Brass Tax Wealth Management »

Constellation Energy shares owned by Brass Tax Wealth Management

Quarter-by-quarter ownership of Constellation Energy (CEG) shares owned by Brass Tax Wealth Management from 13F filings

Historical chart of Brass Tax Wealth Management investment in Constellation Energy

Tip: Access up to 7 years of quarterly data

All positions including Constellation Energy held by Brass Tax Wealth Management 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 Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $436k 1.3k 329.07
2025-06-30 $463k 1.4k 322.76
2025-03-31 $289k 1.4k 201.63
2024-12-31 $318k 1.4k 223.71
2024-09-30 $386k 1.5k 260.02
2024-06-30 $298k 1.5k 200.27

More positions owned by Brass Tax Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Wellington Us Multifactor (VFMF)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Small Cp Etf (VB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Eli Lilly & Co. (LLY)

View all positions for Brass Tax Wealth Management

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