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Constellation Energy shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Constellation Energy (CEG) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Constellation Energy

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All positions including Constellation Energy held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Constellation Energy by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $21k 80 261.53
2024-06-30 $16k 80 201.01
2024-03-31 $15k 80 185.23

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
Vanguard FTSE Developed Markets ETF Equity (VEA)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Eagle Capital Select Equity ETF Equity (EAGL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
Calamos S&P Structured ALT ETF Equity
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
Vanguard High Dividend Yield ETF Equity (VYM)

View all positions for Burkett Financial Services

Top funds holding Constellation Energy

Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
BlackRock
State Street Corporation
Capital World Investors
T. Rowe Price Associates
Geode Capital Management
Morgan Stanley
Bank of New York Mellon
Capital Research Global Investors
Invesco
Northern Trust
International Assets Investment Management
Lone Pine Capital

View all funds holding Constellation Energy