 329.09 |
| 2025-06-30 | $1.3M | 4.1k | 322.75 |
| 2025-03-31 | $968k | 4.8k | 201.62 |
| 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
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